Naval
- Episodes
- 161
- Released
- monthly
- Latest episode
- Jul 3, 2026
About the podcast
x.com/naval
Episodes 161
Live in the Future
Naval with three founders who are living in the future: Garry Tan (Y Combinator), Daniel Francis (Abel Police), and Farbood Nivi (A-LIST). 00:00 Guest Intros 02:35 Live in the Future 03:58 Will AI Outsmart us? …
Show notes
Naval with three founders who are living in the future: Garry Tan (Y Combinator), Daniel Francis (Abel Police), and Farbood Nivi (A-LIST).
00:00 Guest Intros
02:35 Live in the Future
03:58 Will AI Outsmart us?
07:43 In the Anthropic Breadline
09:59 The Tech Genie Is Out
12:33 We Invested in COVID?!
14:25 Good Writing Is Novelty
18:50 Living Like It's 2028
24:32 Truth dot ai
30:18 Does China have the Weights?
35:38 Everyone has AI Anxiety
39:32 Have Your Agent Talk to My Agent
42:01 What if Open Source takes the Lead?
44:03 The Sun is Setting on Google
48:00 Ride the AGI
50:46 Will There be Startups?
54:05 Defending Taiwan
1:00:05 The California Empire
1:01:26 If the U.S. Falls
1:03:11 Universal Basic Robot
1:06:01 Humans as AI Handlers
Full Episode: The AI Industrial Revolution
Full episode with 20 minutes of new material at the end. Software factories, vertical integration, the regulatory frontier, and the autonomous company. Part 1: Waste Tokens, Save Time 00:00 Three Frontier …
Show notes
Full episode with 20 minutes of new material at the end.
Software factories, vertical integration, the regulatory frontier, and the autonomous company.
Part 1: Waste Tokens, Save Time
00:00 Three Frontier Founders
01:27 AI Software Factories
04:15 Waste Tokens, Save Time
05:47 Models Instructing Humans
09:29 Is Pure Software Dead?
12:03 You Don't Get Stuck Anymore
Part 2: Vibe Coding Hardware
14:39 Vibe Coding a Turbine Blade
18:07 Open Source Compounds China's Advantage
20:15 You Always Want the Smartest Model
22:44 Software Still Needs Hands
24:43 Humans Are Becoming Verifiers
Part 3: The Regulatory Frontier
27:53 The Regulatory Red Queen Race
32:32 Why There's No Innovation in Healthcare
36:49 We Need a True 50-State Experiment
40:31 China's FDA Is Beating Ours
43:37 Healthcare Is a Communist Society Inside Capitalism
45:57 Sid's Story: N-of-1 Medicine
Part 4: The Autonomous Company
47:49 Autonomous Infrastructure
51:25 Your Job Is to Train the Agent
54:54 The Next Lord of the Rings
59:08 What's Your Definition of Art?
1:05:00 Can AI Have New Ideas?
1:07:03 A Very Large Number of Small Teams
With Guillermo Rauch (Vercel), Blake Scholl (Boom Supersonic), and Max Hodak (Science).
Transcript: http://nav.al/industrial
Sell the Truth
00:00 Be Credible 03:18 "Yes, And" 04:31 Selfish Honesty 05:37 Charisma Is Confidence + Love 07:56 Don't Manage, Lead 11:16 Hunt Together 14:51 Feed Your (Good) Obsessions 18:57 Sell the Truth 21:07 Good Deal …
Show notes
00:00 Be Credible
03:18 "Yes, And"
04:31 Selfish Honesty
05:37 Charisma Is Confidence + Love
07:56 Don't Manage, Lead
11:16 Hunt Together
14:51 Feed Your (Good) Obsessions
18:57 Sell the Truth
21:07 Good Deal or No Deal
23:39 The Age of Nonlinear Returns
—
Transcript: http://nav.al/sell
USVC is a product of AngelList, where we are founders and hold equity.
'Nothing Ever Happens' Is Over
00:00 The Fully Interconnected Startup 04:14 You Don't Need the Explicit Intranet Anymore 06:55 May You Live in Interesting Times 10:40 Drones Democratize Violence 12:43 Biothreats Could Also Get Democratized …
Show notes
00:00 The Fully Interconnected Startup
04:14 You Don't Need the Explicit Intranet Anymore
06:55 May You Live in Interesting Times
10:40 Drones Democratize Violence
12:43 Biothreats Could Also Get Democratized
15:09 AI Interfaces Unlock Hardware
17:35 Optimism Requires Creativity
--
Transcript: http://nav.al/over
USVC is a product of AngelList, where we are founders and hold equity.
A Return to Code
A Return to Coding 00:15 The Personal App Store 03:08 Vibe Coding Is a Video Game with Real-World Rewards 06:12 Pure Software Is Uninvestable 10:23 A Place for Each Model 14:09 AI Is Eager to Please 17:44 Why …
Show notes
A Return to Coding 00:15
The Personal App Store 03:08
Vibe Coding Is a Video Game with Real-World Rewards 06:12
Pure Software Is Uninvestable 10:23
A Place for Each Model 14:09
AI Is Eager to Please 17:44
Why Math and Coding? 21:58
The Beginning of the End of Apple's Dominance 24:04
Coding Agents As Customer Service Reps 27:43
--
Transcript: http://nav.al/code
Presented by AngelList: http://angellist.com/podcast
We founded AngelList and have equity in the company.
A Motorcycle for the Mind
If you want to learn, do 0:00 Vibe coding is the new product management 2:13 Training models is the new coding 6:49 Is traditional software engineering dead? 10:13 There is no demand for average 13:07 The …
Show notes
If you want to learn, do 0:00
Vibe coding is the new product management 2:13
Training models is the new coding 6:49
Is traditional software engineering dead? 10:13
There is no demand for average 13:07
The hottest new programming language is English 14:12
AI is adapting to us faster than we are adapting to it 18:36
No entrepreneur is worried about AI taking their job 22:56
The goal is not to have a job 26:46
AIs are not alive 29:49
AI fails the only true test of intelligence 32:55
Early adopters of AI have an enormous edge 36:49
AI meets you exactly where you are 39:37
Always leverage the best intelligence 43:02
If you can't define it, you can't program it 44:37
The solution to AI anxiety is action 49:37
--
Transcript: http://nav.al/ai
Curate People
The Best Only Want to Work With the Best 0:00 You'll Never Be Able to Hire Anybody Better Than You 3:49 Break Every Rule to Get the Best People 6:45 It Just Takes a Small Group of People to Create Something …
Show notes
The Best Only Want to Work With the Best 0:00
You'll Never Be Able to Hire Anybody Better Than You 3:49
Break Every Rule to Get the Best People 6:45
It Just Takes a Small Group of People to Create Something Great 10:19
Find Undiscovered Talent Before Everyone Else 14:56
Great People Have Taste in Other People 19:04
Every Great Engineer Is Also an Artist 21:24
Early Teams Look Like Cults 25:34
You Can't Make a Product that is Simple Enough 27:59
The Founder's Personality Is the Company 30:37
Good Teams Throw Away Far More Product Than They Keep 34:45
All New Information Starts as Misinformation 38:41
Geniuses Only 40:47
Practice Your Craft At the Edge of Your Capability 44:24
Curate People 49:14
—
Transcript: http://nav.al/curate-people
In the Arena
Inspiration All the Way Down 0:00 Life is Lived in the Arena 2:40 If You Want to Learn, Do 4:51 In Most Difficult Things in Life, The Solution is Indirect 6:15 When You Truly Work for Yourself 7:30 Find Your …
Show notes
Inspiration All the Way Down 0:00
Life is Lived in the Arena 2:40
If You Want to Learn, Do 4:51
In Most Difficult Things in Life, The Solution is Indirect 6:15
When You Truly Work for Yourself 7:30
Find Your Specific Knowledge Through Action 10:12
You Have to Enjoy It a Lot 12:06
Pause, Reflect, See How Well it Did 14:45
Blame Yourself for Everything, and Preserve Your Agency 16:23
It Is Impossible to Fool Mother Nature 21:03
The Best Authors Respect the Reader's Time 25:17
Most Books Should Be Skimmed, A Few Should Be Devoured 28:18
Good Products Are Hard to Vary 32:01
Find the Simplest Thing That Works 35:27
—
Transcript http://nav.al/in-the-arena
The Deutsch Files IV
Connecting the Four Theories into a Unified Whole 0:34 Emergence Is Fundamental 3:18 Constructor Theory Could Transform Multiple Fields 8:30 Innovation Often Emerges Unexpectedly 22:46 Knowledge Evolves …
Show notes
Connecting the Four Theories into a Unified Whole 0:34
Emergence Is Fundamental 3:18
Constructor Theory Could Transform Multiple Fields 8:30
Innovation Often Emerges Unexpectedly 22:46
Knowledge Evolves Independently Across Universes 29:31
Anti-Rational Memes Hinder Human Progress 31:10
The West Versus the Rest 37:32
Error-correcting Institutions 47:46
The Bucket Theory of the Mind 51:59
Wokeism and the West 1:07:12
—
Transcript http://nav.al/deutsch-files-iv
The Deutsch Files III
Proving something about AGI is inherently impossible 0:00 Creativity is not just mixing things together 3:05 The superiority of explanatory knowledge 7:48 Knowledge laden information is more resilient than any …
Show notes
Proving something about AGI is inherently impossible 0:00
Creativity is not just mixing things together 3:05
The superiority of explanatory knowledge 7:48
Knowledge laden information is more resilient than any physical object 12:36
The problems of cloning people 15:05
Objections to Taking Children Seriously 19:23
"Do what you like" is bad advice 38:17
Creativity versus nature 41:57
Deutsch's "fanciful" conjectures 47:52
We must give up on the idea of an ultimate explanation 53:06
—
Transcript http://nav.al/deutsch-files-iii
The Deutsch Files II
The universality of computation and explanation 0:00 The growth of knowledge begins with problems 4:56 Problems are clashes between ideas 9:57 Evolution is not the survival of the fittest 14:50 Bad philosophy …
Show notes
The universality of computation and explanation 0:00
The growth of knowledge begins with problems 4:56
Problems are clashes between ideas 9:57
Evolution is not the survival of the fittest 14:50
Bad philosophy in quantum theory 26:46
Free will is intimately connected with knowledge-creation 33:41
Wealth is not a number, it is a set of transformations 49:03
The principle of optimism 53:27
Constructor Theory 57:21
How to make a better world 1:10:05
—
Transcript http://nav.al/deutsch-files-ii
The Deutsch Files I
Good Science Fiction is Hard to Vary 2:08 ChatGPT is Not a Step Towards AGI 5:36 Creativity is Fundamentally Impossible to Define 13:35 The Binary of Personhood and Non-Personhood 23:41 David Deutsch's Life …
Show notes
Good Science Fiction is Hard to Vary 2:08
ChatGPT is Not a Step Towards AGI 5:36
Creativity is Fundamentally Impossible to Define 13:35
The Binary of Personhood and Non-Personhood 23:41
David Deutsch's Life Philosophy 32:06
The Clash of Civilizations 44:03
—
Transcript http://nav.al/deutsch-files-i
Discuss on Airchat http://getairchat.com/arjun/deutschfilesdiscussion
David Deutsch: Knowledge Creation and The Human Race, Part 2
Popper's Impact 0:00 Creative Guesses 2:18 Experiments, Demonstrations, and Measurements 4:25 Taking Theories Seriously 10:25 New Paradigms 15:58 Foundations of Science 23:30 The Enlightenment 25:39 …
Show notes
Popper's Impact 0:00
Creative Guesses 2:18
Experiments, Demonstrations, and Measurements 4:25
Taking Theories Seriously 10:25
New Paradigms 15:58
Foundations of Science 23:30
The Enlightenment 25:39
Misinformation 29:45
—
Transcript http://nav.al/david-deutsch-2
David Deutsch: Knowledge Creation and The Human Race, Part 1
Introduction 0:00 The Human Race 2:11 Knowledge Creation 12:34 AGI 15:50 Taking Children Seriously 23:30 Good Explanations 27:49 Quantum Computers 36:35 — Transcript http://nav.al/david-deutsch
Vitalik: Ethereum, Part 2
The elder statesman of smart contract blockchains 0:00 The Ethereum community 1:22 The DAO hack 2:34 Vitalik's finest and worst moments in protocol politics 5:18 Becoming a Twitter memelord 7:45 Vitalik's …
Show notes
The elder statesman of smart contract blockchains 0:00
The Ethereum community 1:22
The DAO hack 2:34
Vitalik's finest and worst moments in protocol politics 5:18
Becoming a Twitter memelord 7:45
Vitalik's influence on Eth today 8:59
It's getting harder to do big things in Eth 10:38
Goals outside Ethereum 12:17
Crypto needs the good-natured 15:00
Russia 18:06
Vitalik's lifestyle 19:51
Closing thoughts 22:06
—
Transcript http://nav.al/vitalik-2
These are the latest 40 of 161 episodes. You’ll find older episodes in the podcast’s feed.
Similar podcasts
More Technology podcasts
Is this your podcast?
Confirm it with an entry in your feed: you get a code here, add it as podcast:txt to the channel of your feed, and we check it. Your podcast is then shown as “verified” on SoundNode.