Naval
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- 161
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- Dernier épisode
- 3 Juil 2026
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Épisodes 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? …
Notes de l’épisode
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 …
Notes de l’épisode
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 …
Notes de l’épisode
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 …
Notes de l’épisode
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 …
Notes de l’épisode
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 …
Notes de l’épisode
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 …
Notes de l’épisode
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 …
Notes de l’épisode
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 …
Notes de l’épisode
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 …
Notes de l’épisode
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 …
Notes de l’épisode
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 …
Notes de l’épisode
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 …
Notes de l’épisode
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 …
Notes de l’épisode
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
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