Vibe Coding Hardware

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? 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 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

The Regulatory Frontier

Part 2 of our new format with three frontier founders: Guillermo Rauch (Vercel), Blake Scholl (Boom Supersonic), and Max Hodak (Science). 00:00 Previously… 00:34 The Regulatory Red Queen Race 05:13 Why There's No Innovation in Health Care 09:30 We Need a True 50-State Experiment 13:12 China's FDA Is Beating Ours 16:18 Healthcare Is a Communist Society Inside Capitalism 18:38 Sid's Story: N-of-1 Medicine Transcript: nav.al/regulatory

Vibe Coding Hardware

Part 2 of our new format with three frontier founders: Guillermo Rauch (Vercel), Blake Scholl (Boom Sonic), and Max Hodak (Science). 00:35 Vibe Coding A Turbine Blade 04:04 Open Source Compounds China's Advantage 06:12 You Always Want The Smartest Model 08:41 Software Still Needs Hands 10:40 Humans Are Becoming Verifiers Transcript: http://nav.al/hardware

Waste Tokens, Save Time

A new format for the podcast! With three frontier founders: Guillermo Rauch (Vercel), Blake Scholl (Boom Supersonic), and Max Hodak (Science). 01:27 AI Software Factories 04:15 Waste Tokens, Save Time 05:47 Models Instructing Humans 09:30 Is Pure Software Dead? 12:04 You Don't Get Stuck Anymore Transcript: nav.al/tokens