Naval

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 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

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
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Transcript: http://nav.al/sell
USVC is a product of AngelList, where we are founders and hold equity.

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
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Transcript: http://nav.al/over
USVC is a product of AngelList, where we are founders and hold equity.

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

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Transcript: http://nav.al/code
Presented by AngelList: http://angellist.com/podcast
We founded AngelList and have equity in the company.