Naval

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
0:00 Intro — Three Frontier Founders
1:27 AI Software Factories
4:15 Waste Tokens, Save Time
5:47 Models Instructing Humans
9:29 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

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

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

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

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
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