Naval

Latest Episodes:

Live in the Future Jul 02, 2026

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 Jun 01, 2026

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 May 11, 2026

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 May 04, 2026

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 Apr 28, 2026

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 Feb 18, 2026

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 Oct 30, 2025

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

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Transcript: http://nav.al/curate-people

In the Arena Oct 07, 2025

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

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Transcript http://nav.al/in-the-arena

Find the Simplest Thing That Works Oct 02, 2025

Show notes

http://nav.al/simplest

Good Products Are Hard to Vary Sep 29, 2025

Show notes

http://nav.al/good-products

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