Explore every episode of the podcast Naval
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Full Episode: The AI Industrial Revolution | 01 juin 2026 | 01:10:02 | |
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 | |||
| Sell the Truth | 11 mai 2026 | 00:27:40 | |
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.
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| ‘Nothing Ever Happens’ Is Over | 04 mai 2026 | 00:19:42 | |
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 | 28 avr. 2026 | 00:29:36 | |
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 | 18 févr. 2026 | 00:52:06 | |
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 | 30 oct. 2025 | 00:52:04 | |
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 | 07 oct. 2025 | 00:41:45 | |
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 | |||
| Find the Simplest Thing That Works | 02 oct. 2025 | 00:06:18 | |
http://nav.al/simplest | |||
| Good Products Are Hard to Vary | 29 sept. 2025 | 00:03:27 | |
http://nav.al/good-products | |||
| Most Books Should Be Skimmed, A Few Should Be Devoured | 23 sept. 2025 | 00:03:43 | |
Transcript: http://nav.al/devour | |||
| The Best Authors Respect the Reader’s Time | 22 sept. 2025 | 00:03:03 | |
Transcript: http://nav.al/density | |||
| It Is Impossible to Fool Mother Nature | 21 sept. 2025 | 00:04:15 | |
Transcript: http://nav.al/fool | |||
| Blame Yourself for Everything, and Preserve Your Agency | 26 août 2025 | 00:04:40 | |
Transcript: http://nav.al/agency | |||
| Pause, Reflect, See How Well it Did | 07 août 2025 | 00:01:39 | |
Transcript: http://nav.al/reflect | |||
| Hiring a Podcast Editor and Naval’s Chief of Staff | 03 août 2025 | 00:02:35 | |
Transcript: http://nav.al/hiring | |||
| You Have to Enjoy It a Lot | 31 juil. 2025 | 00:02:48 | |
Transcript: http://nav.al/enjoy | |||
| Find Your Specific Knowledge Through Action | 30 juil. 2025 | 00:01:55 | |
Transcript: http://nav.al/action | |||
| When You Truly Work for Yourself | 26 juil. 2025 | 00:02:44 | |
Transcript: http://nav.al/yourself | |||
| In Most Difficult Things in Life, The Solution is Indirect | 25 juil. 2025 | 00:01:16 | |
Transcript: http://nav.al/indirect | |||
| If You Want to Learn, Do | 22 juil. 2025 | 00:01:25 | |
Transcript: http://nav.al/do | |||
| Life is Lived in the Arena | 18 juil. 2025 | 00:02:09 | |
Transcript: http://nav.al/arena | |||
| Inspiration all the way down | 16 juil. 2025 | 00:02:57 | |
Transcript: http://nav.al/inspiration | |||
| The Deutsch Files IV | 11 oct. 2024 | 01:25:06 | |
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 | 17 févr. 2024 | 00:59:18 | |
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
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| The Deutsch Files II | 26 janv. 2024 | 01:14:28 | |
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
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| The Deutsch Files I | 11 janv. 2024 | 00:54:53 | |
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 | 11 août 2023 | 00:34:01 | |
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 | 11 févr. 2023 | 00:43:50 | |
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 | 14 avr. 2022 | 00:25:00 | |
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 | |||
| Vitalik: Ethereum, Part 1 | 08 avr. 2022 | 00:46:07 | |
Introduction 0:00 Haseeb’s background 0:22 Vitalik’s background 2:43 A blockchain you can build any app on top of 7:02 Eth trades efficiency for transparency 10:18 Like plain text, Eth is simple and efficient 12:41 Only high-value transactions can afford the blockchain 13:08 Doing away with ‘trusted’ third parties 14:09 Trading performance for security 14:43 ‘Impregnable castles made of math’ 16:23 Ethereum’s limitations are latency and privacy 16:56 There are ways to get back your privacy 19:32 Can Eth provide a high level of decentralization and a high level of scaling at the same time? 20:39 Sharding leads to more centralization 21:49 Verifiability at the expense of scaling 24:00 How much decentralization is the right amount? 25:11 What happens when subsidies to join nodes disappear? 27:07 Stateless clients make it possible to verify the chain with very little on your hard drive 28:18 Staking culture is difficult to cultivate 28:52 New blockchain players tend to go for minimum viable decentralization 29:54 People don’t value privacy until somebody goes to jail over it 30:32 Eth is ‘simple at the base’ 31:12 Social recovery wallets make it easier to be your own bank 31:44 Block space is getting expensive 32:41 There’s not a lot of innovation on Bitcoin, by design 33:35 Blockchain’s ‘free-rider effect’ 34:57 Innovation is slowest at Layer 1 35:34 Layer 2 moves faster because it’s permissionless 36:59 What if we froze Layer 1 today? 37:25 Data for computation trade-off 38:57 Benchmarking blockchains apples-to-apples 40:02 Enshrining decentralization 41:43 Tensions between scaling and preserving value 42:27 There will be multiple stores of value 43:54 — Transcript http://nav.al/vitalik | |||
| The Beginning of Infinity, Part 2 | 22 déc. 2021 | 00:52:52 | |
Transcript http://nav.al/infinity-1 | |||
| To a Caveman Very Few Things Are Resources | 13 déc. 2021 | 00:02:56 | |
Transcript http://nav.al/caveman | |||
| Knowledge Makes the Existence of Resources Infinite | 10 déc. 2021 | 00:02:31 | |
Transcript http://nav.al/infinite-resources | |||
| Groups Never Admit Failure | 08 déc. 2021 | 00:02:08 | |
Transcript: http://nav.al/failure | |||
| Making Something Social Destroys the Truth of It | 06 déc. 2021 | 00:02:28 | |
Transcript http://nav.al/social | |||
| Free Markets Provide the Best Feedback | 03 déc. 2021 | 00:02:31 | |
Transcript http://nav.al/feedback | |||
| The Poverty of Compromise | 29 nov. 2021 | 00:02:58 | |
Transcript http://nav.al/compromise | |||
| Innovation Requires Decentralization and a Frontier | 24 nov. 2021 | 00:02:53 | |
Transcript: http://nav.al/decentralization | |||
| Don’t Rely on Credibility Stamps | 22 nov. 2021 | 00:01:44 | |
Transcript http://nav.al/credibility | |||
| One Einstein Is Worth A Legion Of PhD Drones | 19 nov. 2021 | 00:01:22 | |
Transcript http://nav.al/einstein | |||
| Ideas Are the New Oil | 17 nov. 2021 | 00:03:03 | |
Transcript http://nav.al/ideas | |||
| Aliens Would Visit for Knowledge, Not Resources | 15 nov. 2021 | 00:02:21 | |
Transcript http://nav.al/resources | |||
| Aliens Might Just Be Too Far Away | 12 nov. 2021 | 00:02:14 | |
Transcript http://nav.al/far-away | |||
| If You Can’t Program It, You Don’t Understand It | 10 nov. 2021 | 00:00:43 | |
Transcript: http://nav.al/program | |||
| The Probability of Human Existence Is Infinitesimally Small | 08 nov. 2021 | 00:01:24 | |
Transcript http://nav.al/existence | |||
| Intelligent Species Have Only Risen Once on Planet Earth | 03 nov. 2021 | 00:03:08 | |
Transcript http://nav.al/intelligent | |||
| Where Are the Aliens? | 01 nov. 2021 | 00:01:05 | |
Transcript http://nav.al/aliens | |||
| It’s Mind Blowing That Our Minds Can’t Be Blown | 30 oct. 2021 | 00:02:34 | |
Transcript: http://nav.al/mind-blowing | |||
| More Compute Power Doesn’t Produce AGI | 27 oct. 2021 | 00:01:38 | |
Transcript: http://nav.al/agi | |||
| We Are Qualitatively Different From Other Species | 25 oct. 2021 | 00:01:33 | |
Transcript http://nav.al/species | |||