Episoder
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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
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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.
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Mangler du episoder?
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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.
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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.
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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
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Transcript: http://nav.al/ai
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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
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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
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http://nav.al/simplest
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http://nav.al/good-products
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Transcript: http://nav.al/devour
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Transcript: http://nav.al/density
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Transcript: http://nav.al/fool
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Transcript: http://nav.al/agency
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Transcript: http://nav.al/reflect
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Transcript: http://nav.al/hiring
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Transcript: http://nav.al/enjoy
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Transcript: http://nav.al/action
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Transcript: http://nav.al/yourself
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Transcript: http://nav.al/indirect
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Transcript: http://nav.al/do
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