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Full Episode: The AI Industrial Revolution

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Naval in conversation with three frontier founders on the new means of production: Guillermo Rauch (Vercel), Blake Scholl (Boom Supersonic), and Max Hodak (Science). 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 Transcript: http://nav.al/industrial

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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Full Episode: The AI Industrial Revolution

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