Naval

Naval

x.com/naval

Episodes

July 2, 2026 • 67 mins

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?

35:3...

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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 De...

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May 11, 2026 • 27 mins

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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May 4, 2026 • 19 mins

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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April 27, 2026 • 29 mins

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 Unin...

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February 17, 2026 • 52 mins

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

...

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October 29, 2025 • 52 mins

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 Als...

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October 7, 2025 • 41 mins

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

...

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October 1, 2025 • 6 mins

http://nav.al/simplest

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September 29, 2025 • 3 mins

http://nav.al/good-products

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Transcript: http://nav.al/devour

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September 22, 2025 • 3 mins

Transcript: http://nav.al/density

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September 21, 2025 • 4 mins

Transcript: http://nav.al/fool

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Transcript: http://nav.al/agency

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August 6, 2025 • 1 min

Transcript: http://nav.al/reflect

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Transcript: http://nav.al/hiring

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July 31, 2025 • 2 mins

Transcript: http://nav.al/enjoy

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Transcript: http://nav.al/action

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July 26, 2025 • 2 mins

Transcript: http://nav.al/yourself

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Transcript: http://nav.al/indirect

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