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Naval

The Regulatory Frontier

Naval

Naval Ravikant

Business, Technology

4.82.4K Ratings

🗓️ 29 May 2026

⏱️ 21 minutes

🧾️ Download transcript

Summary

Part 2 of our new format with three frontier founders: Guillermo Rauch (Vercel), Blake Scholl (Boom Supersonic), and Max Hodak (Science). 

00:00 Previously

00:34 The Regulatory Red Queen Race

05:13 Why There's No Innovation in Health Care

09:30 We Need a True 50-State Experiment

13:12 China's FDA Is Beating Ours

16:18 Healthcare Is a Communist Society Inside Capitalism

18:38 Sid's Story: N-of-1 Medicine

Transcript: nav.al/regulatory

Transcript

Click on a timestamp to play from that location

0:00.0

We started building these kind of like software frameworks. It allows two engineers to decide an entire jet engine. There is no like startup that builds hardware collaboration tools that can sell you anything anymore. Even spreadsheets are kind of cooked. The closer that our products get to being like a single block of covalently bonded matter, the better they'll be. Intelligence is an unalloyed good. You always want more intelligence. If you fall behind in your ability to generate software, you fall behind in the ability to generate everything.

0:24.1

The software still needs hands. Like it's going to be smarter than us. But if it can't make things, then those are real, real boundaries.

0:30.6

I mean, humans are becoming verifiers, right?

0:33.6

One of the things we see related to the regulatory is it massively reduces change of version and improves iterations.

0:42.4

To give you an example, like let's say we're going to go certify an airplane, one of the zillions of things you have to do is prove that it could withstand a lightning strike.

0:51.9

And the regulatory documentation for the test plan

0:55.4

for such a thing

0:56.6

stretches on for, say, 200 pages.

0:58.7

And what you would classically do

1:00.1

is hire a, let's be honest,

1:01.9

not super bright engineer

1:03.1

who's willing to be there,

1:05.1

monkey at keyboard,

1:06.1

writing 200 pages

1:07.0

of regulatory compliance documentation.

1:09.3

And it takes a couple months. And by the way, if you

1:12.0

change the airplane, now you want to cry because there's another like two months of rework

1:17.1

of this like wrote kind of regulatory compliance documentation. And what we found is, you know,

1:23.0

we can build a rag that will enable us to basically prompt our way through all of that work,

1:28.1

you know, in, let's call it minutes.

1:30.2

The first order effect is, oh, that you save a lot of time.

1:33.3

The second order effect is if you change the specification of the airplane,

...

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