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Naval

Vibe Coding Hardware

Naval

Naval Ravikant

Business, Technology

4.82.4K Ratings

🗓️ 28 May 2026

⏱️ 14 minutes

🧾️ Download transcript

Summary

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

00:35 Vibe Coding A Turbine Blade

04:04 Open Source Compounds China's Advantage

06:12 You Always Want The Smartest Model

08:41 Software Still Needs Hands

10:40 Humans Are Becoming Verifiers

Transcript: http://nav.al/hardware

Transcript

Click on a timestamp to play from that location

0:00.0

the way that I'm judging us and engineers, like, are you producing the factory that will produce

0:04.0

multiplicative outputs B through Z? It's not even 10x. It's 100x or 1,000x, and it always has been.

0:10.4

Claude or ChachyPT is basically as good as you are in a domain. I would say just waste tokens,

0:16.3

save time. Don't look at the tokens either as inputs or outputs. Just look at your time and look at the

0:21.8

final output. No matter how expensive these models might seem, they're still way cheaper than a human.

0:26.1

The models at some point graduated. They used to be junior engineers. Now they're principal engineers.

0:30.9

And now with the agents, you just don't get stuck anymore, which is pretty amazing.

0:33.9

Is pure software dead. Blake, how are you applying all this stuff at Boom Supersonic?

0:40.2

Yeah.

0:40.8

What I sound is it completely changes their role of software and hardware developers.

0:45.2

The thing that we did from day one was try to take a lot of traditional engineering

0:51.5

workflows, and I mean hardware engineering workflows, and turn them into software. And so if you haven't been around hardware engineering,

0:58.5

at least if I can make this more clear, there's a lot of engineering,

1:02.1

hardware engineering that happens in Excel spreadsheets on engineers' laptops in a silo.

1:08.1

And it's very complex spreadsheets, sometimes like VBScript code. And all of this is

1:14.7

actually software. But it's treated as if it's not software. There's no, there's no source control,

1:20.4

there's no automated testing. If you want to hand something off from like an aerodynamicist

1:24.9

to a structures engineer, that's done manually with like a spreadsheet

1:28.8

over email like it's the 1990s it's terrible and so we started building these kind of like software

1:34.8

frameworks they can automate and make repeatable hardware engineering flows the idea we could

1:39.3

reduce the cost of iteration um but it was it was slow going because we could never get enough, we can never like affording

1:45.1

of software engineers. And what we've gotten into is this, uh, mind-blowingly different model

...

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