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Naval

Waste Tokens, Save Time

Naval

Naval Ravikant

Business, Technology

4.82.4K Ratings

🗓️ 27 May 2026

⏱️ 15 minutes

🧾️ Download transcript

Summary

A new format for the podcast!

With three frontier founders: Guillermo Rauch (Vercel), Blake Scholl (Boom Supersonic), and Max Hodak (Science).

01:27 AI Software Factories 

04:15 Waste Tokens, Save Time 

05:47 Models Instructing Humans

09:30 Is Pure Software Dead?

12:04 You Don't Get Stuck Anymore

Transcript: nav.al/tokens

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome. You're listening to the Naval podcast, your authoritative source for new knowledge.

0:05.3

We're trying something new today. I have three frontier founders with us, three good-looking guys actually, and a fourth good-looking guy, Naval.

0:14.4

And let me just introduce everybody. Guillermo the G. Rausch, he's building Vurcell into an AI cloud for the world of agents and whatever comes after that.

0:25.2

Good to be here.

0:26.1

Blake Schall. He's building supersonic aircraft in his own factory and jet engines as well.

0:32.6

Blake's company, Boom Supersonic. And then Max Hodak from science, he's building a biohybrid brain interface

0:39.0

that grows living neurons on silicon to restore sensory functions like sight, but then eventually

0:45.9

to explore new parts of the brain and new senses. All three of these guys are not composing

0:51.7

their products with off-the-shelf parts. They're building their

0:54.9

own factories. And we don't care as much about what they're building exactly as we do about

1:00.7

what they're learning about how they're building. What's the new knowledge they're generating?

1:05.3

What's their alpha? What principles are they discovering that other founders can learn from?

1:10.3

What are they trying to

1:11.0

figure out right now? And also, what are the cutting edge or crazy ideas that they haven't even

1:16.7

talked about yet and they're still forming in their brains? Nival, do you have any reactions to any

1:21.2

of that before I jump into Guillermo? Yeah, let's just have fun. Yeah, you guys should just jump in.

1:28.0

Yeah, so I can't remember my exact quote, by the way, but I've been really

1:32.0

appealed with this idea of software factories and the job of the engineer being something

1:38.1

that you just show up to work, used to ship the output directly, and everything inside the company was, you know, how good is person A at shipping output B?

1:48.9

And now what's happening is the way that I'm judging you as an engineer is like, are you producing the factory that will produce multiplicative outputs B through Z, right?

1:59.1

And that's a pretty significant change because basically, like, we used to believe it

2:03.6

and it would be somewhat controversial that there's 10x engineers.

...

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