Full podcast episode with @rauchg, @maxhodak_, and @bscholl. 40 minutes of unreleased material. The AI Industrial Revolution Part 1: Waste Tokens, Save Time 0:00 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 Large Number of Small Teams

Part 2 of the @navalpodcast with @rauchg, @maxhodak_, and @bscholl. Vibe Coding Hardware 00:35 Vibe Coding a Turbine Blade 04:04 Open Source AI Compounds China’s Advantage 06:12 You Always Want the Smartest Model 08:41 Software Still Needs Hands 10:40 Humans Are Becoming Verifiers