
← Naval1 Jun · 1 h 10 min
Full Episode: The AI Industrial Revolution
Full Episode: The AI Industrial Revolution
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 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