1 rich Libsyn https://www.libsyn.com 90 600 Full episode with 20 minutes of new material at the end. &amp;nbsp; Software factories, vertical integration, the regulatory frontier, and the autonomous company. &amp;nbsp; 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 &amp;nbsp; 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 &amp;nbsp; 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 &amp;nbsp; 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 Very Large Number of Small Teams &amp;nbsp; With Guillermo Rauch (Vercel), Blake Scholl (Boom Supersonic), and Max Hodak (Science). &amp;nbsp; Transcript: http://nav.al/industrial Naval https://nav.al <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/41496390/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/337ab7/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/item/41496390