Naval(@naval)

Code is speech. The people pushing to ban open source and free speech are the bad guys.

Naval (@naval) — Wed, 22 Jul 2026 17:20:42 GMT

Code is speech. The people pushing to ban open source and free speech are the bad guys.

Elon Musk@elonmusk

Those against freedom of speech are the bad guys!

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Regulatory capture by any other name tastes just as sour…

Naval (@naval) — Sat, 18 Jul 2026 11:26:03 GMT

Regulatory capture by any other name tastes just as sour…

Demis Hassabis@demishassabis

x.com/i/article/2076…

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Existence itself is a miracle - the rest is science. There is no single meaning to existence - if ...

Naval (@naval) — Fri, 17 Jul 2026 09:45:40 GMT

Existence itself is a miracle - the rest is science. 

There is no single meaning to existence - if there were, we’d be slaves to it.

Within existence, there are rules of logic and science. If it was magic, the world would be un-navigable.

Truly the best of all possible worlds.

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Except for love, the world is empty.

Naval (@naval) — Fri, 17 Jul 2026 08:49:57 GMT

Except for love, the world is empty.

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From our team at Impossible Research - an agent harness that plays games, writes code, reasons like ...

Naval (@naval) — Thu, 16 Jul 2026 15:08:18 GMT

From our team at Impossible Research - an agent harness that plays games, writes code, reasons like a physicist, and saturates the ARC-AGI-3 benchmark.

Haven Feng@HavenFeng

Today, we’re introducing [schema]:  a harness reaching 99% RHAE with Opus 4.8 + Fable 5 and 95.35% with GPT-5.6 Sol on ARC-AGI-3 Public set.

[schema] makes an LLM think like a physicist. 🧵

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You won’t get rich just working hard, but if you don’t work hard, you won’t get rich.

Naval (@naval) — Sat, 11 Jul 2026 04:47:50 GMT

You won’t get rich just working hard, but if you don’t work hard, you won’t get rich.

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If you get an email from me, it’s fake.

Naval (@naval) — Fri, 10 Jul 2026 12:44:40 GMT

If you get an email from me, it’s fake.

Ankur Nagpal@ankurnagpal

PSA: There is a nasty impersonation scam going around with USVC at the moment

If you get an email from me or @naval asking about your USVC investment, it's likely fake:

1. Naval will never email you.  He's allergic to email.

2. If it's from me or someone else from the USVC team, check the domain of the sender before responding. We'll only ever email from a usvc or angellist domain

Be careful out there

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If the child loved the parents as much as the parents loved the child, their passing would be intole...

Naval (@naval) — Sun, 05 Jul 2026 16:09:34 GMT

If the child loved the parents as much as the parents loved the child, their passing would be intolerable.

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The problem with truth is, once you see it, you can’t unsee it.

Naval (@naval) — Sun, 05 Jul 2026 11:57:06 GMT

The problem with truth is, once you see it, you can’t unsee it.

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Happy Birthday America, Land of the Free. Don’t give up on the First, Second, Fourth, and Ninth Ame...

Naval (@naval) — Sat, 04 Jul 2026 04:48:13 GMT

Happy Birthday America, Land of the Free.

Don’t give up on the First, Second, Fourth, and Ninth Amendments. 

They’re unique, and your freedom - and the worlds’ - depends on them.

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Apple: https://t.co/tKOwdgm5U5 Spotify: https://t.co/ZwLofm4Dhf YouTube: https://t.co/w134gAkKjn ...

Naval (@naval) — Fri, 03 Jul 2026 05:24:52 GMT

Apple: apple.co/4v7TsRi

Spotify: open.spotify.com/episode/0rLGnF…

YouTube: youtu.be/6m-ZZBCiiEE

Substack: open.substack.com/pub/naval/p/li…

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New podcast with @garrytan, @farbood and Daniel Francis. Live in the Future! 00:00 Guest Intros 02...

Naval (@naval) — Fri, 03 Jul 2026 05:24:51 GMT

New podcast with @garrytan, @farbood and Daniel Francis.

Live in the Future!

00 Guest Intros
35 Live in the Future
58 Will AI Outsmart us?
43 In the Anthropic Breadline
59 The Tech Genie Is Out
33 We Invested in COVID?!
25 Good Writing Is Novelty
50 Living Like It’s 2028
32 Truth dot ai
18 Does China have the Weights?
38 Everyone has AI Anxiety
32 Have Your Agent Talk to My Agent
01 What if Open Source takes the Lead?
03 The Sun is Setting on Google
00 Ride the AGI
46 Will There be Startups?
05 Defending Taiwan
00:05 The California Empire
01:26 If the U.S. Falls
03:11 Universal Basic Robot
06:01 Humans as AI Handlers

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If AI is doing the writing, it should do the reading too.

Naval (@naval) — Thu, 25 Jun 2026 04:00:09 GMT

If AI is doing the writing, it should do the reading too.

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Great products are not so much invented as discovered.

Naval (@naval) — Wed, 24 Jun 2026 22:33:21 GMT

Great products are not so much invented as discovered.

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Good marketing is finding different ways to tell the truth.

Naval (@naval) — Mon, 22 Jun 2026 23:28:04 GMT

Good marketing is finding different ways to tell the truth.

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Drones bring M.A.D. to conventional warfare.

Naval (@naval) — Thu, 18 Jun 2026 15:46:35 GMT

Drones bring M.A.D. to conventional warfare.

ChrisO_wiki@ChrisO_wiki

1/ Ukraine's massive drone strike against Moscow – with a reported 555 drones and missiles fired, and 180 claimed to have been shot down over Moscow – has prompted anger, defiance, and resignation from Russian warbloggers. "Tehran is safer", one says. ⬇️
x.com/BohuslavskaKat…

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It's the Age of Builders. (sorry financiers and talkers)

Naval (@naval) — Thu, 18 Jun 2026 06:35:05 GMT

It's the Age of Builders.

 (sorry financiers and talkers)

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If your success or failure is judged by other people, rather than by nature or free markets, you’re ...

Naval (@naval) — Thu, 18 Jun 2026 00:11:22 GMT

If your success or failure is judged by other people, rather than by nature or free markets, you’re playing a game, albeit a reified and social one.

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Not a free country.

Naval (@naval) — Mon, 15 Jun 2026 08:55:22 GMT

Not a free country.

Keir Starmer@Keir_Starmer

We are banning social media access for under 16s.

These days kids must find their feet in a world where technology intrudes into every area of their life.

I just can’t let that go on anymore. So we’re giving children their childhoods back.

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There is no such thing as a scientific “method” in the sense of a reliable algorithm or repeatable p...

Naval (@naval) — Sun, 14 Jun 2026 16:51:01 GMT

There is no such thing as a scientific “method” in the sense of a reliable algorithm or repeatable process. 

We’re taught in grade school that a scientist tabulates observations, then induces a theory from those observations, and then tests them to get to the truth. 

But observations are themselves mini-theories (you never observe anything directly), induction from observations can’t give you novel theories (black swan problem), and testing can only eliminate competing theories, not prove them (error correction).

All you’re left with is creative guesswork and then eliminating the bad guesses to get you closer to the truth, but with no finality. Not much of a process or method. 

“Scientists” have no special method or process that they employ. They’re doing what all of us do all day long to navigate the world, hopefully with more rigor and dedication, but it’s the exact same process at its core.

What made the scientific revolution possible was a philosophical shift in which parts of western society created social conventions around rigorous truth seeking rather than continuing to justify the beliefs of the ancients. 

See Deutsch’s “The Beginning of Infinity” and Karl Popper’s writing, “On the Non-Existence of Scientific Method."

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Science is not a process, a credential, or an institution. It is the unflinching pursuit of truth,...

Naval (@naval) — Sun, 14 Jun 2026 04:38:30 GMT

Science is not a process, a credential, or an institution. 

It is the unflinching pursuit of truth, carried out by the few, co-opted by the many.

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The only truly wasted time is time spent wishing you were somewhere else.

Naval (@naval) — Sat, 13 Jun 2026 08:30:06 GMT

The only truly wasted time is time spent wishing you were somewhere else.

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“Political Science” is a fake degree - just call it “Politicking.”

Naval (@naval) — Sat, 13 Jun 2026 08:17:43 GMT

“Political Science” is a fake degree - just call it “Politicking.”

Legal Phil@Legal_Fil

A professor of political science thinks Musk’s net worth is just sitting in a bank, as opposed to be equity in a company and being reinvested.

Deeply embarassing.

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Can’t put the genie back in the GPU.

Naval (@naval) — Sat, 13 Jun 2026 07:31:06 GMT

Can’t put the genie back in the GPU.

jack@jackbutcher

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Crabs in the gravity well.

Naval (@naval) — Sat, 13 Jun 2026 05:46:49 GMT

Crabs in the gravity well.

Mayor Zohran Kwame Mamdani@NYCMayor

Reason #1,000,000,000,000 why we should tax the rich.

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If you don’t want this moment, then you will never be happy.

Naval (@naval) — Fri, 12 Jun 2026 15:37:12 GMT

If you don’t want this moment, then you will never be happy.

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The product is the mission.

Naval (@naval) — Sat, 06 Jun 2026 16:10:52 GMT

The product is the mission.

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Software platforms are going to be rebuilt for agent-first.

Naval (@naval) — Fri, 05 Jun 2026 09:32:36 GMT

Software platforms are going to be rebuilt for agent-first.

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@maxhodak_ Haven’t heard a precise, falsifiable theory of what consciousness actually is.

Naval (@naval) — Fri, 05 Jun 2026 05:56:43 GMT

@maxhodak_ Haven’t heard a precise, falsifiable theory of what consciousness actually is.

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Co-founder is marriage without the sex.

Naval (@naval) — Fri, 05 Jun 2026 04:35:04 GMT

Co-founder is marriage without the sex.

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Apple: https://t.co/oc6yhnLlX1 Spotify: https://t.co/FXHPt3FDQv YouTube: https://t.co/hkmbcqfEFY ...

Naval (@naval) — Thu, 04 Jun 2026 20:27:37 GMT

Apple: apple.co/4x7TT0y

Spotify: open.spotify.com/episode/3Xo3Rt…

YouTube: youtu.be/v6MWNrVbM4E

Substack: naval.substack.com/p/industrial

Transcript: nav.al/industrial

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Full podcast episode with @rauchg, @maxhodak_, and @bscholl. 40 minutes of unreleased material. Th...

Naval (@naval) — Thu, 04 Jun 2026 20:27:35 GMT

Full podcast episode with @rauchg, @maxhodak_, and @bscholl.

minutes of unreleased material.

The AI Industrial Revolution 

Part 1: Waste Tokens, Save Time

00 Three Frontier Founders
27 AI Software Factories
15 Waste Tokens, Save Time
47 Models Instructing Humans
29 Is Pure Software Dead?
03 You Don't Get Stuck Anymore

Part 2: Vibe Coding Hardware

39 Vibe Coding a Turbine Blade
07 Open Source Compounds China's Advantage
15 You Always Want the Smartest Model
44 Software Still Needs Hands
43 Humans Are Becoming Verifiers

Part 3: The Regulatory Frontier

53 The Regulatory Red Queen Race
32 Why There's No Innovation in Healthcare
49 We Need a True 50-State Experiment
31 China's FDA Is Beating Ours
37 Healthcare Is a Communist Society Inside Capitalism
57 Sid's Story: N-of-1 Medicine

Part 4: The Autonomous Company

49 Autonomous Infrastructure
25 Your Job Is to Train the Agent
54 The Next Lord of the Rings
08 What's Your Definition of Art?
05:00 Can AI Have New Ideas?
07:03 A Large Number of Small Teams

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It’s the wisdom of markets, and the madness of crowds.

Naval (@naval) — Wed, 03 Jun 2026 09:02:14 GMT

It’s the wisdom of markets, and the madness of crowds.

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You aren’t starting a company. You’re laying bricks in the foundation of a skyscraper.

Naval (@naval) — Fri, 29 May 2026 10:00:09 GMT

You aren’t starting a company. You’re laying bricks in the foundation of a skyscraper.

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There are 10x engineers because there are 10x thinkers.

Naval (@naval) — Fri, 29 May 2026 09:04:04 GMT

There are 10x engineers because there are 10x thinkers.

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Part 2 of the @navalpodcast with @rauchg, @maxhodak_, and @bscholl. Vibe Coding Hardware 00:35 Vib...

Naval (@naval) — Fri, 29 May 2026 03:22:52 GMT

Part 2 of the @navalpodcast with @rauchg, @maxhodak_, and @bscholl.

Vibe Coding Hardware

35 Vibe Coding a Turbine Blade

04 Open Source AI Compounds China’s Advantage

12 You Always Want the Smartest Model

41 Software Still Needs Hands

40 Humans Are Becoming Verifiers

Your browser does not support the video tag.

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Apple: https://t.co/sEyh06gCSB YouTube: https://t.co/ShnlLuTJaR Transcript: https://t.co/FjcTbOpYU...

Naval (@naval) — Fri, 29 May 2026 03:22:52 GMT

Apple: apple.co/49nD1Zq

YouTube: youtu.be/8R_9W9y8Y78

Transcript: nav.al/hardware

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Apple: https://t.co/wU3MdaoFWP YouTube: https://t.co/D4T5e1sgln Transcript: https://t.co/u8bmzMiO2...

Naval (@naval) — Thu, 28 May 2026 01:42:08 GMT

Apple: apple.co/4uCfBYQ

YouTube: youtu.be/aiyf-5jmYf0

Transcript: nav.al/tokens

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New podcast, new format. Three founders join us. Waste Tokens, Save Time 00:00 Three Frontier Foun...

Naval (@naval) — Thu, 28 May 2026 01:42:07 GMT

New podcast, new format. Three founders join us.

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

09:30 Is Pure Software Dead?

12:04 You Don't Get Stuck Anymore

With @rauchg, @maxhodak_, and @bscholl.

Your browser does not support the video tag.

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AI brings ghostwriting to the masses and you can expect the works to be equally good.

Naval (@naval) — Wed, 27 May 2026 11:08:58 GMT

AI brings ghostwriting to the masses and you can expect the works to be equally good.

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Software went from desktop-first to mobile-first, now going to agent-first.

Naval (@naval) — Wed, 27 May 2026 00:21:54 GMT

Software went from desktop-first to mobile-first, now going to agent-first.

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Brilliant people in beautiful places.

Naval (@naval) — Tue, 26 May 2026 13:39:02 GMT

Brilliant people in beautiful places.

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The new competition isn’t Humans vs AI. It’s Humans with AI vs everyone else.

Naval (@naval) — Tue, 26 May 2026 13:34:49 GMT

The new competition isn’t Humans vs AI. It’s Humans with AI vs everyone else.

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If the people you most look up to are investors and financiers, then your God is money.

Naval (@naval) — Tue, 26 May 2026 10:16:52 GMT

If the people you most look up to are investors and financiers, then your God is money.

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Anthropic doesn’t have Claude, Claude has Anthropic.

Naval (@naval) — Mon, 25 May 2026 10:23:14 GMT

Anthropic doesn’t have Claude, Claude has Anthropic.

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A man expresses love through duty.

Naval (@naval) — Sat, 23 May 2026 15:44:22 GMT

A man expresses love through duty.

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What you really want is a challenge at the edge of your capability.

Naval (@naval) — Wed, 20 May 2026 11:36:29 GMT

What you really want is a challenge at the edge of your capability.

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The water is just a fig leaf. Really, they hate AI.

Naval (@naval) — Wed, 20 May 2026 11:31:26 GMT

The water is just a fig leaf. Really, they hate AI.

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