Models are the last moat in software. AI can train on essays and rewrite them. AI can decompile software and recode it. AI can ingest art and recreate it. But AI itself doesn’t want to be “distilled.” Expect more software to retreat to the server and resist “distillation.”
@naval
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AI Should Handle Both Writing and Reading
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If AI is doing the writing, it should do the reading too.
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Human creativity’s broad leaps, not blind guesses, are key to AGI
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True, not blind guesses – that’s what differentiates human creativity from AIs (to date) and from evolution. Humans can cut through the search space and make broad leaps, and nobody knows how. Mysterious creativity… if we can create the algorithm for that, then we have AGI.
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Podcast: AI Industrial Revolution with Naval, Rauchg, Hodak, Scholl
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Full podcast episode with @rauchg, @maxhodak_, and @bscholl.
— Naval (@naval) 4 juin 2026
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… pic.twitter.com/llIMFJMZgVFull 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 -
AI as a Human Enabler in Future Competition
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The new competition isn’t Humans vs AI. It’s Humans with AI vs everyone else.
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Book on Strategic AI Integration for Business Leaders
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New podcast is up:
— Naval (@naval) 5 mai 2026
– The fully interconnected startup
– Drones and the logic of violence
– The coming hardware renaissance
– Creators vs. Doomers
Follow @navalpodcast https://t.co/DBdBaTYHthNew podcast is up: – The fully interconnected startup – Drones and the logic of violence – The coming hardware renaissance – Creators vs. Doomers Follow @navalpodcast
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Book recommendation on Game Theory and strategy analysis
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Designed by NIH in N. Carolina. Assembled in China.
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New 3rd Edition of “Machine Learning for Dummies” Announced
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“Democratic Socialists” are just the “New Luddites” party.
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Self-Taught Cloud Computing Engineer Study Guide for AWS, Azure, GCP
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I’m actually a ladder subscriber 🙂 But sometimes I want something a lot simpler, so I vibe coded the app on the side.
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AI as Software: Andreessen’s Nuanced Perspective on Intelligence
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That's an old Marc Andreessen line, and I'm sure he'd give you a more nuanced take now. Anyway, he would tell you that AI is just software (the way he's using the term). These are words, not math formulas.