Coding an app is the new starting a podcast.
@naval
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From Job Title to Tool to Agent: Computing Evolution
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A “computer” used to be a job title. Then a computer became a thing humans used. Now a computer is becoming a thing computers use.
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AI Reshapes Software Market: Mega-Aggregators Over Fragmentation
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Software will proliferate just as videos, music, writing did. The market structure will shift from a “fat middle” to mega-aggregators and a long tail. It’ll be a slower process due to network effects, but many traditional vendor lock-ins will get eaten by AI.
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Human Brain Limits Processing Real-Time Global Emergencies
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The human brain isn’t designed to process all of the world’s breaking emergencies in realtime.
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AI Skills Over Experience Level Divide Workforce
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It’s not about junior vs senior, it’s about “good with AI” vs “not good with AI.”
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AI Benefits Top Platforms While Mid-Market Players Face Disruption
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A few top multiplayer platforms will benefit from AI, and the long tail will extend out. As usual, tech wrecks the mid-sized players.
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AI-Generated Games Adapt Dynamically to User Micro-Engagement
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Future games will be made “for you” on the fly, generating gameplay and content based on your micro-engagement.
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AI Transforming Internet Into Infinite Information Library
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AI is turning the Internet into the Library of Babel. https://
web.stanford.edu/class/history3
4q/readings/textualizingscience/library_of_babel.html
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Claude Code Transforms Product Management Through AI Coding
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Vibe Coding Is the New Product Management
— Naval (@naval) 23 février 2026
“There’s been a shift—a marked pronouncement in the last year and especially in the last few months—most pronounced by Claude Code, which is a specific model that has a coding engine in it, which is so good that I think now you have vibe… pic.twitter.com/6H2u6zWnu2Vibe Coding Is the New Product Management “There’s been a shift—a marked pronouncement in the last year and especially in the last few months—most pronounced by Claude Code, which is a specific model that has a coding engine in it, which is so good that I think now you have vibe