Full 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
9:29 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
20:15 You Always Want the Smartest Model
22:44 Software Still Needs Hands
24:43 Humans Are Becoming Verifiers
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
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 Large Number of Small Teams
I wouldn't have guessed this a few months ago, but it seems very possible that you might actually end up with agents that just use repurposed software that was originally built for humans. For example, we're investing a lot in making our AI chatbot better (shoutout Kodif), and we will continue to do so, but I'm also now wondering if we might get to a point where we just plug in agents that we assign credentials to so they can operate inside of our Gorgias instance? (Or vice versa)
I'm still very bullish on CLI and API powered architectures, but Browser/Computer-Use AI is getting so much better, and tools like @TaskletAI and @heyclicky are moving so fast, that I wouldn't be surprised if this motion ends up winning out in certain niches.
The New York Knicks have outscored their opponents by 272 points in the past 12 games
That's the best 12-game stretch from any team in NBA history, regular season or playoffs
San Francisco home prices by neighborhood
Looking at prices over long term (2000 to april 2026) this AI boom is a reversion to pre-covid trend rather than new inflection. At least so far
What's really notable is how SOMA and mission have fallen off since 2016 and not recovered