Name: On Artificial Intelligence
Uploaded: 2026-03-08T05:34:14.000Z
Duration: 52 min 6 s
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For the first time in recorded history, we are not at the same location.

I am actually walking around town and Naval might be doing the same.

So there might be some ambient noise, but

we are going to try hard to remove that with AI and some good audio engineering.

Podcast recording is so stilted because it's like you have to sit down, you schedule something and this giant mic pointing in your face.

And it's not casual, it makes it just less authentic, more practiced, more rehearsed.

I get that it produces maybe higher quality audio and video, but

I feel like it produces lower quality conversation.

And we all know brains run better when they're being locomoted and you're moving around or just going for walks.

I pulled out some tweets from Naval on the topic of AI.

We want to talk a little bit about AI and hopefully talk about it in a more timeless manner, but

I think some of it's going to be non timeless content.

Before we jump into the tweets, do you want to say anything about what you're doing with your time or what you're doing at Impossible?

We're working on a very difficult project.

With an amazing team and it's really exciting building something again.

It's very pure, starting over from the bottom.

I guess I just wasn't satisfied being an investor.

And I certainly don't want to be a philosopher or just a media personality or a commentator, because I think people would just talk too much and don't do anything.

They haven't encountered reality, they haven't gotten feedback, the harsh feedback from free markets or from physics of nature.

And so after a while, it ends up becoming just too much armchair philosophy.

You probably have noticed my recent tweets have been much more practical and pragmatic, although there's still occasional ethereal or generic ones.

But it's more grounded in the reality of working every day.

And I just like working with a great team to create something that I want to see exist.

So hopefully we'll create something that will come to fruition and people will say, wow, that's great, I want that also.

Or maybe not, but it's in the doing that you learn.

So I pulled out a tweet from a couple days ago.

Vibe coding is the new product management.

Training and tuning models is the new coding.

There's been a shift market 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 VIME coders, which are people who didn't really code much or hadn't coded in a long time, who are using essentially English as a programming language as an input into this code bot, which can do end to end coding instead of just helping you debug things at the middle.

You can describe an application that you want, you can have it lay out a plan, you can have it interview you for the plan, you can give it feedback along the way, and

then it'll chunk it up and it'll build all the scaffolding, it'll download all the libraries and all the connectors and all the hooks, and

it'll start building your app and building test harnesses and testing it.

And you can keep giving it feedback and debugging it by voice, saying, this doesn't work, that works.

have it build you an entire working application without your having written a single line of code.

For a large group of people who either don't code anymore or never did, this is mind blowing.

This is taking them from idea space and opinion space and from taste directly into product.

So vibe coding is the new product management.

Instead of trying to manage a product or a bunch of engineers by telling them what to do, you're not telling computer what to do.

The computer is egoless and it'll just keep working.

It'll take feedback without getting offended.

You can spin up multiple instances, it'll work 24, 7 and you can have it produce working output.

Just like now, anybody can make a video, or anyone can make a podcast.

So we should expect to see a tsunami of applications.

Not that we don't have one already in the app Store, but

it doesn't even begin to compare to what we're going to see.

However, when you start drowning in these applications, does that necessarily mean that these are all going to get used?

I think it's going to break into two kinds of things.

First, the best application for a given use case still tends to win the entire category.

When you have such a multiplicity of content, whether in videos or audio or music or applications, there's no demand for average.

People want the best thing that does the job.

So first of all, you just have more shots on goals.

There will be a lot more niches getting filled.

You might have worn an application for a very specific thing like tracking lunar phases in a certain context, or a certain kind of personality test, or a very specific kind of video game that made you nostalgic for something.

Before, the market just wasn't large enough to justify the cost of an engineer coding away for a year or two.

But now the best vibe coding app might be enough to scratch that itch or fill that slot.

The best applications, those engineers themselves are going to be much more leveraged.

They'll be able to add more features, fix more bugs, smooth out more of the edges.

So the best applications will continue to get better.

And even individual niches, such as you want an app that's just for your own very specific health tracking needs, or for your own very specific architecture, layout or design.

That app that could have never existed will now exist.

We should expect, just like on the Internet, what's happened with Amazon, where you replaced a bunch of bookstores with one super bookstore and a zillion long tail sellers.

Or YouTube replaced a bunch of medium sized TV stations and broadcast networks with one giant aggregator called YouTube, or maybe a second one called Netflix, and

then a whole long tail of content producers.

So the same way the app store model will become even more extreme, where you will have one or two giant app stores helping you filter through all of the AI slop apps out there.

And then at the very head, there'll be a few huge apps that will become even bigger because now they can address a lot more use cases or just be a lot more polished.

And then there'll be a long tail of tiny little apps filling every niche imaginable.

As the Internet reminds us, the real power and wealth, super wealth, goes to the aggregator.

But there's also a huge distribution of resources into the long tail.

It's the medium sized firms that get blown apart.

The five 10, 20 person software companies that we're filling a niche for.

An enterprise use case that can now be either vibe coded away, or the lead app in the space can now encompass that use case.

So if anyone can code, then what is coding?

Coding still exists in a couple of areas.

The most obvious place that coding exists is in training these models themselves.

There are many different kinds of models.

There are different ones for different domains.

We're going to see different models for biology or programming, we're going to see pointed focus models.

For sensors, we're going to see models for CAD, for design, we're going to see models for 3D and graphics and games, models for video.

You're going to see many different kinds of models.

The people who are creating these models are essentially programming them, but

they're programmed in a very different way than classic computers.

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