@naval — Archived Tweets

Mar 16, 2026

Coding an app is the new starting a podcast.

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Mar 14, 2026

Software was eaten by AI.

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Mar 11, 2026

AI is going to drain a lot of moats.

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Mar 9, 2026

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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Mar 8, 2026

Software will proliferate just as videos, music, writing did. The market structure will shift from a “fat middle” to mega-aggregators and a long...

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Mar 6, 2026

The human brain isn’t designed to process all of the world’s breaking emergencies in realtime.

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Mar 4, 2026

It’s not about junior vs senior, it’s about “good with AI” vs “not good with AI.”

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Mar 4, 2026

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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Mar 4, 2026

The biggest question every company faces right now - “does AI acceleration help me or hurt me?”

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Mar 4, 2026

Future games will be made “for you” on the fly, generating gameplay and content based on your micro-engagement.

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Mar 2, 2026

Drones are easy to make, hard to stop, and bring Mutually Assured Destruction to conventional warfare.

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Mar 2, 2026

Full episode: https://t.co/HtWe54gHgR

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Mar 2, 2026

Is Traditional Software Engineering Dead? “Does this mean that traditional software engineering is dead? Absolutely not. Software engineers—even t...

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Mar 1, 2026

Pure software is rapidly becoming un-investable.

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Sep 5, 2025

If your smartest friends start saying crazy things - pay attention. A paradigm shift may be underway.

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Jun 9, 2025

You can’t have a body without skin, a house without walls, or a country without a border.

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Jun 6, 2025

Elon’s stance is principled. Trump’s stance is practical. Tech needs Republicans for the present. Republicans need Tech for the future. Drop th...

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Feb 2, 2025

Nobody who’s actually good at making money needs to sell you a course on it.

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Jan 19, 2025

The smartest people are all self-taught, even if they went to school.

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Dec 14, 2024

Elon’s purchase of Twitter was the single most consequential act of the last decade. It restored free speech, broke the Overton window, and enable...

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