Toronto

Naval and Nivi sit down with Guillermo Rauch (Vercel), Blake Scholl (Boom Supersonic), and Max Hodak (Science) on AI as the next industrial revolution. The conversation covers software factories and waste tokens, vibe coding hardware (Blake's turbine blade), the regulatory frontier (why China's FDA is beating ours), and the autonomous company (what it means when your job becomes training the agent). Worth watching for how three founders building in very different stacks converge on the same questions.

Nikunj Kothari (partner at FPV Ventures) used Claude Code to build Nock, a personal skill grounded in his real conversations. He pulled 200+ founder pitch notes captured by Granola, narrowed to ~53 with the strongest debate, layered in his essays on the kind of founders he loves, then iterated against 5-10 real decks until the output matched what he'd actually ask in the room. Founders raising can try it at nikunjk.com/nock; VCs who want their own can build at nikunjk.com/buildnock.

Founders Fund gathered Sam Altman, Palmer Luckey, Bryan Johnson, Dylan Field, Moxie Marlinspike, Tim Urban, Ryan Petersen, Liv Boeree, Cyan Banister, Trae Stephens, Josie Zayner, and Michael Solana for an evening of Mafia, the murder-mystery parlor game. Players are secretly assigned roles and must use deception and debate to eliminate the opposing team before they are outnumbered. Worth watching for how some of the sharpest people in tech read each other under pressure.