Pure Software is Uninvestable

Our reading notes on Naval Ravikant

• Live in the Future

  Ravikant sits down with Garry Tan, Daniel Francis and Farbood Nivi. The publisher’s chapter list marks a discussion of novelty in writing at 14:25, then turns to how the founders imagine working in 2028 at 18:50. For an editor faced with a familiar-sounding draft, those four minutes offer a narrower listening assignment than the hour-long conversation.

• The AI Industrial Revolution

  Ravikant describes returning to coding through agents after years away. He says knowing the underlying engineering principles helped him use the tools without learning every new framework first. The transcript identifies the other founders by name, so a reader can follow where their experiences with real infrastructure differ.

• Sell the Truth

  Ravikant imagines a real estate agent who tells a buyer when a house is a poor fit. Passing up that sale gives the buyer a reason to take the agent seriously on a later visit. This is an illustration of how credibility can accumulate across conversations.