Naval's Podcast and Periscope Sessions: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday

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A Return to Coding 00:15

The Personal App Store 03:08

Vibe Coding Is a Video Game with Real-World Rewards 06:12

Pure Software Is Uninvestable 10:23

A Place for Each Model 14:09

AI Is Eager to Please 17:44

Why Math and Coding? 21:58

The Beginning of the End of Apple's Dominance 24:04

Coding Agents As Customer Service Reps 27:43

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Transcript: http://nav.al/code