Naval Ravikant@naval · 14 天前观点输出Turns out the “Open” part refers to *your* code.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Naval Ravikant@naval · 15 天前赛道影响Models are the last moat in software.
AI can train on essays and rewrite them. AI can decompile software and recode it. AI can ingest art and recreate it.
But AI itself doesn’t want to be “distilled.”
Expect more software to retreat to the server and resist “distillation.”
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Naval Ravikant@naval · 22 天前观点输出When you look back, you’ll wish you’d just done the long-term version of everything.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Naval Ravikant@naval · 24 天前观点输出No one can fill the hole left by another human.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Naval Ravikant@naval · 28 天前市场影响Every functioning institution is merit-based, not participation-based.
AI：偏平台经营与生态扩张，强调交易平台和应用入口的长期位置。
Naval Ravikant@naval · 2026/09/18观点输出People who want to appear moral are attracted to the left.
People who want to appear rational are attracted to the right.
Effective Altruism lets you appear rational and moral - the ultimate ego trip.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Naval Ravikant@naval · 2026/09/16赛道影响The future is more likely AIs fighting AIs (on behalf of humans) than AI fighting humanity.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Naval Ravikant@naval · 2026/09/16观点输出The best way to pace the frontier is to hold the labs fully liable for the behavior of their models.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Naval Ravikant@naval · 2026/09/16赛道影响If AI is risky like fire is risky, then you want everyone to have it.
If AI is risky like a nuclear weapon is risky, then you want no one to have it.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Naval Ravikant@naval · 2026/09/14赛道影响"When liability exposure approaches 0—when no one pays the price for unverified failures—verification budgets collapse...Deployers flood the Runaway Risk Zone with unmonitored agents, capturing the gains of automation while socializing catastrophic risks."
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
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