Issue No. 32Week ending Sunday, August 9, 2026539 episodes · 2379 articles
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AI Viruses, Social Media Addiction, Mansion Section

With John Coogan, Jordi Hays, Samir Kaul, Patrick Wendell, Grant · Sunday, August 9, 2026

This episode explores the implications of AI-generated viruses for biosecurity and biotech, and discusses OpenAI's rumored consumer hardware. It delves into Meta's social media addiction lawsuits, comparing them to the historic tobacco settlement, and features interviews with Coastal Ventures' Samir Call on investing in Jeff Dean's new AI venture, and DataBricks' Patrick Wendell on managing AI coding costs. The episode also highlights Whatnot's impressive growth and $20 billion valuation in the live shopping space.

Key takeaways

  • AI can now design entirely new viruses, moving beyond merely modifying existing ones, a milestone with both biotech potential and serious biosecurity questions. Read more →
  • AI tools offer massive productivity gains for developers, making them a clear internal ROI win, as Wendell notes: "developers are expensive... if you can get them something that improves their productivity meaningfully that's of immense value." Read more →
  • A recent SemiAnalysis report alleges Google's DeepMind is no longer a frontier AI lab, citing significant talent departures and poor compute allocation. Read more →
  • A New Mexico judge recently ordered Meta to pay over $900 million and imposed new restrictions on how minors use Facebook and Instagram in the state, signaling escalating legal pressure on tech companies. As John Coogan reported, "A New Mexico judge has ordered Meta to pay more than $900 million and imposed new restrictions on how minors in the state use Facebook and Instagram." Read more →
  • Whatnot's $20 billion valuation solidifies live video as a core retail channel, not just a marketing gimmick or influencer side hustle. Read more →

5 articles from this episode

AI Costs Exploding? DataBricks' 3-Part Fix

DataBricks co-founder Patrick Wendell reveals how they stopped AI's 'exponential cost curve' with rapid model shifts, smart routing, and classic engineering.

Read article →

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