DA Wallach Says AI Will Not Solve Biology Without Human Trials
DA Wallach explains why clinical translation caps AI drug discovery, why China leads preclinical biotech, and why trial speed drives pharma value.
Never Doubted, Back Up, Jobs Boom, Hedge Funds Explode, Cybertruck Scrapped
With John Coogan, Jordi Hays, Praveer Melwani, Keller Cliffton, Rahul Sonwalkar, Max Siegelman, DA Wallach · Saturday, November 7, 2026
The hosts break down current tech market volatility, blowout October jobs numbers, and reports that Tesla is winding down Cybertruck production. They also interview Figma CFO Praveer Melwani on the company's accelerating AI and MCP adoption, Zipline CEO Keller Cliffton on expanding drone delivery with Walmart, Julius AI founder Rahul Sonwalkar on benchmarking LLMs for Wall Street deals, Siegelman Stable founder Max Siegelman on scaling modern luxury streetwear, and investor DA Wallach on the realities of AI-driven biotechnology.
Key takeaways
- DA Wallach warns that artificial intelligence cannot bypass clinical trials because "the bottleneck is not ideas. The bottleneck is translation." Read more →
- Figma generated $391 million in quarterly revenue, growing 43% year over year while sustaining a net dollar retention rate of 131%. Read more →
- Julius AI founder Rahul Sonwalkar released Deep Finance to test whether artificial intelligence models can execute private equity and M&A deals. Read more →
- Zipline closed a $1.5 billion funding round at a $21.5 billion valuation to support nationwide expansion with Walmart. Read more →
4 articles from this episode
Figma Hits $391M in Revenue and 1M Users on MCP
Figma CFO Praveer Melwani explains how doubling AI credit allotments and scaling an MCP server drove $391 million in quarterly revenue.
Deep Finance Shows Coding Models Fail at Private Equity Deals
Julius AI tested frontier LLMs on messy M&A deals. Inkling 2 beat Nvidia Nemotron, while coding models failed basic finance checks.
Zipline Needs 50,000 Drones a Year for Walmart
Keller Cliffton details Zipline's $1.5B round, 300 Walmart Supercenters, and building 50,000 aircraft a year for 10x faster deliveries.
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