Felix Rieseberg leads engineering for Claude Cowork and Claude Code Desktop at Anthropic. Before that he led desktop and web infrastructure at Notion and built software at Stripe, Slack, and Microsoft. In this episode of Summation, Felix and Auren discuss: The next AI step function: going from solving a problem to owning a responsibilityWhy AI will win many Nobel prizes before it wins a single PulitzerBringing AI into the physical world, from a $30 coffee-machine display to a Wi-Fi gara...

Brendan Wallace is the Founder, CEO & CIO of Fifth Wall, the largest investment firm focused on technology for the built environment, with ~$3B in capital, the firm is driving the growth of nearly 170 companies, backing category-defining PropTech leaders such as Opendoor, Procore, Blend, Hippo, and Bilt Rewards. It's supported by ~115 of the world's largest real estate owner-operators including CBRE, Hilton, Hines, Marriott, Public Storage, Related, and Starwood. Before Fifth Wall, Brenda...

Jim Rebesco is the co-founder and CEO of Striveworks, an AI ops company deployed across the US Army, Navy, and combatant commands. In April, Striveworks announced a $70M enterprise agreement with the Pentagon, giving nearly a million defense personnel access to its platform. Jim was previously a partner at Virtu Financial, a pioneering high-frequency trading firm. In this episode of Summation, Jim and Auren discuss: why the real question in AI warfare is who pushes the buttonthe case that aut...

Carson Block is the founder of Muddy Waters Research, one of the defining activist short-selling firms of the last decade and a half. Since 2010, Muddy Waters has published forensic research exposing accounting fraud at publicly traded companies across China, Europe, and the US and has been right enough times that 11 companies have been delisted as a result. In this episode of Summation, Carson and Auren discuss: why outright fraud is only 20-25% of Muddy Waters' focusthe Wirecard sagaw...

Anders Jones is the CEO and co-founder of Facet, a fintech company built to bring high-quality, flat-fee financial advice to an underserved market: the mass affluent. Facet has raised over $250M and manages more than $7B. Anders has seen the real finances of tens of thousands of households. In this episode of Summation, Anders and Auren discuss: why the percentage-of-assets fee is the greatest heist in financethe retention data showing people stick 3x longer when you help them act, not just a...

Charles Duhigg is a Pulitzer Prize-winning journalist and staff writer at The New Yorker. He is the author of The Power of Habit, Smarter Faster Better, and Supercommunicators. His work focuses on the science of habits, productivity, decision-making, and human connection. In this episode of Summation, Charles and Auren discuss: why producing the words is only 10% of an author's job, and the 90% AI can't dowhat GLP-1s actually do to the brain the serendipity tax: why you pay for five dead...

Chris Farmer is the founder and CEO of SignalFire, an early stage venture firm managing over $3 billion. In this episode of Summation, Chris and Auren discuss: why the time to return 1x has stretched to 9+ years and funds are lasting 20 yearsthe engineering hiring boom hiding behind the layoff headlinesthe five functions of a VC firm and the one place data helps the leastwhy almost all conventional career advice is now badYou can find Auren Hoffman on X at @auren and Chris Farmer on X a...

This episode is a rebroadcast of Auren's appearance on the GTMnow podcast --------------------------------------------------- Auren Hoffman (Flex Capital) joins the GTMnow podcast to share some of the most contrarian takes in tech today, from why AI moats are gone, to why your next VC meeting will be with a bot, to why AI is secretly going to trigger a baby boom. In this episode: Why Auren runs 500+ AI agents to source deals, and what that means for founders raising capitalThe "agent-to...

Jake Stauch is the co-founder and CEO of Serval, the AI-native enterprise service management platform. Serval was founded in 2024 and has already raised over $125M across rounds led by Redpoint and Sequoia at a $1B+ valuation. Before Serval, Jake spent five years on the product team at Verkada and earlier founded NeuroPlus, a brain-sensing hardware company that made video games for kids with ADHD. In this episode of Summation, Jake and Auren discuss: Why Anthropic has added more ARR in the pa...

Dmitry Shevelenko is Chief Business Officer at Perplexity. He previously co-founded Tortoise, a robotics and commerce automation startup and held business development roles at Uber, LinkedIn, and Meta. He also serves on the board of Lazard. In this episode of Summation, Dmitry and Auren discuss: Why CEOs and executives are Perplexity Computer’s biggest power users and what that says about who wins the AI eraScaling Perplexity past $500M ARR with only 34% headcount growthThe $34.5B Chrom...