Summation (formerly World of DaaS) Podcast

Summation (formerly World of DaaS)

Summation with Auren Hoffman
Summation: non-obvious ideas that move the world. Auren Hoffman hosts leaders across tech, business, markets, and government. Summation is the permanent home for the relentlessly curious. Auren is CEO of NQB8, GP at Flex Capital, Chairman of Dialog; former CEO of SafeGraph and LiveRamp (NYSE: RAMP).  
Fmr Intel CEO Pat Gelsinger on chips, China, and lessons from Andy Grove
Pat Gelsinger is the former CEO of Intel and longtime Silicon Valley leader. He joins Auren to unpack the forces reshaping technology, geopolitics and leadership. After more than 30 years at Intel (including serving as its first CTO) and nearly a decade as CEO of VMware, Pat now sits at the intersection of deep tech and purpose-driven innovation as executive chair and head of technology at Gloo and general partner at Playground Global. In this episode of Summation, Pat and Auren discuss...
Mar 31
58 min
Vlad Tenev and Tudor Achim on mathematical superintelligence, why math is harder than code for LLMs, and the end of buggy software
Vlad Tenev (Robinhood co-founder/CEO) and Tudor Achim (former helm.ai CTO) are the founders of Harmonic, an AI lab pioneering the path toward mathematical superintelligence. Together, they developed Aristotle, a model that eliminates hallucinations by reasoning in Lean code rather than natural language. By shifting from probabilistic guesses to formal logic, Aristotle produces 100% verified mathematical outputs. The model recently demonstrated its breakthrough capabilities by achieving gold-m...
Mar 24
48 min
Retired 4-star General John Allen on Iran, AI hyperwar, and Taiwan’s future
John Allen is a retired four-star Marine Corps general who commanded 150,000 US and NATO troops in Afghanistan and built a 65-nation coalition as Special Presidential Envoy to the Global Coalition Against ISIS. After retiring from the military, he led the Brookings Institution as its president. He co-invented the term "hyperwar," holds five AI patents, and co-authored Turning Point: Policymaking in the Era of Artificial Intelligence. He currently serves as a strategic advisor to Microsoft. In...
Mar 17
55 min
Adrian Aoun on healthcare as a product, Apple's AI problem, and why you should have kids now
Adrian Aoun helped found Torch, a health data platform that was acquired by OpenAI earlier this year. He's also the co-founder of Seneca, which raised $60 million to build autonomous drones for wildfire suppression. Adrian previously founded Forward Health. He previously led special projects for Larry Page at Google, where he founded Sidewalk Labs and helped build Google's AI division. In this episode of Summation, Adrian and Auren discuss: Why curing all cancer adds only ~3 years of life but...
Mar 10
53 min
Tod Sacerdoti (Flex GP and Pipedream CEO) on seed at scale and SaaS mispricing
Tod Sacerdoti is the CEO and co-founder of Pipedream, which recently sold to Workday. Tod is also a general partner at Flex Capital, where he's invested in over 400 companies including Chime, Vercel, Replit, CodeRabbit, Mercury, and many others. He previously founded BrightRoll, a programmatic video advertising platform that sold to Yahoo for $640 million in 2014. In this episode of Summation, Tod and Auren discuss: Why seed investing has the highest annualized returns of any venture as...
Mar 3
1 hr 2 min
Nextdoor CEO Nirav Tolia on bowling alone, AI bots, and why the heartland is happier than the coasts
Nirav Tolia is the co-founder and CEO of Nextdoor (NYSE: NXDR), the neighborhood social network with over 105 million users across 350,000 communities worldwide. After stepping down as CEO in 2018, he returned to lead the company in 2024. In this episode of Summation, Nirav and Auren discuss: Why success kills innovationThe death of physical communityWhy Nextdoor had to change their stock tickerInsider vs Outsider entrepreneursYou can find Auren Hoffman on X at @auren and Nirav Tolia on X at ...
Feb 24
57 min
Lt. General Mike Fenzel (Ret.) on bad data, bad experts, and why we can’t exit wars
Lieutenant General Mike Fenzel recently retired as a three-star Army General. He most recently served as the United States Security Coordinator for Israel and the Palestinian Authority, navigating one of the world’s most complex geopolitical landscapes. His career is defined by high-stakes leadership, ranging from the immediate aftermath of the September 11th attacks, where he was stationed in the bunker alongside Vice President Dick Cheney, to multiple deployments to Afghanistan, to commandi...
Feb 17
42 min
Martin Shkreli on prison, beating Bloomberg, and being hated
Martin Shkreli is the co-founder of DL Software, the parent company of Godel Terminal, a Bloomberg competitor for financial data. He previously founded the biotech companies Retrophin and Turing Pharmaceuticals and the hedge fund MSMB Capital Management. In this episode of Summation, Martin and Auren discuss: The structural reasons fintech is less competitive than other industriesHow drug discovery actually works (and doing it from prison)Why AI labs are now out-recruiting hedge fundsWh...
Feb 11
1 hr 1 min
World of DaaS is now Summation
World of DaaS is now Summation with Auren Hoffman. While we’re proud of our roots in the data world, our conversations have evolved. Summation better reflects our obsession with finding the non-obvious ideas that shape our world. What’s changing? Just the name. You’ll still get the same insights from the world’s most influential founders, investors, and thinkers. If you’re already a subscriber, you’re all set. If you’re new here, welcome. Hit subscribe and join us! Our first episode as ...
Feb 9
1 min
Turing CEO Jonathan Siddharth - The $30 Trillion Knowledge Work Market, Training Frontier AI Models and Building Stage Five Culture
Jonathan Siddharth is the founder and CEO of Turing, a $2.2 billion AI company that provides coding and reasoning data to train frontier models for OpenAI, Google, Meta, Anthropic and more. Turing’s mission is to accelerate superintelligence to drive economic growth. In this episode of World of DaaS, Jonathan and Auren discuss: How Turing creates expert data for frontier modelsWhy SaaS is dying in the age of AI agentsDisrupting the $30 trillion market for digital knowledge workBuilding a stag...
Feb 3
41 min
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