All Episodes
Summation (formerly World of DaaS) — 265 episodes
Glenn Youngkin on governing like a CEO, the AI power crisis, and why every operator should run for office
Thumbtack CEO Marco Zappacosta on why trades are AI-proof, the trillion-dollar home services market, and why software stopped being a capital asset
Eric Ries on why "bad governance" outperforms, the case against shareholder primacy, and AI's Chernobyl moment
Fmr. German Defense Minister Karl-Theodor zu Guttenberg on NATO, nuclear energy, and how to disagree without blood
Fmr Intel CEO Pat Gelsinger on chips, China, and lessons from Andy Grove
Vlad Tenev and Tudor Achim on mathematical superintelligence, why math is harder than code for LLMs, and the end of buggy software
Retired 4-star General John Allen on Iran, AI hyperwar, and Taiwan’s future
Adrian Aoun on healthcare as a product, Apple's AI problem, and why you should have kids now
Tod Sacerdoti (Flex GP and Pipedream CEO) on seed at scale and SaaS mispricing
Nextdoor CEO Nirav Tolia on bowling alone, AI bots, and why the heartland is happier than the coasts
Lt. General Mike Fenzel (Ret.) on bad data, bad experts, and why we can’t exit wars
Martin Shkreli on prison, beating Bloomberg, and being hated
World of DaaS is now Summation
Turing CEO Jonathan Siddharth - The $30 Trillion Knowledge Work Market, Training Frontier AI Models and Building Stage Five Culture
Chapter CEO Cobi Blumenfeld-Gantz - medicare complexity, $100B fraud and how tech can fix it
Industry Ventures Founder Hans Swildens - how secondaries became the dominant path for VC exits
Economist Glenn Hubbard - The Fed’s dilemma, AI productivity, and why experts lost trust
Rembrand CEO Omar Tawakol - why product placement works better than traditional ads
We the Builders Podcast l From LiveRamp ($RAMP) to NQB8: Auren Hoffman’s Founder Journey
FreightWaves CEO Craig Fuller - why pricing data businesses trade at 30x EBIT despite 4% growth
Wispr Flow CEO Tanay Kothari - voice AI deep dive
The LM Brief: India as the Next Epicenter of AI?
YipitData CEO Vin Vacanti - why hedge funds dominate data usage (and corporations don't)
The LM Brief: The Syntax Illusion
Patrick McGee - author of Apple in China – how Apple and China built each other
Dave Morin, Offline Ventures - how venture studios work
The LM Brief: Why Many AI Projects Fail
Azeem Azhar of Exponential View - AI, hyperscalers, reshaping US GDP
The LM Brief: Love Beats Hate
Bolt.new CEO Eric Simons — one of the fastest growing AI companies in the world
The LM Brief: The DaaS Renewal Landscape
Flock Safety CEO Garrett Langley - Law Enforcement's Data Problem: Why 50% of Murders Go Unsolved
The LM Brief: 46ers, 55ers, 81ers, and today
Venturehouse Group CEO Mark Ein - moneyball for CEOs, real estate data & buying sports teams
The LM Brief: The Ethics of Agentic AI - Balancing Autonomy and Trust
Astroten Founder Richard Shotton - why your A/B tests fail and how behavioral science can fix them
The LM Brief: The Energy Bottleneck Behind AI’s Growth
Clay COO Varun Anand - why cutting-edge GTM teams are moving away from traditional CRMs
The LM Brief: How Leaders Can Close the AI Intelligence Gap
Beniamin Mincu CEO, MultiversX - building the trust layer for AI
The LM Brief: How to Actually Look for a Job (Without Wasting Everyone’s Time)
OpenGov CEO Zac Bookman - GovTech, data access, and AI transformation
The LM Brief: AI Overviews and the Future of Publishing
OpenAI CSO Jason Kwon - power, policy and the race to scale
The LM Brief: The Only Right Way to Ask for an Intro (Everything Else Is Wrong)
beehiiv CEO Tyler Denk - why email beats social media
The LM Brief: Navigating GDPR Compliance Outside the EU and UK
Gokul Rajaram of Marathon - How AI Will Reinvent Ad Platforms
The LM Brief: Synthetic Data in AI
Patrick Lencioni - the six types of working genius
The LM Brief: AI Meets Copyright Law
CMO Confidential: Auren Hoffman l Why Vendor Management Is A Skill You Need to Master Now
The LM Brief: Integration gaps and budget missteps stall enterprise AI
Zip CEO Rujul Zaparde - procurement, AI agents and YC insights
The LM Brief: Conditional Voting Rights in VC Term Sheets
Construction Physics' Brian Potter - why America excels at fracking but struggles with construction
Airtable CEO Howie Liu - Excel vs Access, Founder Mode, and the Future of SaaS
Dwarkesh Patel - AI Timelines, Productivity & Global Stagnation
Morning Consult CEO Michael Ramlet - AI, consumer sentiment and reinventing survey research
Atlan CEO Prukalpa Sankar - AI agent workflows and hiring AI native talent
Cardlytics CEO Amit Gupta - transaction data and commerce media
Fabrice Grinda of FJ Labs - diversified portfolios, secondary sales and dinner parties
Rabbi David Wolpe - AI, faith, and the future of human connection
Superpower Founder Max Marchione - billionaire health protocols and the future of medicine
Crunchbase CEO Jager McConnell - predicting acquisitions, value of data, AI
LiveKit CEO Russ d'Sa - voice AI and the future of human-machine interaction
US Secretary of the Army Dan Driscoll - modernizing military tech & fixing procurement
Exiger CEO Brandon Daniels - tariffs, tech, and trade
Galvanick CEO Josh Steinman - spies, stuxnet, cyber, and securing critical infrastructure
AppNexus Founder Brian O'Kelley - adtech, AI, advertising and more AI
Anduril Co-Founder Trae Stephens - Hard Tech & Modern Defense Strategy
Fmr Verisk CEO Scott Stephenson - building a $40 billion data company
a16z’s Martin Casado - building with AI
Mediaocean CEO Bill Wise - building the operating system for advertising
Rob Henderson - Luxury Beliefs: How Elites Exploit the Poor
Lead Bank CEO Jackie Reses - fintech's regulatory reckoning: who survives, who thrives
Hello Patient CEO Alex Cohen - SaaS sprawl and meme culture
Mario Gabriele - mullet capitalism & modern media empires
Annie Duke - winning bets: decision science in venture capital
Insight Partners Deven Parekh - navigating global markets in uncertain times
Viant $DSP CEO Tim Vanderhook - ad tech, fraud, and the first-party data revolution
PubMatic $PUBM CEO Rajeev Goel - hidden infrastructure of digital advertising
Mark Pincus - Product Instincts: “Proven, Better, New”
Taboola $TBLA CEO Adam Singolda - AI powered content discovery
DoubleVerify $DV CEO Mark Zagorski - the $100B war against digital ad fraud
Sayari CEO Farley Mesko - mapping global financial crime
Magnite $MGNI CEO Michael Barrett - from linear TV to AI
Samo Burja - live players vs NPCs: hidden forces shaping history
Qualia CEO Nate Baker - real estate's digital infrastructure layer
Life360 $LIF CEO Chris Hulls - trust, data, and modern parenting
Fivetran CEO George Fraser - data for the AI revolution
DJ Patil - Data Science pioneer on AI, healthcare, and defense
Morning Brew founder Alex Lieberman - what B2B marketers get wrong
Altana CEO Evan Smith - Supply Chains, China, and Globalization 2.0
Windfall CEO Arup Banerjee - Real Data on the Ultra Wealthy
Sam Parr - Raising Normal Kids After a Major Exit
Tomas Pueyo - Uncharted Territories: From Physical Geography to AI
Ramp CEO Eric Glyman - The Hidden Incentives Shaping Banking and Fintech
Automattic CEO Matt Mullenweg: WordPress vs WP Engine
Ben Casnocha - Flaws as Assets: Unconventional Talent Spotting
Matt Clifford: Entrepreneur First - Ambition and Power
Daniel Pink - Selling in the Age of AI and Big Data
Yext CEO Michael Walrath - Software Consolidation and Convergence
Bjorn Lomborg - A Data-Driven Approach to Global Issues
Alex Wirth - CEO of Quorum - How AI is Disrupting Lawmaking
Bryan Caplan - The Signaling Game in Education & Parenting
People.ai CEO Oleg Rogynskyy - How AI is Replacing Sales People
Alex Tabarrok - Unpacking the Decline of U.S. Economic Dynamism
Bright Data CEO Or Lenchner - Why Meta Lost the Web-Scraping Battle
Daffy CEO Adam Nash - Data and Design in Fintech
Jason Bordoff - Shale, Solar, and Global Energy Futures
Substack CEO Chris Best - Building a New Engine for Culture
Dr. Robert Cialdini - 7 Principles of Influence Explained
Fundrise CEO Ben Miller: Democratizing Private Investing
Shopify President Harley Finkelstein - The Ecommerce Entrepreneur Class
Brent Beshore - Private Equity for “Boring” Businesses
Mark Gerson - Founder of GLG: Better Philanthropy
Michael Batnick - Common Investing Mistakes
CB Insights Founder Anand Sanwal - Data Business & AI
Masterworks CEO Scott Lynn - Data-Driven Art Investing
Dmitri Alperovitch - The New Cold War
Groq CEO Jonathan Ross - Next Gen AI Hardware
Greg Isenberg - Startup Studios vs Traditional VC
Breaking Points Host Saagar Enjeti - Anti-Establishment Media
Flexport CEO Ryan Petersen: Global Shipping and Logistics
Bill Magnuson, CEO of Braze $BRZE : Future of Mobile
Steve Case: AOL, AI & American Innovation
ID.me CEO Blake Hall: Identity & Security
Vanderbilt Chancellor Daniel Diermeier: Future of Higher Ed
Daniel Lurie, Running for Mayor of San Francisco
Sarah Tavel, Benchmark Capital GP: Selling Work in SaaS
Meb Faber: Controversial Investing Insights
Neil Buddy Shah, Clinton Health CEO: AI, Data & Public Health
RewindAI CEO Dan Siroker: AI Wearables & Fundraising in Public
Emil Michael, Fmr Uber CBO: Ridesharing and Picking VCs
Austen Allred, CEO of BloomTech: Aligning Education Incentives
Oren Cass, Director of American Compass: The New Right
Building and Understanding Data Businesses | Auren Hoffman | Media Empires
Greg Lukianoff, President of FIRE: Free Speech
SEIU President Mary Kay Henry: Future of US Labor
Joe Lonsdale: 8VC GP and Palantir Cofounder
Sam Lessin of SlowVC: The End of Factory-Farmed Unicorns
Hubspot CEO Brian Halligan: Navigating Startup Boards
Auren Hoffman: Entity Resolution with Placekey
Sam Corcos, Levels CEO: 10x Delegation
Jeff Lawson, CEO of Twilio: The API Economy
Spencer Kimball, CEO of Cockroach Labs: Future of Open Source
Michael Seibel, Y Combinator Group Partner
Ben Horowitz, co-founder of a16z: Venture Capital
Guillermo Rauch, CEO of Vercel: AI
Andrew Ross Sorkin: SVB, Lessons from 2008 Financial Crisis & VC
Peter Thiel: Science, Society, Stagnation
Amjad Masad: CEO of Replit: Future of Coding
Martin Sorrell: S4 & WPP: AdTech, Advertising & AI
Neil Strauss, Author of "The Game": Growth in the AI Era
Bram Cohen, Founder of BitTorrent and Chia: Decentralization, Data Science & Blockchain
Bryan Johnson: How to Age in Reverse
Sue Gordon, fmr ODNI/NGA/CIA: OSINT, Cybersecurity, War
Ajit Pai: Innovation, Regulation, GDPR
Steven Pinker: Human Cognition vs. AI
Erik Torenberg: Optionality, AI & Elites
Jesse Pujji: Digital Marketing, D2C & Venture Studios
Immad Akhund, CEO of Mercury: SVB, Neobanks, and UI
Prince Turki Al Faisal: Afghanistan, Saudi Arabia & Energy
Dmitri Alperovitch: Ukraine, Russia, Starlink & Cyber Warfare
Nicholas Thompson, CEO of The Atlantic: AI and Media
Hadi Partovi: Coding, AI & the Future of Learning
David Sinclair: Living to 120
Matt Kaminski, Politico EIC: Future of Media & Speech
Marissa Mayer: AI Insights and Walmart, Google & Yahoo
Tom Tugendhat: UK Minister, OSINT, MI5 & Cybersecurity
Jack Abraham of Atomic: Incubators & Startup Studios
Will Manidis: AI, LLMs & Healthcare Data
Avlok Kohli, AngelList CEO: AI and Dual Threat CEOs
Elad Gil: AI, Angel Investing, Living Forever
Johnathan Bi: René Girard & Mimetic Desire
Nicole Perlroth: Future of Cybersecurity
Sigal Mandelker: Fmr Under Secretary of Treasury
Jonathan Greenblatt, ADL CEO: Data vs. Extremism
Jon Levin, Dean of Stanford GSB: Identifying Future Innovators
Dr. Nir Barzilai: How to Live Past 100
Tony Thomas, Fmr. 4-Star General: Navigating Threats
Megan McArdle: Markets, Monopolies & Innovation
Jaan Tallinn: Balancing AI Risk and Opportunity
Dido Harding: Leveraging Data for Public Health
Oren Etzioni: Unlocking AI’s Potential
Vivek Ramaswamy: Leadership, Innovation & Ideology
David Sacks: SaaS Metrics, Tech Cycles & Fundraising in a Down Market
Bret Stephens: The Return of Great Power Competition
Thani Shamsi: What Data Companies Can Learn From SaaS
Amit Bendov: A Data-Driven Sales Masterclass
Eric Frank: Why Real Estate is Behind in Data Adoption
Bryan Mistele: What the Future of Transportation Looks Like
Sarah Bond: Accelerating the Gaming Creator Economy
Richard Barlow: Data Sharing to Enable the Self-Driving Revolution
Dimitri Dadiomov: Your TAM is Just the Beginning
Richard Hanania: The Real Power Centers of US Foreign Policy
Anthony Scaramucci: The Future of Institutional Investing in Crypto
Keith Rabois: Velocity, Differentiation & Disruption
Packy McCormick: Web3 & Smart Optimism
Grover Norquist: A 40-Year View of American Politics
Michael Brown: Getting Defense Spending Up to Speed
Rep. Jim Himes: Building a US Digital Currency
Jason Gardner: Modernizing the Payments System
Tim Urban: Zooming Out on Everything
RJ Pittman: Turning Buildings into Data
Mark Penn: Finding the Next Microtrends
Christopher Ahlberg: Building a Safer Future
Terence Kawaja: The Future of AdTech
Sheila Heen: How to Navigate Hard Conversations
Cindy Cohn: Who Should Regulate the Internet?
Neal Katyal: Taking on the Supreme Court
David Epstein: Never Underestimate the Generalist
Rob Buxton: The State of DaaS (A Market Snapshot)
Gary Marcus: The Failed Promise of Artificial Intelligence
Or Offer: The Mechanics of Data Businesses
Antonio Garcia Martinez: A New Approach to Regulation
Liv Boeree: Developing a Probabilistic Mindset
Jeremy Stanley: How Machines Actually Learn
Ryan Breslow: The King vs. The Mob
Glenn Fogel: The Greatest Acquirer in History
Auren Hoffman: A Tale about Truth in Data
Barry Nalebuff: A Radical New Way to Negotiate
Joel Myers: The Father of Commercial Meteorology
Charlie Youakim: The Real Economics of Buy-Now-Pay-Later
Jacob Helberg: The New Cold War
Auren Hoffman: It's Our Moral Obligation to Make Data More Accessible
Bob Moore: Solving the Cold Start Problem
Esther Dyson: Using Data to Revolutionize Wellness
Sebastian Mallaby: The Greatest Storyteller in Venture Capital
David Perell: Building a Personal Monopoly
Dina Srinivasan: Reining in Big Tech
Tyler Henritze: Thematic Investing to Predict the Future
Emiliano Kargieman: Remapping the Entire Earth
Tod Sacerdoti: Let’s Talk About Founder Compensation
Javier de la Torre: Building a Killer Go-To-Market Strategy
Peter Platzer: Moore’s Law Strikes the Satellite Industry!
Ann Fudge: Leveling Up Board Meetings
Satyen Sangani: We’re Still in the Dark Ages of Data
Gabe Rogol: A Masterclass in Demand Gen
Alex Dalyac: The Secret to Building a Computer Vision Unicorn
Jonathan Levin: The Blockchain Archivist
Tom Goldstein: The Art of Supreme Court Advocacy
Julia Galef: How to be Wrong Correctly
Dan Doctoroff: Where the Sidewalk Leads
Richard Haass: Why We Need More Global Coordination
Godard Abel (CEO of G2): Defining Software Categories
Niall Ferguson: Writing History with Data
Dean Stoecker (Founder of Alteryx): 20 Year Journey to Successful IPO
Daniel Gross (CEO of Pioneer): Why Energy is the Best Predictor of Talent
Tyler Cowen: Identifying Talent and Measuring Organizational Capital
Daniel Yanisse (CEO of Checkr): Building a Fairer Future of Work
Sinan Aral: Solving Social Media Market Failures
Hayden Brown (CEO of Upwork): Owning the Work Marketplace
Glen Weyl: Reimagining Democracy with Quadratic Funding and Quadratic Voting
Will Marshall (CEO of Planet): Building a Data Company in Space
Byrne Hobart: Why Airline Loyalty Programs Are Really Just FinTech Companies
Susan Athey: Tech Economists, Machine Learning, and Causation
Scott Stephenson (CEO of Verisk): How Data Sharing Transformed Insurance
Henry Schuck (CEO of ZoomInfo): Building A Billion Dollar Data Company
Will Lansing (CEO of FICO): Power of Data Standards
Stephen Orban: Data Marketplace Innovation at Amazon
Hilary Mason: Rise of Data Science
Jack Dangermond: Building Esri
Coming Soon: World of DaaS