Summation (formerly World of DaaS)

Tudor Achim, a Lean-based formal verification expert and builder of math-focused AI, and Vlad Tenev, Robinhood co-founder and former aspiring mathematician, discuss building Aristotle, a model that reasons in Lean to eliminate hallucinations. They cover why math is harder than code for LLMs, how formal verification can make software safer, and AI’s role in solving deep conjectures and scaling mathematical research.

John R. Allen, retired four-star Marine and former Brookings president, brings battlefield command and AI experience. He discusses Iran’s unclear objectives and regional risks. He explores how Ukraine speeds autonomous weapons, Taiwan’s deterrence shaped by China’s demographics, and the policy gaps around AI and hyperwar.

Adrian Aoun, entrepreneur and technologist behind Torch, Seneca, and Forward Health, discusses ranking societal problems and choosing ones where you have an edge. He explores how AI is turning healthcare into a product, why Apple struggles with AI, the expert investor paradox, the promise of GLP-1s for longevity, and why he regrets delaying having kids.

Tod Sacerdoti, CEO of Pipedream and Flex Capital partner who previously founded BrightRoll, shares sharp takes on seed investing at scale and why QSBS is a hidden tax superpower. He discusses why seed outperforms later stages, how to run many seed bets, the risks facing first-gen AI companies, and which SaaS moats still hold in an AI-driven market.

Nirav Tolia, co-founder and CEO of Nextdoor and serial entrepreneur focused on community platforms. He traces online community evolution, warns about AI bots and authenticity risks, and explains why local ties and offline neighbor connections matter. He contrasts heartland neighborliness with coastal isolation and recounts refounding Nextdoor to strengthen real-world community.

Lieutenant General Mike Fenzel (Ret.), a three-star Army leader and former U.S. Security Coordinator for Israel and the Palestinian Authority. He talks about why superpowers linger in wars, how bad data and weak continuity cripple foreign-policy experts, Israel’s surge in security tech, and practical trade-offs in negotiating and sustaining security in conflict zones.

Martin Shkreli, entrepreneur known for founding Turing Pharmaceuticals and DL Software, discusses building a Bloomberg competitor and why financial terminals resist competition. He talks about running drug programs remotely, including from prison. Topics include AI recruiting top quant talent, private-market data and trading, prosecutorial power in corporate cases, and the media dynamics of being widely despised.

The host explains a rebrand and why the old name no longer fits. He teases a broader focus on uncovering non-obvious ideas that shape business and culture. He outlines what topics the show will explore going forward and reassures subscribers that content continuity remains the same.

Jonathan Siddharth, founder and CEO of Turing who scales expert coding and reasoning data for frontier AI, joins to discuss training frontier models with human expert data. He talks about why human intelligence is now the bottleneck, how agentic AI will reshape SaaS and the $30 trillion digital knowledge market, and the idea of building a stage five company culture rooted in joy and wonder.

Cobi Blumenfeld-Gantz, co-founder and CEO of Chapter and former Palantir government team member, builds AI tools to help seniors navigate Medicare. Conversation covers why Medicare enrollment is confusing, how $100B+ fraud happens, the mess of 24,000 plan variants, and how AI and better data can verify networks and simplify choices.