Summation (formerly World of DaaS)
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).
Summation (formerly World of DaaS)
Tod Sacerdoti (Flex GP and Pipedream CEO) on seed at scale and SaaS mispricing
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
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 asset class
- First-gen AI companies being the most vulnerable to AI disruption
- QSBS and why it's the most important tax benefit nobody talks about
- The founder code and what happens when people break it
You can find Auren Hoffman on X at @auren and Tod Sacerdoti on X at @tod