GTMnow Podcast | Your First VC Meeting Will Be Agent-to-Agent

Summation with Auren Hoffman

Summation with Auren Hoffman
GTMnow Podcast | Your First VC Meeting Will Be Agent-to-Agent
Jun 02, 2026

This episode is a rebroadcast of Auren's appearance on the GTMnow podcast 

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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 capital
  • The "agent-to-agent" meeting prediction: by end of 2026, first VC conversations will be fully automated
  • Why every software moat has been "blown up" and what Salesforce, LinkedIn & DocuSign need to do to survive
  • The OpenAI x The Hustle acquisition breakdown: why it's the smartest (and cheapest) distribution play in AI
  • Why missing a great deal is 10x more painful than making a bad one, Auren's honest VC mistake framework
  • The baby boom thesis: why AI, IVF, self-driving cars & cheaper energy could reverse the fertility decline
  • Why companies won't sign yearly SaaS contracts anymore, and what that means for every B2B founder

Auren Hoffman is the founder of NQB8, Flex Capital, SafeGraph, and LiveRamp. He's an early backer of Replit, Perplexity, Rippling, Vercel, Coinbase, Chime, and AppLovin.

Max’s socials: 

https://x.com/hackitmax

https://www.linkedin.com/in/maxaltschuler/

Auren’s socials:

https://x.com/auren

https://www.linkedin.com/in/auren/

https://auren.substack.com/

GTMnow: https://gtmnow.com


Episode Artwork GTMnow Podcast | Your First VC Meeting Will Be Agent-to-Agent 39:59 Episode Artwork Serval CEO Jake Stauch: talent is the only moat left, hiring founders as FDEs, and building a $1B company with your wife and a newborn 50:10 Episode Artwork Perplexity Chief Business Officer Dmitry Shevelenko on why curiosity is AI’s scarcest resource 1:00:06 Episode Artwork Fundrise CEO Ben Miller: VCX, Roaring Kitty's revenge, and AI killing the office 1:02:03 Episode Artwork Six-time CIA Station Chief Ralph Goff on the new doctrine of war 1:05:23 Episode Artwork Glenn Youngkin on governing like a CEO, the AI power crisis, and why every operator should run for office​ 57:44 Episode Artwork Thumbtack CEO Marco Zappacosta on why trades are AI-proof, the trillion-dollar home services market, and why software stopped being a capital asset 58:53 Episode Artwork Eric Ries on why "bad governance" outperforms, the case against shareholder primacy, and AI's Chernobyl moment 58:46 Episode Artwork Fmr. German Defense Minister Karl-Theodor zu Guttenberg on NATO, nuclear energy, and how to disagree without blood 1:01:18 Episode Artwork Fmr Intel CEO Pat Gelsinger on chips, China, and lessons from Andy Grove 58:10 Episode Artwork Vlad Tenev and Tudor Achim on mathematical superintelligence, why math is harder than code for LLMs, and the end of buggy software 48:54 Episode Artwork Retired 4-star General John Allen on Iran, AI hyperwar, and Taiwan’s future 55:19 Episode Artwork Adrian Aoun on healthcare as a product, Apple's AI problem, and why you should have kids now 53:57 Episode Artwork Tod Sacerdoti (Flex GP and Pipedream CEO) on seed at scale and SaaS mispricing 1:02:20 Episode Artwork Nextdoor CEO Nirav Tolia on bowling alone, AI bots, and why the heartland is happier than the coasts 57:42 Episode Artwork Lt. General Mike Fenzel (Ret.) on bad data, bad experts, and why we can’t exit wars 42:25 Episode Artwork Martin Shkreli on prison, beating Bloomberg, and being hated 1:01:33 Episode Artwork World of DaaS is now Summation 1:16 Episode Artwork Turing CEO Jonathan Siddharth - The $30 Trillion Knowledge Work Market, Training Frontier AI Models and Building Stage Five Culture 41:54 Episode Artwork Chapter CEO Cobi Blumenfeld-Gantz - medicare complexity, $100B fraud and how tech can fix it 42:20 Episode Artwork Industry Ventures Founder Hans Swildens - how secondaries became the dominant path for VC exits 54:12 Episode Artwork Economist Glenn Hubbard - The Fed’s dilemma, AI productivity, and why experts lost trust 41:54 Episode Artwork Rembrand CEO Omar Tawakol - why product placement works better than traditional ads 52:32 Episode Artwork We the Builders Podcast l From LiveRamp ($RAMP) to NQB8: Auren Hoffman’s Founder Journey 1:44:14 Episode Artwork FreightWaves CEO Craig Fuller - why pricing data businesses trade at 30x EBIT despite 4% growth 51:31