The Challenges of VC-Backed Data Companies

World of DaaS: The LM Brief

World of DaaS: The LM Brief
The Challenges of VC-Backed Data Companies
Aug 01, 2025 Episode 1
Thomas Echevarria

Introducing the first episode of the World of DaaS LM Brief, a new microcast series. Every Friday, we’ll break down a DaaS themed article into a short audio summary, powered by NotebookLM.

Today, we'll be listening in on the topic of Auren Hoffman's latest Substack post. He challenges the idea that data businesses are a good fit for venture capital. He reflects on how his thinking has evolved and why the DaaS model might align better with a different kind of investor.

Listen as NotebookLM turns his post into a short podcast explainer.