A Notable Update On The IPO Landscape with Jeff Richards + Funders x Founders with Handshake’s Garett Lord | Okay, Computer.

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 10 April 2024

⏱️ 69 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan is joined by Jeff Richards of Notable Capital about structural changes to the firm on top of the name change from GGV Capital (3:15). The guys also discuss Jeff’s view on the startup environment (6:05), AI Valuations May Be Coming Down To Earth (10:45), the interest rate impact on valuations and new investments (15:45), is the 2024 IPO class is more resilient than the last round (19:30), Adobe’s skid around a lack of AI (21:30), potential headwinds (32:30), AI as a tailwind for small business (37:30). After the break, Dan and Jeff are joined by Garrett Lord, co-founder & CEO of Handshake. The trios discuss Handshake’s origin story (41:30), how Handshake compares to competitors like LinkedIn or Indeed (45:00), what drew Jeff to the company (46:00), how Handshake partners with academic institutions (49:20), what attracted Jeff to Handshake’s business model (51:40), the job market for college graduates (55:00), how technology has changed recruiting after college (57:30), the labor market (59:45), the student experience (1:03:30), evolving as a founder and CEO (1:05:30), what excites him about the future (1:09:30) — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We’re on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

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0:00.0	All right, welcome to OK Computer. I am Dan Nathan. I am joined by my old friend, podcasting friend, too. You're one of the very first guests that we had on the On the Tape podcast. That would be Jeff Richards. He's the managing partner at Notable Capital. Jeff, how are you, man? I'm great, man. Thanks for hitting me back. I got a little sunburn from spring break with the kids, but other than that,
0:24.9	all good. All right. If that's the worst thing that happened on spring break is a little too much sun, you're doing okay. Now, I said notable capital, I think many of our listeners, many of our
0:29.2	viewers know you from GGV Capital. There's a name change there. We're going to talk a little bit about
0:34.6	what's going on. A lot of really exciting stuff from what I can tell. You and I are going to talk a little bit about what's going on. A lot of really exciting stuff from what I can tell.
0:38.1	You and I are going to talk a little bit about the thawing of the IPO market. A name in your
0:42.4	portfolio is set to go public this week. Pretty exciting stuff there. I want to do generally
0:47.8	just a vibe check on valuations in the private markets. And let's talk a little bit about what
0:52.2	you're seeing in the public tech markets.
0:58.4	And really, what pulled forward maybe some of the excitement in and around generative AI,
1:02.9	just not only in the chip space, but we're seeing it. And servers we're seeing it. In memory,
1:07.9	we're seeing it across a whole host of other things. We're not seeing it so much, I don't think,
1:11.1	in a lot of these kind of application software names in the public market.
1:12.6	So we'll kind of discuss that.
1:13.6	I know that is a specialty.
1:18.1	But really importantly also, you and I had a great conversation with Garrett Lord.
1:21.3	He is the founder and CEO of Handshake.
1:25.3	And this is really interesting because this is a company to me that I didn't know anything about.
1:28.8	But when I asked my 20-year-old college daughter about Handshake, she said everybody and anybody who is looking for a job in college is using Handshake.
1:34.6	But I learned from Garrett.
1:35.9	Also, it's not just about kids in college and the mission that they have.
1:39.5	That was a great conversation.
1:40.7	Part of our funders and founders series brought to you by RBC Capital.
	...

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