Market Rests On Nvidia’s Shoulders + Reddit Co-Founder Alexis Ohanian & FirstMark's Rick Heitzmann on the AI Revolution | Okay, Computer.

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RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 7 February 2024

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Deirdre Bosa are talking tech layoffs, microchips, plus the M&A space. After the break, we bring you Dan’s panel from iConnections Global Alts with Alexis Ohanian and Rick Heitzmann of FirstMark Capital. Witness how Alexis Ohanian's journey from founding Reddit to starting Seven Seven Six during the tumultuous year of 2020 has shaped his approach to tech-driven venture capital, focusing on creating deep connections with founders and CEOs. Rick Heitzmann shares insights on forming long-term partnerships with founders, enduring through both triumphs and tribulations, and the importance of due diligence in today's fast-paced investment landscape. Topics On The Pod Adam Neumann wants WeWork back DocuSign Take-Private Put On Ice Ryan Denehy Tweet Is it time to ‘Sell Nvidia’? Mark Cuban's Famous Collar Trade View our show notes here Learn more about Ro body: ro.co/okay Learn more about Current: current.com 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	Welcome to OK Computer. We have a bang-up show for you today. I'm Dan Nathan. I am joined with Dear Drubosa. She is the host of CNBC's Tech Check Debo. Welcome back to the pod.
0:12.2	Hello from a rare sunny day here in San Francisco. We've got a lot of rain. I got to tell you, that view from one market at San B.C. It's picturesque. I love being out there. I love seeing
0:22.6	you in it. And that is a real thing. That is the Bay Bridge right behind Debo. So thanks so much,
0:27.7	Debo for being here. For all you folks who are watching us on the Ristversial Media YouTube page,
0:32.9	you can see that nice view there. The little housekeeping here in the B block of this pod, we're going to
0:38.3	be running a conversation that I had last week from I Connections Global Altz conference with
0:43.0	Rick Heitzman. He is the CEO and founder of First Mark Capital and Alexis O'Hanian, who is the founder
0:49.3	of 776 Capital, also the co-founder of Reddit. We had a great conversation.
0:54.9	We're just kind of taking kind of the vibe check as far as VCs go, valuations, due diligence,
1:00.4	a whole host of other things, and really some green shoots that are happening in the tech markets,
1:05.4	and the private markets that is a little bit.
1:06.9	So stick around for that conversation.
1:08.6	You can listen to it in the audio feed.
1:10.3	You can also watch the video of Rick, Alexis, and myself on the rest of social media YouTube page.
1:16.5	You're so hip, Dan, with a vibe check. Yeah, a little bit of a vibe check. You know, listen,
1:20.8	I'm with a guy like Alexis who's hip, if you follow him on the socials, Yeah, he is cool. He's definitely an influencer. My main man, Rick, he's pretty good on the
1:27.9	socials, too, but we had a great conversation there. You and I got a lot to cover. I saw you on
1:32.6	CNBC this morning. This is Tuesday, as you and I are recording in the afternoon. There was a
1:37.2	headline about Dan Loeb, bringing back Adam Newman to resurrect WeWork. I want to get into that. I also want to get into a deal for
1:45.4	DocuSign that looks like PE is walking away from and the company is taking some cost-cutting
1:50.6	steps. I also want to hit great article in the FT yesterday. That would be Monday recapping
1:57.3	a credit analyst at Barclays, a note on Nvidia.
	...

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