Okay, Computer 10/5/22: Elon Eats Bird & Conversations with Not Boring’s Packy McCormick and FirstMark Capital’s Rick Heitzmann

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 5 October 2022

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Dan talks with Not Boring Founder Packy McCormick about managing paternity leave after the birth of his second child (1:49), the volatile emotions fueling public markets (5:31), finding proper valuations for startups (7:55), Ethereum’s price slump after “The Merge” (12:44), Bitcoin’s struggles to prove its value (14:15), Elon Musk’s stunning announcement that he will buy Twitter after all (18:41), why Packy thinks the most exciting companies right now are in the private markets (27:17), and if big tech companies like Meta and Amazon have a path to get out of their slump (29:42). Later, Dan chats with FirstMark Capital’s Rick Heitzmann about his takeaways from FirstMark’s recent founders summit (39:34), if the market overcorrected from the surge in interest rates & the U.S. dollar (41:15), the potential fallout from redemptions in the private markets (45:35), Apple’s strength in the U.S. versus overseas (48:50), when the IPO market may finally reopen (53:15), venture debt changing the landscape for startups (58:55), and how much longer capital may be sitting on the sidelines in private markets (1:05:50). —- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome to the OK Computer podcast takeover of the On the Tape feed.
0:04.3	OK Computer is the latest offering for risk reversal media.
0:07.3	We're going to cover all things tech, public and private markets, the intersection of Web 2 and Web 3.
0:12.9	We have this amazing group of co-hosts and contributors.
0:16.5	This is going to be in the On the Tape feed for a short period of time.
0:19.3	So please follow okay
0:20.8	computer in your podcast stores so you get new episodes every wednesday on your phone thanks
0:27.0	welcome to okay computer i am dan nathan i am here with packy mccormick from not boring and
0:33.9	stick around when he and i are done speaking. I have Rick Heitzman of First Mark
0:37.7	Capital Packy. Welcome back to OK Computer. It's been a few months and you've had some exciting
0:44.1	things going on in your life. What's going on, man? Yeah, it's been a while. Good to be back.
0:48.3	So I guess in the interim couple of months had our second kid. Took a month off for paternity leave,
0:54.1	which is the longest I've taken off
0:55.7	since starting up where.
0:56.9	I mean, that's a very long time to take off.
0:59.0	Yeah.
0:59.2	And just continuing to now get back into the swing of writing and investing and all that fun
1:04.0	stuff.
1:04.4	Yeah.
1:04.7	Well, congrats on Maya.
1:06.1	That's an amazing addition.
1:07.4	And congrats to your wife.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from RiskReversal Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of RiskReversal Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.