Okay, Computer 12/14/22: Too Clever by Half with Rick Heitzmann & A Conversation with NEA’s Ann Bordetsky

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RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 14 December 2022

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan and FirstMark Capital managing director Rick Heitzmann discuss if the Fed will start easing rate hikes with signs of moderating inflation (2:00), Thoma Bravo and other private equity giants on the hunt for valuation opportunities in tech (7:30), Sam Bankman-Fried’s indictment and FTX’s collapse forcing a reckoning on due diligence in venture capital (8:30), how entrepreneurs are getting ahead of the curve despite market uncertainty and volatility (15:00), and if we’ll spend less time talking about Elon Musk in 2023 (20:00). Later, Dan talks with NEA partner Ann Bordetsky about her transition from high-profile consumer brands to venture capital (26:30), her experience working at Twitter and her “unpopular opinions” about its future under Elon Musk (34:30), the huge differences between working at Uber versus Twitter (46:30), finding the magic formula for successful consumer companies (54:30), and why TikTok is a perfect showcase for where consumer habits are headed (58:30). ---- View our show notes and transcript here ---- 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

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0:00.0	Welcome to Ok Computer. I am Dan Nathan. I am here with Rick Heitzman, my co-host from First Mark Capital. Rick, welcome back to Ok Computer.
0:10.0	Welcome back. Happy holidays. It's the most wonderful time of the year.
0:14.0	It really is. You know, yesterday I get home and I see this thing. It doesn't even fit in my mailbox here.
0:19.0	And it is like literally like a two by four of
0:22.5	chocolate that's marked with first mark, happy holidays, that sort of thing. I'm just saying to myself,
0:27.0	what is he trying to do to me? You know some of my goals. You know some of my goals for 2023.
0:32.7	It's not 2023 yet. This is the holidays. This is the holidays. You ramp up. If you ramp up to ramp down,
0:39.6	it's a time of celebration. All right. Well, listen, you know, I could eat that chocolate.
0:43.2	Fondue, chocolate, ice cream topping. Just chocolate with chocolate, man. It's all good.
0:48.5	All right. Well, I could, I could eat it every day for the next, you know, like three months and I won't finish it. But thank you to my friends.
0:54.9	And it's a challenge. And listen, and I do want to thank you very honestly for, for A,
0:59.5	your participation on OK Computer this year. We've had a really fun year doing this. We started it.
1:03.8	I think all the way back in January, you and I have been kind of plug it away. We've had tons
1:07.9	of great guests that have been in the First Mark family, so of our mutual
1:12.0	friends, all of our co-hosts throughout the year.
1:14.4	So thank you to you and our friends at First Mark.
1:17.5	And just so you know, you and I are going to talk about a lot of things, tech.
1:20.3	There's been a couple fun things.
1:22.1	I feel like we've bookended this year with Tomo Bravo taking some big SaaS companies private. After Rick and I talk all
1:29.2	things tech, that's the here and now I am joined by Ann Bordatsky. She is a partner over at
1:35.8	NEA that's new enterprise associate of venture capital firm. She's also a former operator. She was
1:42.1	a cheap operating officer at rival, which sold to Live Nation. She's worked at Uber. She's worked a former operator. She was the chief operating officer at Rival, which sold to Live Nation.
	...

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