Okay, Computer 5/24/22: The Unforgiven Market with Rick Heitzmann, Plus a Conversation with Electric AI CEO Ryan Denehy & Gutter Capital’s Dan Teran

RiskReversal Pod

RiskReversal Media

Business News, News, Investing, Business

4.7 • 836 Ratings

🗓️ 25 May 2022

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan talks with Rick Heitzmann, FirstMark Capital’s Founder & Managing Director, about Snap’s canary-in-the-coal mine warning for tech (2:00), the shaky outlook for the digital ad market (14:34), which company may be interested in buying Zoom (17:45), why the slump for stocks & valuations may lead to more mergers & acquisitions (23:12), and how quickly the consumer could fade in the coming months (28:08). Later, Dan talks with Ryan Denehy, Electric AI Founder & CEO + Dan Teran, Co-Founder & Managing Partner at Gutter Capital, about companies and investors that don’t think the “sky is falling” (35:49), layoffs and shifting hiring trends at startups (38:41), why now may actually be the best time to start a company (52:11), and how the market has been asleep at the wheel for the last two years (56:16). ---- Dan Teran’s Medium post on the market slump and growing uncertainty for businesses: Things You Won’t Regret —- Email us at contact@riskreversal.com 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 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.
0:19.2	So please follow OK Computer in your
0:22.0	podcast stores. So you get new episodes every Wednesday on your phone. Thanks.
0:28.1	All right. Welcome back to OK Computer. I'm Dan Nathan. Welcome Rick Heitzman at first mark.
0:32.7	Hey, Dan. What's going on? You know, we're doing it here, man. We're going to get to the market.
0:35.8	It's a crazy, crazy day in the markets.
0:38.2	This is Tuesday afternoon into the close.
0:40.3	We have a sea of red.
0:41.9	We're going to talk about why we had that surprise downgrade, a negative pre-announcement by
0:47.8	Snap last night that has the NASDAQ reeling.
0:50.5	But before we get to all that, stick around for the second half of this pod. I have Ryan
0:55.3	Denahey, the CEO founder of Electric and Dan Turan, former guest on OK Computer and partner at
1:03.0	gutter Capital. And we're going to talk about the state of valuations and private tech and a whole
1:07.7	host of other things. So that's a great conversation. Lots of themes that Rick and I
1:11.3	and some of our other co-hosts have been talking about over the last few months or so. All right, Rick,
1:16.0	let's talk about this mess of a market here. What was your original take? I was on the set of
1:20.5	fast money last night. We were talking about the great investor day by J.P. Morgan. Jamie
1:25.6	Diamond was speaking all day. He was actually talking fairly
	...

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