Okay, Computer 6/22/22: For Meta or for Worse with Jeff Richards, Katie Stanton & Alex Roetter

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 22 June 2022

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan speaks with GGV Capital Managing Partner Jeff Richards about when investors may return to risk-on mode (2:59), why Jeff would keep buying Amazon stock despite the bear market (10:33), VC legend Bill Gurley’s take on the current investment cycle (16:11), how startups are adapting to valuation resets (20:25), and deglobalization’s rude awakening to the markets (28:42). Later, Dan talks to Katie Stanton & Alex Roetter of Moxxie Ventures about Katie joining Yahoo’s board of directors (42:15), whether Twitter can re-accelerate growth if Elon Musk actually buys it (45:12), how it’s a great time for early-stage investors amid a murky outlook for startups (52:11), and why they’re bullish on climate tech (58:27). —- 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 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 podcast stores.
0:23.1	So you get new episodes every Wednesday on your phone.
0:26.7	Thanks.
0:28.1	Okay, welcome to OK Computer.
0:30.5	I am Dan Nathan.
0:31.4	Later in the back half of this program, I'm going to be joined by Katie Stanton and Alex
0:36.3	Redder, General Partners at Moxie Ventures in Boulder, Colorado.
0:40.1	But first, someone who needs, I think, little introduction, Jeff Richards, GGV Capital.
0:45.8	Jeff, you have been a prolific.
0:48.2	I'm going to call you a contributor of OK Computer this year.
0:52.4	We really have appreciated all your insights. And I've said this to you time and
0:56.0	time again that one of the things that I find so unique about your perspectives is your
1:01.7	handle on both private markets, where you practice specifically in technology, but also
1:08.1	your handle on public markets and kind of the intersection of the two. So I really
1:13.2	appreciate you coming on. It seems like, you know, every month, it can't be just for the Como
1:17.6	Tequila. Can it be? It's amazing. I should have a bumper sticker that says, we'll podcast for
1:23.6	tequila. There you go. And you found a nice home. So we really appreciate it. And just,
	...

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