Okay, Computer 7/20/22: Mind the Gap with Rick Heitzmann & A Conversation with Kevin Weil and Katie Stanton

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 20 July 2022

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan and FirstMark Capital’s Founder & Managing Director Rick Heitzmann discuss if market sentiment is suddenly turning better (2:04), Rick remaining a perma-bull on Pinterest after activist investor Elliott Management announced a major stake in the company (10:13), the white-knuckle earnings season outlook for beaten down tech stocks (15:15), what’s next in the Elon Musk-Twitter legal showdown after a judge orders an October trial (16:41), more pain to come for many crypto investors (19:35), and how Rick thinks Meta is the big tech stock most at-risk for competitive disruption (29:34) . Later, Dan is joined by his co-host Katie Stanton to interview Kevin Weil, President of Product & Business at Planet, about the company’s mission (39:36), Planet’s ethics board (46:39), private capital entering the space race (52:36), and tech stocks like Meta and Twitter getting crushed this year (55:45). ---- 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	All right, welcome to OK Computer.
0:29.9	I am Dan Nathan.
0:30.9	I am here with my co-host Rick Heitzman of First Mark Capital.
0:34.1	Rick, how are you?
0:35.4	I'm doing well.
0:36.3	How are you, Dan?
0:37.3	Long time, no, see. It's good to be back in the saddle.
0:40.0	It's been a couple weeks here, man.
0:41.8	And I got to tell you, a little bird told me you were doing something that I just can't,
0:45.5	as your friend and your co-host here, I just can't agree with your choice of running with
0:51.1	bulls. What's that all about, buddy? It's a bit old to actually run with the bulls, but I was on the balcony watching the
0:57.1	bulls run beneath me and having some churice and chocolate and then dressed in all white with
1:03.0	a pamplona scarf. It was checking off the bucket list. One of the things just was going
1:07.8	down the bucket list. All right. You were there with a mutual friend. I wasn't sure if you were running or not, but you were drinking.
	...

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