Okay, Computer 8/17/22: Shifting Mindsets with Rick Heitzmann

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 17 August 2022

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

See show notes and transcript here Dan and FirstMark Capital’s Rick Heitzmann discuss when the frozen IPO market may finally come back to life (2:52), JPMorgan CEO Jamie Dimon’s new forecast for the economy (6:44) the outlook for Snowflake & the battered SaaS sector (9:48), the brutal fundraising market for startups (14:19), SoftBank’s disastrous recent performance and how it’s paying for its investing “sins” (18:13), former WeWork CEO Adam Neumann getting a stunning $350 million investment from Andreesen Horowitz for a new housing startup (22:17), why more high-profile founders are leaving their companies (25:18), and Elon Musk attending a Republican retreat in Wyoming (30:25). ---- As discussed by Dan & Rick: Jamie Dimon sounds off on... almost everything (Yahoo Finance) ---- 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.
0:26.6	Thanks.
0:28.0	All right.
0:28.6	Welcome to OK Computer.
0:29.8	I am Dan Nathan.
0:30.9	I am here with First Mark Capitals, Rick Heitzman.
0:34.3	We are going to cover this FOMO rally in the NASDAQ. Maybe it's getting a little
0:38.7	long in the tooth. We'll figure that out a little bit. Jamie Diamond, CEO of J.P. Morgan,
0:44.3	had a whole heck of a lot of things to say about the economy and what he sees. Back from the
0:50.2	dead, Adam Newman, with some new funding here, the cult of the founder, Rick,
0:55.7	it's back, baby. We got a lot of stuff to talk about what's going on. How are you?
1:01.5	Things are good. Things are good. Full rundown of a lot of great stuff and the world's kind of
1:06.7	coming back to life as people in different parts of the country are going back to school and
1:11.5	everyone's going back to work and thinking about what you're going to do between now and the end of the
1:15.8	year. Yeah, well, it's funny. I use the term fomo, the fear of missing out as our listeners know what that
1:22.0	means here. But when you kind of have the turning of the page, we had a lot of trepidation as I think investors headed
	...

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