Okay, Computer: Fireworks for Big Tech and Making FinTech Smarter with Adam Nelson

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 5 July 2023

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami discuss the AI revolution (2:00), earnings season (8:00), and what to expect in Q3 (11:00). Later, Dan is joined by Adam Nelson of FirstMark Capital to discuss his journey to VC (14:00), the FinTech revolution (20:00), industries poised for VC attention in the coming years (28:00) and what markets got right in 2021 (35:30) Read: Negative CAC & The Next Generation of Fintech ---- Learn more about Ro body: ro.co/okay 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 us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

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0:00.0	Welcome to a holiday shortened week edition of OK Computer.
0:06.6	I am Dan Nathan.
0:07.5	I have a very special guest who's going to join me for a few minutes to talk a little bit about what we saw in the public markets in the first half of 2023.
0:16.2	That would be by Adami.
0:19.0	He is my co-host on On the Tape podcast, on Market Call, and on CNBC's Fast Money Guy.
0:25.7	Welcome to OkC.
0:26.5	When you said you had a special guest, I'm like, wow, I wonder who that is.
0:29.6	And then you said, it's me.
0:30.2	I'm like, that's just cool.
0:31.0	Well, we also do have a very special guest, Adam Nelson.
0:33.5	He's a partner over at First Mark Capital.
0:36.1	That is a VC firm here in New York City.
0:39.0	And he is also partners with our good friend, Rick Heitzman, who's the CEO and founder of First Mark.
0:44.3	And Adam and I talk a little bit about the current private environment, what's gone on in FinTech,
0:50.3	and how AI is working its way into basically every part of the private tech market ecosystem.
0:56.2	So stick around for that conversation.
0:58.2	But, Guy, thanks for joining me.
0:59.4	I just wanted to quickly run through a little bit some of the thoughts.
1:03.3	I know that you style yourself as a generalist as it relates to the markets.
1:07.7	I think that any generalist over the last call it five to 10 years is
1:11.8	spending more and more time on tech as it works its way into almost every industry, from energy
1:17.5	to industrials to healthcare. The list really goes on and on. And one of the things that you and I have
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