Welcome to Ok Computer. I'm Dan Nathan. I am down at South Beach at the I Connections Global Alternatives

Conference yesterday on stage. I had two great conversations with VCs that you know and probably

love, the first with Rick Heitzman of First Mark Capital, the second with Chamath Pallihapitia

of Social Capital. We covered a wide range of issues, basically how these guys are deploying

capital right now, some tech trends that are really excited about. And if and when we are going to

come out of this VC tech winner that we might be in. So stick around for both of those conversations.

Great to be here at the I Connections Global Alternatives Conference. Thanks for being at this.

This is my good friend Rick Heitzman. He's the founder and CEO of First Mark Capital. This is one of the

New York City VC OGs. Welcome, Rick. Thanks, Dan. Thanks for having me. Thanks everyone from

I Connection for having me. And, you know, at this

point in the cycle, it's really interesting conversation to have of what we're seeing in a very

different world from what you just heard about, but in venture capital and that facet of the private

market. Yeah, no doubt. I mean, listen, that was a really great conversation we just listened to here.

I mean, he's a co-host of a podcast that he and i do together it's called okay computer and we've been talking about some of the themes

over the last year and a half as some things have been kind of coming unwound in the private

investment world a little bit and a lot of it has to do with the fact of we're all dealing

with this kind of rising rate environment and the other side of the pandemic

and some of the dislocations that we saw because of that.

And so we really want to start out talking about, again, you know, we're calling this panel

a reckoning for poor due diligence.

Rick and I had a podcast.

I think it was almost a year ago.

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