Okay, Computer: Tailwinds of Disruption with GGV Capital’s Jeff Richards

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RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 11 January 2023

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan and GGV Capital Managing Partner Jeff Richards discuss when investors’ flight from higher-risk assets may end (1:00), Microsoft CEO Satya Nadella’s 2023 outlook (4:00), innovations in artificial intelligence as OpenAI’s ChatGPT catches fire (8:00), where Jeff is seeing the best buying opportunities in tech (10:00), if 2023 will see a resurgence in tech M&A and IPOs (27:00), and the next wave of job cuts hitting the tech industry & how companies are restructuring their businesses (28:00). —- Check out the articles discussed in the episode: -CNBC TV18: Microsoft CEO Satya Nadella says there will be 2 more years of pain before a 'massive' tech rally -Barron’s: Tech’s Bill Is Coming Due. Investors Aren’t the Only Ones Who Will Pay. —- View our show notes and transcript here ---- 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 —- Check out the articles discussed in the episode: -CNBC TV18: Microsoft CEO Satya Nadella says there will be 2 more years of pain before a 'massive' tech rally -Barron’s: Tech’s Bill Is Coming Due. Investors Aren’t the Only Ones Who Will Pay. —- View our show notes and transcript here ---- 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	All right, welcome to OK Computer.
0:03.3	I am Dan Nathan.
0:04.3	I am joined by Jeff Richards, a managing partner at GGV Capital.
0:09.0	I think OK computer listeners are very familiar with Jeff now.
0:13.2	Jeff, welcome back.
0:14.4	Thank you.
0:14.9	All right.
0:15.1	Let's get into it, man.
0:16.1	You know, you and I have had a lot of conversations over the course of the last year on this podcast.
0:20.9	I think directionally, you've been really correct on a whole host of trends, I think,
0:25.3	within the public and the private tech markets.
0:28.0	One of the things that I've said to our listeners on many occasions, why I really enjoy
0:31.2	our conversations is that I gravitate towards people who invest in the private markets but
0:36.9	have a really good handle in the public markets.
0:39.7	You've been investing all the way back to the late 90s,
0:42.7	but you're also a very active personal investor
0:46.0	in the public markets, right?
0:47.4	And so I always find that connection really interesting.
0:50.8	And again, I learn so much about the kind of lag between what's going on in public
0:56.0	and how it kind of informs some of the things that you guys do in the private markets. But
1:00.4	let's talk a little bit about where we are, Jeff. And I think that one of the things that a lot of
1:05.1	investors who don't stare at facts at screens like all day, every day like I do and talk about it,
	...

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