Okay, Computer: VC Meetings Will Continue Until Morale Improves: Conversations with Rick Heitzmann, Deirdre Bosa & Trevor Marshall

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 10 May 2023

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Dan Nathan and Deidre Bosa, host of CNBC Tech Check, discuss the commoditization of FinTech companies like PayPal (2:00), and Google I/O 2023 (11:30). Dan sits down with Rick Heitzmann of FirstMark Capital to discuss takeaways from tech earnings (20:15), venture debt (26:00), the next big thing in tech (33:30), the consumer (38:45), and where we are in the economic environment (41:30). Later, Dan is joined by Trevor Marshall, CTO at Current, to discuss Apple launching a savings account (49:00), his product roadmap (57:00), and competition in the FinTech space (59:45). View our show notes 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

Click on a timestamp to play from that location

0:00.0	Welcome to OK Computer. I am Dan Nathan. I am joined with CNBC's tech check host. Deirdre Bosa,
0:08.4	Deirdre, welcome back. As always, love being here. There you are from the beautiful set at one market of
0:14.8	CNBC's. I upgraded my view. I love that view, man. I love being out there. It's so much fun. And we're going to be planning.
0:21.9	We got to plan something out there. I got to do a little fast money. We got to do a little tech check.
0:25.6	We got a little OK computer. The whole shebang. Maybe a little Warriors game.
0:30.1	Oh, I would, well, first of all, down three to one, Dee. That is a little hopeful here to the LA Lakers. You're talking to a Leafs fan.
0:38.5	I know.
0:39.3	So, you know, hope springs eternal.
0:41.0	I know.
0:41.5	You guys are going to need a little hope.
0:43.1	You need a big comeback if you're going to break a curse in the case of the Leafs.
0:46.5	And I'll say a lot of these playoff games in both the NHL and the NBA have been going seven.
0:50.7	But when you go down three to one, it's not particularly great. All right, listen,
0:59.0	you and I have a ton to cover, but we have a big show here in just a few minutes. I sit down with Rick Heitzman. He is the CEO of First Mark Capital. We're going to cover some of the
1:03.9	goings on in Q1, earning some of the kind of trends that they are seeing over there and through
1:08.7	the lens of their investments, their portfolio companies for enterprise spending.
1:13.2	I also have a great conversation on all things, FinTech with CTO and co-founder of
1:20.5	current. That would be Trevor Marshall.
1:22.9	But first things first, Dee, I just saw you on the air talking PayPal.
1:27.4	The stock is trading at new 52 week and
1:30.7	multiple year lows here down 11 or so percent. They reported a Q1 that looked good on the
1:36.5	surface, but some of the guide is causing investors to flee the stock here. I actually bought a little
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from RiskReversal Media, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of RiskReversal Media and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.