Welcome to the OK Computer podcast takeover of the On the Tape Feed.

OK Computer is the latest offering for risk reversal media.

We're going to cover all things tech, public and private markets, the intersection of Web 2 and Web 3.

We have this amazing group of co-hosts and contributors.

This is going to be in the On the Tape feed for a short period of time.

So please follow OK Computer in your podcast stores.

So you get new episodes every Wednesday on your phone.

Thanks.

Here we are for OK Computer.

I'm Dan Nathan.

I'm here with Rick Heitzman, my co-host of First Mark Capital.

Rick, happy New Year.

You just got back from Down Under and now you found yourself in Texas.

How's it going, man? It's going well. Happy New Year to you. I'm avoiding COVID so far. I'm testing

every day, but maybe I'm still on the run. If I stay on the run, I could avoid it for at least another

week or so. Well, I'll tell you this, that Amacrom made its way through your OK computer co-host here. I had it. Katie

had it. Packy and Jared and I were on last week. They both had it. I heard that. I haven't checked

in with Meltem in a little bit. Hopefully she's doing okay. Hopefully I'm a contrarian and don't follow

the pack into the Omicron. All right. Let's get into this here, man, because the stock market, at least as it relates to tech stocks,

is having a heck of a week, heck of a year so far. And I'm just curious to get your sense,

because obviously you're very focused on the private market specifically in technology,

but the bifurcation between these mega cap names, and you and I've talked about this a lot,

...