All right, welcome to OK Computer.

I'm Dan Nathan.

I am joined by Rick Heitzman.

He is the founder and CEO at First Mark Capital.

Rick, welcome back to the pod.

Hey, it's great being back in the pod.

A lot of stuff happening and the world's starting to wake up.

Oh, stop.

You're going to give me the green shoot sort of thing.

I know you're going to do that.

I won't use it. Now it's the third rail. I can't use it anymore. No, you can't. But you and I, we got a lot to talk about some of the,

what's going on in the IPO markets, with markets making new highs, some really interesting

valuation stuff in both public and private markets here. A lot to talk about in AI. Your partner,

Matt Turk, dropped his mad report. That's the machine learning AI. Easter Mad Report. I know. So that came out.

That's his 10th annual. So we're going to have to have Matt come back on the pod and talk to us about

that. We'll put that in the show notes. So check it out here. But stick around after the conversation

that Rick and I have right here. Rick and I also talk to Joel Anna McFarlane. She is the CEO of Hop, Skip Drive. This is a company that you invested,

what, seed-ish? Seed. In the sea, we were the first investors probably seven, eight years ago,

and she's done a phenomenal job. We invested when they had no rides, no product, no nothing,

just an idea of a phenomenal CEO, very mission-driven, and had a very personal

problem of, hey, how do I survive in a world where there's a lot of different pulls on my

time, especially around my children? And she created an amazing product that now is powering

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