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On The Tape

What's In Your Merger Agreement? with Trevor Marshall + Funders x Founders with Ajay Kamat & Ethan Agarwal | Okay, Computer. Podcast

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6757 Ratings

🗓️ 21 February 2024

⏱️ 63 minutes

🧾️ Download transcript

Summary

On this episode of Okay, Computer. Dan Nathan is joined by Trevor Marshall, CTO of Current, to discuss a wide-range of headlines dominating the tech/fintech markets this week. They discuss Capital One’s plan to acquire Discover Financial (3:00), Crypto (15:00), and AI winners/losers (23:00).  After the break, Dan is joined by Ethan Agarwal, co-founder and CEO of The Coterie, and Ajay Kamat, partner at Pear VC, for the latest installment of the Funders x Founders series. They discuss their background, creating companies to solve problems, what The Coterie does, how the Silicon Valley Bank debacle impacted their business, the Funder x Founder relationship and current macroeconomic environment. Checkout Kara's Book -- View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points 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 @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Transcript

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0:00.0

Welcome back to Ok Computer. I'm Dan Nathan. I am joined by Trevor Marshall. He is the CTO and he is the co-founder of Current, which also is our landlord. Trevor, welcome back and thank you for having us.

0:13.1

Yeah, thank you. It's like so nice in here now. We're getting like studios. We're coming together. Coming into its own. You were one of our first OK computer guests. I think we were probably doing it from a rental unit somewhere.

0:23.2

It was like a way.

0:23.6

It was embarrassing.

0:24.3

This is way nicer.

0:25.0

It's way nicer.

0:25.8

We got to it.

0:26.5

Listen, we got a big show for you today here, people.

0:29.3

We have our second edition of funders and founders.

0:32.9

We have Ethan Agarwal, he's the co-founder and CEO of the coterie with Ajay Kamat. He is a partner at

0:38.7

PerivC, which led one of his very early rounds. We have a great conversation about the relationship

0:43.8

between these two guys. We talk about the business of coterie, what Ethan was doing before

0:48.4

and how Aj had caught his attention prior to the founding of the coterie. That's a great conversation. So definitely

0:55.5

stick around for that, brought to by our partners at RBC Capital, the Funders and Founders

1:00.7

and Series. And also, later this week, Guy and I are going to speak with Kara Swisher about

1:04.8

her new book that's yet to come out. I've already read it. It's called The Burn Book,

1:08.8

and it's awesome people. In the first 100

1:11.4

listeners who leave a review of OK Computer in the Apple podcast store, we're going to send you a free

1:17.4

copy of that book. The drill send a screenshot of that review to contact at risk or original,

1:21.7

and Amanda will send you that book. All right, dude, bigger news, though. We walk in this morning.

1:26.0

We were filming this, recording this Tuesday afternoon, Trevor, and a huge deal, not just

1:31.4

in your space, but in the entire market, I think it's the biggest deal in a very long time

...

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