Podcasts about FirstMark Capital

In this insightful episode of the Startup CEO Show, host Mark MacLeod sits down with Matt Turck, General Partner at FirstMark Capital, for a wide-ranging discussion on venture capital, AI, and the startup ecosystem.As the first VC guest on the show, Turck offers a unique perspective on board dynamics, content creation, and the evolution of the tech industry. He shares his experiences as an early AI investor and discusses the current state of enterprise AI adoption, highlighting the challenges and opportunities in the space. Turck emphasizes the importance of founder quality and market timing in startup success, drawing on his years of experience backing unicorn companies. The conversation also touches on the global nature of tech innovation, with Turck expressing bullish sentiments on European entrepreneurship and the spread of Silicon Valley's model worldwide. Tune in to hear Turck's thoughts on the future of SaaS, the AI revolution, and what it takes to build a successful startup in today's rapidly changing landscape.-------------------------Since 1999, I have sat at the right-hand side of the leaders of high growth technology companies as either a CFO, VC or deal maker. I served as CFO for software companies including Shopify (NYSE: SHOP) and Freshbooks. As a CFO I experienced outright failures, wildly profitable exits, and everything in between.I was a General Partner in Real Ventures, Canada's largest and most active seed stage fund. My investments there include the fund's largest cash on cash and highest IRR returns to date. Most recently, I founded SurePath Capital Partners the leading investment bank for SMB SaaS companies where we did hundreds of millions in financing and exit transactions.Connect on LinkedIn: https://www.linkedin.com/in/themarkmacleod/Connect on X/Twitter: https://twitter.com/markmacleod_Contact Mark: https://markmacleod.me/

 Dan Nathan and Rick Heitzmann, Founder and CEO of FirstMark Capital, discuss the latest trends in generative AI, CapEx spending in public and private markets, and market cap accrual. They delve into the impact of these trends on companies like Microsoft, Google, Amazon, NVIDIA, and Meta, emphasizing the role of open-source models and competitive pressures. They also explore the IPO backlog, the strategic importance of going public, and the implications for both startups and incumbents. Concluding with the current state of strategic M&A, they provide insights into the evolving regulatory landscape and its potential impact on future deals. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia X: @RiskReversal LinkedIn: RiskReversal Media

In this season premiere of The Data Chief podcast, your host Cindi Howson sits down with three industry visionaries to explore the trends, predictions, and must-take actions for data leaders in 2025. Get ready for a deep dive into: The generative AI revolution with Matt Turck, Partner at FirstMark CapitalThe future of data science and genAI with Steve Nouri, Founder of GenAI Works and AI for DiversityData Engineering in the Age of AI with Joe Reis, author of "Fundamentals of Data Engineering" and the upcoming "Mixed Model Arts."Plus: Hear their fun predictions for everything from sports to space travel!Key Moments:The generative AI revolution: Matt Turck, Partner at FirstMark Capital shares his insights on the evolving AI landscape, the rise of unstructured data, and why now is the time for enterprises to embrace AI. (1:40) The Future of Data Science: Steve Nouri, Founder of GenAI Works (an 8-million-strong community!) and AI for Diversity, discusses the impact of GenAI on data science roles, the ethical considerations of AI, and exciting trends like embodied AI and agentic AI. (29:36) Data Engineering in the Age of AI: Joe Reis, author of "Fundamentals of Data Engineering" and the upcoming "Mixed Model Arts," provides his expert perspective on the importance of data modeling, the need for upskilling in data teams, and the potential for a universal semantic layer. (1:00:00) Key Quotes:“I would predict that there's going to be a number of big acquisitions in our general space in 2025. This whole tension between the public markets doing very well, especially in tech, but the private markets still recovering - I think lends itself well to a wave of consolidation.”  - Matt Turck“Anything that requires democratization, I'm a big fan of. And certainly, the ability to query natural language databases and all things, making that available to everyone is a very powerful idea. You guys at ThoughtSpot know this better than anyone.” - Matt Turck“We are seeing people doing less coding, more relying on their co-pilots. It's going to evolve to become more and more robust. So we will be relying more on AI to do the coding.” - Steve Nouri“Well, that's what, you know, the tagline is, AI will do everything for you. It'll even do your laundry, the jobs that we don't like. And so you're actually saying you see a future where that actually is not too far off.” - Steve Nouri“I think that there's definitely a FOMO and a bit of a prisoner's dilemma problem with adopting AI in the organization because they're getting a lot of pressure from the top down, especially to do AI. Understanding what that means to your organization should be table stakes.” - Joe Reis“Learning never stops, investment never stops. And the best investment you can make is always improving yourself, no matter what that looks like.” Joe ReisMentions:FirstMark MAD Landscape 2024The MAD Podcast with Matt TurckAI4DiversityGenAI.WorksFundamentals of Data EngineeringJoe Reis Substack Guest Bios:Matt Turck is a Partner at FirstMark, where he focuses primarily on early-stage enterprise investing in the US and Europe. Matt is particularly active in the data, machine learning and AI space. For the last 10+ years, he has been organizing Data Driven NYC, the largest data/AI community in the US, and publishing the MAD Landscape, an annual analysis of the data/AI industry. He also hosts the weekly MAD (ML, AI, Data) Podcast. He can be followed on X/Twitter at @mattturck.Steve Nouri is the CEO and Co-founder of GenAI Works, the largest AI community. He is a renowned AI leader and Australia's ICT Professional of the Year, has revolutionized AI perspectives while championing Responsible and inclusive AI, founding a global non-profit initiative.Joe Reis, a "recovering data scientist" with 20 years in the data industry, is the co-author of the best-selling O'Reilly book, "Fundamentals of Data Engineering." He's also the instructor for the wildly popular Data Engineering Professional Certificate on Coursera, in partnership with DeepLearning.ai and AWS.Joe's extensive experience encompasses data engineering, data architecture, machine learning, and more. He regularly keynotes major data conferences globally, advises and invests in innovative data product companies, writes at Practical Data Modeling and his personal blog, and hosts the popular data podcasts "The Monday Morning Data Chat" and "The Joe Reis Show." In his free time, Joe is dedicated to writing new books and articles, and thinking of ways to advance the data industry. Hear more from Cindi Howson here. Sponsored by ThoughtSpot.

In the ever-evolving landscape of tech startups, few stories are as compelling as Rick Nucci's journey from founding Boomi to launching Guru. A serial entrepreneur with a track record of success, Rick's career is a masterclass in leveraging market opportunities and navigating the complexities of scaling a business. Rick's company, Guru, has attracted funding from top-tier investors like FirstMark Capital, Emergence Capital, MSD Capital, Slack, and Thrive Capital.

Dan Nathan and Guy Adami are joined by Deirdre Bosa to break down and dissect the top headlines in the tech sector this week. The crew dives into recent tech trends, dissects Nvidia's influence in AI, and analyzes post-earnings stock movements of Dell. They explore potential PC upgrade cycles driven by AI and Nvidia's latest AI platform introduced at Computex. Elon Musk's "strategic" use of Nvidia AI chips and Apple's prospective partnership with OpenAI ahead of WWDC are also discussed. After the break, Dan is joined by Rick Heitzmann of FirstMark Capital and Ezra co-Founder Emi Gal as our “Funders x Founders” series returns. The guys are highlighting the company's mission to revolutionize early cancer detection through AI-driven MRI scans, focusing on goals to expand accessibility and improve early detection rates over the next decade. Timecodes Pump The Brakes On An Upgrade Cycle (2:00) Computex (7:30) Musk Chip Moving (12:00) Deebo Previews Wwdc (14:30) Starting Ezra (32:00) Digital Health X Firstmark (34:30) Pricing (43:00) Pushbacks (50:00) The Future For Ezra (55:00) Biohacking (59:30) — 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 contact@riskreversal.com 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

Dan Nathan and Guy Adami are joined by Deirdre Bosa to break down and dissect the top headlines in the tech sector this week. The crew dives into recent tech trends, dissects Nvidia's influence in AI, and analyzes post-earnings stock movements of Dell. They explore potential PC upgrade cycles driven by AI and Nvidia's latest AI platform introduced at Computex. Elon Musk's "strategic" use of Nvidia AI chips and Apple's prospective partnership with OpenAI ahead of WWDC are also discussed. After the break, Dan is joined by Rick Heitzmann of FirstMark Capital and Ezra co-Founder Emi Gal as our “Funders x Founders” series returns. The guys are highlighting the company's mission to revolutionize early cancer detection through AI-driven MRI scans, focusing on goals to expand accessibility and improve early detection rates over the next decade. Timecodes Pump The Brakes On An Upgrade Cycle (2:00) Computex (7:30) Musk Chip Moving (12:00) Deebo Previews Wwdc (14:30) Starting Ezra (32:00) Digital Health X Firstmark (34:30) Pricing (43:00) Pushbacks (50:00) The Future For Ezra (55:00) Biohacking (59:30) — 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 contact@riskreversal.com 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

Welcome to another episode of Category Visionaries — Funding the Future. In today's episode, we're speaking with Adam Nelson, Managing Director at FirstMark Capital, a leading venture capital firm that has played a pivotal role in shaping the tech landscape through strategic early-stage investments. Here are the most interesting points from our conversation: Dropbox's Vision and Evolution: Adam reflects on his time at Dropbox, highlighting the company's ambitious vision to become the internet's file system, a vision that evolved as the digital landscape shifted towards more consumer-focused applications like photos and social media. Impact of Talent Networks: The significance of being surrounded by top-tier talent at Dropbox, which Adam describes as crucial for his development and the opportunities to collaborate with leading figures in tech who are now influencing major platforms like Figma and Notion. Transition to Venture Capital: Adam discusses his move from Dropbox to the venture capital world, initially at Social Capital, where he was drawn by the dynamic environment and the chance to work with visionary entrepreneurs. FirstMark Capital's Focused Approach: At FirstMark, Adam appreciates the firm's clarity in purpose, focusing exclusively on deep partnerships with founders from early stages through to IPOs, contrasting with broader aims at other firms. New York vs. Bay Area Ecosystems: Adam contrasts the tech ecosystems in New York and the Bay Area, noting New York's diverse industries and its potential to foster unique and transformational tech applications. Advice for Seed and Series A Founders: Adam provides targeted advice for founders at different stages of their entrepreneurial journey, emphasizing the importance of clear, strategic planning and understanding the market's needs to ensure venture scalability and investor interest. //   Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co  

On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in AI (14:00), software haves vs. have nots (21:00),   Later, they are joined by Joanna McFarland, Co-Founder & CEO of HopSkipDrive, for the latest installment of Funders x Founders. They discuss The inspiration for starting HopSkipDrive & its early days (31:00), biggest challenges faced & the business model (34:15), navigating the pandemic in 2020 (40:00), solving the school transportation problem with AI software (46:30), safety (52:00), total addressable market and the future with AI (55:30). Reference Links Matt Turck's 2024 MAD Report Fidelity's Twitter Markdown Most Valuable Private Companies Huge AI funding leads to hype and ‘grifting', warns DeepMind's Demis Hassabis — 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 contact@riskreversal.com 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

On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in AI (14:00), software haves vs. have nots (21:00),   Later, they are joined by Joanna McFarland, Co-Founder & CEO of HopSkipDrive, for the latest installment of Funders x Founders. They discuss The inspiration for starting HopSkipDrive & its early days (31:00), biggest challenges faced & the business model (34:15), navigating the pandemic in 2020 (40:00), solving the school transportation problem with AI software (46:30), safety (52:00), total addressable market and the future with AI (55:30). Reference Links Matt Turck's 2024 MAD Report Fidelity's Twitter Markdown Most Valuable Private Companies Huge AI funding leads to hype and ‘grifting', warns DeepMind's Demis Hassabis — 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 contact@riskreversal.com 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

CNBC's Deirdre Bosa is BACK with Dan Nathan to discuss what has the Valley buzzing. TikTok might be forced to part ways with ByteDance, what does this mean for Teemu and Shein (2:00), Perplexity Set To Double Valuation to $1 Billion (10:30), will investors “sell the news” after Nvidia's GTC 2024 next week (17:00)? After the break, Dan is joined by Matt Turck, Partner at FirstMark Capital and Florian Douetteau, CEO & Co-Founder of Dataiku about the state of Enterprise AI and the “Globalization of Entrepreneurship” (22:00)    Listen: Aravind Srinivas on “Invest Like The Best” with Patrick O'Shaughnessy  Read: Matt's 2023 MAD Report Read: Amazon, Google Quietly Tamp Down Generative AI Expectations — 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 contact@riskreversal.com 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

CNBC's Deirdre Bosa is BACK with Dan Nathan to discuss what has the Valley buzzing. TikTok might be forced to part ways with ByteDance, what does this mean for Teemu and Shein (2:00), Perplexity Set To Double Valuation to $1 Billion (10:30), will investors “sell the news” after Nvidia's GTC 2024 next week (17:00)? After the break, Dan is joined by Matt Turck, Partner at FirstMark Capital and Florian Douetteau, CEO & Co-Founder of Dataiku about the state of Enterprise AI and the “Globalization of Entrepreneurship” (22:00)    Listen: Aravind Srinivas on “Invest Like The Best” with Patrick O'Shaughnessy  Read: Matt's 2023 MAD Report Read: Amazon, Google Quietly Tamp Down Generative AI Expectations — 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 contact@riskreversal.com 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

Bob Moore is the founder of Crossbeam, which is a platform-led ecosystem that helps companies build sales partnerships by understanding their overlapping accounts using a process called account mapping. There is a vast network effect as customers attract other partners to the network. The Company raised $117 million from notable investors such as Andreessen Horowitz led the round, with participation from prior round lead investors Redpoint Ventures, FirstMark Capital, First Round Capital and Uncork Capital, along with Salesforce Ventures, HubSpot Ventures and Okta Ventures.So far that network has grown to 18,000 companies. If you like our podcast, please don't forget to subscribe and support us on your favorite podcast players. We also would appreciate your feedback and rating to reach more people.We recently launched our new newsletter, Principles Friday, where I share one principle that can help you in your life or business, one thought-provoking question, and one call to action toward that principle. Please subscribe Here.It is Free and Short (2min).

In this episode, we sat down with Bob van Luijt (https://twitter.com/bobvanluijt), the CEO of Weaviate, diving into the cutting-edge world of vector databases and their role in the AI revolution.Weaviate is an open source, AI-native vector database that helps developers create intuitive and reliable AI-powered applications. Weaviate sets itself apart with its vector search engine that integrates machine learning directly into its core, enabling more nuanced and context-aware search capabilities for AI-driven applications.This conversation explores vector databases (the core infrastructure behind generative models), the role of Retrieval-Augmented Generation (RAG), and how open source is driving commercial use cases.WEAVIATEWebsite - https://weaviate.ioTwitter - https://twitter.com/weaviate_ioBob van Luijt (Co-Founder & Co-CEO):LinkedIn - https://www.linkedin.com/in/bobvanluijtTwitter - https://twitter.com/bobvanluijtMatt Turck:LinkedIn - https://www.linkedin.com/in/turck/Twitter - https://twitter.com/mattturckDATA DRIVEN NYCThis episode of the MAD Podcast was recorded live at Data Driven NYC, an event series organized by FirstMark Capital. The events are free and held monthly in New York, currently with the support of Foursquare.If you wish to attend and be notified of future events, please follow FirstMark on Eventbrite at https://www.eventbrite.com/o/firstmark-capital-221557018301:00 What is RAG?06:20 Why is embedding models is such a hot topic right now?08:06 What is your assessment of RAG?09:53 Generative feedback loops11:46 What is Hybrid Search?15:15 What makes Weaviate special?16:53 What about security?17:45 Does RAG accelerated the need for real-time data?19:27 How to define good vector database? 22:11 What do you think about general purpose databases entering the field of vector-based databases?23:47 Interesting use cases of Weaviate25:27 What's your sense of the current state of the market?26:53 Open source vs commercial product on Weaviate29:23 How did it all get started?

Deirdre Bosa joins Okay, Computer. to talk about all things in tech this week. Teemu takes over the Super Bowl, Is Microsoft Co-Pilot worth the price?. Plus, Deirdre got her hands on the Apple Vision Pro, what's it actually like? Later, Dan is joined by Zach Reitano, Co-Founder & CEO of Ro, and Rick Heitzmann, Co-Founder and Partner at FirstMark Capital, for the first installment of our Funders x Founders series. They hit Ro's origin story, stigmas around obesity, what attracted Rick to Ro, and how their relationship has evolved.  Links Referenced Listen to our last interview with Zach Reitano FirstMark Leads $88 Million Round in Men's Health Startup Roman He Sold Burritos Out of His Apartment Window. Now He's Running a $7 Billion Startup Acquired Podcast: The Complete History & Strategy of Novo Nordisk --- View our show notes here Learn more about Ro body: ro.co/okay Learn more about Current: current.com Email us at contact@riskreversal.com 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

Deirdre Bosa joins Okay, Computer. to talk about all things in tech this week. Teemu takes over the Super Bowl, Is Microsoft Co-Pilot worth the price?. Plus, Deirdre got her hands on the Apple Vision Pro, what's it actually like? Later, Dan is joined by Zach Reitano, Co-Founder & CEO of Ro, and Rick Heitzmann, Co-Founder and Partner at FirstMark Capital, for the first installment of our Funders x Founders series. They hit Ro's origin story, stigmas around obesity, what attracted Rick to Ro, and how their relationship has evolved.  Links Referenced Listen to our last interview with Zach Reitano FirstMark Leads $88 Million Round in Men's Health Startup Roman He Sold Burritos Out of His Apartment Window. Now He's Running a $7 Billion Startup Acquired Podcast: The Complete History & Strategy of Novo Nordisk --- View our show notes here Learn more about Ro body: ro.co/okay Learn more about Current: current.com Email us at contact@riskreversal.com 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

Last week, we sat down with Alex Rinke (https://twitter.com/alexanderrinke), Co-founder & Co-CEO of Celonis, to explore how AI and automation are transforming business operations at large enterprises. Celonis is the pioneer of "process mining" - the technology that uses graph databases, AI, and automation to analyze processes, find inefficiencies and their root causes, and solve them.Most recently valued at $13B, Celonis is one of the most valuable startups globally. But Alexander and his two co-founders started Celonis while still in college on a $15,000 budget. In this conversation, we talked about the early days of Celonis, how Alex acquired his first enterprise clients without inside industry connections, how Celonis navigates go-to-market for a product with an expansive scope, and much more.CELONISWebsite - https://www.celonis.comTwitter - https://twitter.com/CelonisAlex Rinke (Co-Founder & Co-CEO):Twitter: https://twitter.com/alexanderrinkeLinkedIn: https://www.linkedin.com/in/alexander-rinke-10733061/DATA DRIVEN NYCThis episode of the MAD Podcast was recorded live at Data Driven NYC, an event series organized by FirstMark Capital. The events are free and held monthly in New York, currently with the support of Foursquare. If you wish to attend and be notified of future events, please follow FirstMark on Eventbrite at https://www.eventbrite.com/o/firstmark-capital-221557018300:00 - Intro02:02 - What is Process Mining?05:20 - How Celonis got started07:42 - “We had our first prototype in three weeks”09:36 - Pivotal partnership with ACP12:12 - How did Celonis find product-market-people fit?14:14 - Penetrating the global market16:19 - Technical deep dive into the Celonis' product19:29 - Celonis finds process gaps completely automatically21:15 - Who is the average user of Celonis inside companies?22:11 - How Celonis uses Generative AI 24:54 - Acquisition of Symbio25:56 - How to keep the fire of innovation inside the team?27:49 - How to bring a very horizontal product to market?32:24 - Scaling yourself as a leader34:15 - Glimpse into the future of Celonis35:37 - Outro

Dan Nathan and Deirdre Bosa are talking tech layoffs, microchips, plus the M&A space. After the break, we bring you Dan's panel from iConnections Global Alts with Alexis Ohanian and Rick Heitzmann of FirstMark Capital. ​​Witness how Alexis Ohanian's journey from founding Reddit to starting Seven Seven Six during the tumultuous year of 2020 has shaped his approach to tech-driven venture capital, focusing on creating deep connections with founders and CEOs. Rick Heitzmann shares insights on forming long-term partnerships with founders, enduring through both triumphs and tribulations, and the importance of due diligence in today's fast-paced investment landscape. Topics On The Pod Adam Neumann wants WeWork back DocuSign Take-Private Put On Ice Ryan Denehy Tweet Is it time to ‘Sell Nvidia'? Mark Cuban's Famous Collar Trade View our show notes here Learn more about Ro body: ro.co/okay Learn more about Current: current.com Email us at contact@riskreversal.com 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

Dan Nathan and Deirdre Bosa talk Big Tech layoffs, microchips, plus the M&A space After the break, we bring you Dan's panel from iConnections Global Alts with Alexis Ohanian and Rick Heitzmann of FirstMark Capital. ​​Witness how Alexis Ohanian's journey from founding Reddit to starting Seven Seven Six during the tumultuous year of 2020 has shaped his approach to tech-driven venture capital, focusing on creating deep connections with founders and CEOs. Rick Heitzmann shares insights on forming long-term partnerships with founders, enduring through both triumphs and tribulations, and the importance of due diligence in today's fast-paced investment landscape. Topics On The Pod Adam Neumann wants WeWork back DocuSign Take-Private Put On Ice Ryan Denehy Tweet Is it time to ‘Sell Nvidia'? Mark Cuban's Famous Collar Trade View our show notes here Learn more about Ro body: ro.co/okay Learn more about Current: current.com Email us at contact@riskreversal.com 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

On this episode of Okay, Computer. Dan Nathan is joined by Josh Wolfe of Lux Capital and Rick Heitzmann of FirstMark Capital for a conversation about investing in private tech, the macro environment and geopolitical hotspots.  Key Insights from the Pod: Intro (Listen to the last time Josh & Rick were on the pod) (0:00) The interest rate environment (2:15) Mentoring (6:00) Creative destruction and reformation (9:50) The IPO market (Read: IPO Class of 2024 Is Dominated by Older Startups (16:25) Sectors that could see a wave of money (19:15) The AI bubble (21:05) Massive bubble in Mag 7 stocks? (26:00) GLP-1s & Ozempic (29:50) The next Ozempic-like moment (31:20) Ro Body (32:20) Sentiment going into 2024 (34:00) Economic headwinds/Possible labor recession (37:30) Why Josh thinks UPS could go bankrupt & his case for Amazon (40:15) Josh's geopolitical outlook for 2024 (Read: Josh Wolfe's War) (41:40) China/Taiwan (44:15) Disarray in US politics (48:00) -- View our show notes here Learn more about Current: current.com Learn more about Ro Body: ro.co/okay Email us at contact@riskreversal.com 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

On this episode of Okay, Computer. Dan Nathan is joined by Josh Wolfe of Lux Capital and Rick Heitzmann of FirstMark Capital for a conversation about investing in private tech, the macro environment and geopolitical hotspots.  Key Insights from the Pod: Intro (Listen to the last time Josh & Rick were on the pod) (0:00) The interest rate environment (2:15) Mentoring (6:00) Creative destruction and reformation (9:50) The IPO market (Read: IPO Class of 2024 Is Dominated by Older Startups (16:25) Sectors that could see a wave of money (19:15) The AI bubble (21:05) Massive bubble in Mag 7 stocks? (26:00) GLP-1s & Ozempic (29:50) The next Ozempic-like moment (31:20) Ro Body (32:20) Sentiment going into 2024 (34:00) Economic headwinds/Possible labor recession (37:30) Why Josh thinks UPS could go bankrupt & his case for Amazon (40:15) Josh's geopolitical outlook for 2024 (Read: Josh Wolfe's War) (41:40) China/Taiwan (44:15) Disarray in US politics (48:00) -- View our show notes here Learn more about Current: current.com Learn more about Ro Body: ro.co/okay Email us at contact@riskreversal.com 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

Today, we're joined by Gustavo Sapoznik, Founder and CEO of ASAPP, the generative AI platform transforming contact centers. Matt + Gustavo discuss the magnitude of challenges to overcome in this market, how their AI tech is designed to help humans, the reason smart people should choose working at a startup over Big Tech, and more. This session was recorded live at a recent Data Driven NYC, our in-person, monthly event series. If you are ever in New York, you can find us on Eventbrite by searching for "FirstMark Capital". Events run monthly and are free and open to everyone. And as always, if you enjoy the MAD podcast, please subscribe and feel free to leave us a comment or rating.Data Driven NYC YouTube ChannelFirstMark Capital Eventbriteasapp.comtwitter.com/asapptwitter.com/mattturcklinktr.ee/mattturckShow Notes: [00:00:45] Introducing Gustavo Sapoznik, Founder & CEO of ASAPP, a unicorn AI startup based in New York;[00:01:00] How ASAPP started with a mission to “end bad customer service” after a frustrating phone call Mr. Sapoznik had with his cable provider;[00:02:44] ASAPP's product philosophy and how the customer service is a three-legged stool with companies, customers, and agents;[00:05:11] How ASAPP automates what they can and augments the rest to make agents more productive;[00:07:12] The evolution of ASAPP's offerings including how ASAPP technology makes agents more productive;[00:9:16] How ASAPP's technology reduces response times and improves quality for agents by including transcription, auto complete, and real-time scoring of interactions for quality assurance;[00:13:49] How ASAPP has evolved since 2014; their research-first approach, building in-house AI capabilities, training their own models, and their recent exploration of using open-source checkpoints;[00:15:05] How Mr. Sapoznik hired the guy who ran all NLP research at Google;[00:16:04] How cost, latency, and accuracy in their AI models differentiate ASAPP from common AI APIs available today;[00:18:49] Agent models v. Language models and how ASAPP AI is modularized for large teams with established tech stacks;[00:20:09] Mr. Sapoznik shares insights on selling to large enterprises and why he believes building a sales machine is equally, if not more important, than the product itself;[00:23:08] How to recruit and retain top AI talent;[00:27:42] Lessons learned from working with notable board members, including the three key dimensions of support from a good board: being a sounding board, providing tactical advice and connections, and instilling a sense of accountability and motivation;

Today, we're excited to chat with Scott Belsky - author, entrepreneur, investor and Chief Strategy Officer at Adobe. Matt + Scott discuss the impact of AI on creative work, how Adobe is incorporating AI across their products, and what the future creative tools landscape might look like.This session was recorded live at a recent Data Driven NYC, our in-person, monthly event series. If you are ever in New York, you can find us on Eventbrite by searching for "FirstMark Capital". Events run monthly and are free and open to everyone. And as always, if you enjoy the MAD podcast, please subscribe and leave us a comment.Data Driven NYC YouTube ChannelFirstMark Capital Eventbritetwitter.com/scottbelskyImplications, by Scott Belskytwitter.com/mattturcklinktr.ee/mattturckShow Notes: [00:53] How Adobe uses AI to enhance user experience, streamline onboarding and automate tasks across their product suite;[01:30] How AI impacts Adobe's business, making creative processes accessible with features like the context bar in Photoshop;[02:13] Firefly's journey: internal decisions, training challenges, and a commitment to using licensed material for ethical AI;[03:58] Moral considerations in Firefly's development: the decision to use licensed material, commercial viability, and addressing user comparisons;[05:52] Adobe's homegrown approach to generative AI models: in-house development and partnerships for specific capabilities like LLM;[06:08] Adobe Sensei's 10-year evolution: developing AI technologies, the non-profit Content Authenticity Initiative, and content credentials establishing asset provenance;[09:17] Adobe's new AI advancements: Firefly Image Model 2, Generative Match, and the vector model for illustration;[11:16] Firefly Editor's revolutionary image editing: dynamically generating pixels, real-time object manipulation, and Adobe's commitment to pushing technological boundaries;[12:41] Rapid integration of AI features: Firefly models and playground, surfacing on a website for user testing, and collaboration within Adobe's design organization;[14:32] How Adobe's AI and data teams are structured and leveraging in-house development for competitive advantage;[15:47] Future of work and creativity: AI's impact on raising the bar for digital experiences, accelerating creative processes, and the evolving landscape of personalized social content;[19:11] Leveraging technology to reduce friction, streamline processes, and unlock creative flow;[20:09] Impact of AI on business models: questioning time-based pricing, anticipating a shift to value-based models, and reconsidering compensation for creative professionals;[21:10] Parallels with historical Internet Service Providers, the rapid evolution of ideas, and reflections on sustainable business models;[24:53] Scott's criteria for evaluating AI investments: valuing skeptical entrepreneurs, acknowledging temporary uniqueness, and emphasizing empathy with customers;[26:40] Navigating challenges in 2023: Tough decisions for entrepreneurs, evaluating conviction, and the importance of sticking together through the "messy middle”;

Thu, 30 Nov 2023 23:00:00 +0000 https://businessunplugged.podigee.io/62-janpannenbaecker-metaloop f2d0b0b32a95d372ff354e91c526e78b Heute geht es um das Thema Kreislaufwirtschaft, um genau zu sein den Recyclingmarkt von Metallen. Hierfür habe ich mit Jan Pannenbäcker vom Grazer Start-up Metaloop gesprochen, das laut Financial Times zu den am schnellsten wachsenden Start-ups gehört und das dieses Jahr die in Europa in dem Markt bisher größte Finanzierungsrunde geschlossen hat. Jan erzählt, wie sie mit ihrer Plattform die Verkäufer, Käufer und all die anderen in dem Prozess Beteiligten orchestrieren, welches enorme Potential der Markt bietet und was der Einstieg des prominenten Investors FirstMark Capital für sie bedeutet. Und jetzt einfach gemütlich zurücklehnen und die Folge genießen. Mein Gast: Jan Pannenbäcker (LinkedIn) Metaloop Feedback & Wunschgäste: podcast@peopex.de Über mich: LinkedIn XING Instagram PEOPEX GmbH 62 full no Digitalisierung,Circular economy,Sustainability,Start-up,Funding,Österreich,Recycling,Plattformökonomie,FirstMark Capital,Venture Capital Prof. Dr. Johannes Pohl, Jan Pannenbäcker

Today, we're joined by Howard Katzenberg, CEO of Glean AI, a machine learning powered accounts payable platform. Matt + Howard discuss Glean's founding story, how Glean helps CFOs make insight driven choices, and more. This session was recorded live at a recent Data Driven NYC, our in-person, monthly event series. If you are ever in New York, you can find us on Eventbrite by searching for "FirstMark Capital". Events run monthly and are free and open to everyone. And as always, if you enjoy the MAD podcast, please subscribe and leave us a comment. Data Driven NYC YouTube ChannelFirstMark Capital Eventbritetwitter.com/mattturck linktr.ee/mattturckShownotes: [00:00:35] Howard's background;[00:01:15] Challenges with manual FP&A;[00:02:54] Approval Process gap realization and opportunity for Glean AI;[00:04:40] How Glean AI is like “bill.com with a brain”;[00:05:06] Enhanced functionalities beyond basic AP automation;[00:06:32] Glean AI's Inception and AI Models;[00:07:54] Why Glean AI is unique;[00:08:25] The evolution of Glean AI's ML stack;[00:10:44] Defensibility and how Glean AI offers vendor pricing insights to its network;[00:12:23] Success stories and customer value;[00:14:47] Future plans for Glean AI;[00:16:39] Navigating industry and technical expertise;[00:18:41] Audience Q&A

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa chat about their first reactions to the OpenAI shakeup when it broke on Friday (2:00), Satya Nadella on CNBC (4:00), risks to Microsoft (9:00), Deidre's biggest takeaway from the events over the last few days (14:30), and the OpenAI board opening talks for Sam Altman's return (17:00). Later, Dan sits down with Matt Turck, Partner at FirstMark Capital and host of The MAD Podcast, to discuss the implications of the OpenAI drama (19:30), what's at stake for public and private investors (21:35), consumer AI vs. enterprise AI (25:30), whether is better off with Sam Altman (28:00), the shift in corporate reputation (34:00), opportunities the potential collapse of OpenAI means for public companies (35:30), VCs (38:15) and talent (40:15). They end the conversation with a quick chat about The MAD Podcast with Matt Turck (44:00) and the outlook for Google (46:15).  Inspiration for today's title: https://www.youtube.com/watch?v=i5pUOVC50Y8 -- View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com 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

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa chat about their first reactions to the OpenAI shakeup when it broke on Friday (2:00), Satya Nadella on CNBC (4:00), risks to Microsoft (9:00), Deidre's biggest takeaway from the events over the last few days (14:30), and the OpenAI board opening talks for Sam Altman's return (17:00). Later, Dan sits down with Matt Turck, Partner at FirstMark Capital and host of The MAD Podcast, to discuss the implications of the OpenAI drama (19:30), what's at stake for public and private investors (21:35), consumer AI vs. enterprise AI (25:30), whether is better off with Sam Altman (28:00), the shift in corporate reputation (34:00), opportunities the potential collapse of OpenAI means for public companies (35:30), VCs (38:15) and talent (40:15). They end the conversation with a quick chat about The MAD Podcast with Matt Turck (44:00) and the outlook for Google (46:15).  Inspiration for today's title: https://www.youtube.com/watch?v=i5pUOVC50Y8 View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com 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

Rick Heitzmann is the founder and Managing Partner of FirstMark Capital, a network-driven seed and series A venture capital firm managing $3.5 billion that backs entrepreneurs in high-growth consumer and enterprise technology sectors focused in New York City. some of FirstMark's past wins include Pinterest, DraftKings, Shopify, Upwork, StubHub, and Airbnb, and Rick has been named to the Forbes' Midas List as one of the world's top venture capitalists for the last four years in a row. Rick is a one-man treasure trove of venture insights. Our conversation includes his background across distressed investing, operations, and growth capital, the New York tech scene, creation of value-added guilds of hundreds of thousands of people, and investment theses across digital health, gaming, and the venture environment. And as any great New Yorker would be, Rick is a tried and true Yankees fan – what more can you ask for? Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Today we're joined by Aravind Srinivas, CEO of Perplexity AI, a chatbot-style AI conversational engine that directly answers users' questions with sources and citations. Matt & Aravind discuss Perplexity's founding story, the platform itself, and more. This session was recorded live at a recent Data Driven NYC, our in-person, monthly event series. If you are ever in New York, you can find us on Eventbrite by searching for "FirstMark Capital". Events run monthly and are free and open to everyone. And as always, if you enjoy the MAD podcast, please subscribe and feel free to leave us a comment or rating.

My guest today is Artem Harutyunyan the cofounder of Bardeen.ai, an AI workflow automation startup. Bardeen has raised to date $ 18.8 million from notable investors such as Insight Partners, 468 Capital, and FirstMark Capital.According to recent public data, Bardeen has close to 200k installations.Where to find Artem Harutyunyan:• Website: https://www.bardeen.ai/• LinkedIn: Artem Harutyunyan | LinkedInWhere to find Hadi Radwan:• Newsletter: Principles Friday | Hadi Radwan | Substack• LinkedIn: Hadi Radwan | LinkedInIf you like our podcast, please don't forget to subscribe and support us on your favorite podcast players. We also would appreciate your feedback and rating to reach more people.We recently launched our new newsletter, Principles Friday, where I share one principle that can help you in your life or business, one thought-provoking question, and one call to action toward that principle. Please subscribe Here.It is Free and Short (2min).

Summary Artificial Intelligence is experiencing a renaissance in the wake of breakthrough natural language models. With new businesses sprouting up to address the various needs of ML and AI teams across the industry, it is a constant challenge to stay informed. Matt Turck has been compiling a report on the state of ML, AI, and Data for his work at FirstMark Capital. In this episode he shares his findings on the ML and AI landscape and the interesting trends that are developing. Announcements Hello and welcome to the Machine Learning Podcast, the podcast about machine learning and how to bring it from idea to delivery. As more people start using AI for projects, two things are clear: It's a rapidly advancing field, but it's tough to navigate. How can you get the best results for your use case? Instead of being subjected to a bunch of buzzword bingo, hear directly from pioneers in the developer and data science space on how they use graph tech to build AI-powered apps. . Attend the dev and ML talks at NODES 2023, a free online conference on October 26 featuring some of the brightest minds in tech. Check out the agenda and register today at Neo4j.com/NODES (https://Neo4j.com/NODES). Your host is Tobias Macey and today I'm interviewing Matt Turck about his work on the MAD (ML, AI, and Data) landscape and the insights he has gained on the ML ecosystem Interview Introduction How did you get involved in machine learning? Can you describe what the MAD landscape project is and the story behind it? What are the major changes in the ML ecosystem that you have seen since you first started compiling the landscape? How have the developments in consumer-grade AI in recent years changed the business opportunities for ML/AI? What are the coarse divisions that you see as the boundaries that define the different categories for ML/AI in the landscape? For ML infrastructure products/companies, what are the biggest challenges that they face in engineering and customer acquisition? What are some of the challenges in building momentum for startups in AI (existing moats around data access, talent acquisition, etc.)? For products/companies that have ML/AI as their core offering, what are some strategies that they use to compete with "big tech" companies that already have a large corpus of data? What do you see as the societal vs. business importance of open source models as AI becomes more integrated into consumer facing products? What are the most interesting, innovative, or unexpected ways that you have seen ML/AI used in business and social contexts? What are the most interesting, unexpected, or challenging lessons that you have learned while working on the ML/AI elements of the MAD landscape? When is ML/AI the wrong choice for businesses? What are the areas of ML/AI that you are paying closest attention to in your own work? Contact Info Website (https://mattturck.com/) @mattturck (https://twitter.com/mattturck) on Twitter Parting Question From your perspective, what is the biggest barrier to adoption of machine learning today? Closing Announcements Thank you for listening! Don't forget to check out our other shows. The Data Engineering Podcast (https://www.dataengineeringpodcast.com) covers the latest on modern data management. Podcast.__init__ () covers the Python language, its community, and the innovative ways it is being used. Visit the site (https://www.themachinelearningpodcast.com) to subscribe to the show, sign up for the mailing list, and read the show notes. If you've learned something or tried out a project from the show then tell us about it! Email hosts@themachinelearningpodcast.com (mailto:hosts@themachinelearningpodcast.com)) with your story. To help other people find the show please leave a review on iTunes (https://podcasts.apple.com/us/podcast/the-machine-learning-podcast/id1626358243) and tell your friends and co-workers Links MAD Landscape (https://mad.firstmark.com/) Data Engineering Podcast Episode (https://www.dataengineeringpodcast.com/mad-landscape-2023-data-infrastructure-episode-369) First Mark Capital (https://firstmark.com/) Bayesian Techniques (https://en.wikipedia.org/wiki/Bayesian_inference) Hadoop (https://hadoop.apache.org/) ChatGPT (https://chat.openai.com/) AutoGPT (https://news.agpt.co/) Dataiku (https://www.dataiku.com/) Generative AI (https://generativeai.net/) Databricks (https://www.databricks.com/) MLOps (https://ml-ops.org/) OpenAI (https://openai.com/) Anthropic (https://www.anthropic.com/) DeepMind (https://www.deepmind.com/) BloombergGPT (https://www.bloomberg.com/company/press/bloomberggpt-50-billion-parameter-llm-tuned-finance/) HuggingFace (https://huggingface.co/) Jexi (https://www.imdb.com/title/tt9354944/) Movie "Her" (https://www.imdb.com/title/tt1798709/?ref_=fn_al_tt_1) Movie Synthesia (https://www.synthesia.io/) The intro and outro music is from Hitman's Lovesong feat. Paola Graziano (https://freemusicarchive.org/music/The_Freak_Fandango_Orchestra/Tales_Of_A_Dead_Fish/Hitmans_Lovesong/) by The Freak Fandango Orchestra (http://freemusicarchive.org/music/The_Freak_Fandango_Orchestra/)/CC BY-SA 3.0 (https://creativecommons.org/licenses/by-sa/3.0/)

Dan Nathan and Deirdre Bosa of CNBC discuss the AI fever breaking (2:00), Amazon (8:00), high valuation stocks deflating (12:30), the magnificent seven (or hateful eight) (15:30), and Zoom getting people back to the office (19:00). Later, Rick Heitzmann of FirstMark Capital joins Dan for a mid-year check on the private tech markets (26:00), M&A (33:00), and a study showing Wegovy cuts the risk of heart attacks (43:00). Articles mentioned on this podcast: WTF Happened In 2023? Venture Firms Still Writing Small Checks Despite $271 Billion in ‘Dry Powder' The Unicorn Fire Sales Ahead Obesity Drug Wegovy Cuts Risk of Heart Attacks and Strokes by 20%, Study Shows --- View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com 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

Dan Nathan and Deirdre Bosa of CNBC discuss the AI fever breaking (2:00), Amazon (8:00), high valuation stocks deflating (12:30), the magnificent seven (or hateful eight) (15:30), and Zoom getting people back to the office (19:00). Later, Rick Heitzmann of FirstMark Capital joins Dan for a mid-year check on the private tech markets (26:00), M&A (33:00), and a study showing Wegovy cuts the risk of heart attacks (43:00). --- View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com 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

In dieser Folge spreche ich mit Matt Turk von Firstmark Capital über den Erfolg als VC. Firstmark investiert sehr konzentriert und vorrangig in Series A Runden. Matt selbst fokussiert sich seit mehr als 10 Jahren auf Künstliche Intelligenz, Machine Learning & Data.AI Hype: Was brauchen Firmen und Gründer, um nach dem Hype zu bestehen?Growth Fundraising: Matt's Portfoliofirmen Pigment und Synthesia haben gerade große Wachstumsfinanzierungen aufgenommen. Sind Growth Runden zurück?Europäisches Startup Ökosystem: Wie nimmt Matt als Franzose, der seit 20 Jahren in New York lebt, das europäische Ökosystem wahr?ALLES ZU UNICORN BAKERY:https://zez.am/unicornbakeryWas du lernst:Was macht einen guten VC aus? Wie sollten Startups ihre Partner wählen?Welche Eigenschaften sind Matt bei Gründer:innen besonders wichtig?Matt's Einschätzung zum europäischen ÖkosystemMatt TurkLinkedIn: https://www.linkedin.com/in/turck/ FirstMark: https://firstmark.com WHATSAPP NEWSLETTER:1-2x wöchentlich bekommst du eine persönliche Sprachnotiz oder Inhalte von mir, die dich zu einem besseren Gründer machen, melde dich jetzt mit einem Klick an: https://bit.ly/ub-whatsapp-newsletter (00:00:45) Was macht einen erfolgreichen Investor aus?(00:06:36) Wie managst du persönlich FOMO (Fear of Missing Out)?(00:12:58) Worauf sollten Gründer beim Fundraising und der Investorenwahl achten?(00:20:51) Wieso hat sich deine Meinung vom technical founder eher Richtung business founder geändert?(00:24:52) Was sind deine Gedanken zum AI-Hype?(00:30:24) Wie überstehe ich als AI Startup den Hype-Cycle?(00:38:07) Wie wichtig ist die Defensibility von Startups in der (Pre-)Seed Phase?(00:42:39) Wird wieder mehr in Wachstumsfirmen investiert?(00:46:14) Wie würdest du das europäische Startup-Ökosystem mit dem amerikanischen vergleichen? Hosted on Acast. See acast.com/privacy for more information.

Dan Nathan and Guy Adami discuss the AI revolution (2:00), earnings season (8:00), and what to expect in Q3 (11:00). Later, Dan is joined by Adam Nelson of FirstMark Capital to discuss his journey to VC (14:00), the FinTech revolution (20:00), industries poised for VC attention in the coming years (28:00) and what markets got right in 2021 (35:30)    Read: Negative CAC & The Next Generation of Fintech ---- Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan Nathan and Guy Adami discuss the AI revolution (2:00), earnings season (8:00), and what to expect in Q3 (11:00). Later, Dan is joined by Adam Nelson of FirstMark Capital to discuss his journey to VC (14:00), the FinTech revolution (20:00), industries poised for VC attention in the coming years (28:00) and what markets got right in 2021 (35:30)    Read: Negative CAC & The Next Generation of Fintech ---- Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan Nathan and Jeff Richards of GGV Capital to discuss the AI hype cycle (2:00), AI infrastructure (14:00), short-term trading swings vs. the long-term picture (20:00), diversification (25:45), manias amid economic uncertainty (30:00) . Dan sits down with Rick Heitzmann of FirstMark Capital to talk about AI (34:00), Synthesia (41:00), Ro (50:30), Ro Body for weight loss (54:00). China's ByteDance Has Gobbled Up $1 Billion of Nvidia GPUs for AI This Year View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com 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

Dan Nathan and Jeff Richards of GGV Capital to discuss the AI hype cycle (2:00), AI infrastructure (14:00), short-term trading swings vs. the long-term picture (20:00), diversification (25:45), manias amid economic uncertainty (30:00) . Dan sits down with Rick Heitzmann of FirstMark Capital to talk about AI (34:00), Synthesia (41:00), Ro (50:30), Ro Body for weight loss (54:00). China's ByteDance Has Gobbled Up $1 Billion of Nvidia GPUs for AI This Year View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com 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

Dan Nathan is joined by Rick Heitzmann of FirstMark Capital. The AI mania continues, will history repeat itself a la the Dotcom crash (1:00)? OpenAI Closes $175 Million Startup Fund (23:00). How the bearish macro environment is impacting tech (29:00)? Further Reading Big Techs Become Even Bigger Winners. Shades of the Dot-Com Boom? This Economist Thinks a Recession Is Coming. It Could Be a Long One. View our show notes here Email us at contact@riskreversal.com 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

Dan Nathan is joined by Rick Heitzmann of FirstMark Capital. The AI mania continues, will history repeat itself a la the Dotcom crash (1:00)? OpenAI Closes $175 Million Startup Fund (23:00). How the bearish macro environment is impacting tech (29:00)? Further Reading Big Techs Become Even Bigger Winners. Shades of the Dot-Com Boom? This Economist Thinks a Recession Is Coming. It Could Be a Long One. View our show notes here Email us at contact@riskreversal.com 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

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 contact@riskreversal.com 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

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 contact@riskreversal.com 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

Dan Nathan is joined by CNBC TechCheck's Deirdre Bosa and Rick Heitzmann of FirstMark Capital to discuss mega-cap tech's rally to start the year (2:00), Jamie Dimon's annual shareholder letter (7:00), whether the banking crisis is in the rearview mirror (10:00), private market valuations (14:30), C3.ai dropping on a short seller report (21:00), and WWE merging with UFC (23:00). Later, he sits down with Kai Tse, Co-Founder & Managing Partner at Structural Capital to discuss the venture debt business (29:30), Silicon Valley Bank (34:30), competition in the space (40:00), and the state of the private markets (48:30). View our show notes here Email us at contact@riskreversal.com 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

TechCheck's Deirdre Bosa is back for another edition of Okay, Computer!  Google vs. Microsoft, who will emerge as the AI leader (1:30)? Look to Meta and Snap for the next wave of AI announcements (4:30). Nvidia earnings report recap (9:30). Chat bots are growing organically inside Microsoft and Bing, how many unicorns are out there (13:30)? Steve Ballmer's AI warning (15:30). Potential TikTok ban (18:00).  Matt Turck is a Partner at venture capital firm FirstMark, where he focuses mostly on early-stage enterprise and B2B investing. Prior to FirstMark, Matt was a startup founder, tech executive and angel investor. Since 2011, he has been running Data Driven NYC, the largest data and AI community in the US and He also organizes Hardwired NYC, a community focused on deep tech. Matt actively blogs at mattturck.com and can be followed on Twitter at @mattturck On the pod, Dan, Matt and Rick discuss the nuances of tweeting and Matt's journey to FirstMark Capital (27:00:00). Matt and Rick give us the rundown on the 2023 “M.A.D.” Landscape aka Machine Learning, Artificial Intelligence & Data (36:00). Tech's move from Silicon Valley to New York City (38:30). Is generative AI the overhyped buzzword of 2023 (51:00)? What's next in the AI space for Matt (1:04:30)? View our show notes and transcript here Email us at contact@riskreversal.com 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

CNBC's Deirdre Bosa returns to Okay, Computer to discuss the big tech artificial intelligence arms race (2:00). The Twitter paid subscriber count is reportedly way below expectations, can Twitter stay afloat without harming Tesla stock (14:00)? Dan and FirstMark Capital's Rick Heitzmann chat about “the end of the great consumer subsidization” (22:00) and what the tech space looks like in a non-zero interest rate environment (33:00). Gene Munster offers insight on Q4 earnings from Apple (42:00), Microsoft (49:00), Alphabet (52:00) and Amazon (55:00) Q4 earnings. ---- View our show notes and transcript here ---- Email us at contact@riskreversal.com 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

Jason is joined by FirstMark Capital's Rick Heitzmann, who started his investment career in 1999. They discuss “sobering up” after the 14-year bull run (1:55), Airbnb's response to the downturn (7:38), how senior leaders must act as shock absorbers for their founders (26:30), and more! (0:00) Jason kicks off the show (1:55) Rick's experience of the “Speculative Asset Bubble” (7:38) Airbnb's reaction to the downturn (11:33) LinkedIn Jobs - Go to https://linkedIn.com/angel and post your first job for free (12:58) Rick's memory of the Dot Com bubble (19:39) Advice for founders in a downturn (22:27) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (23:29) How CAC and LTV have changed (26:30) The emotional state of Founders and keeping them focused (35:09) Term sheets in the Dot Com era and today (40:06) Letterhead - get 50% off their first year at tryletterhead.com/twist (41:21) Different forms of exits + Key attributes in founders FOLLOW Rick: https://twitter.com/rick FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood

Dan and FirstMark Capital's Rick Heitzmann have a chat at the iConnections Global Alts Conference in Miami about the reckoning for poor due diligence in public and private markets (2:00), the VC industry's biggest lessons from recent excesses (8:00), the record amount of VC dry powder and how Rick is deploying capital (17:00), why Rick is most excited about opportunities in healthcare & AI in 2023 (21:00), and how a reopening of the IPO market will be a key signal to confidently invest again (26:00).  And later, Dan talks with Chamath Palihapitiya, founder & CEO of Social Capital, about the macro climate for investing and why it's the start of a new phase of sobriety (28:00), what will survive the crash of risk assets (36:00), the problem with growth investing, where to look for signs of a bottom in private tech (42:00), why mounting geopolitical tensions between the U.S. and China will likely be a boon for American companies (46:00), and the rise of large language models in AI and how it may spark the next wave of M&A from big tech (49:00). ---- View our show notes and transcript here ---- Email us at contact@riskreversal.com 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

Dan and FirstMark Capital's Rick Heitzmann discuss how the rising cost of capital will impact companies in 2023 (2:00), Rick's biggest lessons and mistakes from 2022 (6:00), why many private companies still aren't taking appropriate markdowns (7:00), SpaceX's new, sky-high valuation (18:00), which sectors will be recession-proof in 2023 (22:00), OpenAI and Microsoft reportedly joining forces and the disruptive threat to Google search (23:30), the odds of TikTok facing a regulatory crackdown in the U.S. (27:00), and if a major tech company should look at acquiring Lyft (33:30).   —- Check out the stories and tweets discussed in the episode:  Unlimited Funds CIO Bob Elliott's Twitter thread on losses in venture funds Atreides Management CIO Gavin Baker's Twitter thread on rapid shifts in time spent on competing social media platforms The Information: Microsoft and OpenAI Working on ChatGPT-Powered Bing in Challenge to Google WSJ: Google and Meta's Advertising Dominance Fades as TikTok, Streamers Emerge —- View our show notes and transcript here ---- Email us at contact@riskreversal.com 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

Dan and FirstMark Capital managing director Rick Heitzmann discuss if the Fed will start easing rate hikes with signs of moderating inflation (2:00), Thoma Bravo and other private equity giants on the hunt for valuation opportunities in tech (7:30), Sam Bankman-Fried's indictment and FTX's collapse forcing a reckoning on due diligence in venture capital (8:30), how entrepreneurs are getting ahead of the curve despite market uncertainty and volatility (15:00), and if we'll spend less time talking about Elon Musk in 2023 (20:00). Later, Dan talks with NEA partner Ann Bordetsky about her transition from high-profile consumer brands to venture capital (26:30), her experience working at Twitter and her “unpopular opinions” about its future under Elon Musk (34:30), the huge differences between working at Uber versus Twitter (46:30), finding the magic formula for successful consumer companies (54:30), and why TikTok is a perfect showcase for where consumer habits are headed (58:30).  ---- View our show notes and transcript here ---- Email us at contact@riskreversal.com 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

Dan and FirstMark Capital's Rick Heitzmann discuss how the results of the midterm elections may impact the markets and regulation (1:00), intensifying layoffs in the tech industry (3:45), Binance's shock move to buy FTX sparking new fears and volatility in crypto (11:00), why Rick is bullish on “pick-and-shovel” startups (17:15), Elon Musk's chaotic handling of Twitter so far (20:45), Tesla shareholders feeling the pinch from Musk's Twitter mess (23:15), and if it's the beginning of the end-game for the market slump (32:45).   Later, Dan talks with Jake Wood, Groundswell's founder and CEO & Team Rubicon's co-founder and Executive Chairman, along with Joe Marchese, Build Partner at Human Ventures, about what drove Jake to enlist in the Marine Corps (41:00), how 2010's devastating earthquake in Haiti led to the creation of Team Rubicon (45:30), the importance of giving veterans purpose after military service (48:30), starting Groundswell and the growth of Philanthropy-as-a-Service (57:30), the “founder's journey” during the COVID-era (1:09:00), navigating privacy protections in philanthropy (1:11:30), and how inflation and recession fears are impacting philanthropy and charitable giving (1:16:00). ---- Check out Groundswell's work Make a donation to Team Rubicon ---- View our show notes and transcript here ---- Email us at contact@riskreversal.com 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

Dan talks with Not Boring Founder Packy McCormick about managing paternity leave after the birth of his second child (1:49), the volatile emotions fueling public markets (5:31), finding proper valuations for startups (7:55), Ethereum's price slump after “The Merge” (12:44), Bitcoin's struggles to prove its value (14:15), Elon Musk's stunning announcement that he will buy Twitter after all (18:41), why Packy thinks the most exciting companies right now are in the private markets (27:17), and if big tech companies like Meta and Amazon have a path to get out of their slump (29:42). Later, Dan chats with FirstMark Capital's Rick Heitzmann about his takeaways from FirstMark's recent founders summit (39:34), if the market overcorrected from the surge in interest rates & the U.S. dollar (41:15), the potential fallout from redemptions in the private markets (45:35), Apple's strength in the U.S. versus overseas (48:50), when the IPO market may finally reopen (53:15), venture debt changing the landscape for startups (58:55), and how much longer capital may be sitting on the sidelines in private markets (1:05:50).  —- Email us at contact@riskreversal.com 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