66 min listen
Okay, Computer 12/14/22: Too Clever by Half with Rick Heitzmann & A Conversation with NEA’s Ann Bordetsky
FromOn The Tape
Okay, Computer 12/14/22: Too Clever by Half with Rick Heitzmann & A Conversation with NEA’s Ann Bordetsky
FromOn The Tape
ratings:
Length:
62 minutes
Released:
Dec 14, 2022
Format:
Podcast episode
Description
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).
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View our show notes and transcript here
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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
----
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
Released:
Dec 14, 2022
Format:
Podcast episode
Titles in the series (100)
Selloff, SPACs, Symphonies and Schopenhauer; Interview with Paul Rabil: Guy, Dan, and Danny discuss the tech rebound, rate action, and more bullish sentiment (1:00), NFTs, what they mean for crypto, and big moves by financial services companies (10:18). They also break down SPACs, Roblox’s direct listing, and the state... by On The Tape