Dan talks with FirstMark Capital’s Founder & Managing Director Rick Heitzmann and GGV Capital Managing Partner Jeff Richards on what advice they’re giving portfolio companies to deal with intensifying economic uncertainty (3:54), why Jeff still has a positive business outlook (21:57), which under-the-radar tech stocks they think are good buys, and the most important attributes a founder should have right now (26:43), and if Elon Musk will ever go a bridge too far with customers & shareholders (33:57). Later, Dan talks with Human Ventures CEO Heather Hartnett about what’s making New York City a growing center for venture capital (41:01), the “Hollywoodization” of startup founders (54:42), the challenges of finding the right talent (56:37), and why she’s going big on philanthropy as a service (1:00:19).

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Dan talks with Rick Heitzmann, FirstMark Capital’s Founder & Managing Director, about Snap’s canary-in-the-coal mine warning for tech (2:00), the shaky outlook for the digital ad market (14:34), which company may be interested in buying Zoom (17:45), why the slump for stocks & valuations may lead to more mergers & acquisitions (23:12), and how quickly the consumer could fade in the coming months (28:08). Later, Dan talks with Ryan Denehy, Electric AI Founder & CEO + Dan Teran, Co-Founder & Managing Partner at Gutter Capital, about companies and investors that don’t think the “sky is falling” (35:49), layoffs and shifting hiring trends at startups (38:41), why now may actually be the best time to start a company (52:11), and how the market has been asleep at the wheel for the last two years (56:16).

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Dan Teran’s Medium post on the market slump and growing uncertainty for businesses: Things You Won’t Regret

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Dan talks with Rick Heitzmann, FirstMark Capital’s Founder & Managing Director, about whether the markets have bottomed out (01:00), why the best performing companies are starting to lay people off (10:30), deploying capital to successful businesses amid the financial turmoil (18:30), and which sectors will have the most opportunity after the economic uncertainty subsides (22:30). Later, Dan & CoinShares Chief Strategy Officer Meltem Demirors talk to Current CTO Trevor Marshall about the future of algorithmic stablecoins following Terra’s collapse (27:18), reevaluating the risk-reward of crypto investing after the recent crash (34:30), greed’s role in the rise of crypto & web3 (52:30), and whether inflation will drive more consumers towards FinTech (56:40).

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Dan Teran’s new Medium post on why the recent market slump “is not the dot com bubble bursting”: Things You Won’t Regret

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Dan, Meltem and Packy discuss volatility in the stock markets (2:57), bitcoin’s correlation to tech stocks (4:47) and the NFT sales flatlining (35:55).

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Dan talks with Rick Heitzmann, FirstMark Capital’s Founder & Managing Director, about the risk of the Fed overcorrecting at this week’s FOMC meeting (1:34), if the markets are close to bottoming out (6:27), the tailspin for “at home” stocks likely getting worse (11:28), CEOs being forced to correct their capital & strategic plans (14:58) and how the losers of crypto and web3 are already being revealed. Later, Dan speaks with Taboola founder & CEO Adam Singolda about starting his founder’s journey living with his parents while watching TV (29:51), building an advertising platform outside the “walled gardens” of Google and Facebook (34:12), how Netflix can successfully build an ad-based subscription (52:16), the future of Twitter’s content moderation under Elon Musk (58:15), and how “killing cookies” is disrupting the digital ads industry (1:04:54).

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Dan speaks with Rick Heitzmann, FirstMark Capital’s Founder & Managing Director, about growing chaos and anxiety in the markets (0:56), what could come next from the Fed after its expected 50 bps rate hike (8:48), where Elon Musk goes from here after buying Twitter (13:55), whether Big Tech will flop in a pivotal earnings week (20:02), growing distress in the private markets (26:19), and if a combined Netflix & Spotify would make a match in heaven.

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Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

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Dan interviews Alex Roetter, Moxxie Ventures General Partner & Twitter’s former Senior Vice President of Engineering, about the migration of capital and startups out of Silicon Valley (6:20), developing electric, flying taxis as the president of Kitty Hawk (9:59), how he hired current Twitter CEO Parag Agrawal (14:40), and why he thinks Elon Musk won’t make any meaningful impact on Twitter (21:27). Later, Dan speaks with The Chernin Group’s Jarrod Dicker and they discuss Jarrod’s undying love of Phish concerts (39:15), Twitter’s responsibility to moderate content (48:10), if decentralized social media platforms are feasible (53:17 ), why Jeff Bezos buying the Washington Post brought Jarrod to work at paper, and whether Ethereum will actually get “fixed.” (1:01:57)

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Dan and Rick discuss the fallout from inflation soaring to a four-decade high (2:03), Elon Musk rattling cages at Twitter (15:06), if the IPO market can recover from a cold start in 2022, if private companies still think it’s worth it to go public (21:05), and whether Philadelphia 76ers fans should “trust the process” as the NBA Playoffs begin. Later, Dan sits down with Dan Teran, co-founder of Gutter Capital, and they talk about his unusual path to entrepreneurship (35:32), selling his company Managed by Q to WeWork at the perfect time (41:31), more founders ditching Silicon Valley (47:45), why gig economy businesses don’t interest him (53:13), and growing unionization pushes at big companies like Amazon and Starbucks (57:08).

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Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

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Dan and Packy discuss Elon Musk joining Twitter’s board of directors and his 9.2% stake in the company (1:41). Meltem sounds off with Dan and Packy on a former SEC official calling the bulk of web3 a “scourge & scam” (16:29), Lightning Labs raising $70M to “bitcoinize” the U.S. dollar (20:53), a little covered, but big potential opportunity in web3 right now (24:47), and whether the Tether stablecoin is at risk of a run (28:19). Dan interviews Masterworks founder & CEO Scott Lynn on how inflation is impacting demand and prices for art (45:32), the boom in NFTs and their disruption to the art market (38:00), art becoming a viable asset class with investors (52:12), and whether sanctions against Russia could trigger fire sales of high-value artworks (57:39).

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Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

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Dan, Guy and Jeff discuss this year’s chaotic March Madness college basketball tournament (2:29), tech stocks’ recovery from early 2022 lows (3:58), whether the Fed has the intellectual know-how to tackle inflation (14:46), why Blackstone is Jeff’s largest public holding (19:50), and what’s driving growing availability of shares in private companies (27:38). Dan and Katie interview Reach Capital partner Jomayra Herra about her unexpected journey to the VC industry (38:04), working with badass women (40:46), why she’s diving head first into web3 (47:27), the discovery process for investing (1:01:11), and why web3 will create the next generation of iconic companies (1:04:45).

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Email us at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.

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