On The Tape with Danny Moses

Tech Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive


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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

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    Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points

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