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 J ... Show More
Yesterday
Stablecoins, Tokenization & the Future of Banking with Adam Nelson of FirstMark Capital
Dan Nathan sits down with Adam Nelson, fintech-focused VC partner, to break down why stablecoins and tokenized real-world assets are set to reshape the financial system. They cover the GENIUS Act’s impact on regulatory clarity, why Circle’s net income now rivals major banks, how ... Show More
37m 21s
Jul 27
Danny Moses: Gold's Make or Break Moment is Here
Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us Guy Adami and Danny Moses discuss rising global yields and stress points in markets, focusing on Japan’s weakening yen, deteriorating bond market, and risks around Japan’s role as a major US Tr ... Show More
28m 33s
Sep 2023
E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
(0:00) Bestie intros! (3:05) GOP Primary update: polling, acceptable candidates, tentpole issues (11:56) All-In Summit 2023 recap (24:12) IPOs and M&A heat up: Arm, Instacart, and Klaviyo go public, Cisco acquires Splunk for $28B, but did the "great reopening" fall short? (42:34) ... Show More
1h 42m
Mar 2023
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
(0:00) Bestie intros! (6:47) The VC FOMO frenzy in AI (25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs (37:23) Macro update: inflation not done, weaker earnings, interest rates (52:01) Marc Benioff channels his inner Elon Musk, the stock-based com ... Show More
1h 56m
May 2021
A Short-Term Pullback We Should Have Expected (Podcast)
Kristina Hooper, Chief Global Market Strategist at Invesco, gives her market outlook. Tableau CEO, Mark Nelson, discusses the future of enterprise technology and how analytics can transform business. Brad McMillan, Chief Investment Officer for Commonwealth Financial Network, disc ... Show More
26m 17s
Jan 2025
How the New Administration Will Impact Crypto, AI & Tech Globally w/ Ben Horowitz & Salim Ismail | EP #145
In this episode, Ben, Peter, and Salim discuss recent tech, AI, robotics, and crypto news and what the new administration means for tech enthusiasts.
Recorded on Jan 23rd, 2024
Views are my own thoughts; not Financial, Medical, or Legal Advice.
Ben Horowitz is a prominent bus ... Show More
1h 5m
Aug 2024
In conversation with Reid Hoffman & Robert F. Kennedy Jr.
(0:00) Bestie intros: Buttons are back for fall (1:48) Reid Hoffman joins the show, reminiscing on PayPal stories with Sacks (7:52) State of AI: Nvidia, cluster buildouts, competition (19:51) OpenAI's corporate structure and thoughts on Elon's lawsuit (29:09) Inflection AI's deal ... Show More
2h 11m
Nov 2021
Need to Know, w/Reid & Bob: Metaverse mania, the great resignation, Facebook quandaries, and more
Reid Hoffman and Rapid Response host Bob Safian break down what you need to know right now about the most important issues and opportunities impacting entrepreneurs. The co-hosts dive into inflation reactions, Facebook quandaries, metaverse mania, AI & crypto trends, and lessons ... Show More
47m 51s
Nov 2021
Life, Liberty, and the Pursuit of Tokens
On this week's episode of The Compound & Friends, Michael Batnick, Jim O'Shaughnessy, Phil Huber, and Downtown Josh Brown discuss: selling a business, tail risks, tech innovations and politics, FinTechs buying media companies, financial influencers, investing in collectibles, Phi ... Show More
1h 24m
Feb 2023
Bonus Episode: Making the Pitch Perfect
Inside Startup Battlefield is back in our feed with episode two. In the second episode of Inside Startup Battlefield, we take a trip to TechCrunch Disrupt 2022 to hear pitches from the top five companies: Aaron Hall from Intropic Materials, Elizabeth Lawler from App Map, Chad Mas ... Show More
31m 31s
<p>(0:00) Bestie intros: Chamath flies public + Poker recap</p> <p>(8:12) FED pauses hikes momentarily, IPO window status, state of the market</p> <p>(25:10) Film, cold plunge, and sauna talk</p> <p>(33:25) AI's impact on tech and growth stocks surging, Google's position, AI's "$ ... Show More
