Okay, Computer.

Managing Partner at Deepwater Asset Management Gene Munster is back on the pod to preview Big Tech earnings. Netflix stock falls on soft guidance & reporting changes (3:20). We preview quarterly earnings reports for: Tesla (8:00), Meta (15:30), Alphabet (21:30) Microsoft (33:15), Amazon (38:30) and Apple (42:00). The guys wrap with a discussion on what’s happened to “TikTok Ban” (51:00). Follow Gene on X: https://x.com/munster_gene — 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

Trevor Marshall, CTO of Current is kicking back with Dan for an update on all things AI, FinTech and crypto.  Topics on the pod today include; a vibe check on Generative AI (3:00), Investors Sitting Out the Latest AI Wave (10:30), can Apple turn the tide when it comes to AI (17:00), the Humane AI pin (24:00), a vibe check on Bitcoin after its weekend plunge (29:30), upcoming halving (33:45) & Ethereum (38:45). — 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 is joined by Jeff Richards of Notable Capital about structural changes to the firm on top of the name change from GGV Capital (3:15). The guys also discuss Jeff’s view on the startup environment (6:05), AI Valuations May Be Coming Down To Earth (10:45), the interest rate impact on valuations and new investments (15:45), is the 2024 IPO class is more resilient than the last round (19:30), Adobe’s skid around a lack of AI (21:30), potential headwinds (32:30), AI as a tailwind for small business (37:30). After the break, Dan and Jeff are joined by Garrett Lord, co-founder & CEO of Handshake. The trios discuss Handshake’s origin story (41:30), how Handshake compares to competitors like LinkedIn or Indeed (45:00), what drew Jeff to the company (46:00), how Handshake partners with academic institutions (49:20), what attracted Jeff to Handshake’s business model (51:40), the job market for college graduates (55:00), how technology has changed recruiting after college (57:30), the labor market (59:45), the student experience (1:03:30), evolving as a founder and CEO (1:05:30), what excites him about the future (1:09:30) — 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

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

Deirdre Bosa is back for another edition of Okay, Computer. Deirdre gives us the lowdown on her visit to Nvidia’s GTC 2024 & her interview with Clara Shih of Salesforce (2:00), the quest to break Nvidia’s AI software lock (7:00), Reddit goes public via IPO (12:15), the vibe around private tech (17:15). Later, Dan is joined by Katie Stanton of Moxxie Ventures and Jessica Ewing of Literati for the latest installment of the Funders x Founders series. They discuss the unique way Katie and Jessica met (22:00), the inspiration behind Literati (26:40), their process for picking books (29:15), entering school book fairs (32:15), why investors should be paying attention to this space (38:00), Literati in schools (40:20) and what makes a great investor (45:00). Use code RISKREVERSAL for $15 in book credit on your first box at literati.com — 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 is joined by Gene Munster of Deepwater Asset Management. Topics they discuss: Nvidia (2:00), why we could see a 10-15% pullback in the stock (10:30), a potential Apple/Alphabet AI deal (17:45), whether Apple could/would buy Perplexity.io (22:00), Google’s Gemini AI (24:45), and how a TikTok ban could impact Meta & Snap (29:00). — 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

On this episode of Okay, Computer. Dan Nathan and Deirdre Bosa discuss Perplexity vs. other chatbots (2:30), Elon Musk suing Open AI & Sam Altman (7:30), Apple & Google sitting out the AI rally (9:45), and enterprise chatbots taking jobs (22:45). After the break, Dan sits down with Aravind Srinivas, Perplexity CEO and Ann Bordetsky, Partner at NEA for the latest installment of our Funders x Founders series (27:30). They hit Aravind’s background (29:00), reinventing search (33:00), what Perplexity is and how it works (38:30), taking share from Google (41:30), revenue sources they are focused on (56:30) and a vibe check on Silicon Valley (57:15).  Articles Mentioned on this Podcast: Google vs. Google: The Internal Struggle Holding Back its AI (CNBC’s TechCheck) Elon Musk Suing Open AI & Sam Altman Over Contract Breach (CNBC) Klarna froze hiring because of AI. Now it says its chatbot does the work of 700 full-time staff (Fortune) JPMorgan’s AI-Aided Cashflow Model Can Cut Manual Work by 90% (Bloomberg) — 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 Guy Adami sit down with Kara Swisher, author of Burn Book: A Tech Love Story, for an in-depth look at the book and her process for writing it. Later, Dan is joined by Jesse Chasse of RBC Capital Markets to discuss the state of the IPO market (47:30), lessons learned from SPACs/direct listings (53:45), strategic M&A (55:45), the path to going public (48:00), comparisons to the dot com bubble (1:02:00), Uber’s wild ride (1:04:00), and the economic environment right now (1:08:00). — 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 is joined by Trevor Marshall, CTO of Current, to discuss a wide-range of headlines dominating the tech/fintech markets this week. They discuss Capital One’s plan to acquire Discover Financial (3:00), Crypto (15:00), and AI winners/losers (23:00).  After the break, Dan is joined by Ethan Agarwal, co-founder and CEO of The Coterie, and Ajay Kamat, partner at Pear VC, for the latest installment of the Funders x Founders series. They discuss their background, creating companies to solve problems, what The Coterie does, how the Silicon Valley Bank debacle impacted their business, the Funder x Founder relationship and current macroeconomic environment. Checkout Kara's Book -- 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

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

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 and Deirdre Bosa preview a huge week ahead for tech earnings and some of the key themes to watch out for. Topics: Intro Earnings Expectations (3:00)  The Rally Around Big Tech (15:30) Google’s Search Dominance (20:00 ) The Headset Wars: Why it's Apple's to Lose (23:05) -- 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

Gene Munster of Deepwater Asset Management is back for his quarterly tech earnings preview! He joins Dan Nathan to discuss Nvidia (5:00), Microsoft (11:00), how interest rates impact tech stocks (19:15), Alphabet (20:30), Amazon (27:00), Meta (32:45), Apple (38:30), Tesla (48:15), and Gene’s AI bubble prediction (57:45). --- 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 is back for another episode of Okay, Computer. This week Deirdre Bosa from CNBC’s TechCheck joins the pod to discuss the biggest headlines in the tech world this year Topics Tech’s Recent Rally (1:00) Years of Efficiency For Tech Companies (5:30) The Year of AI Hardware (7:30) Apple As A Sneaky AI Play? Apple Offers Rare iPhone 15 Discount in China Amid Demand Fears Samsung Places AI at Forefront as 2024 Phone Launches Kick Off Rabbit R1 & Humane’s Ai Pin Chip Makers As 2024 Bellwether (15:00) Databricks CEO: Every Organization we’ve Talked to has a Mandate to use New A.I. tools Beware Private Equity Takeovers (20:15) What Dan & Deirdre are Focused on (23:45) -- 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

Tech investor Dan Niles is back! He joins Dan Nathan on this Okay, Computer episode to give his 2024 stock market outlook and top picks Topic Timecodes: Dan’s thought process on the markets (3:00) Interest rates & earnings impact on mega-cap tech (5:15) Apple (9:25) Nvidia (14:00) Tesla (17:45 ) The AI Gold Rush (23:00) Meta (32:45) Amazon (36:15) Chinese Internet Stocks (39:40) Texas Instruments (43:20) Biotech Socks (47:45) -- 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 are back with the latest episode of Okay, Computer., discussing what they are focused on in the tech world this year.  Key Insights from the Pod: Tech stocks starting the year off in the red (1:30) Apple downgraded at Barclay’s (7:00) Mega-cap tech’s ad model (10:00) The Year That Big Tech Remembered Ads Are A Good Business LinkedIn ad prices rise as advertisers leave Elon Musk’s X OpenAI’s Annualized Revenue Tops $1.6 Billion as Customers Shrug Off CEO Drama The AI hype train (19:00) The IPO market (21:45) Canva Nears $1 Billion Stock Sale for Employees and Investors, Part of Wave of Private Deals 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 and Deirdre Bosa discuss key tech trends from 2023 and look ahead to 2024.  -- 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 Deirdre Bosa of CNBC to discuss the big tech headlines of the week. Key Insights from the Pod: Oracle Sinking on Earnings (1:30) Whether the Big Tech Rally will Broaden in 2024 (5:15) Broadcom (9:15) Google’s Delayed Gemini Gains (12:00) Mag7 Stocks (16:00) Tech Regulation (Read: Google Loses Antitrust Case Brought by Epic Games) (18:15) The Private Tech Market (24:15) TechCrunch: Mistral AI, a Paris-based OpenAI rival, closed its $415 million funding round The Information: Some AI Startups Find the Money’s No Longer So Easy  NYTimes: From Unicorns to Zombies: Tech Start-Ups Run Out of Time and Money -- 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