Episodes
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Dan is joined by NEA Partner Ann Bordetsky on this week’s Okay, Computer. OpenAI unveils Chat-GPT4o as speculation around a deal with Apple swirls (3:00), did Apple go too far with it’s latest iPad ad (14:30), Google I/O continues to embed AI everywhere it can (22:00), SoundHound AI and Perplexity Partner (24:00), thoughts on AI powered wearables (27:30).
After the break, we bring you a conversation Dan had with Gokul Rajaram and Michael Gilroy at RBC Capital’s Technology Private Company Conference (35:00).
Advertising Memory Lane
Apple’s ‘1984’ Commercial
LG KC910 Renoir Advertisement
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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 [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
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On this episode of “Okay, Computer.” Dan Nathan is joined by his “On The Tape” co-host Guy Adami to interview Brent Montgomery, CEO of Wheelhouse, and Mauricio Umansky, Founder & CEO of The Agency and star of the Netflix series “Buying Beverly Hills.” They discuss Brent’s history of creating reality TV shows (3:00), monetizing “Real Housewives of Beverly Hills” and what makes a great show (7:00), Wheelhouse (15:00), casting for reality TV (17:00), being yourself on TV (22:00), the media landscape (27:00), and the real estate market (30:00).
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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 [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
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On this episode of “Okay, Computer.” Dan is joined by Guy Adami to discuss the latest headlines in big tech. They hit: AMD earnings (4:00), semi stock aftershocks (9:30), CDW Corp/Amazon (15:30), Pinterest (19:30), and Apple earnings preview (23:00).
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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 [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
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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
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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 [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
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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 hereLearn more about Current: current.comListen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-pointsEmail us at [email protected] 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 TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page
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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)
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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 [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
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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 LinksMatt Turck’s 2024 MAD ReportFidelity’s Twitter MarkdownMost Valuable Private CompaniesHuge AI funding leads to hype and ‘grifting’, warns DeepMind’s Demis Hassabis—View our show notes hereLearn more about Current: current.comListen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-pointsEmail us at [email protected] 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 TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page
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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
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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 [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
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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).
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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 [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
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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
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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 [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
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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)
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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 [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
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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).
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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 [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
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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
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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 [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
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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
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View our show notes here
Learn more about Ro body: ro.co/okay
Learn more about Current: current.com
Email us at [email protected] 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
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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 [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.
We’re on social:
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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)
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View our show notes here
Learn more about Ro body: ro.co/okay
Learn more about Current: current.com
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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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).
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View our show notes here
Learn more about Ro body: ro.co/okay
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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 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)
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View our show notes here
Learn more about Ro body: ro.co/okay
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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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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)
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View our show notes here
Learn more about Ro body: ro.co/okay
Learn more about Current: current.com
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 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 [email protected] 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
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Subscribe to our YouTube page - Show more