126 episodes
Okay, Computer. RiskReversal Media
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- Business
Each week our tricked-out team of tech investors and former operators breakdown the biggest headlines and themes in both public and private markets, with a specific focus on how AI is changing the tech landscape. We will be joined by some of the most influential voices in tech, media, and crypto leaving listeners with fresh perspectives on increasingly complicated topics impacting their lives and investment portfolios.
Okay, Computer. Podcast is hosted byDan Nathan, with regular contributors Deirdre Bosa, Rick Heitzmann, Katie Stanton, and Jeff Richards. RiskReversal's resident luddite, Guy Adami stops in occasionally for Okay, Boomer segments.
Follow @OkayComputerPod on Twitter.
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When Reality Meets Real Estate with Mauricio Umansky, Founder/CEO of The Agency & Brent Montgomery of Wheelhouse
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 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 -
Apple Investors On PINS & NVDAs
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 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 -
Big Tech Q1 Earnings Preview with Gene Munster
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 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 -
What’s Halvening in AI, FinTech & Crypto with Trevor Marshall
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).
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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 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 -
A Notable Update On The IPO Landscape with Jeff Richards + Funders x Founders with Handshake’s Garett Lord
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 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 Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive
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
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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 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