EPISODE · May 25, 2022 · 1H 3M
Okay, Computer 5/24/22: The Unforgiven Market with Rick Heitzmann, Plus a Conversation with Electric AI CEO Ryan Denehy & Gutter Capital’s Dan Teran
from RiskReversal Pod · host RiskReversal Media
Dan talks with Rick Heitzmann, FirstMark Capital’s Founder & Managing Director, about Snap’s canary-in-the-coal mine warning for tech (2:00), the shaky outlook for the digital ad market (14:34), which company may be interested in buying Zoom (17:45), why the slump for stocks & valuations may lead to more mergers & acquisitions (23:12), and how quickly the consumer could fade in the coming months (28:08). Later, Dan talks with Ryan Denehy, Electric AI Founder & CEO + Dan Teran, Co-Founder & Managing Partner at Gutter Capital, about companies and investors that don’t think the “sky is falling” (35:49), layoffs and shifting hiring trends at startups (38:41), why now may actually be the best time to start a company (52:11), and how the market has been asleep at the wheel for the last two years (56:16). ---- Dan Teran’s Medium post on the market slump and growing uncertainty for businesses: Things You Won’t Regret —- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
What this episode covers
Dan talks with Rick Heitzmann, FirstMark Capital’s Founder & Managing Director, about Snap’s canary-in-the-coal mine warning for tech (2:00), the shaky outlook for the digital ad market (14:34), which company may be interested in buying Zoom (17:45), why the slump for stocks & valuations may lead to more mergers & acquisitions (23:12), and how quickly the consumer could fade in the coming months (28:08). Later, Dan talks with Ryan Denehy, Electric AI Founder & CEO + Dan Teran, Co-Founder & Managing Partner at Gutter Capital, about companies and investors that don’t think the “sky is falling” (35:49), layoffs and shifting hiring trends at startups (38:41), why now may actually be the best time to start a company (52:11), and how the market has been asleep at the wheel for the last two years (56:16). ---- Dan Teran’s Medium post on the market slump and growing uncertainty for businesses: Things You Won’t Regret —- 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 Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page
NOW PLAYING
Okay, Computer 5/24/22: The Unforgiven Market with Rick Heitzmann, Plus a Conversation with Electric AI CEO Ryan Denehy & Gutter Capital’s Dan Teran
No transcript for this episode yet
Similar Episodes
Mar 14, 2026 ·23m
Mar 11, 2026 ·16m
Feb 28, 2026 ·14m