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Tech strategy and finance through the stories of companies big and small.
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Every company has a story. Learn the playbooks that built the world’s greatest companies — and how you can apply them as a founder, operator, or investor.
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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 the intersection of web2 and web3. 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 by Dan Nathan, Katie Stanton, Rick Heitzman ...
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https://homeofjake.com
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Mempool from XMTP Labs is where we talk about the role of communications in web3. In blockchains, before transactions are added to blocks they sit in a waiting-room-of-sorts called a “mempool”—short for memory pool. In our experience it’s the lobbies, the waiting rooms, the liminal spaces where the best discussions are had. It’s where we talk about the bleeding edge ideas, do the deep dives, and swim in and out of currents of thought. This is our Mempool.
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The Flywheel Podcast is the audio companion to the popular newsletter The Flywheel: https://go.theflywheel.io/welcomelistener. In the podcast we feature interviews with top entrepreneurs, creators, and leaders to discuss what makes their flywheel spin. theflywheel.substack.com
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Packy is the creator of Not Boring, the #1 Business Newsletter on Substack with over 200,000 subscribers. In addition to writing, Packy invests in early-stage startups with his fund, Not Boring Capital. He also serves as an advisor to a16z crypto. Follow Packy on Twitter @packyM. [0:00] - Packy’s journey to becoming a full-time writer [4:18] - Pack…
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Not Boring
1
Not Boring Founders: Brandon Arvanaghi, Meow (pt. 3)
21:48
21:48
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Brandon Arvanaghi is the co-founder and CEO of Meow. Meow is Costco meets financial services. It offers low-cost, high-value cash and treasury management products for high-growth businesses. This is Brandon's third time on the podcast, and this time he discusses Meow's navigation of the recent banking crisis and why Meow is built to last. ---…
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Okay, Computer.
1
Meet The New Bubble, Same As The Old Bubble with Rick Heitzmann
34:22
34:22
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34:22
Dan Nathan is joined by Rick Heitzmann of FirstMark Capital. The AI mania continues, will history repeat itself a la the Dotcom crash (1:00)? OpenAI Closes $175 Million Startup Fund (23:00). How the bearish macro environment is impacting tech (29:00)? Further Reading Big Techs Become Even Bigger Winners. Shades of the Dot-Com Boom? This Economist T…
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Today we bring you two absolutely incredible stories. The first is Lockheed’s legendary Skunk Works division — the elite team of aviation geniuses who produced some of the greatest airplanes in history: the U-2, the Stealth Fighter, and the incomparable SR-71 Blackbird. The second story is arguably even more important, but not widely known! It's th…
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Andrew is the Founder and CEO of Fount, a comprehensive health and performance program backed by Founders Fund. Prior to starting Fount, Andrew led human performance and biotech strategy efforts for the U.S. military. He has worked with the Navy Seals, US National Soccer Team, and Miami Heat, among others. Andrew is also an adjunct assistant profes…
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Okay, Computer.
1
Range Anxiety with Dan Teran, Max Veggeberg and Eric Owski
54:52
54:52
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54:52
Dan Nathan and Deirdre Bosa, host of CNBC’s TechCheck, discuss Apple announcing a multibillion-dollar deal with Broadcom for U.S.-made chips (1:00), Nvidia earnings (9:00), and Instacart’s ad business surging (15:00). Later, Dan sits down with Dan Teran of Gutter Capital, Max Veggeberg, CEO at Tetra Home Service and Eric Owski, CEO of Treehouse to …
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We sit down with Spotify CEO Daniel Ek live in Stockholm at Spotify’s amazing HQ studio (check out the video version of this episode — which plays natively on Spotify!). This was an incredibly special and timely conversation: for those who haven’t been paying attention over the past few years, after revolutionizing music Spotify has now ALSO comple…
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Zach Marks is the co-founder and CEO of Jia. Jia connects capital to small businesses in every corner of the world. Here's how Jia works: When business owners repay a loan, they drive value to lenders and the economy. They deserve to be compensated as owners of that economy. That’s why Jia rewards borrowers with an ownership stake in Jia’s long-ter…
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Okay, Computer.
1
All Is Fair In Love and Social Media with Molly Jong-Fast
39:37
39:37
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Dan Nathan and Deirdre Bosa, host of CNBC’s TechCheck, discuss big tech winning the AI race (1:00), big investors piling into AI (13:00), and Michael Burry doubling his Alibaba stake in big bet on China tech (16:00). Later, Dan sits down with Molly Jong-Fast, host of the Fast Politics podcast, to discuss the changes happening at Twitter (22:00). Vi…
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Sahil is the Founder & CEO of Gumroad, a direct-to-consumer e-commerce platform for online creators. He is also the Founder & CEO of Flexile, a company creating the infrastructure for operating businesses online with part-time people working remotely from around the world. Prior to starting Gumroad, Sahil was the second employee at Pinterest. He re…
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Okay, Computer.
1
VC Meetings Will Continue Until Morale Improves: Conversations with Rick Heitzmann, Deirdre Bosa & Trevor Marshall
1:07:14
1:07:14
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Dan Nathan and Deidre Bosa, host of CNBC Tech Check, discuss the commoditization of FinTech companies like PayPal (2:00), and Google I/O 2023 (11:30). Dan sits down with Rick Heitzmann of FirstMark Capital to discuss takeaways from tech earnings (20:15), venture debt (26:00), the next big thing in tech (33:30), the consumer (38:45), and where we ar…
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David is the Head of Samsung Next, the investment group within Samsung Electronics. Prior to his role at Samsung Next, David was a Managing Partner at both Refactor Capital and SV Angel. Follow David on Twitter @davidlee. [0:00] - David’s background in law and venture capital [6:54] - Do VCs and executive coaches need experience as founders to succ…
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Dan and Deirdre Bosa discuss Uber earnings (1:00), Chegg crashing after its ChatGPT warning (14:00), and Amazon’s AWS guide spooking investors (20:00). Later, Dan interviews Dan Niles, Founder & Portfolio Manager of the Satori Fund, and talks about his background as an internet analyst during the dot com crash (26:00), the psychology of investing (…
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Ariel is the CEO & Co-Founder of Hivemapper, a decentralized mapping protocol that uses a crypto-enabled dashcam. Prior to Hivemapper, Ariel spent time working on Yahoo’s mapping product and founded a mobile mapping startup, Gigwalk. Follow Ariel on Twitter @aseidman. [0:00] - Ariel’s extensive experience in the world of mapping [9:10] - Learning, …
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Acquired
1
Benchmark’s Mitch Lasky and Blake Robbins on The Art of Business in Gaming
2:15:23
2:15:23
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2:15:23
We sit down Benchmark’s legendary gaming investors Mitch Lasky and Blake Robbins (now also of the excellent Gamecraft podcast fame) to discuss the history and future of gaming business models. This episode is the perfect bookend to our Nintendo/Sega gaming series this season on Acquired — no one is more qualified than Mitch and Blake to breakdown h…
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Okay, Computer.
1
Q1 Tech Earnings Preview with Gene Munster of Deepwater Asset Management
1:05:53
1:05:53
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1:05:53
Dan is joined by Deirdre Bosa, host of CNBC’s TechCheck, to discuss sentiment heading into big tech earnings (1:00), China supply chain concerns (8:00), whether crypto is dead in America (10:15), and FinTech stocks dead in the water (15:00). Dan interviews Gene Munster, managing partner at Deepwater Asset Management, to discuss detaching emotions f…
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Not Boring
1
The Unbearable Heaviness of Being Positioned
37:28
37:28
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LINK TO ESSAY: Google isn’t facing the Innovator’s Dilemma; it’s just so deeply Positioned in search that it’s been a sitting duck for the first superior technology or business model strong enough to take it on. Positioning is the flip side of one of Hamilton Helmer’s 7 Powers, counter-positioning: “A newcomer adopts a new, superior business mode…
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Okay, Computer.
1
AI Will Choose Your Future with Packy McCormick & Joe Marchese
1:28:36
1:28:36
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1:28:36
Dan Nathan and Deirdre Bosa, host of CNBC’s TechCheck, discuss investors lining up for Instacart’s private stock (2:00), Netflix’s live ‘Love is Blind’ reunion fiasco (5:00), Nvidia’s double upgrade (13:00), Samsung considering ditching Google Search for Bing (16:30), the Fox/Dominion lawsuit (21:00), and Tesla (25:00). Later, Dan is joined by Joe …
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Sega and the Genesis was THE underdog story of the early 90’s. In a single console generation, Sega went from ~zero to 50% US market share and dethroned Nintendo’s seemingly invincible global monopoly. But — somehow — it all then died. Two console generations later Sega was out of the hardware game entirely, and the company was sold off for pieces …
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LINK TO ESSAY Will AI steal our jobs, let us work less, or force us to do more, better? Induced demand, Jevons Paradox, the Marchetti constant, and consumer psychology 101 suggest that the increased supply of intelligence will create more demand for tasks that require intelligence, that we’ll turn gains in intelligence efficiency into ways of doing…
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Mempool From XMTP Labs
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The Future of DAOs with Tally’s Dennison Bertram
29:28
29:28
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How would your world change if your local HOA turned into a DAO? In the emerging world of the blockchain, nothing sends chills down the spine like centralization, because many people involved in the crypto space are often drawn in because of its lack of centralization and the new frontiers for self-governance. Today, Dennison Bertram, co-founder of…
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Okay, Computer.
1
Slicing up a SMB Renaissance with Ilir Sela
1:12:58
1:12:58
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Dan Nathan and Deirdre Bosa, host of CNBC’s TechCheck, chat about AWS numbers decelerating (2:00), problems lurking in big tech names (12:00), Tesla (22:00), and Twitter as a platform (28:00). Later, Dan sits down with Jeff Richards of GGC Capital & Ilir Sela, founder & CEO of Slice, to discuss the pizza industry 🍕 (37:00), changing technologies in…
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In the 1980’s Nintendo was on top of the world, with the NES achieving over 90% market share of home video games globally. So how did they fall ALL the way down to ~10% in just a few short console generations? And how did they then build themselves back up (and down and up again) to the top of the world again? Spoiler: it all hinged on one very sma…
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Okay, Computer.
1
The Post-SVB Smackdown with Deirdre Bosa and Rick Heitzmann
53:21
53:21
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Dan Nathan is joined by CNBC TechCheck’s Deirdre Bosa and Rick Heitzmann of FirstMark Capital to discuss mega-cap tech’s rally to start the year (2:00), Jamie Dimon’s annual shareholder letter (7:00), whether the banking crisis is in the rearview mirror (10:00), private market valuations (14:30), C3.ai dropping on a short seller report (21:00), and…
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Keith is the CEO & Co-Founder of OpenStore and a General Partner at Founders Fund. He is an experienced technology executive and entrepreneur, a prolific investor, and a self-described contrarian. Keith previously served as a General Partner at Khosla Ventures. Before that, he was COO at Square and served in influential roles at LinkedIn. He also c…
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Acquired
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Interview: Hamilton Helmer & Chenyi Shi on How to Build an AWS-Like Second Business
1:28:04
1:28:04
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7 Powers author Hamilton Helmer and his Strategy Capital colleague Chenyi Shi join us again to discuss their latest research on a topic that’s highly relevant to the recent Acquired canon: how to build a second business line. This incredibly important “transforming” question faces every great company who has achieved initial product success (as wel…
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Mempool From XMTP Labs
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How Zapper Is Demystifying the Blockchain
30:45
30:45
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30:45
Shane and Seb Audet, the co-founder of Zapper, dig into the future of DeFi, NFT finance and how web3 evolves to be useful for non-crypto natives. Seb has a passion for expanding tech’s utility in people’s lives, but to do so, he says, we need to build in a way that reveals the vibrancy of what happens when you move off apps and on to the blockchain…
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Acquired
1
Sessions: David Senra (Founders Podcast)
3:18:19
3:18:19
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3:18:19
ACQ Sessions returns with David Senra of the Founders Podcast. David is one of our very favorite people in the world — it’s impossible to spend an hour (or 3!) with him and not come away inspired to go take over the world. This conversation is an “extended, IRL version” of monthly calls that we do together where we share stories, swap life and podc…
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Okay, Computer.
1
Do FinTech Founders Dream of Dialectic Regulation? With Trevor Marshall of Current
44:56
44:56
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44:56
Dan Nathan is joined by Trevor Marshall, Chief Technology Officer at Current, to discuss where FinTech goes from here (5:00), How U.S. regulators are choking Crypto (10:30), Coinbase launching a product to integrate web2 & web3 (20:30), Ticketmaster testing NFT-enabled pre-sales (26:00), and ChatGPT changing the AI game (35:00). Read Packy McCormic…
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Noah is an American economist and writer best known for his Substack, Noahpinion. He has made contributions to Bloomberg, Quartz, and The Atlantic, among other publications. Before starting his Substack, Noah wrote full-time for Bloomberg. Prior to that, he was an assistant professor of finance at Stony Brook University. Follow Noah on Twitter @Noa…
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Okay, Computer.
1
Bizarro Trade with Dan Ives, Deirdre Bosa and David Steinberg
1:09:52
1:09:52
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Dan Nathan is joined by Tech Check’s Deirdre Bosa and Dan Ives of Wedbush Securities to talk about Big Tech’s “Bizarro Trade” (3:00). How is Dan Ives thinking about valuation right now (12:00)? Is the China situation an obstacle for Tesla moving forward and what's next for Apple (20:00). After a decade of slumber, we’re finally seeing the return of…
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You may think you know the Nintendo story: a plumber named Mario, a princess named Zelda… and didn’t they buy the Seattle Mariners at some point? We thought we knew it too. And then we started researching and were blown away. The lovable Disney-like Nintendo that we know today is a 130 year-old a playing card company (i.e. gambling), forged in the …
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Okay, Computer.
1
Move Slow & Don’t Break The Bank w/ Deirdre Bosa, Rick Heitzmann and Jeff Richards
47:30
47:30
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47:30
Dan Nathan is joined by Deirdre Bosa, Rick Heitzmann and Jeff Richards How does this current crisis compare to the Great Financial Crisis (2:00). What happens to the brand of Silicon Valley Bank (8:00)? How are start-ups going to change their approach to banking (15:00)? Is “Mass Extinction” incoming (22:00)? U.S. Capitalism is breaking down before…
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Not Boring
1
Not Boring Founders: Trevor Bacon, Kellan Grenier, Jason Lewris (Parcl)
54:07
54:07
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Trevor Bacon, Kellan Grenier and Jason Lewris are the founders of Parcl. Parcl bridges traditional real estate investments with cutting-edge blockchain technology to provide data-driven solutions for modern investors. Parcl was built to revolutionize how users approach real estate as an investment towards generational-wealth. By giving everyone the…
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Okay, Computer.
1
Tesla’s Chief Twit and Software’s It with GGV’s Jeff Richards & CNBC’s Deirdre Bosa
38:23
38:23
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38:23
D-Bo (Deirdre Bosa) of CNBC’s TechCheck is back for another episode of Okay, Computer. Jeff Richards, Managing Partner at GGV Capital also graces us with his presence for an action packed episode. Qualtrics receives a $12.4 billion offer to go private, look for more M&A in the space (3:00). Snowflake is software stock going against the trend in the…
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David and Daniil are brothers, serial entrepreneurs, and investors. After selling their augmented reality startup Kernal AR to Snap, the brothers created a holding company, LibermansCo, to incubate their current endeavors: Product Science and Humanism. Humanism allows people to invest in people. Follow them on Twitter @DaLiberman. [0:00] - How the …
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Andrew Herr is the founder and CEO of Fount. Fount is crafting the operating system for the human body. To start, it provides extremely high-touch personal health services to clients: blood tests, fitness plans, meal prep, supplements, and much more to meet its clients personalized health needs. But Fount is running a series of experiments that wil…
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Okay, Computer.
1
ChatD-Bo (Deirdre Bosa) and a decade of M.A.D. with Matt Turck & Rick Heitzmann
1:07:02
1:07:02
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1:07:02
TechCheck’s Deirdre Bosa is back for another edition of Okay, Computer! Google vs. Microsoft, who will emerge as the AI leader (1:30)? Look to Meta and Snap for the next wave of AI announcements (4:30). Nvidia earnings report recap (9:30). Chat bots are growing organically inside Microsoft and Bing, how many unicorns are out there (13:30)? Steve Ba…
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Michael is co-founder of the 1517 Fund, a venture capital fund investing in teams led by dropouts, the uncredentialed, and renegade scientists. He recently published his first book, Paper Belt on Fire: How Renegade Investors Sparked a Revolt Against the University. Previously he was vice president for grants at the Thiel Foundation and a principal …
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Okay, Computer.
1
Cash Is King, Even In Charity: A Conversation With Jake Wood
27:58
27:58
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Jake Wood is the founder and CEO of Groundswell – a corporate philanthropy startup launched last year. Given Jake’s background, how can people help after the recent earthquake in Turkey & Syria (5:00)? Why does it seem like natural disasters are happening with more frequency these days (13:00)? Jake tells us what it’s like to run a non-profit start…
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How will web3 help users take back control of their identity and data? Every time you log in through Big Tech like Google or Facebook, you are giving them the keys to your entire profile… Listen in while Matt interviews Rocco, co-founder of Spruce, a company building the open-source stack to help users assert control of their identity and data. Fro…
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We tell the full history of LVMH, and how Bernard Arnault turned a $15m investment in a bankrupt French textile company into the world’s largest individual fortune. It’s a story that’s equal parts Berkshire Hathaway, Steve Jobs and Barbarians at the Gate… and wholly under-appreciated for the genius business model innovations that enabled it. Whatev…
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Ryan Glasgow is the founder and CEO of Sprig. Sprig is the easiest way to collect product feedback, inform product decisions, and increase your speed of innovation. The world’s best product teams including the teams at Notion, Loom, and Robinhood use Sprig’s in-app surveys and concept and usability tests to capture insights from their customers and…
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Okay, Computer.
1
Fortune Favors The Persistent With Deirdre Bosa, Meltem Demirors & Trevor Marshall
1:11:27
1:11:27
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Deirdre Bosa is back for another episode of Okay, Computer. Where has D-Bo getting her tech news lately (1:00)? Twitter cuts its Salesforce bill by 75% and Uber shifts to Oracle (5:00). The rules of Chinese operations are ever-changing, when is the risk worth the reward (10:00)? Airbnb reports earnings after the bell on Tuesday (16:00). Activist in…
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Not Boring
1
Anton Teaches Packy AI | E6 | Stable Attribution
49:29
49:29
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Packy an Anton discuss Chroma's (Anton's company) launch of Stable Attribution. Stable Attribution is a tool that let's anyone find the humans behind AI generated images. Given any image generated by Stable Diffusion, Stable Attribution is able to identify the images in the model's training set which most contributed to the generated image. Packy a…
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Mempool From XMTP Labs
1
Decentralizing the Future with Packy McCormick Part 2
22:40
22:40
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22:40
According to Packy McCormick, what’s most surprising about the internet isn’t how much it’s changed the world, but how little. In this part two conversation with Not Boring’s Packy McCormick, Shane and Packy discuss the potential of a world where you have as much ownership of your DIGITAL life as what you have in your house, and how that could tran…
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Okay, Computer.
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Tech Trifecta with Deirdre Bosa, Rick Heitzmann & Gene Munster
1:03:49
1:03:49
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1:03:49
CNBC’s Deirdre Bosa returns to Okay, Computer to discuss the big tech artificial intelligence arms race (2:00). The Twitter paid subscriber count is reportedly way below expectations, can Twitter stay afloat without harming Tesla stock (14:00)? Dan and FirstMark Capital’s Rick Heitzmann chat about “the end of the great consumer subsidization” (22:0…
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Mempool From XMTP Labs
1
Decentralizing the Future with Packy McCormick Part 1
17:08
17:08
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Decentralization is bigger than crypto. According to Packy McCormick, it’s part of the natural course of cultural change and needs to be embraced as such. According to Packy, “New technologies shatter old systems, but they help us piece new ones together in previously impossible and superior ways.” With technology in web3 leaning toward a flatter, …
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Not Boring
1
Not Boring Founders: Sam Levin, Melonfrost
48:06
48:06
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Sam Levin is the co-founder and CEO of Melonfrost. Melonfrost is using the power of evolution and machine learning to launch the next generation of microbes that will revolutionize the fields of therapeutics, biomaterials, food, and agriculture. You'll learn more about what exactly that means in this conversation between Packy and Sam. Melonfrost, …
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Okay, Computer.
1
Private Tech Snaps Back to Reality: Freestylin’ with Rick Heitzmann & Chamath Palihapitiya
55:52
55:52
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55:52
Dan and FirstMark Capital’s Rick Heitzmann have a chat at the iConnections Global Alts Conference in Miami about the reckoning for poor due diligence in public and private markets (2:00), the VC industry’s biggest lessons from recent excesses (8:00), the record amount of VC dry powder and how Rick is deploying capital (17:00), why Rick is most exci…
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