Of Mega Trends and VC Men | Okay, Computer.

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)

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View our show notes here

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Learn more about Ro Body: ro.co/okay

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