Rick Heitzmann: Why 2025 is the Year of Generative AI Adoption and Innovation

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 13 February 2025

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Rick Heitzmann, Founder and CEO of FirstMark Capital, discuss the latest trends in generative AI, CapEx spending in public and private markets, and market cap accrual. They delve into the impact of these trends on companies like Microsoft, Google, Amazon, NVIDIA, and Meta, emphasizing the role of open-source models and competitive pressures. They also explore the IPO backlog, the strategic importance of going public, and the implications for both startups and incumbents. Concluding with the current state of strategic M&A, they provide insights into the evolving regulatory landscape and its potential impact on future deals. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:00.0	Will M&A pick up in 2024? Will this year mark the return of IPOs? Listen to strategic alternatives,
0:07.0	a podcast from RBC Capital Markets to get fresh insights on the trends and market forces impacting
0:13.2	deal flow across sectors and find out how companies and investors are preparing for a potential
0:18.4	surge in deal activity and what signals to watch for this year.
0:23.3	Listen and subscribe to Strategic Alternatives, the RBC Capital Markets podcast today,
0:28.7	wherever you get your podcasts.
0:31.6	To be invested with betterment is to believe in better. Whether it's saving for today
0:35.4	or building wealth for tomorrow, they help people
0:38.0	and small businesses put their money to work. They automate to make savings simpler. They
0:42.5	optimize to make investing smarter. They build innovative technology backed by financial experts
0:47.6	for anyone who's ever said, I think I can do better. So be invested in yourself, be invested in
0:53.2	your business, be invested in
0:54.6	better with betterment. Get started at betterment.com.
1:00.0	All right, welcome to the risk reversal podcast. I'm Dan Nathan, joined by my good friend Rick
1:04.6	Heitzman. He is the founder, CEO of First Mark Capital here in New York, Rick.
1:09.0	How's it going, Dan? I'm excited to be back.
1:10.7	This is so weird.
1:11.5	We do this all the time because we talk every day, probably multiple times again.
1:15.5	And when you put a mic and a camera in front of us, it feels a little different here.
1:19.8	We've got three things we want to do today here.
1:22.5	This is the new look risk reversal pod.
1:25.0	We are trying to be very, very efficient.
	...

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