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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