Okay, Computer: Private Tech Snaps Back to Reality: Freestylin’ with Rick Heitzmann & Chamath Palihapitiya

1

Introduction

00:00 • 2min

2

The Lag of Poor Due Diligence in the Private Sector

01:43 • 4min

3

Do You Know What's the End State Business Model of Your Business?

05:32 • 4min

4

The Venn Diagram Overlap Is Very Rare

09:07 • 2min

5

Will We Continue to See a Return to Due Diligence in the Private Markets?

10:48 • 3min

6

VC Capital Markets - Are We Going to Bounce Along the Bottom?

13:38 • 4min

7

How Much Capital Are You Deploying in the Private Markets?

17:12 • 4min

8

What Do You Think of the Future of Health Care?

20:45 • 3min

9

Why Due Diligence Matters

23:33 • 2min

10

What's the Number One Sign of a Re-Opening of an IPO Market?

25:51 • 2min

11

Investing in the Public Markets - What's Going on Right Now?

28:07 • 3min

12

The Biggest Risk Asset Bubble Right Now

31:07 • 3min

13

What Happened in Q4 of 2018?

34:16 • 2min

14

Investing in Early Stage Ventures

36:04 • 2min

15

Growth Investing

38:27 • 2min

16

The Bottom in Private Tech Is Here

40:55 • 2min

17

The Biggest Drivers of the Information Economy

42:58 • 2min

18

China's Response Is Muted

45:10 • 2min

19

Investing in Artificial Intelligence

46:59 • 5min

20

The Enterprise Value of ByteDancer Is Going to Be a Million Dollar Company

51:46 • 2min

21

What's a Hot Take on Okay Computer?

53:23 • 2min