Dan is joined by Jeff Richards of Notable Capital about structural changes to the firm on top of the name change from GGV Capital. The guys also discuss Jeff’s view on the startup environment, AI Valuations May Be Coming Down To Earth, the interest rate impact on valuations and new investments, is the 2024 IPO class is more resilient than the last round, Adobe’s skid around a lack of AI, potential headwinds, AI as a tailwind for small business.

Timecodes
0:00 Intro
6:00 IPO Vibe Check
10:30 AI Valuations
16:30 Rate Impacts
22:45 Public Market Angle
35:00 Headwinds
40:45 AI as SMB Tailwind

About: Each week our trickedout 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 and Deirdre Bosa. Follow OkayComputerPod on Twitter.



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