Okay, Computer: Long Party, Longer Hangover with Deirdre Bosa & Rick Heitzmann

Dan Nathan and Deirdre Bosa of CNBC discuss the AI fever breaking (2:00), Amazon (8:00), high valuation stocks deflating (12:30), the magnificent seven (or hateful eight) (15:30), and Zoom getting people back to the office (19:00). Later, Rick Heitzmann of FirstMark Capital joins Dan for a mid-year check on the private tech markets (26:00), M&A (33:00), and a study showing Wegovy cuts the risk of heart attacks (43:00).

Articles mentioned on this podcast:

• WTF Happened In 2023?
• Venture Firms Still Writing Small Checks Despite $271 Billion in ‘Dry Powder’
• The Unicorn Fire Sales Ahead
• Obesity Drug Wegovy Cuts Risk of Heart Attacks and Strokes by 20%, Study Shows

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