Venture Capital

Why VCs Are Finally Bullish Again with Rick Heitzmann and Jesse Chasse | Okay, Computer.

Dan Nathan, Rick Heitzmann, and Jesse Chasse discuss why 2026 could mark a true VC comeback as AI matures, growth stabilizes, and rates ease. They explore AI-driven disruption of legacy SaaS and whether upcoming IPOs signal a real supercycle or a bubble.

AI / ML

Why Don Muir Left Private Equity Dream Job to Start F2

In this episode of The Longest View, Dez speaks with Don Muir, Co-Founder and CEO of F2, about his journey from private equity at Apollo Global Management to building AI-powered financial intelligence platforms. The conversation explores the evolution from rules-based fintech to model-agnostic AI systems, highlighting Muir’s perspective on entrepreneurship and the transformative impact of AI on financial services.

AI / ML

Announcing David Waltcher’s Promotion to Partner at FirstMark

At FirstMark, we believe our people are our greatest asset, which is why we’re thrilled to announce the promotion of David Waltcher to Partner, as he continues to back technical founders building across developer tools, AI, infrastructure, and security.