
Vincent Daniel: AI Buildout Credit Risks Are a Feature, Not a Bug
Aug 14, 2026 - 54:47
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Dan Nathan sits down with Rick Heitzmann, co-founder and partner at FirstMark Capital, to kick off a new Okay, Computer. series on AI investing. They dig into the circular financing behind the AI infrastructure boom — fr...
Rick Heitzmann: The Gray-Area Deals Funding the AI Buildout is an episode from On The Tape by RiskReversal Media. Dan Nathan sits down with Rick Heitzmann, co-founder and partner at FirstMark Capital, to kick off a new Okay, Computer. serie...
This episode belongs to On The Tape.
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Published Jul 23, 2026, 33:39 long, audio available.