Dan Niles: This Isn't the Top, It's a Speed Bump
Sep 18, 2026 - 54:28
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Rick Heitzmann: The Gray-Area Deals Funding the AI Buildout
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...
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