On this episode of Okay, Computer. Dan Nathan is joined by CNBC TechCheck’s Deirdre Bosa and Rick Heitzmann of FirstMark Capital to discuss mega-cap tech’s rally to start the year (2:00), Jamie Dimon’s annual shareholder letter (7:00), whether the banking crisis is in the rearview mirror (10:00), private market valuations (14:30), C3.ai dropping on a short seller report (21:00), and WWE merging with UFC (23:00). Later, he sits down with Kai Tse, Co-Founder & Managing Partner at Structural Capital to discuss the venture debt business (29:30), Silicon Valley Bank (34:30), competition in the space (40:00), and the state of the private markets (48:30).
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