Where Are The AI Startups? — With Rick Heitzmann
Big Technology Podcast
10/15/25
•58m
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Rick Heitzmann is the founder and managing director of FirstMark Capital. Heitzmann joins Big Technology Podcast to discuss whether AI startups can compete against the ChatGPTs of the world, or whether the big AI bots have ingested all the opportunity. Tune in to hear Heitzmann break down the economics of AI investing today and whether the application layer is investable. We'll also break down the big funding deals in AI today, looking at the potential for the frenzy to pay off. Tune in for a sensible discussion of the potential future of AI innovation.
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Previous Episode
AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?
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•60m
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Why the AI industry needs to get to AGI to make the investments pay off 2) The diverging tracks between AI model improvement and investing in scaling 3) Why the LLM craze may delay the path to AGI 4) So what is all this compute for? 5) OpenAI's $1 trillion infrastructure investment 6) The increasing prevalence of debt in AI funding 7) Could an AI collapse hit the global economy? 8) OpenAI and AMD's wacky deal 9) Oracle's margins 10) OpenAI's Sora 'surprise' 11) Will John Ternus be Apple's next CEO?
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Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
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Next Episode
Erotic ChatGPT, Zuck’s Apple Assault, AI’s Sameness Problem
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•57m
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Sam Altman says ChatGPT will start to have erotic chats with interested adults 2) Also, more sycophancy? 3) Is sycophancy the lost love language 4) Is erotic ChatGPT good for OpenAI’s business? 5) Is erotic ChatGPT a sign that AGI is actually far away? 6) OpenAI’s latest business metrics revealed 7) Google’s AI contributes to cancer discovery 8) Anthropic’s Jack Clark on AI becoming self aware 9) Is Zuck poaching Apple AI engineers mostly to hurt Apple? 10) AI’s sameness problem 11) Ranjan rants against workslop
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Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b
AI's Sameness Problem: https://www.bigtechnology.com/p/ais-sameness-problemhttps://www.bigtechnology.com/p/ais-sameness-problem
Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
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