Alex Kantrowitz
Alex Kantrowitz
@alex.kantrowitz·59K subscribers·563 videos

Where Are The AI Startups? — With Rick Heitzmann

Posted

October 17, 2025

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Rick Heitzmann is the founder and managing partner 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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With Rick HeitzmannRick HeitzmannFirstMark Capital HeitzmannBig Technology PodcastBig TechnologyDiscord HeresQuestions Feedback Write

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Where Are The AI Startups? — With Rick Heitzmann · Alex Kantrowitz · Sentinel