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Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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BIG TECHNOLOGY Assertion Contradicted
Heitzman: An unnamed AI actress sparked a major talent agency bidding war
“There's this now famous AI Based actress who is it's in a bidding war to be represented by the major talent agencies that you can't tell. And that person is almost as good as a human.”
Rick Heitzman Oct 17, 2025 ▶ 19:28 Where Are The AI Startups? — With Rick Heitzmann
BIG TECHNOLOGY Prediction Not checkable as stated
Heitzman: Hyperscalers will not stop AI infrastructure buildout
“So I think this is not going to stop, and I also think the hyperscalers, all of their ambitions are so big and so broad, and they're all so pot committed, I don't think anyone's going to stop.”
Rick Heitzman Oct 17, 2025 ▶ 24:25 Where Are The AI Startups? — With Rick Heitzmann
CAPITAL ALLOCATORS Prediction Held up
Heitzmann: Thousands of startups needing capital will fail by late 2024
“There's thousands of companies that are going to need capital between now and the end of 24. The investors at almost every stage have generally been hurt by the macroeconomic environment. The purse strings are pretty tight. But the amount of companies that may…”
Rick Heitzman Nov 13, 2023 ▶ 57:52 Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
CAPITAL ALLOCATORS Prediction Not checkable as stated
Heitzmann: Widespread public adoption of VR helmets is not happening anytime soon
“I don't see a world where everyone's going to walk around with a helmet that's telling you everything you need to know in a hyper-extended hyper-reality anytime soon.”
Rick Heitzman Nov 13, 2023 ▶ 55:44 Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
BIG TECHNOLOGY Assertion Contradicted
Heitzman: US lawyer headcount quadrupled since advent of word processors
“Since the IVAN word processors, there's four times more lawyers in America than there was at the time.”
Rick Heitzman Oct 17, 2025 ▶ 35:43 Where Are The AI Startups? — With Rick Heitzmann
BIG TECHNOLOGY Assertion Contradicted
Heitzman: Last year was worst job market for college grads since 2008
“It was the worst year last year since the financial crisis for recent college graduates.”
Rick Heitzman Oct 17, 2025 ▶ 36:28 Where Are The AI Startups? — With Rick Heitzmann
BIG TECHNOLOGY Prediction Not checkable as stated
Heitzman: Social media will increasingly shift to semi-private group chats
“I think you're going to see you're going to see more, more social media move to semi-private that look more like group chats, and it can be around, you know, sports or music or technology or relationships just because I think that people might be a little bit …”
Rick Heitzman Oct 17, 2025 ▶ 47:20 Where Are The AI Startups? — With Rick Heitzmann
CAPITAL ALLOCATORS Assertion Partly supported
Heitzmann: NYC engineers remain cheaper than SF as Bay Area costs surged
“So engineers, despite the challenge of Wall Street, were always at a discount to the Bay Area. The cost of living in San Francisco became much higher than New York in the last five to seven years.”
Rick Heitzman Nov 13, 2023 ▶ 23:55 Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Heitzmann: Two-thirds of global unicorns have FirstMark Guild members
“So I think two thirds of all unicorns in the world have a member of the guild and most companies in New York, but there's companies in China and there's companies in Europe.”
Rick Heitzman Nov 13, 2023 ▶ 37:13 Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
CAPITAL ALLOCATORS Prediction Not checkable as stated
Heitzmann: Government and independent payers will shift heavily to value-based care
“I think there's going to be a huge shift either on the part of the government or independent payers to a value-based outcome”
Rick Heitzman Nov 13, 2023 ▶ 48:04 Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
CAPITAL ALLOCATORS Assertion Contradicted
Heitzmann: The gaming industry was twice the size of movies in 2005
“People didn't realize that gaming was twice the size of motion pictures, even in 2005”
Rick Heitzman Nov 13, 2023 ▶ 51:21 Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
CAPITAL ALLOCATORS Prediction Not checkable as stated
Heitzmann: Discord will remain a massive company in chat and community formation
“Discord, which we think is going to continue to be a very large company in chat and community formation, originally around games, but now much broader.”
Rick Heitzman Nov 13, 2023 ▶ 51:52 Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
CAPITAL ALLOCATORS Assertion Partly supported
Riot Games brought League of Legends to market with just $6.7M
“Riot brought League of Legends, which again is a multi-billion dollar per year franchise today, to market with 6.7 million dollars of capital.”
Rick Heitzman Nov 13, 2023 ▶ 53:11 Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
CAPITAL ALLOCATORS Prediction Not checkable as stated
Heitzmann: The next generation of seed startups will operate far more efficiently
“This next generation, including at the seed level are going to be born out of a time of higher capital efficiency, Higher cost of capital, and they'll count their pennies more, and they'll stretch those dollars more, and therefore, you're going to see people w…”
Rick Heitzman Nov 13, 2023 ▶ 1:03:02 Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
CAPITAL ALLOCATORS Assertion Partly supported
US Search burned $70 million in nine months after its IPO
“Lehman Brothers and Bear Stearns took them public. They raised about seventy million dollars and they burned through it in about nine months.”
Rick Heitzman Nov 13, 2023 ▶ 13:45 Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Heitzmann: 9/11 drove US Search monthly sales down by 93%
“In addition to that, just the overall uncertainty and risk sent our sales down 93% in a month.”
Rick Heitzman Nov 13, 2023 ▶ 14:55 Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
CAPITAL ALLOCATORS Assertion Not checkable as stated
John Doerr and Mike Moritz were always fully prepared for board meetings
“I sat on a board at a company called Elance, which became Upwork with John Doerr years ago. He was always the first person in his seat at board meetings. He was always on time, always read the materials. I also spent some time with Mike Moritz, who was also, n…”
Rick Heitzman Nov 13, 2023 ▶ 1:05:14 Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
CAPITAL ALLOCATORS Assertion Partly supported
HyperScience processes billions of government forms for agencies like the DMV
“We have a company called HyperScience that processes billions of forms for the government to help basically process everything from DMV to Social Security payouts.”
Rick Heitzman Nov 13, 2023 ▶ 49:31 Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
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