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Meta is accelerating growth but not capturing perceived value: FirstMark Capital's Rick Heitzmann
Youtube·2025-11-08 05:22

week. Let's ask Rick Heitzman. He is First Smart Capital's founder and partner.I mean that good to see you. That is the question. What do you think about that.>> Partially true. I think the AI trade is going to continue to go. It's taken a little bit of a breather, but I think as we've talked about before, we're in a moment where things are getting sorted out.So, the companies that are really implementing AI and driving ROI are getting rewarded, and we've seen that so far. And the companies who were just in ...