My takeaways:

• I liked the discussion on open AI and what the beef is.
• They discussed private equity markets versus public and how private companies like space X can have liquidity because everyone wants to own that company thus lowering the pressure to go public.
• They discussed the private equity raise of Databricks of $10B at a $62B valuation. An AI data broker for companies like AT&T and Coinbase
• Discussed the quantum craze after Google press release about willow and how some penny stock called Quantum Inc. based in NJ caught a massive bid (from 0.71 to $21) due to investors trying to pile in the quantum trade. And yet people think the free market is efficient.