They spend the first two hours or so talking about gaming and VR. They discuss the genesis of Oculus in great detail which I hadn't heard before. They also discussed how Luckey wishes games had more real life consequences, and ideas about how that might be done, which I found fascinating. Anduril (#545592, #897089) isn't discussed much until the end.
Being a fan of dopamine-rich nerds like Luckey I shouldn't have been surprised that the Modretro Chromatic was a side project of his. Alas, I was surprised.