I listened to it and thought it was great and interesting. Guy just got back from Ukraine, and was a tech entrepeneur in a different life, now converting to Judaism.
tl:dr
The Ukrainians are suffering immensely. All the refugees are essentially women and children and it is heartbreaking. The talk of labs, migs, and a number of other topics the media constantly harps on is not the important issue, the suffering is. Ukrainians are inspiring, and will not be conquered even if it means insurgency. Apple is only a little better than android. In its early years, working at facebook was much like being in a cult. The network effect is maybe insurmountable for certain technologies.
Prolly more, but that is what stands out in the top of my head.