Welcome to OK Computer. I'm Dan Nathan. I'm joined by the illustrious. The illustrious, dear

Drubo, that would be Debo. She is the host of CNBC's Tech Check. Debo. Welcome back to OK Computer.

You've been away a little bit up in the mountains in the Great White North.

I came back just at the right time. The most exciting times that I have been a reporter in San Francisco is when the IPO window

opens back up. So I'm cautiously optimistic that may happen. It's funny. It's been a really long

drought, obviously. We have a NASDAQ that's rip roaring. You were reporting last night on CNBC.

It felt like all day yesterday about the arm holdings. And this is soft bank spinning this

thing back out. They took it private. What, in 2016? It was valued in 2019 at levels much higher

than where they expect this thing to come. So there was a filing that suggests that this deal

is going to come sooner so. And I did say it to you on fast money last

night. I said, you're about to get a whole heck of a lot more busy, especially if this goes well.

And we'll talk a little bit about some of the other companies that might come public. But if you

talk about windows opening up, I would say with a NASDAQ where it is, especially relative to

where it was at this time in 2022, this makes a whole heck

of a lot of a sense right now. It does. And let me tell you why I like IPO so much. As a tech

reporter in San Francisco, I have access to a lot of these companies and I follow them when

they're private. But public market investors, they don't have a lot of touch points, right?

They're not investable until they go through that IPO. So a lot of it, too, is we don't have access to the financial

information. We know that Arm is a particular case, a specific case, because it was actually

once public, but we don't know what the heck it's done over the last eight or so years. So

coming back to public markets, what has changed now versus 2016

when SoftBank took to think private? I think that's a really exciting moment for investors,

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