Welcome to Ok Computer. I'm Dan Nathan, joined by Deirdre Bosa. She is the host of CNBC's Tech Check. Debo, welcome to the pod.

Hi, Dan. Happy to be here. All right. We got so much to talk about. I know that this has been a very busy few days for you.

But after our conversation, I sit down with Matt Turk. He is a partner at First Mark Capital. He is an investor in the AI space and has

been for a long time. He's also the host of the podcast, Mad podcast with Matt Turk. And he and I go

over just this whole Open AI Microsoft saga, really through the lens of a private markets investor.

And obviously we spent a lot of time talking about what it means for the

public market ecosystem. You and I are going to do all that too, but I'm really interested in

hearing about just some of the conversations, obviously, on background. This was a seismic sort of

shakeup in the AI, both private and public markets space.

And I think you have a really interesting take.

I've been watching you on Twitter.

I've been watching you on CNBC, you know, how this thing is unfolding, but really just the

implications across both the public and the private markets, because it's been really

interesting.

But what were some of your first takes?

Because when this came out on Friday, I just don't think there was like any hint that there was something like going to go down

in the way in which it did. And really, days later, here we are. We're recording this Tuesday afternoon.

And it doesn't seem to be like a whole heck of a lot of progress or a lot of answers.

Yeah. I'll say the first thing is that we still don't know why the board took the actions

that they did. A lot has been speculated, but you're right, damn, when this dropped on Friday,

I had not taken off for the day, luckily. And the first thing I saw was Sam Altman's out.

I said, okay. And then I read the statement from the board, which is when my jaw really dropped.

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