The Big Themes:

• We’re getting back to normal – which is awesome: But the markets are crazy and the blank check companies – or SPAC as they’re often called – are red hot.
• Private schools are expensive: Do you want to get that Gulfstream or not?
• These magical moments: A lot of these companies want to delight their customers. They absolutely do make these companies more efficient.
• There’s a bigger mountain over there: We’re looking over there and saying it’s a ton of fun right now.

The Big Quotes:

“I think they will both be fabulously successful – great companies that are here to stay.”

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