Did anyone else watch/read Doug's podcast with YAVB about SiTime? I tried to read the transcript but gave up about 1/3 through, obviously podcasts are a low sig

Did anyone else watch/read Doug's podcast with YAVB about SiTime? I tried to read the transcript but gave up about 1/3 through, obviously podcasts are a low signal medium but even for a podcast I thought the pitch was very speculative and hard to follow.