Ed Elson, a PropG Media Analyst, joins the discussion to dig into the implications of Arm’s IPO and what it means for Softbank. They explore Instacart's fluctuating valuation as it prepares for its market debut, highlighting its unique business model. The conversation also covers Salesforce's efforts to boost profitability and the shifting advertising landscape, especially in light of Amazon's success. Their insights reflect broader trends in tech investments and media strategies, making for a captivating analysis of today’s financial climate.