Yes, that's it. I didn't want to give anything away about what it is about in the text. You really have to see it. And yes, he's a bit mad but not in a bad way.
He gave this talk in front of a bunch of VCs and LPs, it was really funny. Worlds colliding. So he's up there at the start of the talk, looks over the people there and says 'we probably won't get along well'.