The guy in the middle is from Psytec Games. They make PSVR/PCVR/Quest 2 games.
Most of the stuff he is talking about he clearly doesn't know what the situation is.
But he also talks about their PSVR game getting a patch for PSVR2, which I would imagine he could get in trouble for that?
He also talks about the rumors as if they're pretty confirmed.
----
Supposedly someone on the show said that Sony is talking to Valve for Half Life Alyx, but I didn't hear it for myself.