It’s 2 am after a long day in New York and I can’t get the song My Sharona out of my head.

All day it was Corona Virus conversations in New York. Elbow bumps are the new handshakes I guess.

Tonight my friend Mike Katz got us a table for eight at Carbone’s which has a few of my favorite dishes. At the table next to us was Goldie Hawn and her daughter Kate Hudson. Sitting behind me was Leonardo DiCaprio and Kevin Connolly (Eric from Entourage). Coming over a couple times to say hi to them all was soccer great David Beckham. The tables are right on top of each other at Carbone’s and it was no surprise to hear them all talking about Corona virus (and of course podcasts). People are people…

Here is our dinner table tonight which was an epic crew of founders and operators…

(that is Leo to the right in the black cap ad Goldie at the top left)

Spac’s have been on my mind the last few weeks. Here is the Wikipedia definition. The hottest SPAC I can remember of the last while has been that of Virgin Galactic ($SPCE). I am tired and can’t remember if I mentioned it in the last few days here but the ticker $SPCE has been the most popular ticker of all time on Stocktwits. It recently surpassed the volume of Tesla. As fate would have it, Adam Bain joined us for dinner and he was one of the people that owned and coordinated the SPAC that pulled off the Virgin Galactic deal. It was fun to hear him talk about the process and what he has learned. I was also at the offices of Dan Loeb (Third Point Capital) meeting with my friend Matt Ober and had no idea that they just completed a successful SPAC called Far Point Acquisition Corp ($FPACU). While all this may be the sign of the ‘top’, the optimist in me thinks that smart people with big ideas are tired of looking at a shrinking universe of public stocks. They see opportunity. It’s both amazing and ridiculous that just FIVE companies make up 18 percent of the S&P 500.