I'm not a subscriber, but I couldn't help myslelf and just had a listen to yesterday's podcast. It goes for ~16 mins and the relevant comments about POS are from 12:20-15:00.
The podcast was produced prior to yesterday's F604 announcement, so keep that in mind.
https://www.listennotes.com/podcasts/marcus-strategy/spi-podcast-wednesday-12th-_ZHqosFtuP0/
PS. I wasn't the least bit surprised to hear Marcus's comments about the misguided and somewhat popular (in some parts) idea that there's some kind of conspiracy afoot wrt our cornerstone holders and SP capping. His broader comments around this should not be ignored. Trust Marcus to call it like it is.
Ann: Change of Interests of Substantial Holder - Tattarang, page-70
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