That second clip is so wild. Dan knows what killed the vibe but Ethan is his boss so he can't actually say what he wants because they're live and it would be very heated. You can tell Ethan understands this because he keeps pressing for an explanation because he "doesn't understand" how he killed the vibe. He has all the power in this moment and uses it to debase and humiliate his employees to 10s of thousands of people. If I didn't know any better, he enjoys this power play.