The discussion centers around a YouTube video that highlights the importance of not touching transmitter towers, rather than focusing on AM rectification. Participants note that the audio signal can be heard during an arc generation due to the nature of Amplitude Modulation (AM). AM works by varying the transmitter's power in relation to the audio waveform, with the transmitter emitting its nominal power at silence and increasing to higher levels during audio peaks. This modulation causes variations in arc intensity, allowing the audio to be heard. The conversation also touches on terminology, suggesting that "demodulated" or "detected" may be more accurate than "rectified" when discussing the audio signal. One participant identifies as a licensed radio operator, adding credibility to the technical discussion.