Actually, he was talking about Conan! Well, a little bit. He mentioned Conan and The Tonight Show in his monologue while Conan was starting his stint over on NBC. He talks about other things in the monologue too. I love how he calls Britain's Got Talent (where Susan Boyle performed) Who Loves Talent? Some exec get on that show right away!

(Dave also mentioned Conan in the Top Ten List.)