Episódios
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The NIA boys discuss Fartcoin Fundamentals, Google Veo vs. OpenAI Sora, Waymo vs. Lyft, Healthcare Economics & Jensen Huang Story
Episode Timestamps:
(00:00:00) - Intro(00:02:08) - Meme of the Week(00:03:50) - Fartcoin Fundamentals(00:11:59) - NFTs are back?(00:16:41) - Meme of the Week pt 2(00:17:43) - Healthcare Economics(00:33:35) - Google Veo vs. OpenAI Sora(00:50:46) - Waymo vs. Lyft(00:55:24) - Jensen Huang StoryWhat Is Not Investment Advice?
Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
Subscribe + listen on your fav podcast app:
Apple: https://pod.link/notadvicepod.apple
Spotify: https://pod.link/notadvicepod.spotify
Others: https://pod.link/notadvicepod
Watch + Subscribe on Youtube:
https://youtu.be/i7BCrmeNMOg
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
@bzaidi
@trungtphan
@jackbutcher
@niapodcast
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
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Hosted on Acast. See acast.com/privacy for more information.
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The NIA boys discuss Google’s Quantum Chip, Bitcoin vs. Quantum Computing, Jack’s Sculpture & Taylor Swift’s $2B Eras Tour
Timestamps:
(00:00:00) - Intro(00:01:29) - Meme of the Week(00:04:21) - Quantum Computing Explained(00:07:37) - Bitcoin vs. Quantum Computing(00:15:31) - Google’s Quantum Chip(00:19:19) - The Mount Rushmore of Digital Ad Innovations(00:23:07) - Google’s Quantum Chip pt2(00:24:43) - Crypto and AI(00:31:29) - Jack’s Sculpture(00:36:52) - Taylor Swift’s $2B Eras Tour(00:48:19) - United Healthcare Conspiracy TheoryWhat Is Not Investment Advice?
Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
Subscribe + listen on your fav podcast app:
Apple: https://pod.link/notadvicepod.apple
Spotify: https://pod.link/notadvicepod.spotify
Others: https://pod.link/notadvicepod
Watch + Subscribe on Youtube:
https://youtu.be/i7BCrmeNMOg
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
@bzaidi
@trungtphan
@jackbutcher
@niapodcast
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
Facebook: https://www.facebook.com/profile.php?id=100089813414522
TikTok: https://www.tiktok.com/@niapodcast
Hosted on Acast. See acast.com/privacy for more information.
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The NIA boys discuss OpenAI vs. xAI, De-Banking Debate, Business of IVF & Presidential Pardon History
Episode Timestamps
(00:00:00) - Intro(00:01:42) - Meme of the week(00:13:48) - xAI’s Recent Funding Raise at $50B valuation(00:17:38) - OpenAI vs. xAI(00:26:51) - What makes xAI worth $50B(00:33:30) - De-Banking Debate(00:50:38) - Business of IVFWhat Is Not Investment Advice?
Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
Subscribe + listen on your fav podcast app:
Apple: https://pod.link/notadvicepod.apple
Spotify: https://pod.link/notadvicepod.spotify
Others: https://pod.link/notadvicepod
Watch + Subscribe on Youtube:
https://youtu.be/i7BCrmeNMOg
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
@bzaidi
@trungtphan
@jackbutcher
@niapodcast
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
Facebook: https://www.facebook.com/profile.php?id=100089813414522
TikTok: https://www.tiktok.com/@niapodcast
Hosted on Acast. See acast.com/privacy for more information.
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The NIA boys discuss MicroStrategy $35B Bitcoin-Buying Machine, Jaguar Wild Re-Brand and BlueSky vs. X
Episode Timestamps
(00:00:00) - Intro(00:02:43) - MicroStrategy $35B Bitcoin-Buying Machin(00:52:39) - Jaguar’s Wild Re-Brand(01:09:50) - BlueSky vs. XWhat Is Not Investment Advice?
Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
Subscribe + listen on your fav podcast app:
Apple: https://pod.link/notadvicepod.apple
Spotify: https://pod.link/notadvicepod.spotify
Others: https://pod.link/notadvicepod
Watch + Subscribe on Youtube:
https://youtu.be/i7BCrmeNMOg
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
@bzaidi
@trungtphan
@jackbutcher
@niapodcast
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
Facebook: https://www.facebook.com/profile.php?id=100089813414522
TikTok: https://www.tiktok.com/@niapodcast
Hosted on Acast. See acast.com/privacy for more information.
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The NIA boys discuss Tyson vs Jake Paul, Trump UFC, MicroStrategy Bitcoin Purchases, ETH vs. SOL, the meme coin market and much more
Timestamps:
(00:00:00) - Intro(00:03:38) - Meme of the Week(00:05:00) - Tyson vs. Paul(00:18:28) - Jake Paul’s Attention Hacking(00:20:32) - Trump UFC(00:26:30) - MicroStrategy Moves(00:39:16) - ETH vs. SOL(00:45:23) - Meme Coin Market(00:52:07) - AI Trading Meme Coins(01:00:53) - Vitalik on Betting MarketsWhat Is Not Investment Advice?
Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
Subscribe + listen on your fav podcast app:
Apple: https://pod.link/notadvicepod.apple
Spotify: https://pod.link/notadvicepod.spotify
Others: https://pod.link/notadvicepod
Watch + Subscribe on Youtube:
https://youtu.be/i7BCrmeNMOg
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
@bzaidi
@trungtphan
@jackbutcher
@niapodcast
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
Facebook: https://www.facebook.com/profile.php?id=100089813414522
TikTok: https://www.tiktok.com/@niapodcast
Hosted on Acast. See acast.com/privacy for more information.
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The NIA boys discuss Bitcoin $90k & Trump’s Impact on Big Tech, Tariffs, EV & Media
Timestamps:
(00:00:00) - Intro(00:02:17) - Bitcoin $90K pt1(00:12:17) - Jack’s Paris Exhibit(00:19:42) - Meme of the Week(00:24:25) - Bitcoin $90K pt2(00:30:36) - Trump’s Impact on Big Tech(00:43:21) - Trump’s Impact on Tariffs and China(00:50:28) - Trump’s Impact on EV(01:09:39) - Trump’s Impact on MediaWhat Is Not Investment Advice?
Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
Subscribe + listen on your fav podcast app:
Apple: https://pod.link/notadvicepod.apple
Spotify: https://pod.link/notadvicepod.spotify
Others: https://pod.link/notadvicepod
Watch + Subscribe on Youtube:
https://youtu.be/i7BCrmeNMOg
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
@bzaidi
@trungtphan
@jackbutcher
@niapodcast
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
Facebook: https://www.facebook.com/profile.php?id=100089813414522
TikTok: https://www.tiktok.com/@niapodcast
Hosted on Acast. See acast.com/privacy for more information.
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The NIA boys discuss The Podcast Election, Betting Markets (Polymarket, Kalshi) & Hollywood’s AI Play
Timestamps:
(00:00:00) - Intro(00:04:44) - Meme of the Week(00:08:58) - The Podcast Election(00:34:10) - Betting Markets (Polymarket, Kalshi)(00:56:56) - Hollywood’s AI PlayWhat Is Not Investment Advice?
Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
Subscribe + listen on your fav podcast app:
Apple: https://pod.link/notadvicepod.apple
Spotify: https://pod.link/notadvicepod.spotify
Others: https://pod.link/notadvicepod
Watch + Subscribe on Youtube:
https://youtu.be/i7BCrmeNMOg
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
@bzaidi
@trungtphan
@jackbutcher
@niapodcast
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
Facebook: https://www.facebook.com/profile.php?id=100089813414522
TikTok: https://www.tiktok.com/@niapodcast
Hosted on Acast. See acast.com/privacy for more information.
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In this episode of the NIA podcast, Trung dives deep into the world of Calvin and Hobbes, the iconic comic strip created by the brilliant Bill Watterson. Trung explores the artistic journey of Watterson, his creative process, and the enduring legacy of his work.
Timestamps:
00:00:00) - Intro
(00:01:11) - The Legacy of Calvin and Hobbes
(00:02:48) -Bill Watterson: The Purist Artist
(00:04:52) - The Success of Calvin and Hobbes
(00:06:28) - Jed McKenna's Insights on Creativity
(00:10:43) - Bill Watterson's Life and Influences
(00:21:27) - The Idea Maze of Creativity and the Birth of Calvin and Hobbes
(00:26:31) - Character Development in Calvin and Hobbes
(00:32:50) - The Syndication Process Explained
(00:36:45) - The Fragility of Ideas in the Creative Process
(00:41:18) - Bill Watterson’s Creative Process
(00:48:48) - The Licensing Process and the struggle between Art vs Commerce
(01:05:21) - Awards
What Is Not Investment Advice?
Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
Subscribe + listen on your fav podcast app:
Apple: https://pod.link/notadvicepod.apple
Spotify: https://pod.link/notadvicepod.spotify
Others: https://pod.link/notadvicepod
Watch + Subscribe on Youtube:
https://youtu.be/i7BCrmeNMOg
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
@bzaidi
@trungtphan
@jackbutcher
@niapodcast
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
Facebook: https://www.facebook.com/profile.php?id=100089813414522
TikTok: https://www.tiktok.com/@niapodcast
Hosted on Acast. See acast.com/privacy for more information.
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The NIA boys discuss Money Psychology, Favorite Mental Models & Future AI Jobs
Timestamps:
(00:00:00) - Intro(00:01:04) - Money Psychology(00:21:21) - Favorite Mental Models(00:35:39) - Future AI JobsWhat Is Not Investment Advice?
Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
Subscribe + listen on your fav podcast app:
Apple: https://pod.link/notadvicepod.apple
Spotify: https://pod.link/notadvicepod.spotify
Others: https://pod.link/notadvicepod
Watch + Subscribe on Youtube:
https://youtu.be/i7BCrmeNMOg
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
@bzaidi
@trungtphan
@jackbutcher
@niapodcast
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
Facebook: https://www.facebook.com/profile.php?id=100089813414522
TikTok: https://www.tiktok.com/@niapodcast
Hosted on Acast. See acast.com/privacy for more information.
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The NIA boys discuss SpaceX Starship, Tesla vs. Waymo & Jensen Huang’s Nvidia Bull Case
Timestamps:
(00:00:00) - Intro(00:03:36) - SpaceX successful landing (00:06:23) - Mechazilla Chopsticks (00:11:32) - SpaceX vs. traditional space programs(00:12:06) - Other revenue streams for SpaceX(00:12:56) - Why reusability is important(00:17:02) - Elon the public figure (00:17:50) - Elon’s mission(00:20:19) - The politicization of Elon(00:29:21) - The origin story of SpaceX(00:32:42) - Mars Mission Timeline(00:35:14) - Space tech spinoffs(00:40:50) - Tesla vs. Waymo approach:(00:51:50) - AMA question on Tesla’s We, Robot Event(00:55:26) - NVIDIA Bull CaseWhat Is Not Investment Advice?
Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
Subscribe + listen on your fav podcast app:
Apple: https://pod.link/notadvicepod.apple
Spotify: https://pod.link/notadvicepod.spotify
Others: https://pod.link/notadvicepod
Watch + Subscribe on Youtube:
https://youtu.be/i7BCrmeNMOg
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
@bzaidi
@trungtphan
@jackbutcher
@niapodcast
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
Facebook: https://www.facebook.com/profile.php?id=100089813414522
TikTok: https://www.tiktok.com/@niapodcast
Hosted on Acast. See acast.com/privacy for more information.
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The NIA boys discuss Doritos, the connection between ultra processed food and the current media landscape, the science behind Doritos and much more
Timestamps:
(00:00:00) - Intro(00:01:55) - Meme of the Week(00:02:56) - The parallels between ultra processed food and the industrial production of media(00:09:26) - The invention of Gas Chromatography(00:12:26) - The history of Vanilla and the importance of spices(00:17:37) - The history of the Dorito(00:26:02) - Food industrial complex(00:28:43) - GLP-1 impact on various addictions(00:32:39) - The science behind DoritosWhat Is Not Investment Advice?
Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
Subscribe + listen on your fav podcast app:
Apple: https://pod.link/notadvicepod.apple
Spotify: https://pod.link/notadvicepod.spotify
Others: https://pod.link/notadvicepod
Watch + Subscribe on Youtube:
https://youtu.be/i7BCrmeNMOg
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
@bzaidi
@trungtphan
@jackbutcher
@niapodcast
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
Facebook: https://www.facebook.com/profile.php?id=100089813414522
TikTok: https://www.tiktok.com/@niapodcast
Hosted on Acast. See acast.com/privacy for more information.
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The NIA boys discuss Meta Orion Glasses, Google’s NotebookLM, Port Strike & Megalopolis Review
Timestamps:
00:00:00) - Intro(00:01:26) - Meme of the Week(00:04:05) - Meta Orion Glasses(00:26:33) - Google’s NotebookLM(00:48:45) - Port Strike(00:55:46) - Megalopolis ReviewWhat Is Not Investment Advice?
Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
Subscribe + listen on your fav podcast app:
Apple: https://pod.link/notadvicepod.apple
Spotify: https://pod.link/notadvicepod.spotify
Others: https://pod.link/notadvicepod
Watch + Subscribe on Youtube:
https://youtu.be/i7BCrmeNMOg
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
@bzaidi
@trungtphan
@jackbutcher
@niapodcast
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
Facebook: https://www.facebook.com/profile.php?id=100089813414522
TikTok: https://www.tiktok.com/@niapodcast
Hosted on Acast. See acast.com/privacy for more information.
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The NIA boys discuss Francis Ford Coppola’s Career, The Godfather, $500M Winery & Megalopolis
Timestamps:
(00:00:00) - Intro(00:09:39) - Francis Ford Coppola’s Career(00:36:28) - The Godfather(00:47:08) - $500M Winery(00:52:17) - Apocalypse now(01:09:09) - MegalopolisWhat Is Not Investment Advice?
Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
Subscribe + listen on your fav podcast app:
Apple: https://pod.link/notadvicepod.apple
Spotify: https://pod.link/notadvicepod.spotify
Others: https://pod.link/notadvicepod
Watch + Subscribe on Youtube:
https://youtu.be/i7BCrmeNMOg
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
@bzaidi
@trungtphan
@jackbutcher
@niapodcast
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
Facebook: https://www.facebook.com/profile.php?id=100089813414522
TikTok: https://www.tiktok.com/@niapodcast
Hosted on Acast. See acast.com/privacy for more information.
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The NIA boys discuss Mr Beast’s LEAKED Guide To Going Viral, The Power Broker 50th Anniversary & Robert Caro
(00:00:00) - Intro
(00:01:15) - Initial Thoughts on How to Succeed in MrBeast Production
(00:05:49) - YouTube is eating all of media
(00:09:58) - Minute-by-minute retention strategy
(00:14:49) - Meritocracy and Teamwork
(00:19:08) - A, B, C player framework
(00:25:08) - What makes a YouTube video go viral
(00:32:41) - Creativity Saves Money
(00:39:05) - Critical Components and Mangement Style
(00:47:53) - Criticism of MrBeast
(00:50:52) - Final Thoughts on How to Succeed in MrBeast Production
(00:58:48) - Robert Caro’s Power Broker 50th Anniversary
(01:04:41) - Robert Moses and Power
(01:10:12) - Robert Caro and the making of The Power Broker
1) YouTube is eating all media:
• 20 hours/month average watch time
• 5x more than Netflix
• Mr. Beast: "YouTube will eat all of media"
2) Three metrics that matter:
• Click-through rate (CTR)
• Average view duration (AVD)
• Average view percentage (AVP)
"These are the holy trinity of YouTube metrics" - Bilal
3) Jenga storytelling method:
• Show end goal upfront
• Build tension throughout
• Example: Last to take hand off Lamborghini wins it
4) Minute-by-minute retention strategy:
• Minute 1: Most crucial, invest in lighting
• Minutes 1-3: Show rapid story progression
• Minute 3: Re-engage viewers with a big moment
"At 6 minutes, viewers are on autopilot to the end" - Mr. Beast
5) A, B, C player framework:
• A players: Obsessive, coachable, best in the world
• B players: New hires with A player potential
• C players: "Poisonous", transition out immediately
"C players are awful to work with. I know, I've been one." - Trunk
6) Creativity saves money:
• $20k cash prize vs. year's supply of Doritos
• Doritos prize more viral, costs only $1,300
• Think outside the box for engaging rewards
What Is Not Investment Advice?
Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
Subscribe + listen on your fav podcast app:
Apple: https://pod.link/notadvicepod.apple
Spotify: https://pod.link/notadvicepod.spotify
Others: https://pod.link/notadvicepod
Watch + Subscribe on Youtube:
https://youtu.be/i7BCrmeNMOg
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
@bzaidi
@trungtphan
@jackbutcher
@niapodcast
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
Facebook: https://www.facebook.com/profile.php?id=100089813414522
TikTok: https://www.tiktok.com/@niapodcast
Hosted on Acast. See acast.com/privacy for more information.
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The NIA boys discuss iPhone 16 Launch, Apple Intelligence + Siri, Kendrick Super Bowl & OnlyFans $6B Business
Timestamps:
(00:00:00) - Intro(00:03:47) - Meme of the Week Pt 1 (00:05:49) - Meme of the Week Pt 2(00:09:58) - Apple Intelligence + Siri(00:13:25) - iPhone 16 Launch (00:17:01) - Apple becoming a service company(00:29:54) - Kendrick Super Bowl Announcement(00:40:05) - OnlyFans $6B Business(00:55:41) - Cinematic AI1) Apple's "Wonderlust" event highlights:
• iPhone 15: Marginal camera upgrades
• A18 chip: 30% faster, key for AI on-device
• Apple Intelligence: Siri revamp after 13 years
• AirPods as hearing aids: $249 vs. $2-3k traditional
"Software talk dominated hardware - sign of Apple's services shift" - Trung
2) OnlyFans by the numbers:
•$6.3B revenue in 2023 (up from $300M in 2018)
• 80% creator payout (vs. 55% YouTube)
• More UK tax revenue than North Sea oil ($118M vs $69M)
• Only 42 employees
"They're bringing in money for the UK government more than oil in the North Sea" - Bilal
3) OnlyFans business model:
• Subscriptions + transactions for "extras"
• No app store = no 30% Apple tax
• Desktop/browser-only = massive user dedication
• Power law: Top creators earning "NBA money"
4) The rise of Apple as a healthcare company:
• AirPods as hearing aids
• Apple Watch health features (ECG, blood oxygen)
• Focus on preventative care and monitoring
"Apple doesn't come in with 'hey man, like a hearing aid, we're cheaper.' That's not their play." - Trung
5) Hip-hop drama: Kendrick Lamar Super Bowl Announcement
• New Orleans upset over local artists exclusion
• Jay-Z's role in halftime show selection questioned
6) The future of content creation:
• AI-generated videos becoming indistinguishable
• Potential premium on "real" content
"The level of AI video is getting pretty insane." - Bilal
What Is Not Investment Advice?
Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
Subscribe + listen on your fav podcast app:
Apple: https://pod.link/notadvicepod.apple
Spotify: https://pod.link/notadvicepod.spotify
Others: https://pod.link/notadvicepod
Watch + Subscribe on Youtube:
https://youtu.be/i7BCrmeNMOg
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
@bzaidi
@trungtphan
@jackbutcher
@niapodcast
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
Facebook: https://www.facebook.com/profile.php?id=100089813414522
TikTok: https://www.tiktok.com/@niapodcast
Hosted on Acast. See acast.com/privacy for more information.
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The NIA boys discuss Founder Mode, Seasonal Businesses, Spirit Halloween’s $650m+ Biz and X vs. Brazil
Timestamps:
(00:00:00) - Intro(00:03:04) - Founder Mode(00:20:13) - Meme of the Week(00:22:44) - Seasonal Businesses(00:35:28) - Spirit Halloween’s $650m+ Biz(00:53:29) - X vs. Brazil1) Paul Graham's "Founder Mode" essay sparks debate
• Contrasts with "Manager Mode" in large companies
• Emphasizes hands-on approach vs. delegating
• Airbnb's Brian Chesky cited as success story
• Key question: Is it just rebranded micromanagement?
• "It's really about good people versus bad people." - Bilal
2) Seasonal businesses can be WILDLY profitable
Hall of Fame examples:
• Mariah Carey's Christmas royalties ($2-3M/month)
• KFC/Domino's on Super Bowl Sunday
• Fireworks sellers (2 months/year)
• Wedding industry: 60-80% of engagements happen Q4 to Valentine's Day
• Crayola: 50% of their annual $600M revenue happen between July 4 and Labor Day
3) Spirit Halloween: The ultimate seasonal business
• 1,450 locations (as big as Target)
• $600-700M revenue in 2 months
• Uses bankrupt retail spaces
4) Brazil vs. X: The latest in global tech regulation
• Brazilian government blocks X (Twitter)
• $9,000 fine for VPN users (median salary: $8,000)
• Raises questions about free speech and government control
What Is Not Investment Advice?
Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
Watch + Subscribe on Youtube:
https://youtu.be/rQQIyawql4s
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
@bzaidi
@trungtphan
@jackbutcher
@niapodcast
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
Facebook: https://www.facebook.com/profile.php?id=100089813414522
TikTok: https://www.tiktok.com/@niapodcast
Links Mentioned:
Founder Mode: https://paulgraham.com/foundermode.html
Hosted on Acast. See acast.com/privacy for more information.
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The NIA boys discuss Telegram & Pavel Durov, $100m Podcast Deals (Alex Cooper, Kelce Bros), & Costco Japan
Timestamps:
(00:00:00) - Intro(00:01:51) - Meme of the Week(00:08:17) - Telegram Founder Arrested(00:31:35) - Censorship vs. Misinformation(00:48:35) - $100m Podcast Deals (Alex Cooper, Kelce Bros)(01:06:34) - Costco In Japan1) Pavel Durov, Telegram founder, arrested in Paris
• Warrant out since July
• Charged with crimes happening on platform
• Raises questions about platform liability
• Free speech concerns vs. content moderation
• Key issue: Telegram's encryption approach may have led to arrest
2) Telegram's encryption dilemma:
• Not end-to-end encrypted by default
• Secret chats require 4-5 steps to activate
• Group chats (200k users) & channels aren't E2E
• Helped growth, but now govt pressure
3) Podcast acquisition frenzy continues:
• Alex Cooper (Call Her Daddy): $125M deal with SiriusXM
• Travis & Jason Kelce: $100M deal with Wondery
• Podcast power law: Top 25 shows = 50% of US listens
4) Spotify's podcast strategy:
• Spent $1B+ on tech & content since 2019
• Goal: Diversify from music, own more content
• Mixed results: some hits, many misses
• Now pivoting to more sustainable deals
• Example: Trevor Noah's new contract structure (recoup + rev share)
5) Costco opens in Okinawa, Japan to MASSIVE crowds
• 5-hour line just for parking
• Why so popular? Bulk buying, Kirkland brand, low prices
• Adapts to local market (e.g. amazing prepared foods)
What Is Not Investment Advice?
Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
Watch + Subscribe on Youtube:
https://youtu.be/rQQIyawql4s
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
@bzaidi
@trungtphan
@jackbutcher
@niapodcast
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
Facebook: https://www.facebook.com/profile.php?id=100089813414522
TikTok: https://www.tiktok.com/@niapodcast
Hosted on Acast. See acast.com/privacy for more information.
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The NIA boys discuss Peter Thiel's appearance on the Joe Rogan Experience, Nashville vs. Austin, Bloomberg’s Business & Access Monopolies
Timestamps:
(00:00:00) - Intro(00:06:53) - Meme of the Week(00:13:36) - Nashville vs. Austin(00:23:54) - Peter Thiel on Rogan(00:35:49) - Access Monopolies(00:47:20) - Bloomberg’s BusinessWhat Is Not Investment Advice?
Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
Watch + Subscribe on Youtube:
https://youtu.be/rQQIyawql4s
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
@bzaidi
@trungtphan
@jackbutcher
@niapodcast
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
Facebook: https://www.facebook.com/profile.php?id=100089813414522
TikTok: https://www.tiktok.com/@niapodcast
Links Mentioned:
Peter Thiel JRE Ep
Bloomberg thread mentioned
Hosted on Acast. See acast.com/privacy for more information.
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The NIA boys discuss the Best Olympic Memes, Peacock App Wins, Chipotle vs. Starbucks & Nike’s Struggles
Timestamps:
(00:00:00) - Intro(00:03:28) - Best Olympic Memes(00:17:07) - Peacock App Wins(00:27:07) - Best Moments from the Olympics(00:48:08) - Why 400M is the most painful track event(00:56:28) - Chipotle vs. Starbucks(01:00:21) - Nike’s StrugglesWhat Is Not Investment Advice?
Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
Watch + Subscribe on Youtube:
https://youtu.be/rQQIyawql4s
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
@bzaidi
@trungtphan
@jackbutcher
@niapodcast
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
Facebook: https://www.facebook.com/profile.php?id=100089813414522
TikTok: https://www.tiktok.com/@niapodcast
Hosted on Acast. See acast.com/privacy for more information.
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The NIA boys discuss Market Mayhem, Yen Carry Trade, Overtourism, if Google is a Monopoly, and much more
Timestamps:
(00:00:00) - Intro(00:04:18) - Trung’s Euro Trip Recap(00:11:06) - Market Mayhem(00:20:21) - Yen Carry Trade(00:30:10) - Financial Cycles Discussion(00:44:03) - Is Google a Monopoly?(01:05:13) - OvertourismWhat Is Not Investment Advice?
Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
Watch + Subscribe on Youtube:
https://youtu.be/rQQIyawql4s
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
@bzaidi
@trungtphan
@jackbutcher
@niapodcast
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
Facebook: https://www.facebook.com/profile.php?id=100089813414522
TikTok: https://www.tiktok.com/@niapodcast
Hosted on Acast. See acast.com/privacy for more information.
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