Not Investment Advice

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Caleb Pressley on This Past Weekend

Links Mentioned:

Theo Von: Sundae Conversation with Caleb Pressley

Elon’s Tweet

Jack Dorsey’s Tweet

Brett’s Xeet Tweet

Jack’s X Logo Rebrand Thread

Matt Belloni’s Barbiheimer Article

Founders’ Episode on Oppenheimer

The Athletic’s Messi Article

Hosted on Acast. See acast.com/privacy for more information.

121: Psychology of Disneyland, AI Actors & Twitter Monetization Jul 19, 2023

Show notes

The NIA boys discuss the Psychology of Disneyland, AI Actors & Twitter Monetization

Timestamps:

(00:00:00) - Intro
(00:03:22) - Trung’s Disneyland Trip
(00:06:22) - The Cost to go to Disneyland
(00:11:08) - Disney’s Business Model
(00:23:27) - Disney Selling ESPN?
(00:25:45) - Who could buy ESPN
(00:30:09) - Hollywood Actor Strike
(00:48:33) - Jack on Threads vs Twitter
(00:59:11) - Twitter Monetization
(01:17:01) - Creative Fundraising for Presidential Campaigns
(01:19:28) - Pinkydoll Viral Video Explained
(01:21:50) - Quick Crypto Market Update

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/1tOHHniy-LU

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Romeen Sheth’s Gamete Announcement

Links Mentioned:

Trung’s Disney Meme

Bob Iger on Selling ESPN

WSJ Article on Disney’s Drop in Attendance

Stratechery’s Article on the Hollywood Strike

Modern Wisdom Ep with George Mack

George Mack Tweet

WSJ on Twitter’s Monetization

TZ’s Tweet

Austen Allred Tweet

Politico Article on Vivek Ramaswamy Fund Raising Strategy

Tiger Woods Speech

Trung’s Pinkydoll Tweet

Jason Calacanis’s Tweet

Hosted on Acast. See acast.com/privacy for more information.

120: Twitter vs. Threads with Turner Novak Jul 12, 2023

Show notes

Turner Novak joins the NIA boys to discuss Threads, Twitter, Elon vs Zuk, & much more.

Timestamps:

(00:00:00) - Intro
(00:03:55) - Threads Overview
(00:06:12) - Threads Launch
(00:08:57) - Interest Graph vs Follow Graph
(00:16:05) - Bull Case for Threads
(00:24:25) - Bear Case for Threads
(00:41:35) - Twitter's Future
(00:49:00) - Meta's History of Shipping Products
(00:53:18) - Predictions for Threads and Twitter
(01:02:59) - Turner's Thoughts on AI

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/hPpZl3f2X_Y

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TikTok Launches Self-Service Ad Platform

Links Mentioned:

Turner's Thread Article

Ban TikTok Article

Elon vs Zuck Cage Match

Eugene Wei's Blog

Hosted on Acast. See acast.com/privacy for more information.

119: Taylor Swift’s $1B tour & Favourite Travel Cities Jul 04, 2023

Show notes

The NIA boys discuss Taylor Swift’s $1B tour & Favourite Travel Cities

Timestamps:

(00:00:00) - Intro
(00:02:34) - Meme of the Week
(00:05:16) - Taylor Swift's Era's Tour Breakdown
(00:14:22) - Economic Impact of The Era's Tour
(00:15:07) - Which Music Artists Could Have $1B Tour
(00:17:20) - Taylor's Unique Formula for Success
(00:19:59) - The Era's Tour by the numbers
(00:27:35) - Revenue of Other Forms of Live Entertainment
(00:29:43) - How a Performer's Audience Size Grows
(00:36:21) - The Parallels between The Era's Tour and Beatlemania
(00:38:49) - Biggest Gigs of All Time
(00:42:16) - Bilal's Euro Trip
(00:47:26) - Favorite City to Visit in Europe
(01:04:57) - Favorite City to Visit in the US

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/6o8DtP0WTvs

Listen into our group chat on Telegram:

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WSJ's The Era Tour Article

Links Mentioned:

Taylor Swift Deep Dive

Meme of the Week

The Era Tour's Impact on Local Economy

Taylor and Spotify Beef

Beyonce and Inflation in Sweden

Why Taylor Re-released her Music Catalog

Kevin Hart's Tour Numbers

Biggest Gigs of All Time

Hosted on Acast. See acast.com/privacy for more information.

118: Imposter Syndrome, Agency Model, Best Books/Pods & Expat Life Jun 28, 2023

Show notes

The NIA boys discuss Imposter Syndrome, Agency Model, Best Books/Pods, Expat Life & and much more.

Timestamps:

(00:00:00) - Intro
(00:01:09) - Imposter Syndrome
(00:12:48) - The Agency Model
(00:16:45) - Lessons from Moderating NIA
(00:20:43) - Thoughts on Cold DM's
(00:35:25) - How to Say No
(00:42:41) - Content Recommendations (Best Books/Pods)
(00:57:26) - Expat life

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/dqxhqy-NAUg

Listen into our group chat on Telegram:

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Ezra Klein Ep with C. Thi Nguyen

Links Mentioned:

Visualize Value

C. Thi Nguyen Personal Website

How Twitter Gamifies Communication

Outlive by Peter Attia

I Don't Want to Talk About It by Terrence Real

Huberman Lab Ep with Peter Attia

Upshot Towers Haaland Thread

Upshot Towers Harry Redknapp Thread

George Mack Twitter Profile

George Mack Thread

Brett Hall Twitter Profile

Are we running out of resources?

NIA Ep with Saylor

Hosted on Acast. See acast.com/privacy for more information.

117: MrBeast Burger, Twitter Roadmap, Twitch Drama & TradFi vs. Crypto Jun 21, 2023

Show notes

The NIA boys discuss MrBeast Burger, Twitter Roadmap, Twitch Drama, TradFi vs. Crypto and much more.

Timestamps:

(00:00:00) - Intro
(00:03:44) - MrBeast Burger Shutting Down
(00:15:58) - The Truth About Being "Copied"
(00:25:32) - The Role of Twitter in Society
(00:39:38) - Twitter's Possible Future Roadmap
(00:48:47) - Bilal's Suit Game
(00:50:31) - Twitch Drama
(01:00:16) - TradFi vs. Crypto

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/wLwzrqT_KeM

Listen into our group chat on Telegram:

Let us know what you think on Twitter:

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Hollywood's depiction of Tech CEO's

Links Mentioned:

MrBeast Burger Shutting Down

MrBeast “Clones” Tweet

Cormac Mccarthy NonFiction Article

Twitch Drama

TradFi enters Crypto

Hosted on Acast. See acast.com/privacy for more information.

116: Reddit Protest, Messi MLS Contract & Jurassic Park 30th Anniversary Jun 14, 2023

Show notes

The NIA boys discuss the Reddit Protest, Messi's MLS Contract, Jurassic Park 30th Anniversary and much more.

Timestamps:

(00:00:00) - Intro
(00:06:20) - Reddit Protest Overview
(00:08:11) - Why Reddit Changed Their API Policy
(00:13:09) - The Power of Mods on Reddit
(00:17:18) - Reddit's Incentive Structure
(00:19:46) - Will the Protest be Successful?
(00:21:38) - Meme of the Week
(00:22:42) - The Global Football (Soccer) Landscape
(00:31:17) - Messi to the MLS
(00:33:57) - The Messi Effect
(00:35:18) - The Messi Deal Breakdown
(00:47:08) - Why the Messi Deal is a 1-of-1
(00:50:21) - The Importance of America in Entertainment
(00:54:00) - Jurassic Park 30th Anniversary
(00:57:26) - The Legacy of Jurassic Park's CGI
(01:00:14) - Steven Spielberg's Net Worth is $8 Billion

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/PJknCqdRIpE

Listen into our group chat on Telegram:

Let us know what you think on Twitter:

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Facebook: https://www.facebook.com/profile.php?id=100089813414522

Christian Selig Apollo Tweet

Links Mentioned:

Reddit Protest Overview

Why Apollo is shutting down

Rob Gallow's Twitter Profile

Stratechery Article on Reddit Revolt

Meme of the Week

David Beckham's MLS Contract

The Messi Deal

Jurassic Park Tweet

Jurassic Park CGI

How Steven Spielberg made Billions

Hosted on Acast. See acast.com/privacy for more information.

115: Apple Vision Pro Breakdown & Jack's Christie's Auction Recap Jun 07, 2023

Show notes

The NIA boys discuss the Apple Vision Pro announcement, Jack's Christie's Auction, Luton Town FC, American Innovation, and much more

Timestamps:

(00:00:00) - Intro
(00:02:03) - Jack's Christie's Auction Recap
(00:07:23) - Luton Town FC
(00:09:38) - Apple Vision Pro Breakdown
(00:13:11) - Spacial Computing
(00:15:18) - Hardware and Controls
(00:17:51) - AR Early Adopter Moment
(00:19:24) - Apple vs Facebook
(00:20:31) - Is AR a new Technological Paradigm?
(00:24:28) - AR Use Cases
(00:25:55) - NIA boys on the Future of AR
(00:29:19) - Vision OS
(00:30:01) - Apple Vision Pro vs Chat-GPT
(00:36:50) - Price Point
(00:42:18) - Initial Sales Predictions
(00:48:02:) - American Innovation

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/tyJQkENo1is

Listen into our group chat on Telegram:

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Jack's Christies Announcement

Links Mentioned:

Jack's Checks Tweet

Celia's Post About Jack's Journey

MKBHD's Impressions of Apple Vision Pro

Dan Siroker Tweet

Jason Fried Tweet

Ben Thompson's thoughts on Apple Vision

Hosted on Acast. See acast.com/privacy for more information.

114: The iPhone Story May 31, 2023

Show notes

Trung does a deep dive on the 2007 iPhone launch. He discusses Apple’s design process, the iconic iPhone Keynote, what was the first killer app?, why Jobs hated the App Store, the history of multi-touch, Gorilla Glass and much more.

Timestamps:

(00:00:00) - Intro

(00:07:07) - The Convergence of Technology Theory

(00:09:58) - The Fragility of Ideas

(00:15:11) - iPhone Background

(00:18:51) - iPhone's Success by the Numbers

(00:21:06) - The iPhone Development Story

(00:27:40) - Multi-touch Story

(00:42:43) - Apple's Previous Phone Project?

(00:46:08) - The Grind of Building the iPhone

(01:04:22) - The Inside Story of the Iconic iPhone Keynote

(01:07:00) - The Carrier Deals

(01:07:57) - Why Steve Hated the App Store

(01:11:18) - How to build trust with you end-user

(01:13:29) - Gorilla Glass Story

(01:21:16) - Summarizing the iPhone Story

(01:27:42) - Awards and Biggest Lessons

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/xoS_0Zoes9w

Listen into our group chat on Telegram:

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One Device by Brian Merchant

Links Mentioned:

The iPhone Keynote

How Apple Teaches Innovation

The iPhone's Success by the Numbers

Bill Burr's Steve Job Rant

Hosted on Acast. See acast.com/privacy for more information.

113: 1000 True Fans, AI Hype-Cycle, Raising Entrepreneurial Kids & Business Setbacks May 24, 2023

Show notes

The NIA boys discuss 1000 True Fans, AI Hype-Cycle, Raising Entrepreneurial Kids, Business Setbacks, and much more

Timestamps:

(00:00:00) - Intro
(00:01:39) - 1,000 True Fans
(00:17:28) - Raising Entrepreneurial Kids
(00:21:01) - AI Hype-Cycles
(00:31:00) - Business Setbacks
(00:44:07) - Balancing Creative Pursuits and Family life
(00:48:19) - Master Mind Groups?
(00:51:25) - AI and Creative Careers

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/xoS_0Zoes9w

Listen into our group chat on Telegram:

Let us know what you think on Twitter:

Follow NIA on social media: