Twitter is more about consumer facing versus Just business didn't they aren't their parallels with like how the Tesla narrative evolves where it's like yeah He's gonna be self-driving cars You could be able to rent out your Tesla. So I feel like that's part of the strategy to is expand it so that like it can hold this much much bigger Narrative and I'm sure there's Raising money or taking it public or whatever in the longer term goal.
The NIA boys discuss Twitter rebrand to X, Oppenheimer vs. Barbie and Messi/Mbappe.
Timestamps:
(00:00:00) - Intro
(00:04:00) - Twitter Rebranding to X
(00:11:08) - Jack’s thoughts on the rebrand
(00:15:14) - Twitter’s Network Effect
(00:23:27) - Threads is a Reset of Instagram
(00:29:25) - X IPO?
(00:34:51) - Jack’s Thoughts on the new X Logo
(00:45:19) - Twitte Bull Case
(00:53:27) - Barbiheimer
(00:58:36) - Barbiheimer Backstory
(01:01:09) - Thoughts on Barbiheimer
(01:06:05) - Crazy Marketing Hack Sound of Freedom
(01:09:04) - Messi Update
(01:15:37) - Mbappe’s $776 Million Offer from Saudi Arabia
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.