The most valuable re'l stay is the top of google search results. It's anything on amazon screen rays like, it's upon the product page. Is like litery, the most valuable. The least defensible part for the incumbent company is the profile picture. What are they going to do? Are they going to stop people from uploading ra its? Like an amazon, you can't just put anything on the webs an. They control it. Ar, probably most value in base commerce. But what do you think about the fact that it's about signalling to thatl right? Because in the same way we've talked about rolex watches. Ohad shake from afar or
Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
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Timestamps:
- 0:00:00 – Intro + What We’ll Cover + Metagame
- 0:07:19 – Cobie Trading The Metagame + Crypto Gaming
- 0:13:30 – Elon On SNL Meta Narrative
- 0:20:45 – Geopolitical Super Cycles + Vietnam’s Foreign Direct Investment
- 0:23:51 – Bored Ape Flips CryptoPunks + Celebrities Investing
- 0:34:57 – Apes To Real Estate + Price Fluctuation
- 0:42:43 – Mortgage, 17,000% Returns + Exit Plan
- 0:49:57 – Why PFPs Breakout
- 0:58:20 – Worst Predictions + First Mobile Phones
- 1:05:38 – Steve Ballmer + Blackberry Vs. iPhone
- 1:10:17 – Google’s Growth On Internet Explorer
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