Twitter is in a unique position because of his ability to like if it was some like Holding company that bought Twitter, I wanted to rebrand it the next day. Even his distribution alone and the willingness to write about every decision he makes good or bad is You're operating from a completely different Circumstance then just evaluating a name change for a faceless brand. Some of the arguments just don't make sense to me Whereas people are not gonna know that Twitter change to X Like literally you're out there educating everybody about this.
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.