Introduction

2min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

The speakers delve into the fluctuating profitability and valuation of a particular business, highlighting its decline from 40 billion to 13 billion in the last two years. They explore the influence of the network effect and monetary policy on this business, while also sharing lighthearted banter about a peculiar chair in the background.

The NIA boys discuss Grayscale vs. SEC, Instacart & Klaviyo IPOs, How Stock Exchanges Work, TikTok’s Spotify Competitor & much more

Timestamps:

(00:00:00) - Intro
(00:03:16) - Grayscale vs. SEC
(00:08:25) - IPO Window Open?
(00:13:09) - First Party Data Explained
(00:15:40) - Instacart Breakdown
(00:27:26) - Klaviyo Breakdown
(00:38:32) - How Stock Exchanges Work
(00:51:39) - Why Stock Exchanges are the New Power Brokers
(00:59:57) - TikTok’s Spotify Competitor

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/LU8ChmKwLKY

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

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