Mint Mobile

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Mint was built on top of T-Mobile's network. It created value as like a quote, quote, start up mobile targeting and different segment that T-Mobile wasn't in their expertise or they didn't want that lose their brand. So I did some napkin math. I think mint mobile is worth less than 100 million when Ryan Reynolds bought it in. And so if it's worth less than100 mil within two and a half years, you probably doubled or tripled the subscriber base.

Trung & Bilal discuss Balaji's $1m Bitcoin bet, the banking crisis, Ryan Reynolds business empire, Trung’s meme going super viral and GPT-4.

Timestamps:

(00:00:00) - Intro
(00:04:11) - Meme of the Week
(00:08:50) - The Backstory to Trung’s Tweet
(00:11:31) - How a meme goes viral
(00:13:11) - Balaji's Background
(00:15:28) - Balaji's $1m Bitcoin Bet
(00:16:55) - Banking Crisis Explained
(00:21:57) - SVB Post-Mortem
(00:27:03) - Infinite Money Printing Back?
(00:32:36) - Swap Lines Explained
(00:36:32) - Trung's take on Balaji’s Argument
(00:41:28) - Bilal’s take on Balaji’s Argument
(00:47:54) - Doing it for the meme?
(00:50:28) - Hyperbitcoinization?
(00:53:29) - Ryan Reynolds Business Empire
(00:55:30) - Van Wilder
(00:57:06) - Deadpool and Aviation Gin
(00:59:39) - Fastvertising
(01:01:08) - Mint Mobile and MVNO Businesses
(01:04:38) - Wrexham F.C.
(01:07:26) - Bearly A.I. Plug
(01:08:00) - GPT-3 vs GPT-4
(01:09:17 ) - Microsoft Copilot

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.

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