Matt Bellany which writes puck. News well Media insider has a very interesting podcast to call it the town I highly recommend listening to it shorts about 30 minutes come down a week Are you guys familiar with this this other movie that's killing it which is like Q and non adjacent? I'm not I haven't seen it. Jack Okay, so before we talk about this film which according to Matt Bellany is actually the larger lesson of the summer If anything could be taken at all. What do you guys think to all it's happening Barbie Heimer? Are there any lessons here? Or is it just like the perfect storm?perfect storm it's like It feels to me like those two films
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.