The only data set that you can legitimately Train an AI on and say you own the data that it trained on is Real time real time real time. He's probably reevaluating that deal saying this should be worth way more than you're paying or something like that. And so it feels like well, I'm gonna save this for my own AI pleasures That is actually something I didn't even think about that is. The access to the unique there is one of the key ingredients.
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.