The NIA boys discuss iPhone 16 Launch, Apple Intelligence + Siri, Kendrick Super Bowl & OnlyFans $6B Business
Timestamps:
- (00:00:00) - Intro
- (00:03:47) - Meme of the Week Pt 1
- (00:05:49) - Meme of the Week Pt 2
- (00:09:58) - Apple Intelligence + Siri
- (00:13:25) - iPhone 16 Launch
- (00:17:01) - Apple becoming a service company
- (00:29:54) - Kendrick Super Bowl Announcement
- (00:40:05) - OnlyFans $6B Business
- (00:55:41) - Cinematic AI
1) Apple's "Wonderlust" event highlights:
• iPhone 15: Marginal camera upgrades
• A18 chip: 30% faster, key for AI on-device
• Apple Intelligence: Siri revamp after 13 years
• AirPods as hearing aids: $249 vs. $2-3k traditional
"Software talk dominated hardware - sign of Apple's services shift" - Trung
2) OnlyFans by the numbers:
•$6.3B revenue in 2023 (up from $300M in 2018)
• 80% creator payout (vs. 55% YouTube)
• More UK tax revenue than North Sea oil ($118M vs $69M)
• Only 42 employees
"They're bringing in money for the UK government more than oil in the North Sea" - Bilal
3) OnlyFans business model:
• Subscriptions + transactions for "extras"
• No app store = no 30% Apple tax
• Desktop/browser-only = massive user dedication
• Power law: Top creators earning "NBA money"
4) The rise of Apple as a healthcare company:
• AirPods as hearing aids
• Apple Watch health features (ECG, blood oxygen)
• Focus on preventative care and monitoring
"Apple doesn't come in with 'hey man, like a hearing aid, we're cheaper.' That's not their play." - Trung
5) Hip-hop drama: Kendrick Lamar Super Bowl Announcement
• New Orleans upset over local artists exclusion
• Jay-Z's role in halftime show selection questioned
6) The future of content creation:
• AI-generated videos becoming indistinguishable
• Potential premium on "real" content
"The level of AI video is getting pretty insane." - Bilal
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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