The Value of the Network Effect

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The value of the network is just orders of magnitude more important than being able to clone the product. It's like a synthetic version of something that you spend all your time in and then someone makes a clone of it full of different people. Changing a logo on a whim and usage probably going up is not replicating the things that are valuable about that network. The beauty of this I guess is with every change comes a huge amount of attention, either criticizing it or supporting it.

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

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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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