Not Investment Advice 229: Oasis Concert, Chamath Launching SPAC, Intel Turnaround (?) & How The South Park Guys Became Billionaires
Aug 20, 2025
The hosts dive into the nostalgic vibes of an Oasis concert at Wembley, reminiscing about its impact. They discuss Chamath's ambitious SPAC launch and the intriguing challenges Intel faces in the tech industry. There's a fascinating look at how the creators of South Park turned their animation into a billion-dollar empire through clever contracts and streaming deals. Additionally, they explore the shift of UFC to a subscription model, weighing its benefits against potential visibility losses. It's a lively mix of music, tech, and business insight!
AI Snips
Chapters
Books
Transcript
Episode notes
How South Park Creators Became Billionaires
- Trey Parker and Matt Stone negotiated a rare clause that now gives them half of streaming revenue for South Park.
- That 50% split turns Paramount's $1.5B payment into $750M for the creators, making them billionaires.
Oasis Reunion At Wembley
- Jack attended an Oasis reunion show at Wembley and described it as a highly nostalgic, emotional event.
- He praised Liam's strong vocals and recommended the experience for fans who can attend upcoming dates.
Why SPACs Attract Casino-Like Behavior
- SPACs lower the regulatory bar and let companies access public capital faster, attracting speculative issuers.
- Sponsors like Chamath profit upfront via fees and equity regardless of long-term public performance.
