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Not Investment Advice

179: Telegram & Pavel Durov, $100m Podcast Deals (Alex Cooper, Kelce Bros), Oasis Reunion & Costco Japan

Aug 28, 2024
01:11:42
Snipd AI
Pavel Durov, the founder of Telegram, joins the conversation after a recent arrest in Paris raises significant questions about free speech and content moderation. They dive into the encryption complexities of Telegram, discussing its security features and government scrutiny. The talk shifts to the billion-dollar podcast market, featuring multi-million dollar deals by Alex Cooper and the Kelce brothers. Lastly, the hosts explore Costco's massive popularity in Japan, emphasizing the cultural adaptation that makes it a hit among locals.
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Podcast summary created with Snipd AI

Quick takeaways

  • Pavel Durov's arrest in France emphasizes the challenges of balancing free speech and content moderation on platforms like Telegram.
  • The surge in multi-million dollar podcast deals demonstrates a shifting landscape, with high-profile hosts like Alex Cooper commanding significant attention and revenue.

Deep dives

Costco's Unique Appeal in Japan

Costco has opened several locations in Japan, with the most recent in Okinawa attracting massive crowds. The store offers a unique shopping experience with its bulk sizing model, which is particularly appealing in a market where such options are limited. Japanese consumers appreciate Costco's value for money, especially when it comes to the Kirkland brand and direct supply chain practices that eliminate middlemen. This approach results in significant cost savings that resonate well with shoppers who are accustomed to higher prices due to traditional retail structures.

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