Not Investment Advice

181: iPhone 16 Launch, Apple Intelligence + Siri, Kendrick Super Bowl & OnlyFans $6B Business

Sep 11, 2024

The latest iPhone 16 launch reveals marginal camera upgrades and a focus on AI through Siri's transformation. Apple’s shift towards healthcare is highlighted with AirPods being positioned as hearing aids. Meanwhile, OnlyFans reports astonishing growth, generating $6.3 billion in revenue, surpassing traditional sectors like oil. The discussion also toys with Kendrick Lamar's Super Bowl significance, alongside insights into hip-hop rivalries. Tune in for a humorous spin on tech trends and the changing landscape of content creation!

01:00:49

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Quick takeaways

OnlyFans generated $6.3 billion in 2023, showcasing a significant economic shift from traditional sectors like North Sea oil to digital platforms.

Apple is transitioning towards a service-oriented business model, emphasizing software advancements such as AI integration and a revamped Siri experience.

The emergence of AI-generated content poses potential challenges and opportunities for content creators on platforms like OnlyFans, impacting the creator economy.

Deep dives

Revenue Comparison: OnlyFans vs. North Sea Oil

In 2023, the revenue generated by OnlyFans significantly surpassed that of traditional sectors such as North Sea oil. The British government collected £118 million from corporation tax paid by OnlyFans' parent company, double the £69 million received from North Sea oil royalties and license fees. This comparison highlights the growing economic impact of digital platforms, particularly those in the adult entertainment sector. The success of OnlyFans suggests a shift in revenue generation from conventional industries to innovative business models driven by digital content creation.

Intro

2min

Apple's AI Revolution and Industry Insights

18min

Apple Innovations: Health and Hearing

6min

Innovative Ear Protection and Nightclub Culture

2min

Hip-Hop, Headphones, and Halftime Show Dynamics

12min

The Rise of OnlyFans: A Cultural and Financial Analysis

10min

Navigating Free Speech and App Store Regulations in Social Media

2min

Financial Gains and AI in Adult Content

9min

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

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