Not Investment Advice

Bilal Zaidi, Jack Butcher, Trung Phan
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Sep 21, 2022 • 1h 7min

78: Why Jack LOVES Figma, Porsche IPO & The Biggest Short Squeeze Ever (VW)

Timestamps:(00:00:00) - Intro + Preview on Porsche IPO(00:02:32) - Figma Acquired by Adobe(00:24:40) - Figma Easier And Better Than Adobe(00:29:09) - Is cloning Figma harder than cloning Slack?(00:35:44) - Is Figma Worth $20bil to Adobe?(00:47:59) - The Relationship Between VW And Porsche(00:50:35) - Why Jack Loves Porsche(00:53:13) - Porsche Valuation & Greatest Short Squeeze EverWhat 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.Watch + Subscribe on YouTube:https://youtu.be/WXkjtN2-huYJoin our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcast Hosted on Acast. See acast.com/privacy for more information.
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Sep 14, 2022 • 1h 5min

77: Jon Wu on Ethereum Merge, Starbucks/Polygon & Kanye’s Business Deals

Timestamps:(00:00:00) - Intro + Meme Of The Week   (00:03:19) - Burning Man Highlights   (00:05:59) - Ethereum Merge In Simple Terms(00:10:39) - Pros & Cons Of Proof Of Stake(00:12:49) - Store Of Value(00:16:01) - Examples of Bad Behavior in Proof Of Stake Mechanism   (00:20:31) - Merge, Surge, Verge, Purge, And Splurge(00:23:08) - Verkle Trees + Polygon(00:32:28) - Should We Be Worried?   (00:35:19) - Polygon Powering Starbucks Loyalty(00:38:28) - Jon Wu's Case Study on Starbucks   (00:47:39) - Will Starbucks Call Them NFTs?(00:50:02) - Kanye’s Business Deals & Negotiating in PublicWhat 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.Watch + Subscribe on YouTube:https://youtu.be/5UPXVwHRo0AJoin our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcast Hosted on Acast. See acast.com/privacy for more information.
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Sep 7, 2022 • 56min

76: Mr. Beast Burger, Andrew Tate DEPLATFORMED & Where Memes Come From

Timestamps:(00:00:00) - Meme Of The Week  (00:01:07) - Summer Is Over + Long Weekend  (00:03:44) - Mr. Beast Burger Launch in Mall Of America  (00:07:03) - Mr. Beast Reinvests $1mil Per Video(00:16:18) - George Clooney & Ryan Reynolds Examples(00:20:57) - Kevin Hart - Hart House  (00:22:40) - Will Mr. Beast's Content Evolve?  (00:26:31) - Kobe Bryant Bought 10% of BodyArmor in 2014(00:27:10) - KSI  (00:33:32) - Andrew Tate DEPLATFORMED  (00:45:48) - Takeaways(00:48:08) - How Memes Spread Through The InternetWhat 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.Watch + Subscribe on YouTube:https://youtu.be/Dg3nkPTWlugJoin our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcast Hosted on Acast. See acast.com/privacy for more information.
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Aug 31, 2022 • 1h 7min

75: Vitalik Packing Heat, AI & Hollywood, Ryan Reynolds Wrexham AFC, Euro Energy Crisis

This week the NIA boys discuss:– vitalik's meme– can AI crack hollywood?– ryan reynolds & wrexham afc– influence vs capital– european energy crisisTimestamps:(00:00:00) - Intro(00:02:23) - Meme Of The Week: Vitalik Packing Heat(00:04:29) - Can AI Crack Hollywood?(00:26:35) - Ryan Reynolds Doc + Influence vs Capital(00:36:20) - WAGMI United(00:42:01) - Football + Inelastic Demand(00:55:23) - European Energy CrisisWhat 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.Watch + Subscribe on YouTube:https://youtu.be/W5-JrVeNnPoJoin our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcastLinks Mentioned:Trung’s AI Hollywood writeup in Bloomberg:https://www.bloomberg.com/opinion/articles/2022-08-16/will-artificial-intelligence-ever-crack-the-code-for-hollywood-blockbusters#xj4y7vzkg Hosted on Acast. See acast.com/privacy for more information.
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Aug 23, 2022 • 1h 15min

74: AMA - Favorite Books & Pods, Crypto Tribalism, MBA vs. Startups, Businesses To Start, Next Trillion Dollar Company

Timestamps:(00:00:00) - Intro(00:00:50) - Tribalism in Crypto(00:12:23) - Resource From Jack(00:14:49) - Another Resource From Trung(00:15:54) - Easiest Business Opportunities(00:33:12) - Storytelling in Marketing(00:40:35) - Next Trillion Dollar Company (00:45:42) - Physical Routines(00:52:16) - Favorite Books + Movie(01:05:43) - MBA worth it? (01:08:53) - Bilal's Take On MBA(01:11:58) - Underrated BBQWhat 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.Watch + Subscribe on YouTube:https://youtu.be/xhs2svK6jXoJoin our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcastLinks Mentioned:Permissionless Apprentice (Resource)Eric Jorgenson + Bilal Creator Lab Interview (Podcast)Hitch-22 (Book)Hitchens - Arguably Essays (Book)Hardcore History (Supernova from the East) (Podcast)C Thi Nguyen (Ezra Klein podcast)Getting Real - Have an Enemy (Blog)Rework (Book)Inner City Pressure: The Story Of Grime (Book) Hosted on Acast. See acast.com/privacy for more information.
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Aug 16, 2022 • 2h 13min

73: Tetranode (9-figure Whale) on ETH Merge, Bitcoin, DeFi & NFTs

Tetranode went from a dishwasher to a 9-figure crypto whale. We talk through why Saylor was wrong about ETH, what it's like operating in DeFi at his scale, the upcoming ETH merge, some not investment advice price predictions & audience questions.Timestamps:(00:00:00) - Intro   (00:03:46) - Saylor, DeFi & Skin In The Game(00:09:17) - Bitcoin settlement layer of value?(00:11:46) - The Merge   (00:15:14) - Tetranode’s First $100k + First Million(00:18:24) - Ethereum Is Shattering Every Single Metric Except Market Cap   (00:20:57) - Fair Criticism of Ethereum   (00:22:25) - Evaluating Protocols On Ethereum   (00:24:44) - Real DeFi(00:27:37) - 3AC Tweet & Vitalik in the group chat  (00:33:07) - Antifragility & Convex(00:37:10) - What % of your portfolio is not crypto?(00:37:58) - “Web 2.0 Puts Me To Sleep”(00:42:10) - Levels of Security & Financial Sovereignty(00:48:20) - Being A Public Figure   (00:50:02) - Tetranode on Pomp   (00:54:29) - Will Bitcoin Evolve?(00:56:44) - Turning NFTs into DeFi   (01:03:40) - Yield Comes From Speculation & Leverage(01:04:45) - Longer Term Vision For DeFi(01:12:24) - When Tetranode Got It Wrong   (01:18:50) - Alternative Layer 1s(01:26:43) - Second & Third Order Effects of The Merge (01:34:13) - Projects That Could Last A Decade   (01:37:42) - Quick Break Before Twitter Q&A   (01:38:44) - Tetranode's Day-to-Day & Decentralization vs Control(01:42:44) - Price Prediction For ETH   (01:45:23) - Project That Has Not Been Created That You'd Like To See Happen  (01:47:12) - Who cares about decentralization?(01:49:40) - Dishwashing Skills to Trading(01:52:06) - Most Contrarian Trade(01:54:35) - Is Tetranode One Person?(01:58:03) - Where To Live(02:01:52) - Favorite Books & CryptoPunkWhat 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.Watch + Subscribe on YouTube:https://youtu.be/elTUJO7BlkcJoin our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcastAnd our guest @tetranode Hosted on Acast. See acast.com/privacy for more information.
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Aug 10, 2022 • 1h 2min

72: Mary Childs, Planet Money: Bond Market, Bill Gross, Crypto & Substack Revolution

Mary Childs is the co-host of NPR’s Planet Money & has been a business reporter for over a decade (Bloomberg News, Financial Times, Barron’s, Reuters). She's the author of “The Bond King”, a profile of Bill Gross & his bond management firm (PIMCO) which managed ~$2T at its peak.Timestamps:(00:00:00) - Intro(00:00:48) - Meme Of The Week(00:01:35) - Mary Child's Book: The Bond King(00:05:09) - Stock Market vs Bond Market(00:07:41) - Who Are The Lenders In The Bond Market(00:09:12) - Bill Gross(00:10:42) - Bonds Then vs Now(00:16:37) - Bill Gross Motivation(00:19:27) - Mary’s Take On Bitcoin & Crypto(00:30:26) - Planet Money's Crypto Stories(00:31:17) - Can Crypto Change The Bond Market?(00:32:15) - Going Solo(00:37:18) - How has the life of a story changed?(00:39:55) - Planet Money(00:41:51) - The Definition Of Recession(00:45:24) - Podcasting: what you’d do differently with no restrictions(00:48:18) - Joe Rogan + Long Pods(00:51:14) - How NIA Boys Manage Information Flow(01:01:01) - Mary’s 3 Fav PodcastsWhat 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.Watch + Subscribe on YouTube:https://youtu.be/jcw8YZ0b6lAJoin our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcast Hosted on Acast. See acast.com/privacy for more information.
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Aug 3, 2022 • 59min

71: The LVMH Strategy, Tiffany’s Punks & Luxury Marketing

Timestamps:00:00:00 - Intro, Vitalik & Saylor beef00:02:30 - Tiffany Punks00:11:30 - LVMH & who is Alexandre Arnault?00:14:25 - Star Brands, Timeless & Modernity00:24:15 - How brands stay relevant00:30:20 - Luxury Marketing Breakdown00:42:35 - "It Ain't Ralph Tho"00:44:02 - Birkin Bag Breakdown00:46:30 - Bored Apes Off-White of NFTs?00:50:22 - Birkin Bag Supply vs Punks?00:53:10 - Whitelists & ScarcityWhat 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.Watch + Subscribe on YouTube:https://youtu.be/syYl_v36H2UJoin our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcast Hosted on Acast. See acast.com/privacy for more information.
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Jul 27, 2022 • 1h 56min

70: Amazon’s Best Acquisitions + AMA (First Jobs, Jack’s NFT Trades, Solopreneurship)

Timestamps:(00:00:00) - Intro(00:04:39) - Nancy Pelosi Meme & Drama In The DMs(00:08:41) - Amazon’s Best Acquisition & One Medical(00:39:30) - AMA Starts(00:40:05) - Jack's First Dollar(00:43:02) - Trung's First Dollar(00:46:58) - Bilal's First Dollar(00:50:53) - Jack’s NFT Trades(01:06:52) - Why Bilal Left Google(01:12:04) - ETH or BTC if you had to pick one?(01:15:56) - Any Plans To Monetize The Podcast?(01:26:05) - Going Solo vs Working In A Company(01:37:56) - What Matters In Creative Work?(01:41:18) - Starting a Business: USA vs UKWhat 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.Watch + Subscribe on YouTube:https://youtu.be/2laDa4Z8X_gJoin our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcast Hosted on Acast. See acast.com/privacy for more information.
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20 snips
Jul 23, 2022 • 1h 22min

68: Ted Gioia: The history of music innovation, Silicon Valley vs. Hollywood

Ted Gioia is a leading music historian and author of 11 books including “The History of Jazz” and “Music: A Subversive History”. He combines his cultural expertise with an extensive business background as a strategy consultant and Stanford MBA.He also writes an incredibly insightful Substack: https://tedgioia.substack.com/You can find him on Twitter: @TedGioiaTimestamps:(00:00:00) - Intro + Ted’s Background(00:03:16) - Why Culture Is Looking Backwards(00:09:08) - Financialization Of Entertainment(00:11:52) - Music And The Lindy Effect(00:16:12) - How To Foster A Counterculture(00:20:01) - Why Music Innovation Comes From Outsiders(00:25:58) - How Music Changes Your Body Chemistry(00:34:47) - The Downside Of The “Four Chords” Pop Music Formula(00:40:32) - How To Do Compounding Work(00:45:55) - How To Pursue A Creative Career(00:49:40) - Ted’s Thoughts On Rene Girard(00:55:22) - Rene Girard And Rock Music(01:02:35) - Hollywood vs. Silicon ValleyWhat 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.Watch + Subscribe on YouTube:https://youtu.be/dKr-nBrbl_gJoin our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcast Hosted on Acast. See acast.com/privacy for more information.

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