Not Investment Advice

The NIA boys discuss NIA Break, Astra vs. Fable, Hugging Face Hack, Foldable iPhone & Content Reccs Timestamps (00:00:00) - Intro (00:00:39) - NIA Break (00:05:06) - Astra vs. Fable (00:13:11) - Hugging Face Hack (00:30:11) - saaspocalypse's over? (00:39:10) - Foldable iPhone (00:48:05) - Content Reccs Links Mentioned: Creator Lab:  https://linktr.ee/creatorlabfm Dwarkesh blog post -&nbsp...

The NIA boys and special guest host Zaid Admani discuss Nvidia's $500B Chip Fund, Google Buys Spirit Airlines Data, Rise of American Travel & Gen Z Sports Betting Timestamps (00:00:00) - Intro (00:04:21) - Nvidia's $500B Chip Fund (00:16:18) - Google Buys Spirit Airlines Data (00:31:10) - Anthropic vs OpenAI (00:40:39) - Rise of American Travel (00:59:46) - Gen Z Sports Betting What Is Not Inv...

The NIA boys discuss fomo app, Geeks, MOPs & sociopaths, AI barrel of intelligence, country of geniuses & zuck’s manifesto Timestamps (00:00:00) - Intro (00:04:43) - fomo app (00:13:25) - Geeks, MOPs & sociopaths (00:30:51) - Claude's invisible watermark (00:36:56) - AI barrel of intelligence & country of geniuses What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi...

The NIA boys discuss Saylor Selling, Coldcard Hack, Ethereum is 11, Prediction Markets & Apple to $5T Timestamps (00:00:00) - Intro (00:03:24) - Saylor Selling (00:07:45) - Coldcard Hack (00:15:51) - Ethereum is 11 (00:21:34) - Prediction Markets (00:38:11) - Apple to $5T What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the e...

The NIA boys discuss Jack's Super Rare Upset, fwa.fun, Anthropic’s $1.5bil Settlement & AI vs. Labor Cost Timestamps (00:00:00) - Intro (00:01:22) - Jack's Super Rare Upset (00:12:17) - fwa.fun (00:27:27) - Market Sentiment (00:30:16) - Anthropic’s $1.5bil Settlement (00:45:33) - AI vs. Labor Cost What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss wha...

The NIA boys discuss Spain's World Cup, Kimi Chinese AI Model, Truth Social API & Oasis Index Timestamps (00:00:00) - Intro (00:03:20) - Spain's World Cup (00:09:38) - Kimi Chinese AI Model (00:44:38) - Truth Social API (00:49:41) - Oasis Index What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the intern...

The NIA boys discuss World Cup Final Predictions, Apple vs. OpenAI & The AI Coding War Timestamps (00:00:00) - Intro (00:02:05) - World Cup Final Predictions (00:20:10) - Apple vs. OpenAI (00:36:48) - The AI Coding War What 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, technol...

The NIA boys discuss England vs. Mexico, Balogun Pardoned, Economy of Words, Robinhood DeFi and X Money Timestamps (00:00:00) - Intro (00:01:47) - England vs. Mexico (00:06:17) - Balogun Pardoned (00:12:34) - Economy of Words (00:27:36) - Robinhood DeFi (00:33:27) - X Money (00:47:08) - Meme of the Week What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss w...

Trung does a deep dive on La Sagrada Familia, the longest-running construction project in the world, spanning over 140 years. Started in 1883 by Antoni Gaudí, the basilica embodies his vision of creating "the Bible in stone" through revolutionary architectural techniques inspired by natural forms. Despite numerous historical challenges and Gaudí's death in 1926, the project continues today, funded...

The NIA boys discuss Jack at World Cup, MidJourney Medical, Google’s AI Fumble & Toy Story 5 Timestamps (00:00:00) - Intro (00:02:03) - Jack at World Cup (00:18:18) - MidJourney Medical (00:39:57) - Google’s AI Fumble (00:45:34) - Toy Story 5 What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the lat...

The NIA boys discuss SpaceX at ~$3T, World Cup Ads, Claude Fable Shutdown & Jack’s New Project Timestamps (00:00:00) - Intro (00:02:42) - SpaceX at ~$3T (00:28:35) - World Cup Ads (00:38:03) - Claude Fable Shutdown (01:08:29) - Jack’s New Project What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the...

The NIA boys discuss World Cup Ticketing Fiasco, Why Saylor is Selling BTC, Elon Web Services, Siri AI & Claude Fable Timestamps (00:00:00) - Intro (00:01:55) - World Cup Memes and Excitement (00:17:25) - World Cup Ticketing Fiasco (00:32:14) - Why Saylor is Selling BTC (00:40:29) - Elon Web Services (00:42:01) - Claude Fable (00:53:00) - Siri AI What Is Not Investment Advice? Every week, Jack...

The NIA boys discuss Ferrari Luce & Luxury EV Market, YouTubers Taking Over Hollywood (Obsession, Backrooms) and Berkshire x Google Timestamps (00:00:00) - Intro (00:03:27) - Ferrari Luce & Luxury EV Market (00:34:26) - YouTubers Taking Over Hollywood (Obsession, Backrooms) (00:48:29) - Berkshire x Google What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan...

The NIA boys discuss Space X IPO, Enhanced Games Business Model & Ferrari’s First EV Timestamps (00:00:00) - Intro (00:02:55) - Meme of the Week (00:04:39) - Space X IPO (00:37:06) - Enhanced Games Business Model (00:52:14) - Ferrari’s First EV What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet +...

The NIA boys discuss how The AI Gold Rush Is Warping Tech Careers Timestamps (00:00:00) - Intro (00:07:14) - Viral Tweet about AI Gold Rush Consequences (00:17:34) - Societal Sentiment about AI (00:24:45) - AI Leadership Discourse (00:31:21) - Raising Kids in the AI age (00:34:06) - Finding Meaning Discussion What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Pha...

The NIA boys discuss Audemars Piguet x Swatch, SpaceX’s $6B Anthropic Deal & Ted Turner Legacy Timestamps (00:00:00) - Intro (00:02:15) - Audemars Piguet x Swatch (00:22:23) - SpaceX’s $6B Anthropic Deal (00:33:54) - Ted Turner Legacy What 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...

The NIA boys discuss GameStop x eBay (?), Zoom’s Anthropic Stake, Spirit Airlines Shuts Down & Amazon Logistics Timestamps (00:00:00) - Intro (00:02:11) - GameStop x eBay (?) (00:17:17) - Zoom’s Anthropic Stake (00:20:37) - GameStop x eBay (?) pt 2 (00:29:20) - Spirit Airlines Shuts Down (00:47:31) - Amazon Logistics What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi &am...

The NIA boys discuss Adobe vs. Figma vs. Canva vs. Claude Design Timestamps (00:00:00) - Intro (00:03:28) - Adobe vs Figma breakdown (00:14:03) - Canva (00:17:12) - Claude Design (00:23:26) - Claude Design will eat Figma (00:26:33) - Claude Design Demo (00:36:54) - Positioning of Canva vs Figma vs Adobe (00:54:27) - Jack's Design Stack What Is Not Investment Advice? Every week, Jack Butcher,...

The NIA boys discuss Apple’s Tim Cook Era (Wins & Losses)  Timestamps (00:00:00) - Intro (00:03:28) - Apple’s Tim Cook Era (00:14:03) - Tim Cook 2 Biggest Bets (China & AI) (00:27:00) - John Ternus and Apple's future What 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...

The NIA boys discuss Claude Mythos, The Clipping Economy & Anthropic’s $30B vs. OpenAI’s $25B (?) Timestamps (00:00:00) - Intro (00:03:20) - Claude Mythos (00:13:27) - The Clipping Economy (00:23:16) - Claude Mythos (pt2) (00:27:09) - Anthropic’s $30B vs. OpenAI’s $25B (?) What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on...

The NIA boys discuss AsiaMaxxing, Jack at Art Basel Hong Kong, Trung in Tokyo & Japan Twitter Timestamps (00:00:00) - Intro (00:02:07) - Jack at Art Basel Hong Kong (00:11:05) - Deep Dive on WORK, LUCK, PLAY (00:22:38) - Trung in Tokyo (00:27:55) - Japan Twitter What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges...

The NIA boys discuss Bitcoin Quantum Threat, Google TurboQuant vs. Memory & OpenAI Shuts Down Sora Timestamps (00:00:00) - Intro (00:02:12) - Bitcoin Quantum Threat (00:19:20) - Google TurboQuant vs. Memory (00:30:08) - OpenAI Shuts Down Sora What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + th...

The NIA boys discuss Nvidia GTC, AI Inference Explained, Jensen new Steve Jobs & Super Micro’s $2.5B Smuggling Scheme Timestamps (00:00:00) - Intro (00:04:21) - Meme of the Week (00:05:37) - Jensen new Steve Jobs (00:09:29) - Nvidia GTC (00:13:46) - AI Agents and OpenClaw (00:22:11) - AI Inference Explained (00:29:31) - Super Micro’s $2.5B Smuggling Scheme What Is Not Investment Advice? E...

The NIA boys discuss Naval's “Coding an app is the new starting a podcast” tweet, Jack VV AI Projects & Karpathy AI Proof Jobs Timestamps (00:00:00) - Intro (00:03:41) - “Coding an app is the new starting a podcast” (00:25:26) - Jack VV AI Projects (00:36:57) - Karpathy AI Proof Jobs What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're find...

The NIA boys discuss the Sphere’s $4B Business Timestamps (00:00:00) - Intro (00:01:19) - What Is the Sphere  (00:03:28) - James Dolan's Three Public Companies (00:04:58) - The Backstory of the Sphere (00:10:45) - Revenue Breakdown: IP, Live Events, Sponsorships, F&B (00:14:37) - Expansion Plans (00:18:08) - The importance of IP (00:24:38) - James Dolan's Origin Story (00:27:20) - Final T...