Not Investment Advice

The NIA boys discuss What’s Driving ETH Price, Bitcoin All Time High, Treasury Company Playbook, Stablecoin Bill & Crypto Collateral Loans Timestamps: (00:00:00) - Intro (00:01:59) - What’s Driving ETH Price (00:06:44) - Stablecoin Bill and Possible Impact (00:15:11) - Treasury Company Playbook (00:18:37) - ETH Narrative Changing (00:25:42) - ETH Evolution (00:32:17) - NFT Value Prop (00:...

The NIA boys do an AMA where they discuss Historical Figures they'd like to meet, PHDs vs AI, Simulation Theory, Fav 90s Media, Life Swap, Traits From Parents & Routines Timestamps: (00:00:00) - Intro (00:03:05) - Life Swap (00:04:44) - Meeting Historical Figures (00:13:01) - PHDs vs AI (00:31:45) - Traits From Parents (00:35:09) - Fav 90s Media (00:48:01) - Routines W...

The NIA boys do an AMA where they discuss China vs. US Energy, Population Decline, Tech Layoff Drivers & Future of AI Podcasting Timestamps: (00:00:00) - Intro (00:01:12) - China vs. US Energy (00:16:48) - Population Decline (00:25:11) - Tech Layoff Drivers (00:46:43) - Future of AI Podcasting What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what th...

The NIA boys do an AMA where they discuss 1% Products, Dream Businesses, Disagreements, BYD vs. Tesla & is UBI a Good Idea? Timestamps: (00:00:00) - Intro (00:01:28) - 1% Products (00:08:37) - Dream Businesses (00:17:59) - Disagreements (00:24:27) - BYD vs. Tesla (00:29:44) - is UBI a Good Idea? What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what...

The NIA boys discuss Booking: $170B+ A/B Testing Machine & How a $5000 Vegas Bet Saved FedEx Timestamps: (00:00:00) - Intro (00:02:20) - Booking's $170B+ A/B Testing Machine (00:36:16) - How a $5000 Vegas Bet Saved FedEx 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, techn...

The NIA boys discuss Stablecoin Opportunity, Circle’s $25B+ IPO, WhatsApp Gets Ads & Meta’s $15B Scale AI Deal Timestamps: (00:00:00) - Intro (00:09:28) - Stablecoin Opportunity (00:25:50) - Circle’s $25B+ IPO (00:38:52) - Credit Card Points (00:51:37) - WhatsApp Gets Ads (01:03:14) - Meta’s $15B Scale AI Deal What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Pha...

The NIA boys discuss Apple WWDC Liquid Glass Flop, Hollywood vs. AI, Veo 3 & Elon vs. Trump Timestamps: (00:00:00) - Intro (00:04:02) - Apple WWDC Liquid Glass Flop, (00:27:19) - Hollywood vs. Veo3 (00:49:25) - Elon vs. Trump 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,...

The NIA boys discuss PSG's Win, Dyson’s $20B Run, Mary Meeker’s Trends, Waymo vs. Lyft & $500B+ Middle East AI Deal Timestamps: (00:00:00) - Intro (00:00:56) - PSG Win (00:07:07) - Dyson’s $20B Run (00:28:12) - Mary Meeker’s Trends (00:35:02) - Waymo vs. Lyft (00:43:09) - $500B+ Middle East AI Deal What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss wh...

The NIA boys discuss Google I/O, OpenAI’s $6.4B for Jony Ive & how Apple fumbled AI Timestamps: (00:00:00) - Intro (00:03:59) - Meme of the Week (00:05:47) - Google I/O Wrap (00:32:55) - OpenAI’s $6.4B for Jony Ive (00:47:46) - How Apple Fumbled AI What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + t...

The NIA boys discuss Burrito Loans, AI Product vs. Distribution, Power Laws in Online Dating Timestamps: (00:00:00) - Intro (00:01:22) - Meme of the Week (00:02:54) - Burrito Loans (00:18:31) - AI Product vs. Distribution (00:38:46) - Power Laws in Online Dating What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the in...

The NIA boys discuss Rent vs. Buy, ChatGPT in College, OpenAI’s For-Profit Pivot & Is Google Search Cooked? Timestamps: (00:00:00) - Intro (00:10:27) - Meme of the Week (00:11:10) - Rent vs. Buy (00:16:00) - ChatGPT in College (01:07:30) - OpenAI’s For-Profit Pivot (01:14:00) - Is Google Search Cooked? What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discus...

The NIA boys discuss Warren Buffett 60-Year Run, Berkshire's $150B+ Apple Bet, iPhone App Store Lawsuit and OpenAI's "Glazing" Controversy Timestamps: (00:00:00) - Intro (00:06:40) - Meme of the Week (00:07:40) - The Myth of Warren Buffett (00:19:57) - Warren Buffett 60-Year Run (00:31:22) - Berkshire's $150B+ Apple Bet (00:41:01) - The Future of Berkshire Hathaway (00:47:06) - iPhone App Store La...

The NIA boys discuss White Lotus, Case Against Streaming TV, Favorite Biographies & Business of Casinos Timestamps: (00:00:00) - Intro (00:01:07) - Bilal's TV Recommendation: Adolescence (00:04:30) - Case Against Streaming TV (00:12:07) - White Lotus Review (00:16:49) - Case Against Streaming TV Pt2 (00:28:45) - Favorite Biographies (00:36:55) - Favorite Podcasts (00:39:09) - Business of Casin...

The NIA boys discuss Meta & Google Antitrust Cases, ChatGPT Memory Implications & Personalized AI Learning Timestamps: (00:00:00) - Intro (00:04:59) - Meme of the Week (00:05:27) - Meta Antitrust Case (00:21:17) - Google Antitrust Case (00:26:57) - Ad Server vs Ad Exchange Market (00:30:17) - Publisher Tools Explained (00:34:46) - Google's Revenue Breakdown (00:41:06) - Google Breakup? (00...

The NIA boys discuss NIA 4th Year Anniversary, Tariffs (Bond Yield, Apple/China), LVMH vs. Hermes, Rory Win & Best Comeback Stories Timestamps: (00:00:00) - Intro (00:01:06) - 4yrs of NIA (00:08:13) - Tariffs (Bond Yield, Apple/China) (00:47:54) - LVMH vs. Hermes (01:04:27) - Rory Win & Best Comebacks What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan dis...

The NIA boys discuss Tariffs, Trade War, Stock Meltdown, China & Can America Bring Back Manufacturing? Timestamps: (00:00:00) - Intro (00:01:48) - Nominative Determinism (00:07:02) - Tariffs TLDR and Vibe Check (00:16:43) - The Tariffs at a high level (00:25:45) - Tariffs are a tax (00:32:05) - Trade Deficit and Non Tariffs Trade Barriers (00:40:54) - The Administration and Tariffs (00:51:19)...

The NIA boys discuss Studio Ghibli ChatGPT, Hiyao Miyazaki, Meme Cycles & xAI Acquires X Timestamps: (00:00:00) - Intro (00:03:44) - Meme of the Week (00:07:50) - Studio Ghibli ChatGPT (00:23:38) - Hiyao Miyazaki (00:39:15) - AI Art Discussion (00:46:37) - Ghibli is an Inflection Point? (01:00:05) - xAI Acquires X What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung...

The NIA boys discuss Early Career Advice, Scarcity vs. Abundance Mindset, Parenting in AI Age & Future of Social Media Timestamps (00:00:00) - Intro (00:00:51) - Early Career Advice (00:20:00) - Scarcity vs. Abundance Mindset (00:25:10) - Parenting in AI Age (00:33:16) - Future of Work in AI Age (00:48:44) - Best Cities for Entrepreneurship (00:55:09) - Future of Social Media What Is Not Inves...

The NIA boys discuss Abercrombie’s Comeback, Wedding Economics, Loyalty to Brands, David Deutsch’s “Fun Criterion” & Is Work-Life Balance Possible? Timestamps: (00:00:00) - Intro (00:00:32) - Abercrombie’s Comeback (00:12:53) - Wedding Economics (00:23:21) - Loyalty to Brands (00:33:44) - Guinness resurgence (00:45:05) - Is Work-Life Balance Possible (00:54:16) - David Deutsch’s “Fun Criterion...

The NIA boys discuss Bitcoin Strategic Reserve, YouTube at 20, Ferrari Wild Economics & Manus DeepSeek Moment (?) Timestamps: (00:00:00) - Intro (00:04:15) - Meme of the Week (00:05:37) - Bitcoin Strategic Reserve (00:27:27) - YouTube at 20 (00:41:14) - Ferrari Wild Economics (01:01:41) - Manus DeepSeek Moment (?) What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung...

The NIA boys discuss Crypto Strategic Reserve, Skype Shutting Down, Oscars & Mixue $14B IPO Timestamps: (00:00:00) - Intro (00:03:51) - Meme of the Week (00:04:30) - Crypto Strategic Reserve (00:35:00) - Skype Shutting Down (00:56:05) - Oscars (01:08:02) - Mixue $14B IPO What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the ed...

The NIA boys discuss $1.5bil Bybit Hack, Crypto Sell-off, Pig-Butchering Scams, Murdoch “Succession” Drama & Future of Local Media Timestamps: $1.5bil Bybit Hack, Crypto Sell-off, Pig-Butchering Scams, Murdoch “Succession” Drama & Future of Local Media(00:00:00) - Intro (00:01:59) - Meme of the Week (00:07:24) - $1.5bil Bybit Hack (00:15:52) - Pig-Butchering Scams (00:21:52) - Crypto Sell-...

The NIA boys discuss Libra $200M+ Rug, How We Use AI, OpenAI Deep Research & Vibe Coding Timestamps: (00:00:00) - Intro (00:03:06) - Libra $200M+ Rug (00:23:58) - How Jack uses AI (00:57:31) - How Trung uses AI (01:04:44) - How Bilal uses AI and Vibe Coding What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the int...

The NIA boys discuss Superbowl Ads, Kendrick HT, Elon $97B OpenAI Bid, X Algo, & USAID Timestamps: (00:00:00) - Intro (00:02:42) - Superbowl Ads (00:29:03) - Halftime Show (00:38:27) - Elon $97B OpenAI Bid (00:45:05) - X Algo (00:50:57) - Dead Internet Theory (00:57:49) - USAID What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on...

The NIA boys discuss Tariff War (Canada, Mexico, China), Shein & Temu, & ETH Drop Timestamps: (00:00:00) - Intro (00:01:56) - Meme of the Week (00:08:22) - China tariff battle (00:13:55) - Tariff impact on Shein & Temu (00:33:31) - Canada & Mexico tariff standoff (00:53:36) - ETH Drop What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what...