Not Investment Advice

The NIA boys breakdown DeepSeek, Nvidia Short Thesis and Big Tech Winners & Losers Timestamps: (00:00:00) - Intro (00:04:17) - DeepSeek Breakdown (00:18:50) - Is DeepSeek a Psyop? (00:46:01) - DeepSeek Founder's Background (00:54:50) - DeepSeek's Impact on AI Landscape (01:04:45) - Big Tech Winners & Losers What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Ph...

The NIA boys discuss Trump Memecoin, ETH vs. Solana, TikTok Ban, Inauguration Memes and much more. Timestamps: (00:00:00) - Intro (00:06:45) - Meme of the Week (00:09:59) - Trump Memecoin (00:09:59) - Is the Trump Coin Pro or Negative Crypto (00:54:50) - ETH vs Solana (01:09:45) - TikTok Ban What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're...

The NIA boys discuss Zuck's Meta Pivot, the impending TikTok ban, and CES highlights Episode Timestamps: (00:00:00) - Intro (00:01:46) - Meme of the Week (00:06:47) - Zuck’s Meta Pivot (00:59:58) - TikTok’s Future (?) (01:10:07) - CES Highlights 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 late...

The NIA boys share their awards for 2024 and share what they believe will be the biggest trends in 2025 Timestamps: 00:00:00) - Intro (00:01:40) - Person of the Year (00:11:03) - CEO of the Year (00:21:17) - Company of the Year (00:31:16) - Meme of the Year (00:47:43) - Looking ahead to 2025 What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're...

The NIA boys share their favorite Books, Podcasts, Songs, and Films of 2024 Episode Timestamps: (00:00:00) - Intro (00:01:13) - Best Book (00:11:22) - Best Podcast or Audiobook (00:24:22) - Best Film or TV Show (00:37:12) - Best Song or Album 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 Fartcoin Fundamentals, Google Veo vs. OpenAI Sora, Waymo vs. Lyft, Healthcare Economics & Jensen Huang Story Episode Timestamps: (00:00:00) - Intro (00:02:08) - Meme of the Week (00:03:50) - Fartcoin Fundamentals (00:11:59) - NFTs are back? (00:16:41) - Meme of the Week pt 2 (00:17:43) - Healthcare Economics (00:33:35) - Google Veo vs. OpenAI Sora (00:50:46) - Waymo vs. Ly...

The NIA boys discuss Google’s Quantum Chip, Bitcoin vs. Quantum Computing, Jack’s Sculpture & Taylor Swift’s $2B Eras Tour Timestamps: (00:00:00) - Intro (00:01:29) - Meme of the Week (00:04:21) - Quantum Computing Explained (00:07:37) - Bitcoin vs. Quantum Computing (00:15:31) - Google’s Quantum Chip (00:19:19) - The Mount Rushmore of Digital Ad Innovations (00:23:07) - Google’s Quantum Chip...

The NIA boys discuss OpenAI vs. xAI, De-Banking Debate, Business of IVF & Presidential Pardon History Episode Timestamps (00:00:00) - Intro (00:01:42) - Meme of the week (00:13:48) - xAI’s Recent Funding Raise at $50B valuation (00:17:38) - OpenAI vs. xAI (00:26:51) - What makes xAI worth $50B (00:33:30) - De-Banking Debate (00:50:38) - Business of IVF What Is Not Investment Advice? Every week...

The NIA boys discuss MicroStrategy $35B Bitcoin-Buying Machine, Jaguar Wild Re-Brand and BlueSky vs. X Episode Timestamps (00:00:00) - Intro (00:02:43) - MicroStrategy $35B Bitcoin-Buying Machin (00:52:39) - Jaguar’s Wild Re-Brand (01:09:50) - BlueSky vs. X What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the interne...

The NIA boys discuss Tyson vs Jake Paul, Trump UFC, MicroStrategy Bitcoin Purchases, ETH vs. SOL, the meme coin market and much more Timestamps: (00:00:00) - Intro (00:03:38) - Meme of the Week (00:05:00) - Tyson vs. Paul (00:18:28) - Jake Paul’s Attention Hacking (00:20:32) - Trump UFC (00:26:30) - MicroStrategy Moves (00:39:16) - ETH vs. SOL (00:45:23) - Meme Coin Market (00:52:07) - AI Trading...

The NIA boys discuss Bitcoin $90k & Trump’s Impact on Big Tech, Tariffs, EV & Media Timestamps: (00:00:00) - Intro (00:02:17) - Bitcoin $90K pt1 (00:12:17) - Jack’s Paris Exhibit (00:19:42) - Meme of the Week (00:24:25) - Bitcoin $90K pt2 (00:30:36) - Trump’s Impact on Big Tech (00:43:21) - Trump’s Impact on Tariffs and China (00:50:28) - Trump’s Impact on EV (01:09:39) - Trump’s Impact on...

The NIA boys discuss The Podcast Election, Betting Markets (Polymarket, Kalshi) & Hollywood’s AI Play Timestamps: (00:00:00) - Intro (00:04:44) - Meme of the Week (00:08:58) - The Podcast Election (00:34:10) - Betting Markets (Polymarket, Kalshi) (00:56:56) - Hollywood’s AI Play What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding o...

In this episode of the NIA podcast, Trung dives deep into the world of Calvin and Hobbes, the iconic comic strip created by the brilliant Bill Watterson. Trung explores the artistic journey of Watterson, his creative process, and the enduring legacy of his work. Timestamps: 00:00:00) - Intro (00:01:11) - The Legacy of Calvin and Hobbes (00:02:48) -Bill Watterson: The Purist Artist (00:04:52) - The...

The NIA boys discuss Money Psychology, Favorite Mental Models & Future AI Jobs Timestamps: (00:00:00) - Intro (00:01:04) - Money Psychology (00:21:21) - Favorite Mental Models (00:35:39) - Future AI Jobs 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, technology and memes....

The NIA boys discuss SpaceX Starship, Tesla vs. Waymo & Jensen Huang’s Nvidia Bull Case Timestamps: (00:00:00) - Intro (00:03:36) - SpaceX successful landing (00:06:23) - Mechazilla Chopsticks (00:11:32) - SpaceX vs. traditional space programs (00:12:06) - Other revenue streams for SpaceX (00:12:56) - Why reusability is important (00:17:02) - Elon the public figure (00:17:50) - Elon’s mission...

The NIA boys discuss Doritos, the connection between ultra processed food and the current media landscape, the science behind Doritos and much more Timestamps: (00:00:00) - Intro (00:01:55) - Meme of the Week (00:02:56) - The parallels between ultra processed food and the industrial production of media (00:09:26) - The invention of Gas Chromatography (00:12:26) - The history of Vanilla and the imp...

The NIA boys discuss Meta Orion Glasses, Google’s NotebookLM, Port Strike & Megalopolis Review Timestamps: 00:00:00) - Intro (00:01:26) - Meme of the Week (00:04:05) - Meta Orion Glasses (00:26:33) - Google’s NotebookLM (00:48:45) - Port Strike (00:55:46) - Megalopolis Review What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on t...

The NIA boys discuss Francis Ford Coppola’s Career, The Godfather, $500M Winery & Megalopolis Timestamps: (00:00:00) - Intro (00:09:39) - Francis Ford Coppola’s Career (00:36:28) - The Godfather (00:47:08) - $500M Winery (00:52:17) - Apocalypse now (01:09:09) - Megalopolis What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the...

The NIA boys discuss Mr Beast’s LEAKED Guide To Going Viral, The Power Broker 50th Anniversary & Robert Caro (00:00:00) - Intro (00:01:15) - Initial Thoughts on How to Succeed in MrBeast Production (00:05:49) - YouTube is eating all of media (00:09:58) - Minute-by-minute retention strategy (00:14:49) - Meritocracy and Teamwork (00:19:08) - A, B, C player framework (00:25:08) - What makes a You...

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 $6...

The NIA boys discuss Founder Mode, Seasonal Businesses, Spirit Halloween’s $650m+ Biz and X vs. Brazil Timestamps: (00:00:00) - Intro (00:03:04) - Founder Mode (00:20:13) - Meme of the Week (00:22:44) - Seasonal Businesses (00:35:28) - Spirit Halloween’s $650m+ Biz (00:53:29) - X vs. Brazil 1) Paul Graham's "Founder Mode" essay sparks debate • Contrasts with "Manager Mode" in large companies • Emp...

The NIA boys discuss Telegram & Pavel Durov, $100m Podcast Deals (Alex Cooper, Kelce Bros), & Costco Japan Timestamps: (00:00:00) - Intro (00:01:51) - Meme of the Week (00:08:17) - Telegram Founder Arrested (00:31:35) - Censorship vs. Misinformation (00:48:35) - $100m Podcast Deals (Alex Cooper, Kelce Bros) (01:06:34) - Costco In Japan 1) Pavel Durov, Telegram founder, arrested in Paris •...

The NIA boys discuss Peter Thiel's appearance on the Joe Rogan Experience, Nashville vs. Austin, Bloomberg’s Business & Access Monopolies Timestamps: (00:00:00) - Intro (00:06:53) - Meme of the Week (00:13:36) - Nashville vs. Austin (00:23:54) - Peter Thiel on Rogan (00:35:49) - Access Monopolies (00:47:20) - Bloomberg’s Business What Is Not Investment Advice? Every week, Jack Butcher, Bilal Z...

The NIA boys discuss the Best Olympic Memes, Peacock App Wins, Chipotle vs. Starbucks & Nike’s Struggles Timestamps: (00:00:00) - Intro (00:03:28) - Best Olympic Memes (00:17:07) - Peacock App Wins (00:27:07) - Best Moments from the Olympics (00:48:08) - Why 400M is the most painful track event (00:56:28) - Chipotle vs. Starbucks (01:00:21) - Nike’s Struggles What Is Not Investment Advice? Eve...

The NIA boys discuss Market Mayhem, Yen Carry Trade, Overtourism, if Google is a Monopoly, and much more Timestamps: (00:00:00) - Intro (00:04:18) - Trung’s Euro Trip Recap (00:11:06) - Market Mayhem (00:20:21) - Yen Carry Trade (00:30:10) - Financial Cycles Discussion (00:44:03) - Is Google a Monopoly? (01:05:13) - Overtourism What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi &...