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 + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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?

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 finding on the edges of the internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 Thoughts and Fun Facts

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:03:20) - Anthropic vs. Department of War

(00:37:13) - Meme of the Week

(00:38:38) - Block 40% Layoff

(00:47:31) - Jane Street’s 10AM Bitcoin Dump

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:04:19) - AI 2028 Doom Report

(00:10:58) - Intelligence Displacement Spiral

(00:20:07) - AI Agent Economy

(00:37:19) - Ghost GDP

(00:47:16) - Stablecoins vs Credit Cards

(00:58:13) - Private Credit Crisis

(01:08:10) - Growing Inequality Concerns

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:02:14) - OpenAI Acquires OpenClaw

(00:26:55) - Ferrari x Jony Ive

(00:37:57) - Winter Olympics

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:02:43) - AI Super Bowl Ads

(00:26:14) - Bitcoin Sell-Off

(00:46:46) - SaaS-Mageddon Software Meltdown

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:02:44) - SpaceX Acquires xAI

(00:20:17) - Gold & Silver Crash

(00:38:35) - AI Agents Self-Organizing on Moltbook?

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:03:02) - Clawdbot Hype

(00:24:38) - Social Media Addiction

(00:44:19) - Alex Honnold’s Taipei 101 Climb

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:02:59) - ChatGPT Ads

(00:35:43) - Memory Stocks (Micron, Sandisk)

(00:47:54) - Matt Damon & Ben Affleck New Film Model

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:01:10) - Meme of the Week

(00:10:19) - Siri x Gemini

(00:26:59) - Claude Cowork

(00:38:54) - UBI Discussion

(00:48:37) - Jerome Powell Defiant

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:01:35) - Meme of the Week

(00:06:12) - Prediction Market Insider Trading

(00:32:21) - Venezuela energy resources

(00:42:19) - Boston Dynamics Humanoid Robot (CES)

(00:55:36) - Delivery App Hoax?

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:01:37) - Person/Company of the Year

(00:09:49) - Song of the Year

(00:15:06) - Book Recommendations

(00:20:41) - TV Show Recommendations

(00:27:01) - Reflections and Preparing for 2026

(00:36:00) - Best Purchase under $100

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:00:46) - Chappelle

(00:13:10) - Marmite Rule

(00:19:17) - IRL Events

(00:25:56) - Our Christmas List

(00:29:34) - AI Inspired Media Recommendations

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:01:34) - SpaceX’s $1.5T IPO explained

(00:27:40) - WSJ Storytelling Article

(00:39:12) - Jake Paul vs Anthony Joshua fight

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:02:40) - Jack’s Project Acquired by X Museum

(00:16:00) - Beeple Dog Exhibit

(00:23:53) - Netflix’s $83B Deal for Warner Bros (and Paramount’s Hostile Bid)

(00:46:26) - Gemini Ads

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:01:17) - Jack at Art Basel

(00:08:53) - Nvidia vs. Google TPUs

(00:40:11) - Strategy’s $50B+ Bitcoin Bet 

(00:56:10) - The Anti-AI Bet

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:02:52) - Things To Watch

(00:11:36) - Things To Read

(00:23:29) - WFH vs. Office

(00:31:00) - The State of Universal Basic Income

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:02:41) - Meme of the Week

(00:11:27) - Michael Burry’s AI Short

(00:24:39) - Elon’s $1T Package

(00:31:46) - State of the Markets

(00:40:59) - Buffett’s $4B Google Bet

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:03:12) - 50yr Mortgages

(00:25:26) - Square Bitcoin Payments

(00:43:24) - Treasury Co 1x mNAV

(00:47:27) - Nano Banana

(00:53:43) - Andreesen vs. Pope

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:01:51) - Meme of the Week

(00:02:59) - Humanoids at Home

(00:18:06) - Bitcoin's Silent IPO

(00:35:31) - Naming is Distribution

(00:45:02) - ZIRP Fake History

(01:04:42) - UK Economic Decline?

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:02:54) - Meme of the Week

(00:03:39) - Amazon Automation & Job Cuts

(00:23:06) - Gold Drops & Debasement Trade

(00:28:47) - AI Music

(00:40:51) - NBA Betting Scandal

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:03:48) - UpOnly NFT ($25M)

(00:16:57) - Coinbase Buys Cobie’s Echo ($375M)

(00:30:08) - Walmart vs. Amazon & ChatGPT Browser

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:05:26) - OpenAI’s $1T In Chip Deals

(00:32:04) - Crypto Sell Off

(00:44:14) - The Battle For Rare Earths

(00:56:36) - Anduril's EagleEye

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:02:44) - Sora

(00:17:51) - Open AI Commerce

(00:29:55) - AI Deals (AMD, xAI, Nvidia)

(00:39:58) - AI vs. Dotcom Bubble

(01:01:02) - Debasement Trade

(01:12:40) - Polymarket Deal

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps

(00:00:00) - Intro

(00:04:29) - Meta Vibes (AI Videos)

(00:18:44) - TikTok’s $14B Sale

(00:30:02) - EA’s $55B Takeover

(00:41:38) - Gold Flips US Treasuries

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps:

(00:00:00) - Intro

(00:05:33) - Nvidia’s $100B OpenAI Deal

(00:33:38) - Meta Ray-Ban Display

(00:55:01) - Oura’s $10B Valuation

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps:

(00:00:00) - Intro

(00:02:11) - SpaceX $17B Deal

(00:16:38) - Tesla Bull Case

(00:24:13) - Oracle’s $1T AI Run

(00:47:22) - Gas Wars Release

(00:52:49) - PunkStrategy

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps:

(00:00:00) - Intro

(00:02:47) - Google Monopoly Ruling

(00:32:33) - Sam Altman’s WorldCoin

(00:43:28) - The New iPhones

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps:

00:00:00) - Intro

(00:02:37) - US vs. Global Stocks

(00:11:58) - Gen-Z Trends

(00:19:24) -Why People Stopped Drinking Alcohol

(00:31:54) - Does "Social Media” Exist?

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps:

00:00:00) - Intro

(00:00:46) - Zora and Balaji Coin

(00:16:23) - Yeezy Coin

(00:25:32) - Top 10 Assets (Balaji Tweet)

(00:34:57) - Soho House ~$3B PE Deal

(00:44:22) - Shark Ninja’s $16B Empire

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Links mentioned:

https://www.jack.art/work/lemonade-stand

Hosted on Acast. See acast.com/privacy for more information.

Timestamps:

(00:00:00) - Intro

(00:01:39) - Oasis Concert

(00:05:37) - Chamath Launching S.P.A.C.

(00:16:23) - Intel Turnaround (?)

(00:26:01) - How The South Park Guys Became Billionaires

What Is Not Investment Advice?

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps:

(00:00:00) - Intro

(00:02:20) - GPT-5

(00:20:34) - ChatGPT vs. Claude

(00:29:20) - Nvidia 15% Export Tax

(00:49:56) - Harvard Buys Bitcoin

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps:

(00:00:00) - Intro

(00:03:09) - Vietnam’s Growth/Trung’s Vaca

(00:24:21) - Singapore’s Growth

(00:34:43) - Airport Lounges

(00:49:49) - Figma IPO

(01:01:19) - Dishoom’s Genius Marketing

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps:

(00:00:00) - Intro

(00:02:34) - Future of Substack

(00:20:43) - Support From Partner

(00:31:05) - Value of Names

(00:48:50) - Rebooting The UK

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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

(00:38:36) -Crypto Collateral Loans

(00:47:46) - Coinbase Credit Card

(00:52:14) - How will this Cycle End?

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 they're finding on the edges of the internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 they're finding on the edges of the internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 what they're finding on the edges of the internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 discuss what they're finding on the edges of the internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 Lawsuit

(01:03:08) - OpenAI's "Glazing" Controversy

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 Casinos

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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?

(00:46:23) - ChatGPT Memory Implications

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 discuss what they're finding on the edges of the internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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) - Second Order Consequences

(00:54:04) - On-Shoring Manufacturing

(01:00:51) - China’s Manufacturing Advantage

(01:07:39) - Stock Market Meltdown and Final Thoughts

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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”

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 edges of the internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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-of
• (00:33:54) - Murdoch “Succession” Drama
• (00:53:39) -Future of Local Media

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

http://twitter.com/bzaidi

http://twitter.com/trungtphan

http://twitter.com/jackbutcher

http://twitter.com/niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 edges of the internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 they're finding on the edges of the internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 finding on the edges of the internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 finding on the edges of the internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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. Lyft
• (00:55:24) - Jensen Huang Story

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 pt2
• (00:24:43) - Crypto and AI
• (00:31:29) - Jack’s Sculpture
• (00:36:52) - Taylor Swift’s $2B Eras Tour
• (00:48:19) - United Healthcare Conspiracy Theory

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 Meme Coins
• (01:00:53) - Vitalik on Betting Markets

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 Media

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 on the edges of the internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 Success of Calvin and Hobbes

(00:06:28) - Jed McKenna's Insights on Creativity

(00:10:43) - Bill Watterson's Life and Influences

(00:21:27) - The Idea Maze of Creativity and the Birth of Calvin and Hobbes

(00:26:31) - Character Development in Calvin and Hobbes

(00:32:50) - The Syndication Process Explained

(00:36:45) - The Fragility of Ideas in the Creative Process

(00:41:18) - Bill Watterson’s Creative Process

(00:48:48) - The Licensing Process and the struggle between Art vs Commerce

(01:05:21) - Awards

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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
• (00:20:19) - The politicization of Elon
• (00:29:21) - The origin story of SpaceX
• (00:32:42) - Mars Mission Timeline
• (00:35:14) - Space tech spinoffs
• (00:40:50) - Tesla vs. Waymo approach:
• (00:51:50) - AMA question on Tesla’s We, Robot Event
• (00:55:26) - NVIDIA Bull Case

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 importance of spices
• (00:17:37) - The history of the Dorito
• (00:26:02) - Food industrial complex
• (00:28:43) - GLP-1 impact on various addictions
• (00:32:39) - The science behind Doritos

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 the edges of the internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 edges of the internet + the latest in business, technology and memes.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

(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 YouTube video go viral

(00:32:41) - Creativity Saves Money

(00:39:05) - Critical Components and Mangement Style

(00:47:53) - Criticism of MrBeast

(00:50:52) - Final Thoughts on How to Succeed in MrBeast Production

(00:58:48) - Robert Caro’s Power Broker 50th Anniversary

(01:04:41) - Robert Moses and Power

(01:10:12) - Robert Caro and the making of The Power Broker

1) YouTube is eating all media:

• 20 hours/month average watch time

• 5x more than Netflix

• Mr. Beast: "YouTube will eat all of media"

2) Three metrics that matter:

• Click-through rate (CTR)

• Average view duration (AVD)

• Average view percentage (AVP)

"These are the holy trinity of YouTube metrics" - Bilal

3) Jenga storytelling method:

• Show end goal upfront

• Build tension throughout

• Example: Last to take hand off Lamborghini wins it

4) Minute-by-minute retention strategy:

• Minute 1: Most crucial, invest in lighting

• Minutes 1-3: Show rapid story progression

• Minute 3: Re-engage viewers with a big moment

"At 6 minutes, viewers are on autopilot to the end" - Mr. Beast

5) A, B, C player framework:

• A players: Obsessive, coachable, best in the world

• B players: New hires with A player potential

• C players: "Poisonous", transition out immediately

"C players are awful to work with. I know, I've been one." - Trunk

6) Creativity saves money:

• $20k cash prize vs. year's supply of Doritos

• Doritos prize more viral, costs only $1,300

• Think outside the box for engaging rewards

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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

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.

Subscribe + listen on your fav podcast app:

Apple: https://pod.link/notadvicepod.apple

Spotify: https://pod.link/notadvicepod.spotify

Others: https://pod.link/notadvicepod

Watch + Subscribe on Youtube:

https://youtu.be/i7BCrmeNMOg

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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

• Emphasizes hands-on approach vs. delegating

• Airbnb's Brian Chesky cited as success story

• Key question: Is it just rebranded micromanagement?

• "It's really about good people versus bad people." - Bilal

2) Seasonal businesses can be WILDLY profitable

Hall of Fame examples:

• Mariah Carey's Christmas royalties ($2-3M/month)

• KFC/Domino's on Super Bowl Sunday

• Fireworks sellers (2 months/year)

• Wedding industry: 60-80% of engagements happen Q4 to Valentine's Day

• Crayola: 50% of their annual $600M revenue happen between July 4 and Labor Day

3) Spirit Halloween: The ultimate seasonal business

• 1,450 locations (as big as Target)

• $600-700M revenue in 2 months

• Uses bankrupt retail spaces

4) Brazil vs. X: The latest in global tech regulation

• Brazilian government blocks X (Twitter)

• $9,000 fine for VPN users (median salary: $8,000)

• Raises questions about free speech and government control

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.

Watch + Subscribe on Youtube:

https://youtu.be/rQQIyawql4s

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Links Mentioned:

Founder Mode: https://paulgraham.com/foundermode.html

Hosted on Acast. See acast.com/privacy for more information.

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

• Warrant out since July

• Charged with crimes happening on platform

• Raises questions about platform liability

• Free speech concerns vs. content moderation

• Key issue: Telegram's encryption approach may have led to arrest

2) Telegram's encryption dilemma:

• Not end-to-end encrypted by default

• Secret chats require 4-5 steps to activate

• Group chats (200k users) & channels aren't E2E

• Helped growth, but now govt pressure

3) Podcast acquisition frenzy continues:

• Alex Cooper (Call Her Daddy): $125M deal with SiriusXM

• Travis & Jason Kelce: $100M deal with Wondery

• Podcast power law: Top 25 shows = 50% of US listens

4) Spotify's podcast strategy:

• Spent $1B+ on tech & content since 2019

• Goal: Diversify from music, own more content

• Mixed results: some hits, many misses

• Now pivoting to more sustainable deals

• Example: Trevor Noah's new contract structure (recoup + rev share)

5) Costco opens in Okinawa, Japan to MASSIVE crowds

• 5-hour line just for parking

• Why so popular? Bulk buying, Kirkland brand, low prices

• Adapts to local market (e.g. amazing prepared foods)

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.

Watch + Subscribe on Youtube:

https://youtu.be/rQQIyawql4s

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 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/rQQIyawql4s

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Links Mentioned:

Peter Thiel JRE Ep 

Bloomberg thread mentioned

Hosted on Acast. See acast.com/privacy for more information.

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?

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/rQQIyawql4s

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

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 & 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/rQQIyawql4s

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

Follow NIA on social media:

Instagram: https://www.instagram.com/notadvicepod/

Facebook: https://www.facebook.com/profile.php?id=100089813414522

TikTok: https://www.tiktok.com/@niapodcast

Hosted on Acast. See acast.com/privacy for more information.

Timestamps:

• (00:00:00) - Intro
• (00:01:04) - Ideas that have influenced us
• (00:35:48) - Ideas we’ve change our minds about

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.

Watch + Subscribe on Youtube:

https://youtu.be/rQQIyawql4s

Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher