The NIA boys discuss PSG's Win, Dyson’s $20B Run, Mary Meeker’s Trends, Waymo vs. Lyft & $500B+ Middle East AI Deal

Timestamps:

(00:00:00) - Intro

(00:00:56) - PSG Win

(00:07:07) - Dyson’s $20B Run

(00:28:12) - Mary Meeker’s Trends

(00:35:02) - Waymo vs. Lyft

(00:43:09) - $500B+ Middle East AI Deal

What Is Not Investment Advice?

Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss 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

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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.

The NIA boys discuss Google I/O, OpenAI’s $6.4B for Jony Ive & how Apple fumbled AI

Timestamps:

(00:00:00) - Intro

(00:03:59) - Meme of the Week

(00:05:47) - Google I/O Wrap

(00:32:55) - OpenAI’s $6.4B for Jony Ive

(00:47:46) - How Apple Fumbled AI

What Is Not Investment Advice?

Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + 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.

The NIA boys discuss Burrito Loans, AI Product vs. Distribution, Power Laws in Online Dating

Timestamps:

(00:00:00) - Intro

(00:01:22) - Meme of the Week

(00:02:54) - Burrito Loans

(00:18:31) - AI Product vs. Distribution

(00:38:46) - Power Laws in Online Dating

What Is Not Investment Advice?

Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the 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.

The NIA boys discuss Rent vs. Buy, ChatGPT in College, OpenAI’s For-Profit Pivot & Is Google Search Cooked?

Timestamps:

(00:00:00) - Intro

(00:10:27) - Meme of the Week

(00:11:10) - Rent vs. Buy

(00:16:00) - ChatGPT in College

(01:07:30) - OpenAI’s For-Profit Pivot

(01:14:00) - Is Google Search Cooked?

What Is Not Investment Advice?

Every week, Jack Butcher, Bilal Zaidi & Trung Phan 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.

The NIA boys discuss Warren Buffett 60-Year Run, Berkshire's $150B+ Apple Bet, iPhone App Store Lawsuit and OpenAI's "Glazing" Controversy

Timestamps:

(00:00:00) - Intro

(00:06:40) - Meme of the Week

(00:07:40) - The Myth of Warren Buffett

(00:19:57) - Warren Buffett 60-Year Run

(00:31:22) - Berkshire's $150B+ Apple Bet

(00:41:01) - The Future of Berkshire Hathaway

(00:47:06) - iPhone App Store 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.

The NIA boys discuss White Lotus, Case Against Streaming TV, Favorite Biographies & Business of Casinos

Timestamps:

(00:00:00) - Intro

(00:01:07) - Bilal's TV Recommendation: Adolescence

(00:04:30) - Case Against Streaming TV

(00:12:07) - White Lotus Review

(00:16:49) - Case Against Streaming TV Pt2

(00:28:45) - Favorite Biographies

(00:36:55) - Favorite Podcasts

(00:39:09) - Business of 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.

The NIA boys discuss Meta & Google Antitrust Cases, ChatGPT Memory Implications & Personalized AI Learning

Timestamps:

(00:00:00) - Intro

(00:04:59) - Meme of the Week

(00:05:27) - Meta Antitrust Case

(00:21:17) - Google Antitrust Case

(00:26:57) - Ad Server vs Ad Exchange Market

(00:30:17) - Publisher Tools Explained

(00:34:46) - Google's Revenue Breakdown

(00:41:06) - Google Breakup?

(00:46:23) - 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.

The NIA boys discuss NIA 4th Year Anniversary, Tariffs (Bond Yield, Apple/China), LVMH vs. Hermes, Rory Win & Best Comeback Stories

Timestamps:

(00:00:00) - Intro

(00:01:06) - 4yrs of NIA

(00:08:13) - Tariffs (Bond Yield, Apple/China)

(00:47:54) - LVMH vs. Hermes

(01:04:27) - Rory Win & Best Comebacks

What Is Not Investment Advice?

Every week, Jack Butcher, Bilal Zaidi & Trung Phan 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.

The NIA boys discuss Tariffs, Trade War, Stock Meltdown, China & Can America Bring Back Manufacturing?

Timestamps:

(00:00:00) - Intro

(00:01:48) - Nominative Determinism

(00:07:02) - Tariffs TLDR and Vibe Check

(00:16:43) - The Tariffs at a high level

(00:25:45) - Tariffs are a tax

(00:32:05) - Trade Deficit and Non Tariffs Trade Barriers

(00:40:54) - The Administration and Tariffs

(00:51:19) - 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.

The NIA boys discuss Studio Ghibli ChatGPT, Hiyao Miyazaki, Meme Cycles & xAI Acquires X

Timestamps:

(00:00:00) - Intro

(00:03:44) - Meme of the Week

(00:07:50) - Studio Ghibli ChatGPT

(00:23:38) - Hiyao Miyazaki

(00:39:15) - AI Art Discussion

(00:46:37) - Ghibli is an Inflection Point?

(01:00:05) - xAI Acquires X

What Is Not Investment Advice?

Every week, Jack Butcher, Bilal Zaidi & Trung 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.