{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/607879ddfbe1eb33d6525119/66cf45ba3da1f92281209e03?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"179: Telegram & Pavel Durov, $100m Podcast Deals (Alex Cooper, Kelce Bros), Oasis Reunion & Costco Japan","description":"<p>The NIA boys discuss Telegram &amp; Pavel Durov, $100m Podcast Deals (Alex Cooper, Kelce Bros), &amp; Costco Japan</p><p><br></p><p>Timestamps:</p><ul><li>(00:00:00) - Intro</li><li>(00:01:51) - Meme of the Week</li><li>(00:08:17) -  Telegram Founder Arrested</li><li>(00:31:35) - Censorship vs. Misinformation</li><li>(00:48:35) - $100m Podcast Deals (Alex Cooper, Kelce Bros)</li><li>(01:06:34) -  Costco In Japan</li></ul><p><br></p><p>1) Pavel Durov, Telegram founder, arrested in Paris</p><p>• Warrant out since July</p><p>• Charged with crimes happening on platform</p><p>• Raises questions about platform liability</p><p>• Free speech concerns vs. content moderation</p><p>• Key issue: Telegram's encryption approach may have led to arrest</p><p><br></p><p>2) Telegram's encryption dilemma:</p><p>• Not end-to-end encrypted by default</p><p>• Secret chats require 4-5 steps to activate</p><p>• Group chats (200k users) &amp; channels aren't E2E</p><p>• Helped growth, but now govt pressure</p><p><br></p><p>3) Podcast acquisition frenzy continues:</p><p>• Alex Cooper (Call Her Daddy): $125M deal with SiriusXM</p><p>• Travis &amp; Jason Kelce: $100M deal with Wondery</p><p>• Podcast power law: Top 25 shows = 50% of US listens</p><p><br></p><p>4) Spotify's podcast strategy:</p><p>• Spent $1B+ on tech &amp; content since 2019</p><p>• Goal: Diversify from music, own more content</p><p>• Mixed results: some hits, many misses</p><p>• Now pivoting to more sustainable deals</p><p>• Example: Trevor Noah's new contract structure (recoup + rev share)</p><p><br></p><p>5) Costco opens in Okinawa, Japan to MASSIVE crowds</p><p>• 5-hour line just for parking</p><p>• Why so popular? Bulk buying, Kirkland brand, low prices</p><p>• Adapts to local market (e.g. amazing prepared foods)</p><p><br></p><p><br></p><p>What Is Not Investment Advice?</p><p>Every week, Jack Butcher, Bilal Zaidi &amp; Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.</p><p><br></p><p>Watch + Subscribe on Youtube:</p><p><a href=\"https://youtu.be/rQQIyawql4s\" rel=\"noopener noreferrer\" target=\"_blank\">https://youtu.be/rQQIyawql4s</a></p><p><br></p><p>Listen into our group chat on Telegram:</p><p><a href=\"https://t.me/notinvestmentadvice\" rel=\"noopener noreferrer\" target=\"_blank\">https://t.me/notinvestmentadvice</a></p><p><br></p><p>Let us know what you think on Twitter:</p><p><a href=\"https://twitter.com/bzaidi\" rel=\"noopener noreferrer\" target=\"_blank\">@bzaidi</a></p><p><a href=\"https://twitter.com/TrungTPhan\" rel=\"noopener noreferrer\" target=\"_blank\">@trungtphan</a></p><p><a href=\"https://twitter.com/jackbutcher\" rel=\"noopener noreferrer\" target=\"_blank\">@jackbutcher</a></p><p><a href=\"https://twitter.com/NIApodcast\" rel=\"noopener noreferrer\" target=\"_blank\">@niapodcast</a></p><p><br></p><p>Follow NIA on social media:</p><p>Instagram: <a href=\"https://www.instagram.com/notadvicepod/\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.instagram.com/notadvicepod/</a></p><p>Facebook: <a href=\"https://www.facebook.com/profile.php?id=100089813414522\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.facebook.com/profile.php?id=100089813414522</a></p><p>TikTok: <a href=\"https://www.tiktok.com/@niapodcast\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.tiktok.com/@niapodcast </a></p><p><br></p>","author_name":"Bilal Zaidi, Jack Butcher, Trung Phan"}