Share

cover art for 104: Balaji $1m Bitcoin Bet, Banking Crisis, Ryan Reynold’s Business Empire & GPT-4

Not Investment Advice

104: Balaji $1m Bitcoin Bet, Banking Crisis, Ryan Reynold’s Business Empire & GPT-4

Trung & Bilal discuss Balaji's $1m Bitcoin bet, the banking crisis, Ryan Reynolds business empire, Trung’s meme going super viral and GPT-4.


Timestamps:

  • (00:00:00) - Intro 
  • (00:04:11) - Meme of the Week
  • (00:08:50) - The Backstory to Trung’s Tweet
  • (00:11:31) - How a meme goes viral
  • (00:13:11) - Balaji's Background
  • (00:15:28) - Balaji's $1m Bitcoin Bet
  • (00:16:55) - Banking Crisis Explained
  • (00:21:57) - SVB Post-Mortem
  • (00:27:03) - Infinite Money Printing Back?
  • (00:32:36) - Swap Lines Explained
  • (00:36:32) - Trung's take on Balaji’s Argument
  • (00:41:28) - Bilal’s take on Balaji’s Argument
  • (00:47:54) - Doing it for the meme?
  • (00:50:28) - Hyperbitcoinization?
  • (00:53:29) - Ryan Reynolds Business Empire
  • (00:55:30) - Van Wilder
  • (00:57:06) - Deadpool and Aviation Gin
  • (00:59:39) - Fastvertising
  • (01:01:08) - Mint Mobile and MVNO Businesses
  • (01:04:38) - Wrexham F.C.
  • (01:07:26) - Bearly A.I. Plug
  • (01:08:00) - GPT-3 vs GPT-4
  • (01:09:17 ) - Microsoft Copilot



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/oQgsFh5lX_s


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:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast


Links Mentioned:


Bearly A.I. Code: NIA150

More episodes

View all episodes

  • 246: SpaceX’s $1.5T IPO explained

    40:29|
    The NIA boys discuss SpaceX’s $1.5T IPO explained, the viral WSJ storytelling article and the Jake Paul vs Anthony Joshua fight 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.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast
  • 245: Jack’s Project Acquired by X Museum, Netflix’s $83B Deal for Warner Bros (and Paramount’s Hostile Bid) & Gemini Ads

    54:10|
    The NIA boys discuss Jack’s Project being Acquired by X Museum, Netflix’s $83B Deal for Warner Bros (and Paramount’s Hostile Bid) & Gemini AdsTimestamps(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 AdsWhat 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.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast
  • 244: Jack at Art Basel, Nvidia vs. Google TPUs, The Anti-AI Bet & Strategy’s $50B+ Bitcoin Bet

    01:03:42|
    The NIA boys discuss Jack at Art Basel, Nvidia vs. Google TPUs, The Anti-AI Bet & Strategy’s $50B+ Bitcoin Bet 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 BetWhat 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.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast
  • 243: Things To Watch & Read, Learning History From AI, WFH vs. Office & The State of Universal Basic Income

    38:12|
    The NIA boys discuss Things To Watch & Read, Learning History From AI, WFH vs. Office & The State of Universal Basic IncomeTimestamps(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 IncomeWhat 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.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast
  • 242: “May I Meet You?”, Michael Burry’s AI Short, Elon’s $1T Package and Buffett’s $4B Google Bet

    58:50|
    The NIA boys discuss “May I Meet You?”, Michael Burry’s AI Short, Elon’s $1T Package and Buffett’s $4B Google BetTimestamps(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 BetWhat 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.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast
  • 241: 50yr Mortgages, Square Bitcoin Payments, Treasury Co 1x mNAV, Nano Banana & Andreesen vs. Pope

    57:29|
    The NIA boys discuss 50yr Mortgages, Square Bitcoin Payments, Treasury Co 1x mNAV, Nano Banana & Andreesen vs. PopeTimestamps(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. PopeWhat 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.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast
  • 240: Humanoids at Home, Bitcoin's Silent IPO, Naming is Distribution & ZIRP Fake History

    01:15:45|
    The NIA boys discuss Humanoids at Home, Bitcoin's Silent IPO, Naming is Distribution & ZIRP Fake HistoryTimestamps(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.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast
  • 239: Amazon Automation & Job Cuts, Gold Drops, Debasement Trade, AI Music & NBA Betting Scandal

    51:53|
    The NIA boys discuss Amazon Automation & Job Cuts, Gold Drops, Debasement Trade, AI Music & NBA Betting ScandalTimestamps(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 ScandalWhat 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.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast
  • 238: Coinbase Buys Cobie’s Echo ($375M) + UpOnly Podcast NFT ($25M), Walmart vs. Amazon & ChatGPT Launches Browser

    53:03|
    The NIA boys discuss Coinbase Buys Cobie’s Echo ($375M) + UpOnly NFT ($25M), Walmart vs. Amazon & ChatGPT BrowserTimestamps(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 BrowserWhat 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.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast