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Not Investment Advice
104: Balaji $1m Bitcoin Bet, Banking Crisis, Ryan Reynold’s Business Empire & GPT-4
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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.
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Links Mentioned:
- Trung's Meme: http://bit.ly/3FI4LZO
- Balaji's Bitcoin Bet: https://bit.ly/3Ty2lTc
- Nongaap's SVB Substack: http://bit.ly/3Twi3hP
- Arthur Hayes's BTFP: https://bit.ly/3ngL1G4
- Balaji's BitSignal: https://bit.ly/40jb12c
- Noah Smith's Balaji Substack: http://bit.ly/3lxHsLn
- Austin Rief's Ryan Reynolds Twitter Post: https://bit.ly/3n6A5uJ
- Ryan Reynolds: https://bit.ly/3LH06uQ
Bearly A.I. Code: NIA150
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