Share

cover art for 122: Twitter to X, Oppenheimer vs. Barbie and Messi/Mbappe

Not Investment Advice

122: Twitter to X, Oppenheimer vs. Barbie and Messi/Mbappe

The NIA boys discuss Twitter rebrand to X, Oppenheimer vs. Barbie and Messi/Mbappe.


Timestamps:

  • (00:00:00) - Intro
  • (00:04:00) - Twitter Rebranding to X
  • (00:11:08) - Jack’s thoughts on the rebrand
  • (00:15:14) - Twitter’s Network Effect
  • (00:23:27) - Threads is a Reset of Instagram
  • (00:29:25) - X IPO?
  • (00:34:51) - Jack’s Thoughts on the new X Logo
  • (00:45:19) - Twitte Bull Case
  • (00:53:27) - Barbiheimer
  • (00:58:36) - Barbiheimer Backstory
  • (01:01:09) - Thoughts on Barbiheimer
  • (01:06:05) - Crazy Marketing Hack Sound of Freedom
  • (01:09:04) - Messi Update
  • (01:15:37) - Mbappe’s $776 Million Offer from Saudi Arabia


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/aw29xgV8pPE


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:

Caleb Pressley on This Past Weekend

Theo Von: Sundae Conversation with Caleb Pressley

Elon’s Tweet

Jack Dorsey’s Tweet

Brett’s Xeet Tweet

Jack’s X Logo Rebrand Thread

Matt Belloni’s Barbiheimer Article

Founders’ Episode on Oppenheimer

The Athletic’s Messi Article

More episodes

View all episodes

  • 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
  • 237: OpenAI’s $1T In Chip Deals, Crypto Sell Off & The Battle For Rare Earths

    58:22|
    The NIA boys discuss OpenAI’s $1T In Chip Deals, Crypto Sell Off & The Battle For Rare EarthsTimestamps(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.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