Share

cover art for 127: Grayscale vs. SEC, Instacart & Klaviyo IPOs, How Stock Exchanges Work, TikTok’s Spotify Competitor

Not Investment Advice

127: Grayscale vs. SEC, Instacart & Klaviyo IPOs, How Stock Exchanges Work, TikTok’s Spotify Competitor

The NIA boys discuss Grayscale vs. SEC, Instacart & Klaviyo IPOs, How Stock Exchanges Work, TikTok’s Spotify Competitor & much more


Timestamps:

  • (00:00:00) - Intro
  • (00:03:16) - Grayscale vs. SEC
  • (00:08:25) - IPO Window Open?
  • (00:13:09) - First Party Data Explained
  • (00:15:40) - Instacart Breakdown
  • (00:27:26) - Klaviyo Breakdown
  • (00:38:32) - How Stock Exchanges Work
  • (00:51:39) - Why Stock Exchanges are the New Power Brokers
  • (00:59:57) - TikTok’s Spotify Competitor


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/LU8ChmKwLKY


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:

Grayscale vs SEC

Klaviyo and Instacart Going Public

How Instacart Hacked YC

Matt Reustle’s Twitter

London Stock Exchange Business Breakdown EP

Marc Rubinstein’s New Power Brokers

TikTok’s Spotify Competitor

More episodes

View all episodes

  • 141: Cybertruck, Elon vs. Advertisers, Charlie Munger’s Wisdom & Henry Kissinger Legacy

    01:33:55
    The NIA boys discuss the Cybertruck, Elon vs. Advertisers, Charlie Munger’s Wisdom & Henry Kissinger LegacyTimestamps(00:00:00) - Intro(00:09:47) - Cybertruck(00:33:22) - Elon vs. Advertisers(01:00:37) - Charlie Munger’ Wisdom(01:19:13) - Henry Kissinger’s LegacyWhat 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/e4P-rU5yFvUListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcastFollow NIA on social media:Instagram: https://www.instagram.com/notadvicepod/Facebook: https://www.facebook.com/profile.php?id=100089813414522TikTok: https://www.tiktok.com/@niapodcast Links Mentioned:Michael BrandtMichael Brandt Creator Lab EpCharlie Munger Invest Like The Best EpTrung’s Cybertruck ThreadCybertruck ReviewCybertruckAndrew Wilkinson Creator Lab Ep
  • 140: UAE Breakdown, OpenAI Winners & Losers and Binance $4B Fine

    01:12:33
    The NIA boys discuss UAE Breakdown, OpenAI Winners & Losers and Binance $4B FineTimestamps(00:00:00) - Intro(00:07:33) - Jack’s Trip to the UAE(00:15:35) - UAE Breakdown(00:41:03) - OpenAI Final Recap(00:47:24) - OpenAI Winners and Losers(00:51:24) - Binance $4B FineWhat 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/Tz7ta4eFs_wListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcastFollow NIA on social media:Instagram: https://www.instagram.com/notadvicepod/Facebook: https://www.facebook.com/profile.php?id=100089813414522TikTok: https://www.tiktok.com/@niapodcast Links Mentioned:NYT Article on G42Reuters Article on OpenAI SagaThe Information Article on Adam D’AngeloJim FanJim Fan’s Q* ThreadDOJ’s Biance RulingSEC Charges Kraken
  • 139: OpenAI vs. Sam Altman, OpenAI history, AGI, Satya/Microsoft and Jack’s collab with Red Bull

    01:37:04
    The NIA boys discuss OpenAI vs. Sam Altman, OpenAI history, AGI, Satya/Microsoft and Jack’s collab with Red BullTimestamps:(00:00:00) - Intro(00:08:07) - Meme of the Week(00:15:35) - Sam Altman’s Background(00:19:53) - TLDR of OpenAI Debacle(00:30:19) - AGI Debate(00:33:00) - OpenAI History(00:45:33) - Satya/Microsoft(01:03:01) - Winners and Losers(01:09:13) - EA vs E/Acc(01:28:46) - Jack’s Collab with Red BullWhat 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/GjS-JvfWtY0Listen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcastFollow NIA on social media:Instagram: https://www.instagram.com/notadvicepod/Facebook: https://www.facebook.com/profile.php?id=100089813414522TikTok: https://www.tiktok.com/@niapodcast Links Mentioned:Chris BakkeSatya Nadella ơn Kara SwisherMatthew Prince on OpenAIBen Thompson on OpenAIThe Atlantic Article on OpenAI
  • 138: Humane AI Pin, Steve Jobs Best Keynotes, MrBeast Water & What’s Wrong With Marvel?

    01:17:13
    The NIA boys discuss Humane AI Pin, Steve Jobs Best Keynotes, MrBeast Water & What’s Wrong With Marvel?Timestamps(00:00:00) - Intro(00:07:54) - Humane AI Pin(00:44:41) - Apple’s AI Push(00:51:35) - MrBeast Water(01:10:04) - What’s Wrong With Marvel?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/oiPHhreUn9kListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcastFollow NIA on social media:Instagram: https://www.instagram.com/notadvicepod/Facebook: https://www.facebook.com/profile.php?id=100089813414522TikTok: https://www.tiktok.com/@niapodcast Links Mentioned:Paul MillerdThe Pathless PathHumane AI Pin KeynoteImran Chaudhri WebsiteAvi Schiffmann AI Wearable ThreadImran Chaudhri ProfileSatPost on OpenAI and HumaneBloomberg Apple ArticleMrBeast Water Well VideoCharity WaterTrung Marvel Thread
  • 137: OpenAI Dev Day, GPT Agents, Grok & The SBF/FTX Case

    01:32:45
    The NIA boys discuss OpenAI Dev Day, GPT Agents, Grok & The SBF/FTX CaseTimestamps(00:00:00) - Intro(00:01:23) - Meme of the Week(00:06:45) - OpenAI Dev Day(00:12:47) - GPT Agents and the AI Race(00:53:17) - Grok(01:03:41) - Rishi Sunak & Elon Musk Talk(01:23:25) - The SBF/FTX CaseWhat 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/o6n1PSW9do0Listen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcastFollow NIA on social media:Instagram: https://www.instagram.com/notadvicepod/Facebook: https://www.facebook.com/profile.php?id=100089813414522TikTok: https://www.tiktok.com/@niapodcast Links Mentioned:Meme of the WeekBored Ape Laser Eye CommentOpen AI Dev Day KeynoteNick Dobos PostLinus PostGreg Yang PostRishi Sunak & Elon TalkBalaji on SBF and FTX
  • 136: Wrestling Kayfabe, 9-to-5 jobs, Hasan Minhaj vs. New Yorker & How Netflix Won Streaming

    01:22:07
    The NIA boys discuss Wrestling Kayfabe, 9-to-5 jobs, Hasan Minhaj vs. New Yorker, How Netflix Won Streaming and much moreTimestamps:(00:00:00) - Intro(00:08:55) - Meme of the Week(00:13:19) - Wrestling Kayfabe(00:20:26) - 9-to-5 jobs(00:49:28) - Hasan Minhaj vs. New Yorker(01:09:41) - How Netflix Won StreamingWhat 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/3xrjHUMICrAListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcastFollow NIA on social media:Instagram: https://www.instagram.com/notadvicepod/Facebook: https://www.facebook.com/profile.php?id=100089813414522TikTok: https://www.tiktok.com/@niapodcast Links Mentioned:Meme of the WeekViral 9-to-5 VideoAdam Singer’s PostJack’s 9-to-5 PostThe MillThe Hasan Minhaj New Yorker ArticleHasan’s ResponseTucker Carlson on Theo’s PodProf G’s Netflix ArticleThe Black Book TrailerTrung’s Black Book PostEditi Effiòng’s Profile
  • 135: Eric Jorgenson on Balaji, Naval & The Future of Book Publishing

    01:33:11
    Eric Jorgenson joins the NIA boys to discuss Balaji, Naval & The Future of Book PublishingTimestamps: (00:00:00) - Intro(00:03:55) - Meme of the Week(00:13:03) - Naval and the Almanack of Naval Ravikant(00:29:24) - Scribe and the Future of Book Publishing(00:41:10) - Balaji and the Anthology of Balaji(01:12:34) - Future Projects?(01:16:25) - Becoming Scribe’s CEO(01:25:57) - Book RecommendationsWhat 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/2mAL_aQqWMQListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcastFollow NIA on social media:Instagram: https://www.instagram.com/notadvicepod/Facebook: https://www.facebook.com/profile.php?id=100089813414522TikTok: https://www.tiktok.com/@niapodcast Links Mentioned:Eric’s TwitterThe Anthology of BalajiAlmanack of Naval RavikantBitcoin ETF NewsNaval’s Iconic ThreadRolling Fun
  • 134: FIFA vs. EA, Microsoft’s $69B Activision Deal, Shams vs. Woj & The Best Bread In The World

    01:07:48
    The NIA boys discuss FIFA vs. EA, Microsoft’s $69B Activision Deal, Shams vs. Woj, Taylor Swift's Eras Tour Film, The Best Bread In The World, and much more.Timestamps:(00:00:00) - Intro(00:04:36) - FIFA vs. EA(00:17:51) - Microsoft’s $69B Activision Deal(00:36:02) - Shams vs. Woj(00:49:17) - ‘Taylor Swift: The Eras Tour’ Film(00:55:47) - The Best Bread In The WorldWhat 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/wWVmA3FimpY Listen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcastFollow NIA on social media:Instagram: https://www.instagram.com/notadvicepod/Facebook: https://www.facebook.com/profile.php?id=100089813414522TikTok: https://www.tiktok.com/@niapodcast Links Mentioned:Trung’s Thread on FIFA: https://tinyurl.com/32vnzp6pBloomberg Article on FIFA vs EA: https://tinyurl.com/2y88aeemMicrosoft’s Activision Acquisitionhttps://tinyurl.com/4x9f9xrzKilled by Google: https://tinyurl.com/y9jppv4jNY Mag Article on Shams: https://tinyurl.com/4vdtzbxfFabrizio Romano: https://tinyurl.com/3dz89c7uDavid Ornstein: https://tinyurl.com/55k3x766Kallaway Taylor Swift Video: https://tinyurl.com/ye2zh52xKallaway on Creator Lab: https://tinyurl.com/4sv7ce6vZaid Admani on Creator Lab: https://tinyurl.com/3v6vbwnmTrung’s Best Bread Thread: https://tinyurl.com/bdef8vbrTasteAtlas Bread List: https://tinyurl.com/3u3j4kj9
  • 133: Beckham Doc, Birkenstock $10B IPO, 2-Hour Marathons & is Shakespeare the greatest ever?

    01:23:28
    The NIA boys discuss the Beckham Doc, Birkenstock $10B IPO, 2-Hour Marathons, Shakespeare and much moreTimestamps:(00:00:00) - Intro(00:03:13) - Meme of the Week(00:05:07) - Beckham Doc(00:24:10) - Birkenstock IPO(00:48:02) - Is Shakespeare the Greatest Writer(01:13:14) - 2-Hour MarathonsWhat 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/llrggCncYzgListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:@bzaidi@trungtphan@jackbutcher@niapodcastFollow NIA on social media:Instagram: https://www.instagram.com/notadvicepod/Facebook: https://www.facebook.com/profile.php?id=100089813414522TikTok: https://www.tiktok.com/@niapodcast Links Mentioned:Beckham Netflix DocAli G Interviews BeckhamsBirkenstock IPOBirkenstock IPO SatPostAswath Damodaran on BirkenstockNassim Taleb on ShakespeareRichard Hanania on ShakespeareErik Bernhardsson on ShakespeareJoe Budden/Drake BeefTrung breaks down Kelvin Kiptum 2-hour Marathon