Not Investment Advice

The NIA boys discuss iPhone 16 Launch, Apple Intelligence + Siri, Kendrick Super Bowl & OnlyFans $6B BusinessTimestamps:(00:00:00) - Intro(00:03:47) - Meme of the Week Pt 1 (00:05:49) - Meme of the Week Pt 2(00:09:58) - Apple Intelligence + Siri(00:13:25) - iPhone 16 Launch (00:17:01) - Apple becoming a service company(00:29:54) - Kendrick Super Bowl Announcement(00:40:05) - OnlyFans $6B Business(00:55:41) - Cinematic AI1) Apple's "Wonderlust" event highlights:• iPhone 15: Marginal camera upgrades• A18 chip: 30% faster, key for AI on-device• Apple Intelligence: Siri revamp after 13 years• AirPods as hearing aids: $249 vs. $2-3k traditional"Software talk dominated hardware - sign of Apple's services shift" - Trung2) OnlyFans by the numbers:•$6.3B revenue in 2023 (up from $300M in 2018)• 80% creator payout (vs. 55% YouTube)• More UK tax revenue than North Sea oil ($118M vs $69M)• Only 42 employees"They're bringing in money for the UK government more than oil in the North Sea" - Bilal3) OnlyFans business model:• Subscriptions + transactions for "extras"• No app store = no 30% Apple tax• Desktop/browser-only = massive user dedication• Power law: Top creators earning "NBA money"4) The rise of Apple as a healthcare company:• AirPods as hearing aids• Apple Watch health features (ECG, blood oxygen)• Focus on preventative care and monitoring"Apple doesn't come in with 'hey man, like a hearing aid, we're cheaper.' That's not their play." - Trung5) Hip-hop drama: Kendrick Lamar Super Bowl Announcement• New Orleans upset over local artists exclusion• Jay-Z's role in halftime show selection questioned6) The future of content creation:• AI-generated videos becoming indistinguishable• Potential premium on "real" content"The level of AI video is getting pretty insane." - BilalWhat 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/notadvicepodWatch + Subscribe on Youtube:https://youtu.be/i7BCrmeNMOgListen 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

The NIA boys discuss Founder Mode, Seasonal Businesses, Spirit Halloween’s $650m+ Biz and X vs. BrazilTimestamps:(00:00:00) - Intro(00:03:04) - Founder Mode(00:20:13) - Meme of the Week(00:22:44) - Seasonal Businesses(00:35:28) - Spirit Halloween’s $650m+ Biz(00:53:29) - X vs. Brazil1) Paul Graham's "Founder Mode" essay sparks debate • Contrasts with "Manager Mode" in large companies• Emphasizes hands-on approach vs. delegating• Airbnb's Brian Chesky cited as success story• Key question: Is it just rebranded micromanagement?• "It's really about good people versus bad people." - Bilal2) Seasonal businesses can be WILDLY profitable Hall of Fame examples:• Mariah Carey's Christmas royalties ($2-3M/month)• KFC/Domino's on Super Bowl Sunday• Fireworks sellers (2 months/year)• Wedding industry: 60-80% of engagements happen Q4 to Valentine's Day• Crayola: 50% of their annual $600M revenue happen between July 4 and Labor Day3) Spirit Halloween: The ultimate seasonal business• 1,450 locations (as big as Target)• $600-700M revenue in 2 months• Uses bankrupt retail spaces4) Brazil vs. X: The latest in global tech regulation • Brazilian government blocks X (Twitter)• $9,000 fine for VPN users (median salary: $8,000)• Raises questions about free speech and government controlWhat 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/rQQIyawql4sListen 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: Founder Mode: https://paulgraham.com/foundermode.html

The NIA boys discuss Peter Thiel's appearance on the Joe Rogan Experience, Nashville vs. Austin, Bloomberg’s Business & Access Monopolies Timestamps:(00:00:00) - Intro(00:06:53) - Meme of the Week(00:13:36) - Nashville vs. Austin(00:23:54) - Peter Thiel on Rogan(00:35:49) - Access Monopolies(00:47:20) - Bloomberg’s BusinessWhat 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/rQQIyawql4sListen 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: Peter Thiel JRE Ep Bloomberg thread mentioned

The NIA boys discuss the Best Olympic Memes, Peacock App Wins, Chipotle vs. Starbucks & Nike’s StrugglesTimestamps:(00:00:00) - Intro(00:03:28) - Best Olympic Memes(00:17:07) - Peacock App Wins(00:27:07) - Best Moments from the Olympics(00:48:08) - Why 400M is the most painful track event(00:56:28) - Chipotle vs. Starbucks(01:00:21) - Nike’s StrugglesWhat 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/rQQIyawql4sListen 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

The NIA boys discuss Market Mayhem, Yen Carry Trade, Overtourism, if Google is a Monopoly, and much moreTimestamps: (00:00:00) - Intro(00:04:18) - Trung’s Euro Trip Recap(00:11:06) - Market Mayhem(00:20:21) - Yen Carry Trade(00:30:10) - Financial Cycles Discussion(00:44:03) - Is Google a Monopoly?(01:05:13) - OvertourismWhat 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/rQQIyawql4sListen 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

The NIA boys discuss ideas that have changed their livesTimestamps:(00:00:00) - Intro(00:01:04) - Ideas that have influenced us(00:35:48) - Ideas we’ve change our minds aboutWhat 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/rQQIyawql4sListen 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

The NIA Boys discuss ETH ETF Launches, Trump’s Crypto Pitch, The Dollar’s Decline & Building Hardware UnicornsTimestamps:(00:00:00) - Intro(00:05:56) - ETH ETF Launches(00:28:14) - The Dollar’s Decline(00:31:41) - Trump’s Crypto Pitch(00:36:31) - Building Hardware UnicornsWhat 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/rQQIyawql4sListen 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

NIA boys share their favorite shows, books, and music of the year in this exciting summer 'What to Watch' special!"Timestamps:(00:00:00) - Intro(00:03:46) - Things to Watch(00:14:48) - Things to Read(00:26:37) - Things to Listen(00:40:20) - Favorite Movie/TV Show SoundtrackWhat 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/rQQIyawql4sListen 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:WatchBilalJackTrungGuy Ritchie’s Joe Rogan AppearanceReadBilalJackTrungListen BilalJackTrung