Share

cover art for 179: Telegram & Pavel Durov, $100m Podcast Deals (Alex Cooper, Kelce Bros), Oasis Reunion & Costco Japan

Not Investment Advice

179: Telegram & Pavel Durov, $100m Podcast Deals (Alex Cooper, Kelce Bros), Oasis Reunion & Costco Japan

•

The NIA boys discuss Telegram & Pavel Durov, $100m Podcast Deals (Alex Cooper, Kelce Bros), & Costco Japan


Timestamps:

  • (00:00:00) - Intro
  • (00:01:51) - Meme of the Week
  • (00:08:17) - Telegram Founder Arrested
  • (00:31:35) - Censorship vs. Misinformation
  • (00:48:35) - $100m Podcast Deals (Alex Cooper, Kelce Bros)
  • (01:06:34) - Costco In Japan


1) Pavel Durov, Telegram founder, arrested in Paris

• Warrant out since July

• Charged with crimes happening on platform

• Raises questions about platform liability

• Free speech concerns vs. content moderation

• Key issue: Telegram's encryption approach may have led to arrest


2) Telegram's encryption dilemma:

• Not end-to-end encrypted by default

• Secret chats require 4-5 steps to activate

• Group chats (200k users) & channels aren't E2E

• Helped growth, but now govt pressure


3) Podcast acquisition frenzy continues:

• Alex Cooper (Call Her Daddy): $125M deal with SiriusXM

• Travis & Jason Kelce: $100M deal with Wondery

• Podcast power law: Top 25 shows = 50% of US listens


4) Spotify's podcast strategy:

• Spent $1B+ on tech & content since 2019

• Goal: Diversify from music, own more content

• Mixed results: some hits, many misses

• Now pivoting to more sustainable deals

• Example: Trevor Noah's new contract structure (recoup + rev share)


5) Costco opens in Okinawa, Japan to MASSIVE crowds

• 5-hour line just for parking

• Why so popular? Bulk buying, Kirkland brand, low prices

• Adapts to local market (e.g. amazing prepared foods)



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/rQQIyawql4s


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


More episodes

View all episodes

  • 191: Tyson vs. Paul, Trump UFC, AI Trading Meme Coins, MicroStrategy Moves & ETH vs. SOL

    01:14:41|
    The NIA boys discuss Tyson vs Jake Paul, Trump UFC, MicroStrategy Bitcoin Purchases, ETH vs. SOL, the meme coin market and much moreTimestamps:(00:00:00) - Intro(00:03:38) - Meme of the Week(00:05:00) - Tyson vs. Paul(00:18:28) - Jake Paul’s Attention Hacking(00:20:32) - Trump UFC(00:26:30) - MicroStrategy Moves(00:39:16) - ETH vs. SOL(00:45:23) - Meme Coin Market(00:52:07) - AI Trading Meme Coins(01:00:53) - Vitalik on Betting MarketsWhat 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

  • 190: Jack Back, Bitcoin $90k & Trump’s Impact on Big Tech, Tariffs, EV & Media

    01:11:31|
    The NIA boys discuss Bitcoin $90k & Trump’s Impact on Big Tech, Tariffs, EV & MediaTimestamps: (00:00:00) - Intro(00:02:17) - Bitcoin $90K pt1(00:12:17) - Jack’s Paris Exhibit(00:19:42) - Meme of the Week(00:24:25) - Bitcoin $90K pt2(00:30:36) - Trump’s Impact on Big Tech(00:43:21) - Trump’s Impact on Tariffs and China(00:50:28) - Trump’s Impact on EV(01:09:39) - Trump’s Impact on MediaWhat 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

  • 189: The Podcast Election, Betting Markets (Polymarket, Kalshi) & Hollywood’s AI Play

    01:09:55|
    The NIA boys discuss The Podcast Election, Betting Markets (Polymarket, Kalshi) & Hollywood’s AI PlayTimestamps:(00:00:00) - Intro(00:04:44) - Meme of the Week(00:08:58) - The Podcast Election(00:34:10) - Betting Markets (Polymarket, Kalshi)(00:56:56) - Hollywood’s AI PlayWhat 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

  • 188: The Calvin and Hobbes Story

    01:25:43|
    In this episode of the NIA podcast, Trung dives deep into the world of Calvin and Hobbes, the iconic comic strip created by the brilliant Bill Watterson. Trung explores the artistic journey of Watterson, his creative process, and the enduring legacy of his work.Timestamps:00:00:00) - Intro(00:01:11) - The Legacy of Calvin and Hobbes(00:02:48) -Bill Watterson: The Purist Artist(00:04:52) - The Success of Calvin and Hobbes(00:06:28) - Jed McKenna's Insights on Creativity(00:10:43) - Bill Watterson's Life and Influences(00:21:27) - The Idea Maze of Creativity and the Birth of Calvin and Hobbes(00:26:31) - Character Development in Calvin and Hobbes(00:32:50) - The Syndication Process Explained(00:36:45) - The Fragility of Ideas in the Creative Process(00:41:18) - Bill Watterson’s Creative Process(00:48:48) - The Licensing Process and the struggle between Art vs Commerce(01:05:21) - AwardsWhat 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

  • 187: AMA, Money Psychology, Favorite Mental Models & Future AI Jobs

    51:21|
    The NIA boys discuss Money Psychology, Favorite Mental Models & Future AI JobsTimestamps: (00:00:00) - Intro(00:01:04) - Money Psychology(00:21:21) - Favorite Mental Models(00:35:39) - Future AI JobsWhat 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

  • 186: SpaceX Starship, Tesla vs. Waymo & Jensen Huang’s Nvidia Bull Case

    01:07:53|
    The NIA boys discuss SpaceX Starship, Tesla vs. Waymo & Jensen Huang’s Nvidia Bull CaseTimestamps:(00:00:00) - Intro(00:03:36) - SpaceX successful landing (00:06:23) - Mechazilla Chopsticks (00:11:32) - SpaceX vs. traditional space programs(00:12:06) - Other revenue streams for SpaceX(00:12:56) - Why reusability is important(00:17:02) - Elon the public figure (00:17:50) - Elon’s mission(00:20:19) - The politicization of Elon(00:29:21) - The origin story of SpaceX(00:32:42) - Mars Mission Timeline(00:35:14) - Space tech spinoffs(00:40:50) - Tesla vs. Waymo approach:(00:51:50) - AMA question on Tesla’s We, Robot Event(00:55:26) - NVIDIA Bull 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.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

  • 185: The Dorito-fication of Media

    39:34|
    The NIA boys discuss Doritos, the connection between ultra processed food and the current media landscape, the science behind Doritos and much moreTimestamps:(00:00:00) - Intro(00:01:55) - Meme of the Week(00:02:56) - The parallels between ultra processed food and the industrial production of media(00:09:26) - The invention of Gas Chromatography(00:12:26) - The history of Vanilla and the importance of spices(00:17:37) - The history of the Dorito(00:26:02) - Food industrial complex(00:28:43) - GLP-1 impact on various addictions(00:32:39) - The science behind DoritosWhat 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

  • 184: Meta Orion Glasses, Google’s NotebookLM, Port Strike & Megalopolis Review

    01:06:52|
    The NIA boys discuss Meta Orion Glasses, Google’s NotebookLM, Port Strike & Megalopolis ReviewTimestamps:00:00:00) - Intro(00:01:26) - Meme of the Week(00:04:05) - Meta Orion Glasses(00:26:33) - Google’s NotebookLM(00:48:45) - Port Strike(00:55:46) - Megalopolis ReviewWhat 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

  • 183: Francis Ford Coppola’s Career, The Godfather, $500M Winery & Megalopolis

    01:12:19|
    The NIA boys discuss Francis Ford Coppola’s Career, The Godfather, $500M Winery & MegalopolisTimestamps:(00:00:00) - Intro(00:09:39) - Francis Ford Coppola’s Career(00:36:28) - The Godfather(00:47:08) - $500M Winery(00:52:17) - Apocalypse now(01:09:09) - MegalopolisWhat 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
Copyright Not Investment Advice
Hosted with ❤️ by Acast