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The NIA boys discuss Jack at World Cup, MidJourney Medical, Google’s AI Fumble & Toy Story 5 Timestamps (00:00:00) - Intro (00:02:03) - Jack at World Cup (00:18:18) - MidJourney Medical (00:39:57) - Google’s AI Fumble (00:45:34) - Toy Story 5 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://po...
The NIA boys discuss SpaceX at ~$3T, World Cup Ads, Claude Fable Shutdown & Jack’s New Project Timestamps (00:00:00) - Intro (00:02:42) - SpaceX at ~$3T (00:28:35) - World Cup Ads (00:38:03) - Claude Fable Shutdown (01:08:29) - Jack’s New Project 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:...
The NIA boys discuss World Cup Ticketing Fiasco, Why Saylor is Selling BTC, Elon Web Services, Siri AI & Claude Fable Timestamps (00:00:00) - Intro (00:01:55) - World Cup Memes and Excitement (00:17:25) - World Cup Ticketing Fiasco (00:32:14) - Why Saylor is Selling BTC (00:40:29) - Elon Web Services (00:42:01) - Claude Fable (00:53:00) - Siri AI What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + t...
The NIA boys discuss Ferrari Luce & Luxury EV Market, YouTubers Taking Over Hollywood (Obsession, Backrooms) and Berkshire x Google Timestamps (00:00:00) - Intro (00:03:27) - Ferrari Luce & Luxury EV Market (00:34:26) - YouTubers Taking Over Hollywood (Obsession, Backrooms) (00:48:29) - Berkshire x Google 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 ...
The NIA boys discuss Space X IPO, Enhanced Games Business Model & Ferrari’s First EV Timestamps (00:00:00) - Intro (00:02:55) - Meme of the Week (00:04:39) - Space X IPO (00:37:06) - Enhanced Games Business Model (00:52:14) - Ferrari’s First EV 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://...
The NIA boys discuss how The AI Gold Rush Is Warping Tech Careers Timestamps (00:00:00) - Intro (00:07:14) - Viral Tweet about AI Gold Rush Consequences (00:17:34) - Societal Sentiment about AI (00:24:45) - AI Leadership Discourse (00:31:21) - Raising Kids in the AI age (00:34:06) - Finding Meaning Discussion 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 meme...
The NIA boys discuss Audemars Piguet x Swatch, SpaceX’s $6B Anthropic Deal & Ted Turner Legacy Timestamps (00:00:00) - Intro (00:02:15) - Audemars Piguet x Swatch (00:22:23) - SpaceX’s $6B Anthropic Deal (00:33:54) - Ted Turner Legacy 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/n...
The NIA boys discuss GameStop x eBay (?), Zoom’s Anthropic Stake, Spirit Airlines Shuts Down & Amazon Logistics Timestamps (00:00:00) - Intro (00:02:11) - GameStop x eBay (?) (00:17:17) - Zoom’s Anthropic Stake (00:20:37) - GameStop x eBay (?) pt 2 (00:29:20) - Spirit Airlines Shuts Down (00:47:31) - Amazon Logistics 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, technol...
The NIA boys discuss Adobe vs. Figma vs. Canva vs. Claude Design Timestamps (00:00:00) - Intro (00:03:28) - Adobe vs Figma breakdown (00:14:03) - Canva (00:17:12) - Claude Design (00:23:26) - Claude Design will eat Figma (00:26:33) - Claude Design Demo (00:36:54) - Positioning of Canva vs Figma vs Adobe (00:54:27) - Jack's Design Stack 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 bu...
The NIA boys discuss Apple’s Tim Cook Era (Wins & Losses) Timestamps (00:00:00) - Intro (00:03:28) - Apple’s Tim Cook Era (00:14:03) - Tim Cook 2 Biggest Bets (China & AI) (00:27:00) - John Ternus and Apple's future 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.app...
The "Not Investment Advice" crew discusses Claude Mythos, highlighting its alleged power in finding zero-day vulnerabilities and Anthropic's "fear porn" marketing. They then pivot to the "clipping economy," where short-form content shapes feeds and drives massive views for creators like Michael Saylor and Clavicula. The conversation culminates in a deep dive into the competitive landscape between Anthropic and OpenAI, scrutinizing revenue claims, compute investments, and their contrasting strategies for the enterprise versus consumer AI markets, including the implications of OpenAI's leaked memo.
The NIA boys discuss AsiaMaxxing, Jack at Art Basel Hong Kong, Trung in Tokyo & Japan Twitter Timestamps (00:00:00) - Intro (00:02:07) - Jack at Art Basel Hong Kong (00:11:05) - Deep Dive on WORK, LUCK, PLAY (00:22:38) - Trung in Tokyo (00:27:55) - Japan Twitter 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 ap...
The NIA boys discuss Bitcoin Quantum Threat, Google TurboQuant vs. Memory & OpenAI Shuts Down Sora Timestamps (00:00:00) - Intro (00:02:12) - Bitcoin Quantum Threat (00:19:20) - Google TurboQuant vs. Memory (00:30:08) - OpenAI Shuts Down Sora 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://po...
The NIA boys discuss Nvidia GTC, AI Inference Explained, Jensen new Steve Jobs & Super Micro’s $2.5B Smuggling Scheme Timestamps (00:00:00) - Intro (00:04:21) - Meme of the Week (00:05:37) - Jensen new Steve Jobs (00:09:29) - Nvidia GTC (00:13:46) - AI Agents and OpenClaw (00:22:11) - AI Inference Explained (00:29:31) - Super Micro’s $2.5B Smuggling Scheme What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the in...
The NIA boys discuss Naval's “Coding an app is the new starting a podcast” tweet, Jack VV AI Projects & Karpathy AI Proof Jobs Timestamps (00:00:00) - Intro (00:03:41) - “Coding an app is the new starting a podcast” (00:25:26) - Jack VV AI Projects (00:36:57) - Karpathy AI Proof Jobs 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 ...
The NIA boys discuss the Sphere’s $4B Business Timestamps (00:00:00) - Intro (00:01:19) - What Is the Sphere (00:03:28) - James Dolan's Three Public Companies (00:04:58) - The Backstory of the Sphere (00:10:45) - Revenue Breakdown: IP, Live Events, Sponsorships, F&B (00:14:37) - Expansion Plans (00:18:08) - The importance of IP (00:24:38) - James Dolan's Origin Story (00:27:20) - Final Thoughts and Fun Facts What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Pha...
The NIA boys discuss Anthropic vs. Department of War, Block 40% Layoff & Jane Street’s 10AM Bitcoin Dump Timestamps (00:00:00) - Intro (00:03:20) - Anthropic vs. Department of War (00:37:13) - Meme of the Week (00:38:38) - Block 40% Layoff (00:47:31) - Jane Street’s 10AM Bitcoin Dump 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 ...
The NIA boys discuss AI 2028 Doom Report, Ghost GDP, Intelligence Displacement Spiral, Stablecoins vs Credit Cards & AI Agent Economy Timestamps (00:00:00) - Intro (00:04:19) - AI 2028 Doom Report (00:10:58) - Intelligence Displacement Spiral (00:20:07) - AI Agent Economy (00:37:19) - Ghost GDP (00:47:16) - Stablecoins vs Credit Cards (00:58:13) - Private Credit Crisis (01:08:10) - Growing Inequality Concerns What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Ph...
The NIA boys discuss OpenAI Acquires OpenClaw, Ferrari x Jony Ive, LoveFrom’s Design Process & Winter Olympics Timestamps (00:00:00) - Intro (00:02:14) - OpenAI Acquires OpenClaw (00:26:55) - Ferrari x Jony Ive (00:37:57) - Winter Olympics 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.l...
The NIA boys discuss AI Super Bowl Ads, Bitcoin Sell-Off & SaaS-Mageddon Software Meltdown Timestamps (00:00:00) - Intro (00:02:43) - AI Super Bowl Ads (00:26:14) - Bitcoin Sell-Off (00:46:46) - SaaS-Mageddon Software Meltdown 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/notadvice...
The NIA boys discuss SpaceX Acquires xAI, Gold & Silver Crash, AI Agents Self-Organizing on Moltbook? Timestamps (00:00:00) - Intro (00:02:44) - SpaceX Acquires xAI (00:20:17) - Gold & Silver Crash (00:38:35) - AI Agents Self-Organizing on Moltbook? 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:...
The NIA boys discuss Clawdbot Hype, Social Media Addiction & Alex Honnold’s Taipei 101 Climb Timestamps (00:00:00) - Intro (00:03:02) - Clawdbot Hype (00:24:38) - Social Media Addiction (00:44:19) - Alex Honnold’s Taipei 101 Climb 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/notad...
The NIA boys discuss ChatGPT Ads, Memory Stocks (Micron, Sandisk), Matt Damon & Ben Affleck New Film Model Timestamps (00:00:00) - Intro (00:02:59) - ChatGPT Ads (00:35:43) - Memory Stocks (Micron, Sandisk) (00:47:54) - Matt Damon & Ben Affleck New Film Model 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 a...
The NIA boys discuss Siri x Gemini, Claude Cowork & Jerome Powell Defiant Timestamps (00:00:00) - Intro (00:01:10) - Meme of the Week (00:10:19) - Siri x Gemini (00:26:59) - Claude Cowork (00:38:54) - UBI Discussion (00:48:37) - Jerome Powell Defiant 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: ht...
The NIA boys discuss Prediction Market Insider Trading, Boston Dynamics Humanoid Robot (CES) & Delivery App Hoax? Timestamps (00:00:00) - Intro (00:01:35) - Meme of the Week (00:06:12) - Prediction Market Insider Trading (00:32:21) - Venezuela energy resources (00:42:19) - Boston Dynamics Humanoid Robot (CES) (00:55:36) - Delivery App Hoax? 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 lat...
The NIA boys discuss their best of 2025: Person, Company, TV Show, Read, Song & Purchase Timestamps (00:00:00) - Intro (00:01:37) - Person/Company of the Year (00:09:49) - Song of the Year (00:15:06) - Book Recommendations (00:20:41) - TV Show Recommendations (00:27:01) - Reflections and Preparing for 2026 (00:36:00) - Best Purchase under $100 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 ...
The NIA boys discuss Chappelle + IRL Events, Marmite Rule, Pronoia vs. Paranoia & Our Christmas List Timestamps (00:00:00) - Intro (00:00:46) - Chappelle (00:13:10) - Marmite Rule (00:19:17) - IRL Events (00:25:56) - Our Christmas List (00:29:34) - AI Inspired Media Recommendations 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...
The NIA boys discuss SpaceX’s $1.5T IPO explained, the viral WSJ storytelling article and the Jake Paul vs Anthony Joshua fight Timestamps (00:00:00) - Intro (00:01:34) - SpaceX’s $1.5T IPO explained (00:27:40) - WSJ Storytelling Article (00:39:12) - Jake Paul vs Anthony Joshua fight 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 y...
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 Ads Timestamps (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 Ads What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the inte...
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 Bet 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 you...
