The NIA boys discuss Booking: $170B+ A/B Testing Machine & How a $5000 Vegas Bet Saved FedEx Timestamps: (00:00:00) - Intro (00:02:20) - Booking's $170B+ A/B Testing Machine (00:36:16) - How a $5000 Vegas Bet Saved FedEx 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.ap...
Jun 25, 2025•47 min
The NIA boys discuss Stablecoin Opportunity, Circle’s $25B+ IPO, WhatsApp Gets Ads & Meta’s $15B Scale AI Deal Timestamps: (00:00:00) - Intro (00:09:28) - Stablecoin Opportunity (00:25:50) - Circle’s $25B+ IPO (00:38:52) - Credit Card Points (00:51:37) - WhatsApp Gets Ads (01:03:14) - Meta’s $15B Scale AI Deal 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...
Jun 18, 2025•1 hr 10 min
The NIA boys discuss Apple WWDC Liquid Glass Flop, Hollywood vs. AI, Veo 3 & Elon vs. Trump Timestamps: (00:00:00) - Intro (00:04:02) - Apple WWDC Liquid Glass Flop, (00:27:19) - Hollywood vs. Veo3 (00:49:25) - Elon vs. Trump 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/notadvicep...
Jun 11, 2025•1 hr 1 min
The NIA boys discuss PSG's Win, Dyson’s $20B Run, Mary Meeker’s Trends, Waymo vs. Lyft & $500B+ Middle East AI Deal Timestamps: (00:00:00) - Intro (00:00:56) - PSG Win (00:07:07) - Dyson’s $20B Run (00:28:12) - Mary Meeker’s Trends (00:35:02) - Waymo vs. Lyft (00:43:09) - $500B+ Middle East AI Deal 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. Subs...
Jun 04, 2025•49 min
The NIA boys discuss Google I/O, OpenAI’s $6.4B for Jony Ive & how Apple fumbled AI Timestamps: (00:00:00) - Intro (00:03:59) - Meme of the Week (00:05:47) - Google I/O Wrap (00:32:55) - OpenAI’s $6.4B for Jony Ive (00:47:46) - How Apple Fumbled 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 + the latest in business, technology and memes. Subscribe + listen on your fav podcast app: Apple: http...
May 28, 2025•59 min
The NIA boys discuss Burrito Loans, AI Product vs. Distribution, Power Laws in Online Dating Timestamps: (00:00:00) - Intro (00:01:22) - Meme of the Week (00:02:54) - Burrito Loans (00:18:31) - AI Product vs. Distribution (00:38:46) - Power Laws in Online Dating 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: A...
May 21, 2025•52 min
The NIA boys discuss Rent vs. Buy, ChatGPT in College, OpenAI’s For-Profit Pivot & Is Google Search Cooked? Timestamps: (00:00:00) - Intro (00:10:27) - Meme of the Week (00:11:10) - Rent vs. Buy (00:16:00) - ChatGPT in College (01:07:30) - OpenAI’s For-Profit Pivot (01:14:00) - Is Google Search Cooked? 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. ...
May 14, 2025•1 hr 20 min
The NIA boys discuss Warren Buffett 60-Year Run, Berkshire's $150B+ Apple Bet, iPhone App Store Lawsuit and OpenAI's "Glazing" Controversy Timestamps: (00:00:00) - Intro (00:06:40) - Meme of the Week (00:07:40) - The Myth of Warren Buffett (00:19:57) - Warren Buffett 60-Year Run (00:31:22) - Berkshire's $150B+ Apple Bet (00:41:01) - The Future of Berkshire Hathaway (00:47:06) - iPhone App Store Lawsuit (01:03:08) - OpenAI's "Glazing" Controversy What Is Not Investment Advice? Every week, Jack Bu...
May 07, 2025•1 hr 34 min
The NIA boys discuss White Lotus, Case Against Streaming TV, Favorite Biographies & Business of Casinos Timestamps: (00:00:00) - Intro (00:01:07) - Bilal's TV Recommendation: Adolescence (00:04:30) - Case Against Streaming TV (00:12:07) - White Lotus Review (00:16:49) - Case Against Streaming TV Pt2 (00:28:45) - Favorite Biographies (00:36:55) - Favorite Podcasts (00:39:09) - Business of Casinos What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss wha...
Apr 30, 2025•52 min
The NIA boys discuss Meta & Google Antitrust Cases, ChatGPT Memory Implications & Personalized AI Learning Timestamps: (00:00:00) - Intro (00:04:59) - Meme of the Week (00:05:27) - Meta Antitrust Case (00:21:17) - Google Antitrust Case (00:26:57) - Ad Server vs Ad Exchange Market (00:30:17) - Publisher Tools Explained (00:34:46) - Google's Revenue Breakdown (00:41:06) - Google Breakup? (00:46:23) - ChatGPT Memory Implications What Is Not Investment Advice? Every week, Jack Butcher, Bilal...
Apr 23, 2025•1 hr
The NIA boys discuss NIA 4th Year Anniversary, Tariffs (Bond Yield, Apple/China), LVMH vs. Hermes, Rory Win & Best Comeback Stories Timestamps: (00:00:00) - Intro (00:01:06) - 4yrs of NIA (00:08:13) - Tariffs (Bond Yield, Apple/China) (00:47:54) - LVMH vs. Hermes (01:04:27) - Rory Win & Best Comebacks 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...
Apr 16, 2025•1 hr 10 min
The NIA boys discuss Tariffs, Trade War, Stock Meltdown, China & Can America Bring Back Manufacturing? Timestamps: (00:00:00) - Intro (00:01:48) - Nominative Determinism (00:07:02) - Tariffs TLDR and Vibe Check (00:16:43) - The Tariffs at a high level (00:25:45) - Tariffs are a tax (00:32:05) - Trade Deficit and Non Tariffs Trade Barriers (00:40:54) - The Administration and Tariffs (00:51:19) - Second Order Consequences (00:54:04) - On-Shoring Manufacturing (01:00:51) - China’s Manufacturing...
Apr 09, 2025•1 hr 19 min
The NIA boys discuss Studio Ghibli ChatGPT, Hiyao Miyazaki, Meme Cycles & xAI Acquires X Timestamps: (00:00:00) - Intro (00:03:44) - Meme of the Week (00:07:50) - Studio Ghibli ChatGPT (00:23:38) - Hiyao Miyazaki (00:39:15) - AI Art Discussion (00:46:37) - Ghibli is an Inflection Point? (01:00:05) - xAI Acquires X 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...
Apr 02, 2025•1 hr 16 min
The NIA boys discuss Early Career Advice, Scarcity vs. Abundance Mindset, Parenting in AI Age & Future of Social Media Timestamps (00:00:00) - Intro (00:00:51) - Early Career Advice (00:20:00) - Scarcity vs. Abundance Mindset (00:25:10) - Parenting in AI Age (00:33:16) - Future of Work in AI Age (00:48:44) - Best Cities for Entrepreneurship (00:55:09) - Future of Social Media What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on...
Mar 26, 2025•1 hr 13 min
The NIA boys discuss Abercrombie’s Comeback, Wedding Economics, Loyalty to Brands, David Deutsch’s “Fun Criterion” & Is Work-Life Balance Possible? Timestamps: (00:00:00) - Intro (00:00:32) - Abercrombie’s Comeback (00:12:53) - Wedding Economics (00:23:21) - Loyalty to Brands (00:33:44) - Guinness resurgence (00:45:05) - Is Work-Life Balance Possible (00:54:16) - David Deutsch’s “Fun Criterion” What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what...
Mar 19, 2025•1 hr 6 min
The NIA boys discuss Bitcoin Strategic Reserve, YouTube at 20, Ferrari Wild Economics & Manus DeepSeek Moment (?) Timestamps: (00:00:00) - Intro (00:04:15) - Meme of the Week (00:05:37) - Bitcoin Strategic Reserve (00:27:27) - YouTube at 20 (00:41:14) - Ferrari Wild Economics (01:01:41) - Manus DeepSeek Moment (?) 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...
Mar 12, 2025•1 hr 7 min
The NIA boys discuss Crypto Strategic Reserve, Skype Shutting Down, Oscars & Mixue $14B IPO Timestamps: (00:00:00) - Intro (00:03:51) - Meme of the Week (00:04:30) - Crypto Strategic Reserve (00:35:00) - Skype Shutting Down (00:56:05) - Oscars (01:08:02) - Mixue $14B IPO 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 p...
Mar 04, 2025•1 hr 14 min
The NIA boys discuss $1.5bil Bybit Hack, Crypto Sell-off, Pig-Butchering Scams, Murdoch “Succession” Drama & Future of Local Media Timestamps: $1.5bil Bybit Hack, Crypto Sell-off, Pig-Butchering Scams, Murdoch “Succession” Drama & Future of Local Media(00:00:00) - Intro (00:01:59) - Meme of the Week (00:07:24) - $1.5bil Bybit Hack (00:15:52) - Pig-Butchering Scams (00:21:52) - Crypto Sell-of (00:33:54) - Murdoch “Succession” Drama (00:53:39) -Future of Local Media What Is Not Investment ...
Feb 26, 2025•1 hr 6 min
The NIA boys discuss Libra $200M+ Rug, How We Use AI, OpenAI Deep Research & Vibe Coding Timestamps: (00:00:00) - Intro (00:03:06) - Libra $200M+ Rug (00:23:58) - How Jack uses AI (00:57:31) - How Trung uses AI (01:04:44) - How Bilal uses AI and Vibe Coding 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: Ap...
Feb 19, 2025•1 hr 18 min
The NIA boys discuss Superbowl Ads, Kendrick HT, Elon $97B OpenAI Bid, X Algo, & USAID Timestamps: (00:00:00) - Intro (00:02:42) - Superbowl Ads (00:29:03) - Halftime Show (00:38:27) - Elon $97B OpenAI Bid (00:45:05) - X Algo (00:50:57) - Dead Internet Theory (00:57:49) - USAID 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...
Feb 12, 2025•1 hr 24 min
The NIA boys discuss Tariff War (Canada, Mexico, China), Shein & Temu, & ETH Drop Timestamps: (00:00:00) - Intro (00:01:56) - Meme of the Week (00:08:22) - China tariff battle (00:13:55) - Tariff impact on Shein & Temu (00:33:31) - Canada & Mexico tariff standoff (00:53:36) - ETH Drop 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. Subscr...
Feb 05, 2025•59 min
The NIA boys breakdown DeepSeek, Nvidia Short Thesis and Big Tech Winners & Losers Timestamps: (00:00:00) - Intro (00:04:17) - DeepSeek Breakdown (00:18:50) - Is DeepSeek a Psyop? (00:46:01) - DeepSeek Founder's Background (00:54:50) - DeepSeek's Impact on AI Landscape (01:04:45) - Big Tech Winners & Losers 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 an...
Jan 29, 2025•1 hr 23 min
The NIA boys discuss Trump Memecoin, ETH vs. Solana, TikTok Ban, Inauguration Memes and much more. Timestamps: (00:00:00) - Intro (00:06:45) - Meme of the Week (00:09:59) - Trump Memecoin (00:09:59) - Is the Trump Coin Pro or Negative Crypto (00:54:50) - ETH vs Solana (01:09:45) - TikTok Ban 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 + lis...
Jan 22, 2025•1 hr 18 min
The NIA boys discuss Zuck's Meta Pivot, the impending TikTok ban, and CES highlights Episode Timestamps: (00:00:00) - Intro (00:01:46) - Meme of the Week (00:06:47) - Zuck’s Meta Pivot (00:59:58) - TikTok’s Future (?) (01:10:07) - CES Highlights 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...
Jan 15, 2025•1 hr 14 min
The NIA boys share their awards for 2024 and share what they believe will be the biggest trends in 2025 Timestamps: 00:00:00) - Intro (00:01:40) - Person of the Year (00:11:03) - CEO of the Year (00:21:17) - Company of the Year (00:31:16) - Meme of the Year (00:47:43) - Looking ahead to 2025 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 + lis...
Jan 08, 2025•1 hr 2 min
The NIA boys share their favorite Books, Podcasts, Songs, and Films of 2024 Episode Timestamps: (00:00:00) - Intro (00:01:13) - Best Book (00:11:22) - Best Podcast or Audiobook (00:24:22) - Best Film or TV Show (00:37:12) - Best Song or Album 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.li...
Dec 30, 2024•43 min
The NIA boys discuss Fartcoin Fundamentals, Google Veo vs. OpenAI Sora, Waymo vs. Lyft, Healthcare Economics & Jensen Huang Story Episode Timestamps: (00:00:00) - Intro (00:02:08) - Meme of the Week (00:03:50) - Fartcoin Fundamentals (00:11:59) - NFTs are back? (00:16:41) - Meme of the Week pt 2 (00:17:43) - Healthcare Economics (00:33:35) - Google Veo vs. OpenAI Sora (00:50:46) - Waymo vs. Lyft (00:55:24) - Jensen Huang Story What Is Not Investment Advice? Every week, Jack Butcher, Bilal Za...
Dec 18, 2024•1 hr 7 min
The NIA boys discuss Google’s Quantum Chip, Bitcoin vs. Quantum Computing, Jack’s Sculpture & Taylor Swift’s $2B Eras Tour Timestamps: (00:00:00) - Intro (00:01:29) - Meme of the Week (00:04:21) - Quantum Computing Explained (00:07:37) - Bitcoin vs. Quantum Computing (00:15:31) - Google’s Quantum Chip (00:19:19) - The Mount Rushmore of Digital Ad Innovations (00:23:07) - Google’s Quantum Chip pt2 (00:24:43) - Crypto and AI (00:31:29) - Jack’s Sculpture (00:36:52) - Taylor Swift’s $2B Eras To...
Dec 11, 2024•55 min
The NIA boys discuss OpenAI vs. xAI, De-Banking Debate, Business of IVF & Presidential Pardon History Episode Timestamps (00:00:00) - Intro (00:01:42) - Meme of the week (00:13:48) - xAI’s Recent Funding Raise at $50B valuation (00:17:38) - OpenAI vs. xAI (00:26:51) - What makes xAI worth $50B (00:33:30) - De-Banking Debate (00:50:38) - Business of IVF What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the intern...
Dec 04, 2024•59 min
The NIA boys discuss MicroStrategy $35B Bitcoin-Buying Machine, Jaguar Wild Re-Brand and BlueSky vs. X Episode Timestamps (00:00:00) - Intro (00:02:43) - MicroStrategy $35B Bitcoin-Buying Machin (00:52:39) - Jaguar’s Wild Re-Brand (01:09:50) - BlueSky vs. X 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:...
Nov 27, 2024•1 hr 17 min
