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Not Investment Advice

Bilal Zaidi, Jack Butcher, Trung Phan

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Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes. Let us know what you think on Twitter: @bzaidi @trungtphan @jackbutcher @niapodcast Hosted on Acast. See acast.com/privacy for more information.
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The NIA boys discuss Meta Vibes (AI Videos), TikTok’s $14B Sale, EA’s $55B Takeover & Gold Flips US Treasuries Timestamps (00:00:00) - Intro (00:04:29) - Meta Vibes (AI Videos) (00:18:44) - TikTok’s $14B Sale (00:30:02) - EA’s $55B Takeover (00:41:38) - Gold Flips US Treasuries What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & …
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The NIA boys discuss Nvidia’s $100B OpenAI Deal, Meta Ray-Ban Display & Oura’s $10B Valuation Timestamps: (00:00:00) - Intro (00:05:33) - Nvidia’s $100B OpenAI Deal (00:33:38) - Meta Ray-Ban Display (00:55:01) - Oura’s $10B Valuation What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on th…
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The NIA Boys Discuss SpaceX’s $17B Deal, Tesla Bull Case, Oracle’s $1T AI Run, Gas Wars Release & PunkStrategy Timestamps: (00:00:00) - Intro (00:02:11) - SpaceX $17B Deal (00:16:38) - Tesla Bull Case (00:24:13) - Oracle’s $1T AI Run (00:47:22) - Gas Wars Release (00:52:49) - PunkStrategy What Is Not Investment Advice? Every week, Jack Butcher, Bil…
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The NIA boys discuss the Google Monopoly Ruling, Sam Altman’s WorldCoin & The New iPhones Timestamps: (00:00:00) - Intro (00:02:47) - Google Monopoly Ruling (00:32:33) - Sam Altman’s WorldCoin (00:43:28) - The New iPhones What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of t…
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The NIA boys discuss US vs. Global Stocks, Gen-Z Trends, Why People Stopped Drinking Alcohol & Does "Social Media” Exist? Timestamps: 00:00:00) - Intro (00:02:37) - US vs. Global Stocks (00:11:58) - Gen-Z Trends (00:19:24) -Why People Stopped Drinking Alcohol (00:31:54) - Does "Social Media” Exist? What Is Not Investment Advice? Every week, Jack Bu…
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The NIA boys discuss Yeezy & Balaji Coin, Zora, Soho House ~$3B PE Deal & Shark Ninja’s $16B Empire Timestamps: 00:00:00) - Intro (00:00:46) - Zora and Balaji Coin (00:16:23) - Yeezy Coin (00:25:32) - Top 10 Assets (Balaji Tweet) (00:34:57) - Soho House ~$3B PE Deal (00:44:22) - Shark Ninja’s $16B Empire What Is Not Investment Advice? Every week, J…
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The NIA boys discuss Oasis Concert, Chamath Launching S.P.A.C., Intel Turnaround (?) & How The South Park Guys Became Billionaires Timestamps: (00:00:00) - Intro (00:01:39) - Oasis Concert (00:05:37) - Chamath Launching S.P.A.C. (00:16:23) - Intel Turnaround (?) (00:26:01) - How The South Park Guys Became Billionaires What Is Not Investment Advice?…
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The NIA boys discuss GPT-5, ChatGPT vs. Claude, AI Psychosis, Nvidia 15% Export Tax & Harvard Buys Bitcoin Timestamps: (00:00:00) - Intro (00:02:20) - GPT-5 (00:20:34) - ChatGPT vs. Claude (00:29:20) - Nvidia 15% Export Tax (00:49:56) - Harvard Buys Bitcoin What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss wh…
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The NIA boys discuss Singapore & Vietnam’s Growth, Figma IPO, Airport Lounges & Dishoom’s Genius Marketing Timestamps: (00:00:00) - Intro (00:03:09) - Vietnam’s Growth/Trung’s Vaca (00:24:21) - Singapore’s Growth (00:34:43) - Airport Lounges (00:49:49) - Figma IPO (01:01:19) - Dishoom’s Genius Marketing What Is Not Investment Advice? Every week, Ja…
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The NIA boys discuss the Future of Substack, Support From Partner, Value of Names & Rebooting The UK Timestamps: (00:00:00) - Intro (00:02:34) - Future of Substack (00:20:43) - Support From Partner (00:31:05) - Value of Names (00:48:50) - Rebooting The UK What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what…
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The NIA boys discuss What’s Driving ETH Price, Bitcoin All Time High, Treasury Company Playbook, Stablecoin Bill & Crypto Collateral Loans Timestamps: (00:00:00) - Intro (00:01:59) - What’s Driving ETH Price (00:06:44) - Stablecoin Bill and Possible Impact (00:15:11) - Treasury Company Playbook (00:18:37) - ETH Narrative Changing (00:25:42) - ETH E…
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The NIA boys do an AMA where they discuss Historical Figures they'd like to meet, PHDs vs AI, Simulation Theory, Fav 90s Media, Life Swap, Traits From Parents & Routines Timestamps: (00:00:00) - Intro (00:03:05) - Life Swap (00:04:44) - Meeting Historical Figures (00:13:01) - PHDs vs AI (00:31:45) - Traits From Parents (00:35:09) - Fav 90s Media (0…
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The NIA boys do an AMA where they discuss China vs. US Energy, Population Decline, Tech Layoff Drivers & Future of AI Podcasting Timestamps: (00:00:00) - Intro (00:01:12) - China vs. US Energy (00:16:48) - Population Decline (00:25:11) - Tech Layoff Drivers (00:46:43) - Future of AI Podcasting What Is Not Investment Advice? Every week, Jack Butcher…
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The NIA boys do an AMA where they discuss 1% Products, Dream Businesses, Disagreements, BYD vs. Tesla & is UBI a Good Idea? Timestamps: (00:00:00) - Intro (00:01:28) - 1% Products (00:08:37) - Dream Businesses (00:17:59) - Disagreements (00:24:27) - BYD vs. Tesla (00:29:44) - is UBI a Good Idea? What Is Not Investment Advice? Every week, Jack Butch…
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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 th…
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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 w…
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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 …
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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 Bu…
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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'r…
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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 discu…
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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, Jac…
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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 B…
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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) - Fa…
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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 …
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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…
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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…
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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? Eve…
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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:…
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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 Possib…
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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? Eve…
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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 P…
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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-…
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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 wh…
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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 & …
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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 Z…
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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…
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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, …
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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 f…
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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, …
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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 find…
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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…
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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 I…
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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…
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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 wh…
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The NIA boys discuss Tyson vs Jake Paul, Trump UFC, MicroStrategy Bitcoin Purchases, ETH vs. SOL, the meme coin market and much more Timestamps: (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:…
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The NIA boys discuss Bitcoin $90k & Trump’s Impact on Big Tech, Tariffs, EV & Media Timestamps: (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 I…
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The NIA boys discuss The Podcast Election, Betting Markets (Polymarket, Kalshi) & Hollywood’s AI Play Timestamps: (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 Play What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi &…
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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) -…
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The NIA boys discuss Money Psychology, Favorite Mental Models & Future AI Jobs Timestamps: (00:00:00) - Intro (00:01:04) - Money Psychology (00:21:21) - Favorite Mental Models (00:35:39) - Future AI 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 …
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The NIA boys discuss SpaceX Starship, Tesla vs. Waymo & Jensen Huang’s Nvidia Bull Case Timestamps: (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 …
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