Not Investment Advice
Not Investment Advice is a podcast hosted by Jack Butcher, Bilal Zaidi, and Trung Phan. They explore emerging trends and curiosities from the edges of the internet. The show covers topics in business, technology, and meme culture. Listeners can follow the hosts on Twitter for updates and discussion.
Episodes
282: NIA Break, Astra vs. Fable, Hugging Face Hack, Foldable iPhone & Content Reccs
The NIA boys discuss NIA Break, Astra vs. Fable, Hugging Face Hack, Foldable iPhone & Content ReccsTimestamps(00:00:00) - Intro(00:00:39) - NIA Break(00:05:06) - Astra vs. Fable(00:13:11) - Hugging Face Hack(00:30:11) - saaspocalypse's over?(00:39:10) - Foldable iPhone(00:48:05) - Content ReccsLinks Mentioned:Creator Lab: https://linktr.ee/creatorlabfmDwarkesh blog post - https://www
281: Nvidia's $500B Chip Fund, Google Buys Spirit Airlines Data, Rise of American Travel & Gen Z Sports Betting
The NIA boys and special guest host Zaid Admani discuss Nvidia's $500B Chip Fund, Google Buys Spirit Airlines Data, Rise of American Travel & Gen Z Sports BettingTimestamps(00:00:00) - Intro(00:04:21) - Nvidia's $500B Chip Fund(00:16:18) - Google Buys Spirit Airlines Data(00:31:10) - Anthropic vs OpenAI(00:40:39) - Rise of American Travel(00:59:46) - Gen Z Sports BettingWhat Is Not Investment
280: fomo app, Geeks, MOPs & sociopaths, AI barrel of intelligence, country of geniuses & zuck’s manifesto
The NIA boys discuss fomo app, Geeks, MOPs & sociopaths, AI barrel of intelligence, country of geniuses & zuck’s manifestoTimestamps(00:00:00) - Intro(00:04:43) - fomo app(00:13:25) - Geeks, MOPs & sociopaths(00:30:51) - Claude's invisible watermark(00:36:56) - AI barrel of intelligence & country of geniusesWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & T
279: Saylor Selling, Coldcard Hack, Ethereum is 11, Prediction Markets & Apple to $5T
The NIA boys discuss Saylor Selling, Coldcard Hack, Ethereum is 11, Prediction Markets & Apple to $5TTimestamps(00:00:00) - Intro(00:03:24) - Saylor Selling(00:07:45) - Coldcard Hack(00:15:51) - Ethereum is 11(00:21:34) - Prediction Markets (00:38:11) - Apple to $5TWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of
278: Jack's Super Rare Upset, fwa.fun, Anthropic’s $1.5bil Settlement & AI vs. Labor Cost
The NIA boys discuss Jack's Super Rare Upset, fwa.fun, Anthropic’s $1.5bil Settlement & AI vs. Labor CostTimestamps(00:00:00) - Intro(00:01:22) - Jack's Super Rare Upset(00:12:17) - fwa.fun(00:27:27) - Market Sentiment(00:30:16) - Anthropic’s $1.5bil Settlement (00:45:33) - AI vs. Labor CostWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they'r
277: Spain's World Cup, Kimi Chinese AI Model, Truth Social API & Oasis Index
The NIA boys discuss Spain's World Cup, Kimi Chinese AI Model, Truth Social API & Oasis IndexTimestamps(00:00:00) - Intro(00:03:20) - Spain's World Cup(00:09:38) - Kimi Chinese AI Model(00:44:38) - Truth Social API(00:49:41) - Oasis IndexWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + th
276: World Cup Final Predictions, Apple vs. OpenAI & The AI Coding War
The NIA boys discuss World Cup Final Predictions, Apple vs. OpenAI & The AI Coding WarTimestamps(00:00:00) - Intro(00:02:05) - World Cup Final Predictions(00:20:10) - Apple vs. OpenAI (00:36:48) - The AI Coding WarWhat 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
275: England vs. Mexico, Balogun Pardoned, Economy of Words, Robinhood DeFi and X Money
The NIA boys discuss England vs. Mexico, Balogun Pardoned, Economy of Words, Robinhood DeFi and X MoneyTimestamps(00:00:00) - Intro(00:01:47) - England vs. Mexico(00:06:17) - Balogun Pardoned(00:12:34) - Economy of Words(00:27:36) - Robinhood DeFi(00:33:27) - X Money(00:47:08) - Meme of the WeekWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they'r
274: The La Sagrada Familia Story
Trung does a deep dive on La Sagrada Familia, the longest-running construction project in the world, spanning over 140 years. Started in 1883 by Antoni Gaudí, the basilica embodies his vision of creating "the Bible in stone" through revolutionary architectural techniques inspired by natural forms. Despite numerous historical challenges and Gaudí's death in 1926, the project continues today, funded
273: Jack at World Cup, MidJourney Medical, Google’s AI Fumble & Toy Story 5
The NIA boys discuss Jack at World Cup, MidJourney Medical, Google’s AI Fumble & Toy Story 5Timestamps(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 5What 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
272: SpaceX at ~$3T, World Cup Ads, Claude Fable Shutdown & Jack’s New Project
The NIA boys discuss SpaceX at ~$3T, World Cup Ads, Claude Fable Shutdown & Jack’s New ProjectTimestamps(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 ProjectWhat 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
271: World Cup Ticketing Fiasco, Why Saylor is Selling BTC, Elon Web Services, Siri AI & Claude Fable
The NIA boys discuss World Cup Ticketing Fiasco, Why Saylor is Selling BTC, Elon Web Services, Siri AI & Claude FableTimestamps(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 AIWhat Is Not Investment Advice?Every week, Jack Butcher,
270: Ferrari Luce & Luxury EV Market, YouTubers Taking Over Hollywood (Obsession, Backrooms) and Berkshire x Google
The NIA boys discuss Ferrari Luce & Luxury EV Market, YouTubers Taking Over Hollywood (Obsession, Backrooms) and Berkshire x GoogleTimestamps(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 GoogleWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discus
269: Space X IPO, Enhanced Games Business Model & Ferrari’s First EV
The NIA boys discuss Space X IPO, Enhanced Games Business Model & Ferrari’s First EVTimestamps(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 EVWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the late
268: How The AI Gold Rush Is Warping Tech Careers
The NIA boys discuss how The AI Gold Rush Is Warping Tech CareersTimestamps(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 discu
267: Audemars Piguet x Swatch, SpaceX’s $6B Anthropic Deal & Ted Turner Legacy
The NIA boys discuss Audemars Piguet x Swatch, SpaceX’s $6B Anthropic Deal & Ted Turner LegacyTimestamps(00:00:00) - Intro(00:02:15) - Audemars Piguet x Swatch(00:22:23) - SpaceX’s $6B Anthropic Deal(00:33:54) - Ted Turner LegacyWhat 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 bus
266: GameStop x eBay (?), Zoom’s Anthropic Stake, Spirit Airlines Shuts Down & Amazon Logistics
The NIA boys discuss GameStop x eBay (?), Zoom’s Anthropic Stake, Spirit Airlines Shuts Down & Amazon LogisticsTimestamps(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 LogisticsWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung
265: Adobe vs. Figma vs. Canva vs. Claude Design
The NIA boys discuss Adobe vs. Figma vs. Canva vs. Claude DesignTimestamps(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 Zaid
264: Breaking Down Apple’s Tim Cook Era (Wins & Losses)
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 futureWhat 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 busines
263: Claude Mythos, The Clipping Economy & Anthropic’s $30B vs. OpenAI’s $25B (?)
The NIA boys discuss Claude Mythos, The Clipping Economy & Anthropic’s $30B vs. OpenAI’s $25B (?)Timestamps(00:00:00) - Intro(00:03:20) - Claude Mythos(00:13:27) - The Clipping Economy(00:23:16) - Claude Mythos (pt2) (00:27:09) - Anthropic’s $30B vs. OpenAI’s $25B (?)What Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the ed
262: AsiaMaxxing, Jack at Art Basel Hong Kong, Trung in Tokyo & Japan Twitter
The NIA boys discuss AsiaMaxxing, Jack at Art Basel Hong Kong, Trung in Tokyo & Japan TwitterTimestamps(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 TwitterWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the i
261: Bitcoin Quantum Threat, Google TurboQuant vs. Memory & OpenAI Shuts Down Sora
The NIA boys discuss Bitcoin Quantum Threat, Google TurboQuant vs. Memory & OpenAI Shuts Down SoraTimestamps(00:00:00) - Intro(00:02:12) - Bitcoin Quantum Threat(00:19:20) - Google TurboQuant vs. Memory(00:30:08) - OpenAI Shuts Down SoraWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the lates
260: Nvidia GTC, AI Inference Explained, Jensen new Steve Jobs & Super Micro’s $2.5B Smuggling Scheme
The NIA boys discuss Nvidia GTC, AI Inference Explained, Jensen new Steve Jobs & Super Micro’s $2.5B Smuggling SchemeTimestamps(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 SchemeWhat Is Not Investment Advice?Every week,
259: “Coding an app is the new starting a podcast”, Jack VV AI Projects & Karpathy AI Proof Jobs
The NIA boys discuss Naval's “Coding an app is the new starting a podcast” tweet, Jack VV AI Projects & Karpathy AI Proof JobsTimestamps(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 JobsWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on
258: The Sphere’s $4B Business, Explained.
The NIA boys discuss the Sphere’s $4B BusinessTimestamps(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 a
257: Anthropic vs. Department of War, Block 40% Layoff & Jane Street’s 10AM Bitcoin Dump
The NIA boys discuss Anthropic vs. Department of War, Block 40% Layoff & Jane Street’s 10AM Bitcoin DumpTimestamps(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 DumpWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on t
256: AI 2028 Doom Report, Ghost GDP, Intelligence Displacement Spiral, Stablecoins vs Credit Cards & AI Agent Economy
The NIA boys discuss AI 2028 Doom Report, Ghost GDP, Intelligence Displacement Spiral, Stablecoins vs Credit Cards & AI Agent EconomyTimestamps(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
255: OpenAI Acquires OpenClaw, Ferrari x Jony Ive, LoveFrom’s Design Process & Winter Olympics
The NIA boys discuss OpenAI Acquires OpenClaw, Ferrari x Jony Ive, LoveFrom’s Design Process & Winter OlympicsTimestamps(00:00:00) - Intro(00:02:14) - OpenAI Acquires OpenClaw(00:26:55) - Ferrari x Jony Ive(00:37:57) - Winter OlympicsWhat 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 bus
254: AI Super Bowl Ads, Bitcoin Sell-Off & SaaS-Mageddon Software Meltdown
The NIA boys discuss AI Super Bowl Ads, Bitcoin Sell-Off & SaaS-Mageddon Software MeltdownTimestamps(00:00:00) - Intro(00:02:43) - AI Super Bowl Ads(00:26:14) - Bitcoin Sell-Off(00:46:46) - SaaS-Mageddon Software MeltdownWhat 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, techno
253: SpaceX Acquires xAI, Gold & Silver Crash, AI Agents Self-Organizing on Moltbook?
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
252: Clawdbot Hype, Social Media Addiction & Alex Honnold’s Taipei 101 Climb
The NIA boys discuss Clawdbot Hype, Social Media Addiction & Alex Honnold’s Taipei 101 ClimbTimestamps(00:00:00) - Intro(00:03:02) - Clawdbot Hype(00:24:38) - Social Media Addiction (00:44:19) - Alex Honnold’s Taipei 101 ClimbWhat 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,
251: ChatGPT Ads, Memory Stocks (Micron, Sandisk), Matt Damon & Ben Affleck New Film Model
The NIA boys discuss ChatGPT Ads, Memory Stocks (Micron, Sandisk), Matt Damon & Ben Affleck New Film ModelTimestamps(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 ModelWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the inte
250: Siri x Gemini, Claude Cowork & Jerome Powell Defiant
The NIA boys discuss Siri x Gemini, Claude Cowork & Jerome Powell DefiantTimestamps(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 DefiantWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the late
249: Prediction Market Insider Trading, Boston Dynamics Humanoid Robot (CES) & Delivery App Hoax?
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
248: Best of 2025: Person, Company, TV Show, Read, Song & Purchase
The NIA boys discuss their best of 2025: Person, Company, TV Show, Read, Song & PurchaseTimestamps(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 $100What Is Not Investment Advice?Every week, Jack Butche
247: AMA - Chappelle + IRL Events, Marmite Rule, Pronoia vs. Paranoia & Our Christmas List
The NIA boys discuss Chappelle + IRL Events, Marmite Rule, Pronoia vs. Paranoia & Our Christmas ListTimestamps(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 RecommendationsWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the
246: SpaceX’s $1.5T IPO explained
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 th
245: Jack’s Project Acquired by X Museum, Netflix’s $83B Deal for Warner Bros (and Paramount’s Hostile Bid) & Gemini Ads
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 AdsTimestamps(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 AdsWhat Is Not Investment Advice?Every week, Jac
244: Jack at Art Basel, Nvidia vs. Google TPUs, The Anti-AI Bet & Strategy’s $50B+ Bitcoin Bet
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 BetWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're findi
243: Things To Watch & Read, Learning History From AI, WFH vs. Office & The State of Universal Basic Income
The NIA boys discuss Things To Watch & Read, Learning History From AI, WFH vs. Office & The State of Universal Basic IncomeTimestamps(00:00:00) - Intro(00:02:52) - Things To Watch(00:11:36) - Things To Read(00:23:29) - WFH vs. Office(00:31:00) - The State of Universal Basic IncomeWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're findi
242: “May I Meet You?”, Michael Burry’s AI Short, Elon’s $1T Package and Buffett’s $4B Google Bet
The NIA boys discuss “May I Meet You?”, Michael Burry’s AI Short, Elon’s $1T Package and Buffett’s $4B Google BetTimestamps(00:00:00) - Intro(00:02:41) - Meme of the Week(00:11:27) - Michael Burry’s AI Short(00:24:39) - Elon’s $1T Package(00:31:46) - State of the Markets(00:40:59) - Buffett’s $4B Google BetWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss
241: 50yr Mortgages, Square Bitcoin Payments, Treasury Co 1x mNAV, Nano Banana & Andreesen vs. Pope
The NIA boys discuss 50yr Mortgages, Square Bitcoin Payments, Treasury Co 1x mNAV, Nano Banana & Andreesen vs. PopeTimestamps(00:00:00) - Intro(00:03:12) - 50yr Mortgages(00:25:26) - Square Bitcoin Payments(00:43:24) - Treasury Co 1x mNAV(00:47:27) - Nano Banana(00:53:43) - Andreesen vs. PopeWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they'
240: Humanoids at Home, Bitcoin's Silent IPO, Naming is Distribution & ZIRP Fake History
The NIA boys discuss Humanoids at Home, Bitcoin's Silent IPO, Naming is Distribution & ZIRP Fake HistoryTimestamps(00:00:00) - Intro(00:01:51) - Meme of the Week(00:02:59) - Humanoids at Home(00:18:06) - Bitcoin's Silent IPO(00:35:31) - Naming is Distribution(00:45:02) - ZIRP Fake History(01:04:42) - UK Economic Decline? What Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi &
239: Amazon Automation & Job Cuts, Gold Drops, Debasement Trade, AI Music & NBA Betting Scandal
The NIA boys discuss Amazon Automation & Job Cuts, Gold Drops, Debasement Trade, AI Music & NBA Betting ScandalTimestamps(00:00:00) - Intro(00:02:54) - Meme of the Week(00:03:39) - Amazon Automation & Job Cuts(00:23:06) - Gold Drops & Debasement Trade(00:28:47) - AI Music (00:40:51) - NBA Betting ScandalWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Tru
238: Coinbase Buys Cobie’s Echo ($375M) + UpOnly Podcast NFT ($25M), Walmart vs. Amazon & ChatGPT Launches Browser
The NIA boys discuss Coinbase Buys Cobie’s Echo ($375M) + UpOnly NFT ($25M), Walmart vs. Amazon & ChatGPT BrowserTimestamps(00:00:00) - Intro(00:03:48) - UpOnly NFT ($25M)(00:16:57) - Coinbase Buys Cobie’s Echo ($375M)(00:30:08) - Walmart vs. Amazon & ChatGPT BrowserWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edg
237: OpenAI’s $1T In Chip Deals, Crypto Sell Off & The Battle For Rare Earths
The NIA boys discuss OpenAI’s $1T In Chip Deals, Crypto Sell Off & The Battle For Rare EarthsTimestamps(00:00:00) - Intro(00:05:26) - OpenAI’s $1T In Chip Deals(00:32:04) - Crypto Sell Off (00:44:14) - The Battle For Rare Earths(00:56:36) - Anduril's EagleEye What Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the
236: Sora, Open AI Commerce, AI Deals (AMD, xAI, Nvidia), AI vs. Dotcom Bubble, Debasement Trade & Polymarket Deal
The NIA boys discuss Sora, Open AI Commerce, AI Deals (AMD, xAI, Nvidia), AI vs. Dotcom Bubble, Debasement Trade & Polymarket DealTimestamps(00:00:00) - Intro(00:02:44) - Sora(00:17:51) - Open AI Commerce(00:29:55) - AI Deals (AMD, xAI, Nvidia)(00:39:58) - AI vs. Dotcom Bubble(01:01:02) - Debasement Trade (01:12:40) - Polymarket DealWhat Is Not Investment Advice?Every week, Jack Butcher, Bil
235: Meta Vibes (AI Videos), TikTok’s $14B Sale, EA’s $55B Takeover & Gold Flips US Treasuries
The NIA boys discuss Meta Vibes (AI Videos), TikTok’s $14B Sale, EA’s $55B Takeover & Gold Flips US TreasuriesTimestamps(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 TreasuriesWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the e
234: Nvidia’s $100B OpenAI Deal, Meta Ray-Ban Display & Oura’s $10B Valuation
The NIA boys discuss Nvidia’s $100B OpenAI Deal, Meta Ray-Ban Display & Oura’s $10B ValuationTimestamps:(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 ValuationWhat 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
233: SpaceX $17B Deal, Tesla Bull Case, Oracle’s $1T AI Run, Gas Wars Release & PunkStrategy
The NIA Boys Discuss SpaceX’s $17B Deal, Tesla Bull Case, Oracle’s $1T AI Run, Gas Wars Release & PunkStrategyTimestamps:(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) - PunkStrategyWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding
232: Google Monopoly Ruling, Sam Altman’s WorldCoin & The New iPhones
The NIA boys discuss the Google Monopoly Ruling, Sam Altman’s WorldCoin & The New iPhonesTimestamps:(00:00:00) - Intro(00:02:47) - Google Monopoly Ruling(00:32:33) - Sam Altman’s WorldCoin(00:43:28) - The New iPhonesWhat 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, techno
231: US vs. Global Stocks, Gen-Z Trends, Why People Stopped Drinking Alcohol & Does "Social Media” Exist?
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 Butcher, Bilal Zaidi & Trung Phan discuss what they
230: Yeezy & Balaji Coin, Zora, Soho House ~$3B PE Deal & Shark Ninja’s $16B Empire
The NIA boys discuss Yeezy & Balaji Coin, Zora, Soho House ~$3B PE Deal & Shark Ninja’s $16B EmpireTimestamps: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 EmpireWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss w
229: Oasis Concert, Chamath Launching SPAC, Intel Turnaround (?) & How The South Park Guys Became Billionaires
The NIA boys discuss Oasis Concert, Chamath Launching S.P.A.C., Intel Turnaround (?) & How The South Park Guys Became BillionairesTimestamps:(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 BillionairesWhat Is Not Investment Advice?What Is Not Investment Advice?Every week, Jack Butc
228: GPT-5, ChatGPT vs. Claude, AI Psychosis, Nvidia 15% Export Tax & Harvard Buys Bitcoin
The NIA boys discuss GPT-5, ChatGPT vs. Claude, AI Psychosis, Nvidia 15% Export Tax & Harvard Buys BitcoinTimestamps:(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 BitcoinWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet +
227: Singapore & Vietnam’s Growth, Figma IPO, Airport Lounges & Dishoom’s Genius Marketing
The NIA boys discuss Singapore & Vietnam’s Growth, Figma IPO, Airport Lounges & Dishoom’s Genius MarketingTimestamps:(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 MarketingWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss wh
226: Future of Substack, Support From Partner, Value of Names & Rebooting The UK
The NIA boys discuss the Future of Substack, Support From Partner, Value of Names & Rebooting The UKTimestamps:(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 UKWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + t
225: What’s Driving ETH Price, Bitcoin All Time High, Treasury Company Playbook, Stablecoin Bill & Crypto Collateral Loans
The NIA boys discuss What’s Driving ETH Price, Bitcoin All Time High, Treasury Company Playbook, Stablecoin Bill & Crypto Collateral LoansTimestamps:(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 Evolution(00:32:17) - NFT Value Prop(00:38:36) -C
224: AMA - Meeting Historical Figures, PHDs vs AI, Simulation Theory, Fav 90s Media, & Routines
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 & RoutinesTimestamps:(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(00:48:01) - RoutinesWhat Is No
223: AMA - China vs. US Energy, Population Decline, Tech Layoff Drivers & Future of AI Podcasting
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, Bilal Zaidi & Trung Phan discuss what they're
222: AMA - 1% Products, Dream Businesses, Disagreements, BYD vs. Tesla & is UBI a Good Idea?
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 Butcher, Bilal Zaidi & Trung Phan discuss what they're
221: Booking: $170B+ A/B Testing Machine & How a $5000 Vegas Bet Saved FedEx
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, technolo
220: Stablecoin Opportunity, Circle’s $25B+ IPO, WhatsApp Gets Ads & Meta’s $15B Scale AI Deal
The NIA boys discuss Stablecoin Opportunity, Circle’s $25B+ IPO, WhatsApp Gets Ads & Meta’s $15B Scale AI DealTimestamps:(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 discu
219: Apple WWDC Liquid Glass Flop, Hollywood vs. AI, Veo 3 & Elon vs. Trump
The NIA boys discuss Apple WWDC Liquid Glass Flop, Hollywood vs. AI, Veo 3 & Elon vs. TrumpTimestamps:(00:00:00) - Intro(00:04:02) - Apple WWDC Liquid Glass Flop,(00:27:19) - Hollywood vs. Veo3(00:49:25) - Elon vs. TrumpWhat 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
218: PSG Win, Dyson’s $20B Run, Mary Meeker’s Trends, Waymo vs. Lyft & $500B+ Middle East AI Deal
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
217: Google I/O Wrap, OpenAI’s $6.4B for Jony Ive & How Apple Fumbled AI
The NIA boys discuss Google I/O, OpenAI’s $6.4B for Jony Ive & how Apple fumbled AITimestamps:(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 AIWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the lates
216: Burrito Loans, AI Product vs. Distribution, Power Laws in Online Dating
The NIA boys discuss Burrito Loans, AI Product vs. Distribution, Power Laws in Online DatingTimestamps:(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 DatingWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet +
215: Rent vs. Buy, ChatGPT in College, OpenAI’s For-Profit Pivot & Is Google Search Cooked?
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
214: Warren Buffett 60-Year Run, Berkshire's $150B+ Apple Bet, iPhone App Store Lawsuit and OpenAI's "Glazing" Controversy
The NIA boys discuss Warren Buffett 60-Year Run, Berkshire's $150B+ Apple Bet, iPhone App Store Lawsuit and OpenAI's "Glazing" ControversyTimestamps:(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
213: White Lotus Review, Case Against Streaming TV, Favorite Biographies & Business of Casinos
The NIA boys discuss White Lotus, Case Against Streaming TV, Favorite Biographies & Business of CasinosTimestamps:(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 CasinosWhat
212: Meta & Google Antitrust Cases, ChatGPT Memory Implications & Personalized AI Learning
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)
211: NIA 4th Year Anniversary, Tariffs (Bond Yield, Apple/China), LVMH vs. Hermes, Rory Win & Best Comeback Stories
The NIA boys discuss NIA 4th Year Anniversary, Tariffs (Bond Yield, Apple/China), LVMH vs. Hermes, Rory Win & Best Comeback StoriesTimestamps:(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 ComebacksWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss wh
210: Tariffs, Trade War, Stock Meltdown, China & Can America Bring Back Manufacturing?
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
209: Studio Ghibli ChatGPT, Hiyao Miyazaki, Meme Cycles & xAI Acquires X
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
208: AMA - Career Advice, Scarcity vs. Abundance, Parenting in AI Age & Future of Social Media
The NIA boys discuss Early Career Advice, Scarcity vs. Abundance Mindset, Parenting in AI Age & Future of Social MediaTimestamps(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 MediaWhat Is Not Investment Adv
207: AMA - Abercrombie’s Comeback, Wedding Economics, Loyalty to Brands, David Deutsch’s “Fun Criterion” & Is Work-Life Balance Possible?
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
206: Bitcoin Strategic Reserve, YouTube at 20, Ferrari Wild Economics & Manus DeepSeek Moment (?)
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 dis
205: Crypto Strategic Reserve, Skype Shutting Down, Oscars & Mixue $14B IPO
The NIA boys discuss Crypto Strategic Reserve, Skype Shutting Down, Oscars & Mixue $14B IPOTimestamps:(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 IPOWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of th
204: $1.5bil Bybit Hack, Crypto Sell-off, Pig-Butchering Scams, Murdoch “Succession” Drama & Future of Local Media
The NIA boys discuss $1.5bil Bybit Hack, Crypto Sell-off, Pig-Butchering Scams, Murdoch “Succession” Drama & Future of Local MediaTimestamps:$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:
203: Libra $200M+ Rug, How We Use AI, OpenAI Deep Research & Vibe Coding
The NIA boys discuss Libra $200M+ Rug, How We Use AI, OpenAI Deep Research & Vibe CodingTimestamps:(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 CodingWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet +
Recommended
The Rest Is Money
Newscast
Easy English: Learn English with everyday conversations
Learning English from the News
Who We Are Now with Izzy & Richard Hammond
Uk Mix RadioShow
CAA on General Aviation
Pod Save The King
Pride and Prejudice (version 6, dramatic reading)
InsideAIR
Ancient Lives with Mary Beard
English Made Simple
