122: Twitter to X, Oppenheimer vs. Barbie and Messi/Mbappe

The NIA boys discuss Twitter rebrand to X, Oppenheimer vs. Barbie and Messi/Mbappe.

Timestamps:

• (00:00:00) - Intro
• (00:04:00) - Twitter Rebranding to X
• (00:11:08) - Jack’s thoughts on the rebrand
• (00:15:14) - Twitter’s Network Effect
• (00:23:27) - Threads is a Reset of Instagram
• (00:29:25) - X IPO?
• (00:34:51) - Jack’s Thoughts on the new X Logo
• (00:45:19) - Twitte Bull Case
• (00:53:27) - Barbiheimer
• (00:58:36) - Barbiheimer Backstory
• (01:01:09) - Thoughts on Barbiheimer
• (01:06:05) - Crazy Marketing Hack Sound of Freedom
• (01:09:04) - Messi Update
• (01:15:37) - Mbappe’s $776 Million Offer from Saudi Arabia

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.

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Links Mentioned:

Caleb Pressley on This Past Weekend

Theo Von: Sundae Conversation with Caleb Pressley

Elon’s Tweet

Jack Dorsey’s Tweet

Brett’s Xeet Tweet

Jack’s X Logo Rebrand Thread

Matt Belloni’s Barbiheimer Article

Founders’ Episode on Oppenheimer

The Athletic’s Messi Article

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