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Not Investment Advice

Bilal Zaidi, Jack Butcher, Trung Phan

EN264 episodes
businessinvestingtechnology

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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Episodes (264)

265: Adobe vs. Figma vs. Canva vs. Claude Design

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Apr 29, 20261:01:52failed

264: Breaking Down Apple’s Tim Cook Era (Wins & Losses)

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Apr 22, 202642:09failed

263: Claude Mythos, The Clipping Economy & Anthropic’s $30B vs. OpenAI’s $25B (?...

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Apr 15, 202644:16failed

262: AsiaMaxxing, Jack at Art Basel Hong Kong, Trung in Tokyo & Japan Twitter

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Apr 8, 202638:31failed

261: Bitcoin Quantum Threat, Google TurboQuant vs. Memory & OpenAI Shuts Down So...

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Apr 1, 202647:06failed

260: Nvidia GTC, AI Inference Explained, Jensen new Steve Jobs & Super Micro’s $...

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Mar 25, 202635:00failed

259: “Coding an app is the new starting a podcast”, Jack VV AI Projects & Karpat...

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Mar 18, 202654:11completed

258: The Sphere’s $4B Business, Explained.

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Mar 11, 202631:27completed

257: Anthropic vs. Department of War, Block 40% Layoff & Jane Street’s 10AM Bitc...

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Mar 4, 202655:21pending

256: AI 2028 Doom Report, Ghost GDP, Intelligence Displacement Spiral, Stablecoi...

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Feb 25, 20261:15:58pending

255: OpenAI Acquires OpenClaw, Ferrari x Jony Ive, LoveFrom’s Design Process & W...

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Feb 18, 202647:29pending

254: AI Super Bowl Ads, Bitcoin Sell-Off & SaaS-Mageddon Software Meltdown

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Feb 11, 20261:01:59pending

253: SpaceX Acquires xAI, Gold & Silver Crash, AI Agents Self-Organizing on Molt...

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Feb 4, 202646:31pending

252: Clawdbot Hype, Social Media Addiction & Alex Honnold’s Taipei 101 Climb

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Jan 28, 202651:59pending

251: ChatGPT Ads, Memory Stocks (Micron, Sandisk), Matt Damon & Ben Affleck New...

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Jan 21, 202657:19pending

250: Siri x Gemini, Claude Cowork & Jerome Powell Defiant

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Jan 14, 202653:28pending

249: Prediction Market Insider Trading, Boston Dynamics Humanoid Robot (CES) & D...

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Jan 7, 20261:06:52pending

248: Best of 2025: Person, Company, TV Show, Read, Song & Purchase

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Dec 31, 202543:36pending

247: AMA - Chappelle + IRL Events, Marmite Rule, Pronoia vs. Paranoia & Our Chri...

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Dec 24, 202532:03pending

246: SpaceX’s $1.5T IPO explained

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Dec 17, 202540:29pending

245: Jack’s Project Acquired by X Museum, Netflix’s $83B Deal for Warner Bros (a...

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Dec 10, 202554:10pending

244: Jack at Art Basel, Nvidia vs. Google TPUs, The Anti-AI Bet & Strategy’s $50...

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Dec 3, 20251:03:42pending

243: Things To Watch & Read, Learning History From AI, WFH vs. Office & The Stat...

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Nov 26, 202538:12pending

242: “May I Meet You?”, Michael Burry’s AI Short, Elon’s $1T Package and Buffett...

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Nov 19, 202558:50pending

241: 50yr Mortgages, Square Bitcoin Payments, Treasury Co 1x mNAV, Nano Banana &...

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Nov 12, 202557:29pending

240: Humanoids at Home, Bitcoin's Silent IPO, Naming is Distribution & ZIRP Fake...

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Nov 4, 20251:15:45pending

239: Amazon Automation & Job Cuts, Gold Drops, Debasement Trade, AI Music & NBA...

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Oct 29, 202551:53pending

238: Coinbase Buys Cobie’s Echo ($375M) + UpOnly Podcast NFT ($25M), Walmart vs....

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Oct 22, 202553:03pending

237: OpenAI’s $1T In Chip Deals, Crypto Sell Off & The Battle For Rare Earths

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Oct 15, 202558:22pending

236: Sora, Open AI Commerce, AI Deals (AMD, xAI, Nvidia), AI vs. Dotcom Bubble,...

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Oct 8, 20251:18:34pending

235: Meta Vibes (AI Videos), TikTok’s $14B Sale, EA’s $55B Takeover & Gold Flips...

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Sep 30, 202554:24pending

234: Nvidia’s $100B OpenAI Deal, Meta Ray-Ban Display & Oura’s $10B Valuation

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Sep 24, 20251:02:11pending

233: SpaceX $17B Deal, Tesla Bull Case, Oracle’s $1T AI Run, Gas Wars Release &...

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Sep 16, 20251:03:35pending

232: Google Monopoly Ruling, Sam Altman’s WorldCoin & The New iPhones

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Sep 10, 202552:18pending

231: US vs. Global Stocks, Gen-Z Trends, Why People Stopped Drinking Alcohol & D...

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Sep 3, 202537:26pending

230: Yeezy & Balaji Coin, Zora, Soho House ~$3B PE Deal & Shark Ninja’s $16B Emp...

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Aug 27, 202554:22pending

229: Oasis Concert, Chamath Launching SPAC, Intel Turnaround (?) & How The South...

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Aug 20, 202549:01pending

228: GPT-5, ChatGPT vs. Claude, AI Psychosis, Nvidia 15% Export Tax & Harvard Bu...

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Aug 13, 20251:00:16pending

227: Singapore & Vietnam’s Growth, Figma IPO, Airport Lounges & Dishoom’s Genius...

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Aug 6, 20251:10:41pending

226: Future of Substack, Support From Partner, Value of Names & Rebooting The UK

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Jul 30, 202559:50pending

225: What’s Driving ETH Price, Bitcoin All Time High, Treasury Company Playbook,...

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Jul 23, 20251:02:57pending

224: AMA - Meeting Historical Figures, PHDs vs AI, Simulation Theory, Fav 90s Me...

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Jul 16, 20251:03:11pending

223: AMA - China vs. US Energy, Population Decline, Tech Layoff Drivers & Future...

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Jul 9, 20251:03:17pending

222: AMA - 1% Products, Dream Businesses, Disagreements, BYD vs. Tesla & is UBI...

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Jul 2, 202542:55pending

221: Booking: $170B+ A/B Testing Machine & How a $5000 Vegas Bet Saved FedEx

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Jun 25, 202546:30pending

220: Stablecoin Opportunity, Circle’s $25B+ IPO, WhatsApp Gets Ads & Meta’s $15B...

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Jun 18, 20251:10:01pending

219: Apple WWDC Liquid Glass Flop, Hollywood vs. AI, Veo 3 & Elon vs. Trump

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Jun 11, 20251:01:03pending

218: PSG Win, Dyson’s $20B Run, Mary Meeker’s Trends, Waymo vs. Lyft & $500B+ Mi...

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Jun 4, 202548:51pending

217: Google I/O Wrap, OpenAI’s $6.4B for Jony Ive & How Apple Fumbled AI

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May 28, 202559:04pending

216: Burrito Loans, AI Product vs. Distribution, Power Laws in Online Dating

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May 21, 202551:33pending