122: Twitter to X, Oppenheimer vs. Barbie and Messi/Mbappe
Not Investment Advice · Bilal Zaidi, Jack Butcher, Trung Phan
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Show Notes
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
Matt Belloni’s Barbiheimer Article
Founders’ Episode on Oppenheimer
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