Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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continue reading
Content provided by Bilal Zaidi, Jack Butcher, Trung Phan, Bilal Zaidi, Jack Butcher, and Trung Phan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bilal Zaidi, Jack Butcher, Trung Phan, Bilal Zaidi, Jack Butcher, and Trung Phan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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181: iPhone 16 Launch, Apple Intelligence + Siri, Kendrick Super Bowl & OnlyFans $6B Business
Manage episode 439372553 series 2915719
Content provided by Bilal Zaidi, Jack Butcher, Trung Phan, Bilal Zaidi, Jack Butcher, and Trung Phan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bilal Zaidi, Jack Butcher, Trung Phan, Bilal Zaidi, Jack Butcher, and Trung Phan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The NIA boys discuss iPhone 16 Launch, Apple Intelligence + Siri, Kendrick Super Bowl & OnlyFans $6B Business
Timestamps:
- (00:00:00) - Intro
- (00:03:47) - Meme of the Week Pt 1
- (00:05:49) - Meme of the Week Pt 2
- (00:09:58) - Apple Intelligence + Siri
- (00:13:25) - iPhone 16 Launch
- (00:17:01) - Apple becoming a service company
- (00:29:54) - Kendrick Super Bowl Announcement
- (00:40:05) - OnlyFans $6B Business
- (00:55:41) - Cinematic AI
1) Apple's "Wonderlust" event highlights:
• iPhone 15: Marginal camera upgrades
• A18 chip: 30% faster, key for AI on-device
• Apple Intelligence: Siri revamp after 13 years
• AirPods as hearing aids: $249 vs. $2-3k traditional
"Software talk dominated hardware - sign of Apple's services shift" - Trung
2) OnlyFans by the numbers:
•$6.3B revenue in 2023 (up from $300M in 2018)
• 80% creator payout (vs. 55% YouTube)
• More UK tax revenue than North Sea oil ($118M vs $69M)
• Only 42 employees
"They're bringing in money for the UK government more than oil in the North Sea" - Bilal
3) OnlyFans business model:
• Subscriptions + transactions for "extras"
• No app store = no 30% Apple tax
• Desktop/browser-only = massive user dedication
• Power law: Top creators earning "NBA money"
4) The rise of Apple as a healthcare company:
• AirPods as hearing aids
• Apple Watch health features (ECG, blood oxygen)
• Focus on preventative care and monitoring
"Apple doesn't come in with 'hey man, like a hearing aid, we're cheaper.' That's not their play." - Trung
5) Hip-hop drama: Kendrick Lamar Super Bowl Announcement
• New Orleans upset over local artists exclusion
• Jay-Z's role in halftime show selection questioned
6) The future of content creation:
• AI-generated videos becoming indistinguishable
• Potential premium on "real" content
"The level of AI video is getting pretty insane." - Bilal
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.
Subscribe + listen on your fav podcast app:
Apple: https://pod.link/notadvicepod.apple
Spotify: https://pod.link/notadvicepod.spotify
Others: https://pod.link/notadvicepod
Watch + Subscribe on Youtube:
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
Facebook: https://www.facebook.com/profile.php?id=100089813414522
TikTok: https://www.tiktok.com/@niapodcast
Hosted on Acast. See acast.com/privacy for more information.
219 episodes
Share
Manage episode 439372553 series 2915719
Content provided by Bilal Zaidi, Jack Butcher, Trung Phan, Bilal Zaidi, Jack Butcher, and Trung Phan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bilal Zaidi, Jack Butcher, Trung Phan, Bilal Zaidi, Jack Butcher, and Trung Phan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The NIA boys discuss iPhone 16 Launch, Apple Intelligence + Siri, Kendrick Super Bowl & OnlyFans $6B Business
Timestamps:
- (00:00:00) - Intro
- (00:03:47) - Meme of the Week Pt 1
- (00:05:49) - Meme of the Week Pt 2
- (00:09:58) - Apple Intelligence + Siri
- (00:13:25) - iPhone 16 Launch
- (00:17:01) - Apple becoming a service company
- (00:29:54) - Kendrick Super Bowl Announcement
- (00:40:05) - OnlyFans $6B Business
- (00:55:41) - Cinematic AI
1) Apple's "Wonderlust" event highlights:
• iPhone 15: Marginal camera upgrades
• A18 chip: 30% faster, key for AI on-device
• Apple Intelligence: Siri revamp after 13 years
• AirPods as hearing aids: $249 vs. $2-3k traditional
"Software talk dominated hardware - sign of Apple's services shift" - Trung
2) OnlyFans by the numbers:
•$6.3B revenue in 2023 (up from $300M in 2018)
• 80% creator payout (vs. 55% YouTube)
• More UK tax revenue than North Sea oil ($118M vs $69M)
• Only 42 employees
"They're bringing in money for the UK government more than oil in the North Sea" - Bilal
3) OnlyFans business model:
• Subscriptions + transactions for "extras"
• No app store = no 30% Apple tax
• Desktop/browser-only = massive user dedication
• Power law: Top creators earning "NBA money"
4) The rise of Apple as a healthcare company:
• AirPods as hearing aids
• Apple Watch health features (ECG, blood oxygen)
• Focus on preventative care and monitoring
"Apple doesn't come in with 'hey man, like a hearing aid, we're cheaper.' That's not their play." - Trung
5) Hip-hop drama: Kendrick Lamar Super Bowl Announcement
• New Orleans upset over local artists exclusion
• Jay-Z's role in halftime show selection questioned
6) The future of content creation:
• AI-generated videos becoming indistinguishable
• Potential premium on "real" content
"The level of AI video is getting pretty insane." - Bilal
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.
Subscribe + listen on your fav podcast app:
Apple: https://pod.link/notadvicepod.apple
Spotify: https://pod.link/notadvicepod.spotify
Others: https://pod.link/notadvicepod
Watch + Subscribe on Youtube:
Listen into our group chat on Telegram:
https://t.me/notinvestmentadvice
Let us know what you think on Twitter:
Follow NIA on social media:
Instagram: https://www.instagram.com/notadvicepod/
Facebook: https://www.facebook.com/profile.php?id=100089813414522
TikTok: https://www.tiktok.com/@niapodcast
Hosted on Acast. See acast.com/privacy for more information.
219 episodes
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Similar to Not Investment Advice
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
Where startup founders raise millions and listeners can invest. Host Josh Muccio takes listeners behind closed-doors and into the room where deals are made. Part of the Vox Media Podcast Network.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
…
continue reading
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