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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://player.fm/legal.
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179: Telegram & Pavel Durov, $100m Podcast Deals (Alex Cooper, Kelce Bros), Oasis Reunion & Costco Japan

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Manage episode 436668762 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://player.fm/legal.

The NIA boys discuss Telegram & Pavel Durov, $100m Podcast Deals (Alex Cooper, Kelce Bros), & Costco Japan


Timestamps:

  • (00:00:00) - Intro
  • (00:01:51) - Meme of the Week
  • (00:08:17) - Telegram Founder Arrested
  • (00:31:35) - Censorship vs. Misinformation
  • (00:48:35) - $100m Podcast Deals (Alex Cooper, Kelce Bros)
  • (01:06:34) - Costco In Japan

1) Pavel Durov, Telegram founder, arrested in Paris

• Warrant out since July

• Charged with crimes happening on platform

• Raises questions about platform liability

• Free speech concerns vs. content moderation

• Key issue: Telegram's encryption approach may have led to arrest


2) Telegram's encryption dilemma:

• Not end-to-end encrypted by default

• Secret chats require 4-5 steps to activate

• Group chats (200k users) & channels aren't E2E

• Helped growth, but now govt pressure


3) Podcast acquisition frenzy continues:

• Alex Cooper (Call Her Daddy): $125M deal with SiriusXM

• Travis & Jason Kelce: $100M deal with Wondery

• Podcast power law: Top 25 shows = 50% of US listens


4) Spotify's podcast strategy:

• Spent $1B+ on tech & content since 2019

• Goal: Diversify from music, own more content

• Mixed results: some hits, many misses

• Now pivoting to more sustainable deals

• Example: Trevor Noah's new contract structure (recoup + rev share)


5) Costco opens in Okinawa, Japan to MASSIVE crowds

• 5-hour line just for parking

• Why so popular? Bulk buying, Kirkland brand, low prices

• Adapts to local market (e.g. amazing prepared foods)


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.


Watch + Subscribe on Youtube:

https://youtu.be/rQQIyawql4s


Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice


Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast


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.

  continue reading

180 episodes

Artwork
iconShare
 
Manage episode 436668762 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://player.fm/legal.

The NIA boys discuss Telegram & Pavel Durov, $100m Podcast Deals (Alex Cooper, Kelce Bros), & Costco Japan


Timestamps:

  • (00:00:00) - Intro
  • (00:01:51) - Meme of the Week
  • (00:08:17) - Telegram Founder Arrested
  • (00:31:35) - Censorship vs. Misinformation
  • (00:48:35) - $100m Podcast Deals (Alex Cooper, Kelce Bros)
  • (01:06:34) - Costco In Japan

1) Pavel Durov, Telegram founder, arrested in Paris

• Warrant out since July

• Charged with crimes happening on platform

• Raises questions about platform liability

• Free speech concerns vs. content moderation

• Key issue: Telegram's encryption approach may have led to arrest


2) Telegram's encryption dilemma:

• Not end-to-end encrypted by default

• Secret chats require 4-5 steps to activate

• Group chats (200k users) & channels aren't E2E

• Helped growth, but now govt pressure


3) Podcast acquisition frenzy continues:

• Alex Cooper (Call Her Daddy): $125M deal with SiriusXM

• Travis & Jason Kelce: $100M deal with Wondery

• Podcast power law: Top 25 shows = 50% of US listens


4) Spotify's podcast strategy:

• Spent $1B+ on tech & content since 2019

• Goal: Diversify from music, own more content

• Mixed results: some hits, many misses

• Now pivoting to more sustainable deals

• Example: Trevor Noah's new contract structure (recoup + rev share)


5) Costco opens in Okinawa, Japan to MASSIVE crowds

• 5-hour line just for parking

• Why so popular? Bulk buying, Kirkland brand, low prices

• Adapts to local market (e.g. amazing prepared foods)


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.


Watch + Subscribe on Youtube:

https://youtu.be/rQQIyawql4s


Listen into our group chat on Telegram:

https://t.me/notinvestmentadvice


Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast


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.

  continue reading

180 episodes

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