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Contenido proporcionado por Bilal Zaidi, Jack Butcher, Trung Phan, Bilal Zaidi, Jack Butcher, and Trung Phan. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Bilal Zaidi, Jack Butcher, Trung Phan, Bilal Zaidi, Jack Butcher, and Trung Phan o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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181: iPhone 16 Launch, Apple Intelligence + Siri, Kendrick Super Bowl & OnlyFans $6B Business

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Manage episode 439372553 series 2915719
Contenido proporcionado por Bilal Zaidi, Jack Butcher, Trung Phan, Bilal Zaidi, Jack Butcher, and Trung Phan. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Bilal Zaidi, Jack Butcher, Trung Phan, Bilal Zaidi, Jack Butcher, and Trung Phan o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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:

https://youtu.be/i7BCrmeNMOg


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

182 episodios

Artwork
iconCompartir
 
Manage episode 439372553 series 2915719
Contenido proporcionado por Bilal Zaidi, Jack Butcher, Trung Phan, Bilal Zaidi, Jack Butcher, and Trung Phan. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Bilal Zaidi, Jack Butcher, Trung Phan, Bilal Zaidi, Jack Butcher, and Trung Phan o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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:

https://youtu.be/i7BCrmeNMOg


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

182 episodios

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