181: iPhone 16 Launch, Apple Intelligence + Siri, Kendrick Super Bowl & OnlyFans $6B Business

Not Investment Advice

Вміст надано Bilal Zaidi, Jack Butcher, Trung Phan, Bilal Zaidi, Jack Butcher, and Trung Phan. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Bilal Zaidi, Jack Butcher, Trung Phan, Bilal Zaidi, Jack Butcher, and Trung Phan або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

2M ago 1:00:49

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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

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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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