Not Investment Advice 235: Meta Vibes (AI Videos), TikTok’s $14B Sale, EA’s $55B Takeover & Gold Flips US Treasuries
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Sep 30, 2025 Dive into the world of AI with Meta's innovative video platform, Meta Vibes, and the potential backlash from creators. Analyze TikTok's intriguing $14B sale and the complex deal structure behind it. Discover the strategic motives behind EA’s staggering $55B takeover and its implications for the gaming industry. Lastly, explore the surprising rise of gold as a reserve asset, challenging US Treasuries, and the role of geopolitical concerns in shifting global finance. Could Bitcoin emerge as the next big player in reserve assets?
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FIFA Dorm Bets And Fantasy Forfeits
- Bilal and Trung trade personal stories about FIFA, dorm betting, and fantasy league forfeits illustrating cultural ties to games.
- These anecdotes highlight why sports IP like FIFA holds both monetary and social value.
Social Graphs To AI-Curated Feeds
- Social platforms evolved from friend content to influencer-driven feeds to interest graphs and now AI-curated streams.
- The hosts see AI video as the next end-state plugged into devices like Meta Ray-Ban displays.
Stupid Videos Hook Viewers
- Bilal describes addictive short-form video examples, like the fake-blind-man-with-a-dog creator who keeps viewers glued.
- The anecdote shows how trivial content can capture attention and justify engagement-driven product choices.