180: Founder Mode, Seasonal Businesses, Spirit Halloween’s $650m+ Biz and X vs. Brazil

Not Investment Advice

المحتوى المقدم من Bilal Zaidi, Jack Butcher, Trung Phan, Bilal Zaidi, Jack Butcher, and Trung Phan. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Bilal Zaidi, Jack Butcher, Trung Phan, Bilal Zaidi, Jack Butcher, and Trung Phan أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

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The NIA boys discuss Founder Mode, Seasonal Businesses, Spirit Halloween’s $650m+ Biz and X vs. Brazil

Timestamps:

(00:00:00) - Intro
(00:03:04) - Founder Mode
(00:20:13) - Meme of the Week
(00:22:44) - Seasonal Businesses
(00:35:28) - Spirit Halloween’s $650m+ Biz
(00:53:29) - X vs. Brazil

1) Paul Graham's "Founder Mode" essay sparks debate

• Contrasts with "Manager Mode" in large companies

• Emphasizes hands-on approach vs. delegating

• Airbnb's Brian Chesky cited as success story

• Key question: Is it just rebranded micromanagement?

• "It's really about good people versus bad people." - Bilal

2) Seasonal businesses can be WILDLY profitable

Hall of Fame examples:

• Mariah Carey's Christmas royalties ($2-3M/month)

• KFC/Domino's on Super Bowl Sunday

• Fireworks sellers (2 months/year)

• Wedding industry: 60-80% of engagements happen Q4 to Valentine's Day

• Crayola: 50% of their annual $600M revenue happen between July 4 and Labor Day

3) Spirit Halloween: The ultimate seasonal business

• 1,450 locations (as big as Target)

• $600-700M revenue in 2 months

• Uses bankrupt retail spaces

4) Brazil vs. X: The latest in global tech regulation

• Brazilian government blocks X (Twitter)

• $9,000 fine for VPN users (median salary: $8,000)

• Raises questions about free speech and government control

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.

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Links Mentioned:

Founder Mode: https://paulgraham.com/foundermode.html

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