Trung Phan

Trung Phan

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Writer/analyst on media/internet trends; explains platform strategy and creator‑led brands.

DeepSeek Secures $7B Funding at $50B Valuation
SocialMay 8, 2026

DeepSeek Secures $7B Funding at $50B Valuation

DeepSeek is raising $7B at $50B valuation. Here is a rare English-language interview with one of the startup’s co-founders following a previous tech exit in the AI space. https://t.co/scR3D4ohM5

By Trung Phan
Seinfeld Episodes Sped up 7.5% to Squeeze Extra Ads
SocialMay 8, 2026

Seinfeld Episodes Sped up 7.5% to Squeeze Extra Ads

Castle Rock also owned rights to Seinfeld. During re-runs, some cable networks actually sped up show’s episodes by 7.5%. Why? An episode on network TV typically ran 25 minutes with 5 minutes for ads. In syndication, sped-up run time was 22 minutes…leaving...

By Trung Phan
Intel's Market Cap Soars 6x Under New CEO
SocialMay 8, 2026

Intel's Market Cap Soars 6x Under New CEO

how Lip-Bu Tan rolling up to Intel’s Friday Happy Hour after INTC market cap has spiked 6x to $623B since he became CEO in March 2025 https://t.co/2QA1OSzLVI

By Trung Phan
Costco's Baked Chicken Strips: Cheap, High Calorie Value
SocialMay 8, 2026

Costco's Baked Chicken Strips: Cheap, High Calorie Value

Costco is trialling 5 chicken strips for $6.99. They are baked (not fried) but still might be most calorie per buck on the menu. https://t.co/dvmyaMfOJ6

By Trung Phan
Bloomberg’s Personal Call Shows Leadership Drives Adoption
SocialMay 7, 2026

Bloomberg’s Personal Call Shows Leadership Drives Adoption

Lloyd Blankfien has a great story of Mike Bloomberg going extra mile on client work. When Lloyd started on Wall Street, his firm had a Bloomberg terminal but no one bothered to figure out how to use it. Lloyd used the screen...

By Trung Phan
Masa's Arm Stake Yields $172B Gain, Eclipsing
SocialMay 7, 2026

Masa's Arm Stake Yields $172B Gain, Eclipsing

Masa took Arm private for $32B in 2016. Went pubic again in 2024 and market cap is now $234B. He owns 87%, which is around $204B. So, Masa is now up $172B on Arm, which is more than 10x the amount...

By Trung Phan
Cohen Sells Odd eBay Items to Fund $56B
SocialMay 6, 2026

Cohen Sells Odd eBay Items to Fund $56B

Incredible move by Ryan Cohen to finance GameStop’s $56B acquisition of eBay. Listed items on eBay under the user name ryan_5050 and already secured bids for top-tier lots including used socks ($4,200) and sealed box for Windows 2000 Server installation disk...

By Trung Phan
McDonald's CEO Quits to Join Anthropic’s AI Kitchen
SocialMay 6, 2026

McDonald's CEO Quits to Join Anthropic’s AI Kitchen

SCOOP: McDonald’s CEO will resign from the chain to join Anthropic. “I treasure my decades in the food industry,” he said in a statement. “But AI is moving so fast, I want to explore more creative work as an individual contributor.” He...

By Trung Phan
AMD's Market Cap Skyrockets 65x Since 2018
SocialMay 6, 2026

AMD's Market Cap Skyrockets 65x Since 2018

AMD’s market cap had now risen 65x from $10B to $650B+ since Sky Sports asked Lisa Su if she could “speak English” at the starting grid during 2018 F1 Chinese Grand Prix. https://t.co/jkDIqBRxEZ

By Trung Phan
Nolan and Bale Reunite for Epic “The Odyssey”
SocialMay 5, 2026

Nolan and Bale Reunite for Epic “The Odyssey”

pumped to see Christopher Nolan and Christian Bale working together again for “The Odyssey” https://t.co/IzmqemPOph

By Trung Phan
2006 Macworld: Jobs Unveils First Intel Macs
SocialMay 5, 2026

2006 Macworld: Jobs Unveils First Intel Macs

Throwback to Macworld 2006, when Steve Jobs announced the first Intel-based Macs with Intel CEO Paul Otellini coming out on stage in a semi-conductor white bunny clean room suit amidst a cloud of smoke. https://t.co/Tgo1KU3Vhc

By Trung Phan
Jay‑Z Penned “Still D.R.E.” In Under an Hour
SocialMay 5, 2026

Jay‑Z Penned “Still D.R.E.” In Under an Hour

Jay-Z talks about writing “Still Dre”. Loves creative challenges (“taking one of your arms and tying it behind your back”). For Dre, challenge was to put himself in Dre’s shoes. Making the “2001” album 7 years after “The Chronic”. Backstory of how Jay...

By Trung Phan
Half‑stock, Half‑cash Acquisition Offer
SocialMay 5, 2026

Half‑stock, Half‑cash Acquisition Offer

“So, is this 1/2 stock and 1/2 cash acquisition offer in the room with us right now?” https://t.co/H1JATPZDZp

By Trung Phan
Airplane Boneyards Keep Global Flights Flying with Recycled Parts
SocialMay 5, 2026

Airplane Boneyards Keep Global Flights Flying with Recycled Parts

The Economist has great piece on Arizona’s airplane boneyard and business model of nearby facilities that store, maintain, convert and disassemble planes: ▫️$5k a month to store single-aisle jet ($10k for larger) ▫️for disassembly, large jet (eg. Boeing 777) has >130k unique...

By Trung Phan
Speculative SEC Dive Predicts Gamestop‑eBay Half‑Cash Deal
SocialMay 4, 2026

Speculative SEC Dive Predicts Gamestop‑eBay Half‑Cash Deal

flipping through every SEC filing ever from Gamestop ($10B market cap) and eBay ($50B) to understand how Gamestop will acquire eBay in a “1/2 cash, 1/2 stock” deal https://t.co/2BaDu49z0J

By Trung Phan
Amazon Converts Every Cost Into Revenue Stream
SocialMay 4, 2026

Amazon Converts Every Cost Into Revenue Stream

That 2015 slide from Social Capital stays evergreen: Amazon “turns every cost into a source of revenue”. https://t.co/vo9HXV0drt

By Trung Phan
From $150k to $5B: Bet on Yourself
SocialMay 4, 2026

From $150k to $5B: Bet on Yourself

In 1973, George Lucas was offered $500k to direct Star Wars. His counter: $150k + merch & sequel rights. After minting billions, he sold LucasFilm to Disney for $4B in 2012. Lucas turned $350k into $5B+ and the world's greatest collection...

By Trung Phan
Even Chanel's Jasmine Perfume Remains Human‑Crafted
SocialMay 4, 2026

Even Chanel's Jasmine Perfume Remains Human‑Crafted

A bottle of Chanel No. 5 has 1,000 hand-picked jasmine flowers from fields in Grasse, France. Flowers are steeped and turned into a wax. Process is overseen by Olivier Polge, a master perfumer nicknamed “The Nose”. This will be last job...

By Trung Phan
Berkshire's Jain: Ship Insurance Hinges on Price
SocialMay 3, 2026

Berkshire's Jain: Ship Insurance Hinges on Price

Ajit Jain was asked when Berkshire Hathaway will start insuring ships in the Strait of Hormuz. “Depends on the price” https://t.co/QY2t3ygAjn

By Trung Phan
Excite Passed on Google, a $750k Missed Fortune
SocialMay 2, 2026

Excite Passed on Google, a $750k Missed Fortune

Ask just shut down, book-ending one of the great internet what-ifs. It was founded as AskJeeves in 1996 and acquired Excite in 2004 in a $343m deal. In 1999, Excite had turned down offer from Sergey Brin & Larry Page to buy...

By Trung Phan
Fans Want Spirit’s Final Plane Honored With Water Cannon
SocialMay 2, 2026

Fans Want Spirit’s Final Plane Honored With Water Cannon

hope Spirit Airlines gives this last plane a proper water cannon send-off on the tarmac like they do when pilots retire https://t.co/xTUPGJHSlO

By Trung Phan
Berkshire Sees Market as Casino, Cash Ready to Strike
SocialMay 2, 2026

Berkshire Sees Market as Casino, Cash Ready to Strike

Warren Buffett at Berkshire’s 2026 AGM talking about waiting to deploy its $397B cash pile: “I’ve compared the markets to the church with a casino attached. People can move between the church and the casino. The casino has gotten very attractive...

By Trung Phan
Berkshire's $397B War Chest Could Snap Up Mega‑Cap Targets
SocialMay 2, 2026

Berkshire's $397B War Chest Could Snap Up Mega‑Cap Targets

Berkshire Hathaway is sitting on $397B of cash (added ~1/2 in the past 18 months). Here are companies they could just YOLO that are in the ballpark of that amount: $414B (Caterpillar) $388B (Netflix) $363B (Cisco) $345B (Palantir) $323B (Home Depot) $262B (LVMH) $1B (Wendy’s) https://t.co/7leSWmhfnK

By Trung Phan
Hooters Air’s Niche Dream Dies as Spirit Folds
SocialMay 1, 2026

Hooters Air’s Niche Dream Dies as Spirit Folds

Spirit Airlines is shutting down almost exactly 20 years after Hooters ended Hooters Air (Spirit was partially responsible for that too). Back in 2003, the chain spent $40m to launch Hooters Air with 7 Boeing planes (tagline was “Fly a mile...

By Trung Phan
Amazon Intern's AI Podcast Review Merits VP Promotion
SocialMay 1, 2026

Amazon Intern's AI Podcast Review Merits VP Promotion

Agreed. The Amazon intern that cooked up the interactive AI-generated podcast product review feature needs to get hired and immediately promoted to VP level. https://t.co/A5SfuInbTH

By Trung Phan
McDonald's Turns Fries Into Recurring Revenue Amid SaaS Decline
SocialMay 1, 2026

McDonald's Turns Fries Into Recurring Revenue Amid SaaS Decline

In 2025, McDonald’s made $27B with 36% of revenue coming from franchisees paying rent. By adding this new french fry subscription, McDonald’s is now the go-to recurring revenue play since AI has destroyed SaaS stocks.

By Trung Phan
One Artisan Paints Rolls Royce Pinstripes, Unwavering Focus
SocialApr 30, 2026

One Artisan Paints Rolls Royce Pinstripes, Unwavering Focus

This is Mark Court. Of the 2,000+ people that work at Rolls Royce, he is the only person allowed to paint pinstripes on the luxury vehicles. He uses a squirrel-fir brush and it takes 3 hours for one car. It’s a high pressure...

By Trung Phan
Candidate Answers Recruiter with Meme, Not Description
SocialApr 30, 2026

Candidate Answers Recruiter with Meme, Not Description

Recruiter: “Can you tell us about the most interesting project you worked on during your 5 years at JP Morgan?” Candidate: https://t.co/Tn929Li7ZU

By Trung Phan
Final Reminder: Update Credit Card After Three Declines
SocialApr 30, 2026

Final Reminder: Update Credit Card After Three Declines

“Good morning. Your payment was declined for the 3rd time and this is your final reminder to update the credit card on file.” https://t.co/GZouD0lCRt

By Trung Phan
Google's Market Cap Quadruples After Nadella's Bold Claim
SocialApr 29, 2026

Google's Market Cap Quadruples After Nadella's Bold Claim

Google’s market cap has risen ~4x to $4.4T since Satya Nadella said “I want people to know we made [Google] dance” in February 2023 https://t.co/UczFJA82s6

By Trung Phan
Apple Maps Reveals Hidden Apple Park Mini‑model and Barista
SocialApr 29, 2026

Apple Maps Reveals Hidden Apple Park Mini‑model and Barista

Ok, this is actually insane. Apple Maps lets you zoom inside the Apple Park visitor centre to see the Apple Park miniature display model…and you can even see the cafe barista if you keep zooming: https://t.co/LuB6EcOtYc

By Trung Phan
Nvidia Pushes Engineers to Spend Half Salary on Tokens
SocialApr 29, 2026

Nvidia Pushes Engineers to Spend Half Salary on Tokens

Nvidia execs making sure their teams hit Jensen’s number with a buffer: “If that $500,000 engineer did not consume at least $250,000 worth of tokens, I am going to be deeply alarmed," https://t.co/gTmlD2u4n3

By Trung Phan
Super Shoes Boost Runner Energy Return to 80%+
SocialApr 29, 2026

Super Shoes Boost Runner Energy Return to 80%+

The innovation in super running shoes is next level. Between rebound effect on carbon plates (and comically large foam soles), the energy return a runner gets has gone from 50% (pre-super shoe) to over 80%. https://t.co/NE3RyfkixB

By Trung Phan
Jobs' Relentless Calls Secured Siri for Apple
SocialApr 28, 2026

Jobs' Relentless Calls Secured Siri for Apple

When Steve Jobs saw the first Siri demo in 2010, he was immediately hooked. The founder didn’t want to sell, though. So, Jobs called him 24 straight days until he agreed let Apple acquire the company. https://t.co/3J0ZZkDqTQ

By Trung Phan
Apple Vision Pro Enables First Spatial-Computing Cataract Surgery
SocialApr 28, 2026

Apple Vision Pro Enables First Spatial-Computing Cataract Surgery

An ophthalmologist in San Diego just performed the first Apple Vision Pro-assisted cataract eye surgery. Dr. Tommy Korn (aka medicine's first "chief spatial computing medical officer") did it as part of a clinical study. Main benefits are easy access to patient info (visual...

By Trung Phan
Apple Should Retire Liquid Glass After Thumbnail Fiasco
SocialApr 28, 2026

Apple Should Retire Liquid Glass After Thumbnail Fiasco

Apple should def do this display but think it needs to retire the Liquid Glass display forever after the YouTube thumbnail snafu https://t.co/WZa0LGbAAg

By Trung Phan
Tim Cook's 15-Year Apple: Massive Growth, Mixed Innovations
SocialApr 27, 2026

Tim Cook's 15-Year Apple: Massive Growth, Mixed Innovations

I wrote about Tim Cook's 15-year run as Apple CEO, from $350B to $4T (and ~300m to 2.5B installed devices). The good (Watch, AirPods, Apple Silicon, Pay, TV+, Maps), the bad (iCar, Siri, app fees, Vision Pro) and the Apple...

By Trung Phan
ASML's $300M EUV Machine Fires Moon‑Distance Laser Precision
SocialApr 25, 2026

ASML's $300M EUV Machine Fires Moon‑Distance Laser Precision

ASML’s EUV machine costs $300m+ and its light technology is so precise that do the equivalent of hitting your thumb with a laser pointer from as far away as the moon https://t.co/Yp9RrKMd7O

By Trung Phan
Non‑technical SaaS Founder Struggles Explaining API Docs
SocialApr 25, 2026

Non‑technical SaaS Founder Struggles Explaining API Docs

the non-technical SAAS co-founder trying to explain the API documentation to a potential enterprise client https://t.co/2BaDu49z0J

By Trung Phan
Chinese Micro‑dramas Explode: $12B Market, 1 in 10 Americans
SocialApr 25, 2026

Chinese Micro‑dramas Explode: $12B Market, 1 in 10 Americans

Those Chinese micro-drama apps (ReelShorts, DramaBox, GoodShort) are hitting wild numbers. WSJ says 1 in 10 American adults watch them and estimated to hit $12b in 2027 (Hollywood did $9B box office in 2025). The apps do bite-sized English scripted video content…like...

By Trung Phan
Tim Cook Unveiled: Design, Teams, Jobs Legacy
SocialApr 25, 2026

Tim Cook Unveiled: Design, Teams, Jobs Legacy

I went through every Tim Cook interview I could find and bookmarked dozens of posts on his career. Wrote about his thoughts on industrial design, team building and relationship with Jobs. Read it here for the good, the bad and...

By Trung Phan
MacBook Neo Ads Redeem Apple’s Ad Disaster
SocialApr 24, 2026

MacBook Neo Ads Redeem Apple’s Ad Disaster

the craft behind the Macbook Neo ads makes up for the complete disaster known as the Apple Intelligence ads https://t.co/QRwtVKkYkF

By Trung Phan
Lip‑Bu Tan Leads Intel to 4× Market‑Cap Surge
SocialApr 24, 2026

Lip‑Bu Tan Leads Intel to 4× Market‑Cap Surge

how Lip-Bu Tan rolling up to Intel’s Friday Happy Hour after INTC market cap has spiked 4x to $414B since he became CEO in March 2025 https://t.co/2QA1OSzLVI

By Trung Phan
Google Pours $40B More Into Anthropic, Boosting Stake
SocialApr 24, 2026

Google Pours $40B More Into Anthropic, Boosting Stake

Gemini seeing news that Google is going to invest another $40B into Anthropic on top of the 14% it already owns of the Claude maker https://t.co/FgakP1jAzD

By Trung Phan
AI Slashes Nvidia Chip Design From Months to Nights
SocialApr 24, 2026

AI Slashes Nvidia Chip Design From Months to Nights

Nvidia’s Chief Scienst Bill Dally at GTC explained how Nvidia uses AI to speed up the chip design process: ▫️trained an LLM on all proprietary internal Nvidia docs over past 30+ years (junior employees query it instead of interrupting senior designers) ▫️one...

By Trung Phan
Switching to API Pricing Inflates Bill Despite Unchanged Usage
SocialApr 23, 2026

Switching to API Pricing Inflates Bill Despite Unchanged Usage

POV: Your bill after getting forced to switch your OpenClaw AI agent from the $20 monthly subscription plan to the API pricing even though your usage stayed the exact same. https://t.co/q3e6xaquCn

By Trung Phan
Lululemon Hires Ex‑Nike Exec to Revive Plummeting Brand
SocialApr 23, 2026

Lululemon Hires Ex‑Nike Exec to Revive Plummeting Brand

Lululemon named a former Nike exec as its new CEO to turnaround the company, which is down ~75% from a peak market cap of $65B in 2024. Despite the drawdown, Lululemon remains the only $15B+ company ever founded with a mission...

By Trung Phan
Jobs Modeled Apple’s Flat Hierarchy on the Catholic Church
SocialApr 22, 2026

Jobs Modeled Apple’s Flat Hierarchy on the Catholic Church

Worth noting Steve Jobs actually studied long-lasting organizations to manage Apple, including the Catholic Church. “We observed the oldest and largest organization in the world has only four layers of management.  That's the Catholic Church. And, uh,  five if you count the...

By Trung Phan
Spirit's Engine Fleet Could Power $50B AI Compute Venture
SocialApr 22, 2026

Spirit's Engine Fleet Could Power $50B AI Compute Venture

Spirit Airlines has 200+ Airbus planes. Including spare parts, they have ~500 Pratt & Whitney Turbofan engines. Use those engines to kickstart a pivot to operate data centres and become a provider of AI compute. Minimum $50B company right there. https://t.co/AmoESxNWO3

By Trung Phan