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Neil Freiman

πŸ‘€ Speaker
9932 total appearances
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Podcast Appearances

Morning Brew Daily
US-Iran Reach Tentative Peace Deal & The Knicks Are NBA Champs

We got the bulls and the bears.

Morning Brew Daily
US-Iran Reach Tentative Peace Deal & The Knicks Are NBA Champs

The bears are out in full for CFRA research.

Morning Brew Daily
US-Iran Reach Tentative Peace Deal & The Knicks Are NBA Champs

Senior analyst Keith Snyder said on Friday, even after this good IPO, that the revenue growth that SpaceX would need to achieve to back up this $2 trillion valuation is, quote, borderline comical.

Morning Brew Daily
US-Iran Reach Tentative Peace Deal & The Knicks Are NBA Champs

And then you had Elon Musk, on the other hand, on X this weekend saying that they're going to reach, he expects to reach $1 trillion in annual revenue by 2030, which is four years from now.

Morning Brew Daily
US-Iran Reach Tentative Peace Deal & The Knicks Are NBA Champs

People are like,

Morning Brew Daily
US-Iran Reach Tentative Peace Deal & The Knicks Are NBA Champs

Maybe you should have put that in the IPO prospectus because that's kind of a material change that you're making.

Morning Brew Daily
US-Iran Reach Tentative Peace Deal & The Knicks Are NBA Champs

So it'll be interesting to see what SpaceX does going forward.

Morning Brew Daily
US-Iran Reach Tentative Peace Deal & The Knicks Are NBA Champs

Elon Musk is very rich and he could become even richer.

Morning Brew Daily
US-Iran Reach Tentative Peace Deal & The Knicks Are NBA Champs

He has this compensation package at SpaceX worth up to $1 trillion, but that is entirely contingent.

Morning Brew Daily
US-Iran Reach Tentative Peace Deal & The Knicks Are NBA Champs

He will see zero of it unless SpaceX becomes a $7.5 trillion company and there is a permanent human colony on Mars with at least 1 million people.

Morning Brew Daily
US-Iran Reach Tentative Peace Deal & The Knicks Are NBA Champs

Yeah, Dixon 5.

Morning Brew Daily
US-Iran Reach Tentative Peace Deal & The Knicks Are NBA Champs

They manifested it.

Morning Brew Daily
US-Iran Reach Tentative Peace Deal & The Knicks Are NBA Champs

It's the first so-called major professional sports championship in New York in 14 years.

Morning Brew Daily
US-Iran Reach Tentative Peace Deal & The Knicks Are NBA Champs

The Liberty have won in the WNBA and the New York City FC have won for the MLS Cup in 2021.

Morning Brew Daily
US-Iran Reach Tentative Peace Deal & The Knicks Are NBA Champs

But in terms of the big four sports...

Morning Brew Daily
US-Iran Reach Tentative Peace Deal & The Knicks Are NBA Champs

The Knicks are the first in 14 years.

Morning Brew Daily
US-Iran Reach Tentative Peace Deal & The Knicks Are NBA Champs

And as some have pointed out, they don't really share a fan base with another team.

Morning Brew Daily
US-Iran Reach Tentative Peace Deal & The Knicks Are NBA Champs

I'm sorry, Brooklyn Nets.

Morning Brew Daily
US-Iran Reach Tentative Peace Deal & The Knicks Are NBA Champs

But in New York, there are so many teams that the fan bases are generally split.

Morning Brew Daily
US-Iran Reach Tentative Peace Deal & The Knicks Are NBA Champs

There's the Jets and the Giants.