Menu
Sign In Search Podcasts Libraries Charts People & Topics Add Podcast API Blog Pricing

Neil Freiman

👤 Speaker
7408 total appearances

Appearances Over Time

Podcast Appearances

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

flocking to Costco gas stations.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

Costco also saw a 12% sales increase from the past year.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

Another thing that's guaranteed his life is Costco beating revenue expectations.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

So you're right, there is a debate about whether a low savings rate or a high savings rate is an indication of a healthy consumer because during the 2008 financial crisis, the savings rate was above 8% and now we're at 2.6%.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

Right now, it seems like people are just paying a ton for gasoline.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

This is one of the fastest growing startups ever, and it's got to feel good for the Amadei siblings.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

Back in 2021, they were working at OpenAI and Dario and his sister, Daniela.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

Dario is now the CEO of Anthropic and Daniela is the president of Anthropic.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

They left OpenAI because they were worried that OpenAI wasn't concerned about AI safety enough.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

So they started Anthropic and baked safety into the very core of the company and

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

And their mission continues to be, quote, safely guiding the world through a technological revolution that has the potential to change the course of human history.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

Now, for many years, OpenAI was the face of an AI startup.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

They released Chachi Petit.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

They got everything going.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

But now it feels like Anthropic has...

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

surpass them, not only in valuation, but in just being the reputational and just the public image of AI.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

And they've just been in headlines everywhere.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

They've been fighting with the Pentagon.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

They released Mythos, which was this AI model for cybersecurity that they said was too dangerous to release to the public.

Morning Brew Daily
Americans Are Spending Like No Tomorrow & Dell Surge Lifts Trump’s Portfolio

And then Pope Leo earlier this week issued that AI encyclical, this big letter that was talked about everywhere.