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Neil Freiman

👤 Speaker
4515 total appearances

Appearances Over Time

Podcast Appearances

Morning Brew Daily
SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

But as we're seeing with Lululemon and other brands in the athleisure space, they're getting absolutely wrecked right now.

Morning Brew Daily
SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

People are just dressing up a little bit more.

Morning Brew Daily
SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

They're looking a little more presentable, and they're moving away from athleisure that dominated from 2020 to 2025.

Morning Brew Daily
SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

And Nike's really caught up with that because they have a ton of inventory in that space that they're just trying to get rid of.

Morning Brew Daily
SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

For developers, this is like a kid going to Disney World for the first time.

Morning Brew Daily
SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

You have maybe the world's foremost AI company

Morning Brew Daily
SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

who employs the smartest AI nerds on planet earth, basically just handing you their closely guarded trade secrets.

Morning Brew Daily
SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

It's like a free world-class engineering education.

Morning Brew Daily
SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

No surprise that this spread like absolute wildfire in developer communities.

Morning Brew Daily
SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

So if you're just a hobbyist developer or someone who's in this

Morning Brew Daily
SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

industry.

Morning Brew Daily
SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

I mean, it's just an amazing education to be able to look at how the smartest people in the industry are putting together something as complex as cloud code.

Morning Brew Daily
SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

And then if you're a competitor, I mean, this is like finding a $1,000, $100, $1,000 bill in your pocket you didn't know was there.

Morning Brew Daily
SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

Because these AI companies are fighting tooth and nail for every piece of market share in this business.

Morning Brew Daily
SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

And coding is a huge part of that.

Morning Brew Daily
SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

Cloud code is a huge part of Anthropix business.

Morning Brew Daily
SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

It's their cash cow.

Morning Brew Daily
SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

The product reached more than $2.5 billion in annualized revenue recently.

Morning Brew Daily
SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

So this is Anthropix's big business, and it basically just gave the secrets away.

Morning Brew Daily
SpaceX Files for Blockbuster IPO & Nike Can’t Fix its Problems

They keep HR, payroll, and IT aligned in one platform so growth doesn't turn into tool sprawl.