Neil Freiman
speaker
21,181 appearances
118 recordings
2 series
first heard Feb 2025
last heard yesterday
Neil Freiman’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 116 in all, peaking in Jul 2026 with 22.
Appearances
And I would just say the bottom line here is that we've been warned for months by the oil and gas companies, by the transportation companies that there is this brewing transport uh brewing fuel crisis.
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We're running out of fuel.
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We're exhausting all of our levers to get more fuel.
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It looks like that crisis has actually arrived now.
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Yeah, it's not just raising the prices.
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It's literally we're running out of diesel.
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If you go to various uh gas stations, I've seen pictures of this in North Texas, in California, and some some in Florida, like diesel, usually you see the price, but they're just they just write out like or zero, zero, zero, because there just is no diesel.
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We are in an absolutely huge fuel crunch right now.
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All right, my stock of the week is cybersecurity, a sector that is.
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One of the few beneficiaries of AI potentially wiping out humanity.
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This week, cybersecurity stocks boomed after AI leaders pledged to slow down development of cutting-edge models, citing the risk that the technology could become smarter than humans and bring down civilization.
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CrowdStrike and Palo Alto Networks, the two leaders in the field, have gained 17% and 10% respectively, while other players in the space like Okta, Zscaler, and Sentinel One also.
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Saw double digit gains.
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The bullish case is that facing unprecedented cyber threats, companies are now going to spend more to protect themselves, boosting the fortunes of the security firms.
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These stocks have been doing well for a while.
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Both Palo Alto and CrowdStrike have doubled so far this year.
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But Anthropic CEO Dario Amade's blog post over the weekend warning that AI agents could take over the internet in as little as six months, poured fuel on the fire.
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Alto CEO Nikesh Aurora told the Goldman Sachs conference.
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I spent eight years trying to convince people cybersecurity is important.
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Dario did it in one week, better than me, clearly.
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Showing 721–740 of 21,181 · page 37 of 1060
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