Neil Freiman

It's going against Anthropic, which has no video at all, and they reached $19 billion in annualized revenue earlier this year just by doing text and code.

OpenAI is looking at that business model with a little jealousy and saying, we're trying to do all these things, trying to go after just regular consumers, and it's not actually helping our business.

There's a lot of chaos in the aviation industry right now, but United is keeping its eye on the prize, really rich travelers.

Yesterday, the airline announced its biggest fleet rejuvenation in history, adding more than 250 aircraft by 2028 that will be stuffed with premium live flat seats that push regular economy passengers deeper to the back of the plane.

Take the new A321neo, for example, what United's calling the coastliner because it's going to whisk people between New York and California.

This plane will have 20 elite tier Polaris seats, which go horizontal, something that doesn't exist on that route now.

In addition, there will be 12 premium economy seats, 36 with extra legroom and the rest standard economy.

Essentially, United wants to give first class passengers the kind of white glove service they'd expect on an international flight.

on a longish domestic one.

Because United can charge a buttload for it, and that's all what this comes down to, really.

Airlines and the travel industry more broadly are going all in on premium because it's way more profitable than economy.

United's main rival, Delta, predicted that for the first time ever this year, premium revenue will overtake main cabin sales.

In other words, airlines are way more focused on the people who turn left

when boarding a plane than the ones who turn right.

Toby, I don't think there's a better visualization of the K-shaped economy than a 2026 United airplane seating chart.

I don't know how much that's going to cost.

Right.

People were freaking out about it.

And I just should add, this is not the first airline to do something like this.

Nippon in Japan has a similar mechanism for booking an entire road to lie down.