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Neil Freiman

๐Ÿ‘ค Speaker
5244 total appearances

Appearances Over Time

Podcast Appearances

Morning Brew Daily
OpenAI Shuts Down Sora & United Wants More Premium Seating

it's part of a broader strategic pivot that is trying to streamline all these apps and go after more enterprise consumers than just regular people.

Morning Brew Daily
OpenAI Shuts Down Sora & United Wants More Premium Seating

No, but maybe, you know, there have been a bunch of other competitors jumping into the space.

Morning Brew Daily
OpenAI Shuts Down Sora & United Wants More Premium Seating

You know, there's that Chinese company ByteDance, which is TikTok's owner, has its own video generation app that still appears to be going strong.

Morning Brew Daily
OpenAI Shuts Down Sora & United Wants More Premium Seating

Google's also in this space.

Morning Brew Daily
OpenAI Shuts Down Sora & United Wants More Premium Seating

So just because OpenAI is pulling back doesn't necessarily mean that AI video generation is completely dead.

Morning Brew Daily
OpenAI Shuts Down Sora & United Wants More Premium Seating

It just might be a ceasefire.

Morning Brew Daily
OpenAI Shuts Down Sora & United Wants More Premium Seating

But for OpenAI, you know, it was...

Morning Brew Daily
OpenAI Shuts Down Sora & United Wants More Premium Seating

trying to do everything everywhere all at once, and it was not working.

Morning Brew Daily
OpenAI Shuts Down Sora & United Wants More Premium Seating

It needs to get its finances in order ahead of this IPO.

Morning Brew Daily
OpenAI Shuts Down Sora & United Wants More Premium Seating

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.

Morning Brew Daily
OpenAI Shuts Down Sora & United Wants More Premium Seating

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.

Morning Brew Daily
OpenAI Shuts Down Sora & United Wants More Premium Seating

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

Morning Brew Daily
OpenAI Shuts Down Sora & United Wants More Premium Seating

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.

Morning Brew Daily
OpenAI Shuts Down Sora & United Wants More Premium Seating

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

Morning Brew Daily
OpenAI Shuts Down Sora & United Wants More Premium Seating

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

Morning Brew Daily
OpenAI Shuts Down Sora & United Wants More Premium Seating

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

Morning Brew Daily
OpenAI Shuts Down Sora & United Wants More Premium Seating

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

Morning Brew Daily
OpenAI Shuts Down Sora & United Wants More Premium Seating

on a longish domestic one.

Morning Brew Daily
OpenAI Shuts Down Sora & United Wants More Premium Seating

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

Morning Brew Daily
OpenAI Shuts Down Sora & United Wants More Premium Seating

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