Alex Heath

OMG congratulations @alexeheath.com on becoming a VC! open.substack.com/pub/newcomer...

"Inside OpenAI's Reboot" is based on interviews with more than 20 company leaders, investors, customers, and rivals, as well as events I witnessed at OpenAI HQ over a 2-week period in August For the latest cover of TIME: time.com/article/2026...

I hosted two convos at Yahoo’s Cannes stage: a chat with CEO Jim Lanzone, followed by a creator-economy panel with Beehiiv CEO Tyler Denk, After School’s Casey Lewis, and Cat Goetz (CatGPT) Everyone agreed that the value of unique, original content is rising with AI. sources.news/p/what-ai-ca...

Brought Sources Live to Cannes Lions with Yahoo and Jim Lanzone, Tyler Denk, Casey Lewis, CatGPT and many more awesome folks

Databricks and Perplexity co-founder Andy Konwinski has a phrase for the AI industry's current trajectory: "feudalism with better branding." He's trying to fight AI's concentration of power by incentivizing top AI researchers to do their work out in the open. sources.news/p/fight-to-k...

Sources: Anthropic is planning to release a public version of Mythos tomorrow - Will have substantial guardrails and not be as cyber permissive as what Project Glasswing partners can access - Will be dramatically better at long-horizon, multi-turn tasks sources.news/p/inside-app...

Notes from Google I/O, including: - What Sundar Pichai told me about Mythos - How Google is setting up for what I'm calling the tokenmaxing hangover - My interviews with the SVPs of Google Search and Devices sources.news/p/google-tok...

Anthropic's hunt to find the next Claude Code New podcast with Mike Krieger, whose Labs team came up with Claude Code, Computer Use, and MCP. Lots of new stuff in this convo: sources.news/p/anthropic-...

Sources: Sam Altman has recently discussed starting a new compute company he’d raise capital for, with OpenAI as the majority shareholder. Stargate redux? sources.news/p/sam-altman...

Today’s surprise compute pact between Anthropic and Elon Musk's SpaceX is weird and arguably unprincipled. It also has a very strange clause that both sides have yet to explain. sources.news/p/anthropic-...

Andon Labs made the viral AI vending machine at Anthropic HQ, an AI-run store in SF, and an AI-run cafe in Sweden that just opened “We want to point to a thing in the real world and say, look, that's way more than a chatbot” Enjoyed this conversation sources.news/p/what-happe...

An interview with AWS CEO Matt Garman on why AWS will be a better OpenAI partner than Microsoft, chip bubble fears, Jeff Bezos' Project Prometheus, and more (Alex Heath/Sources) Main Link | Techmeme Permalink

Interviewed AWS CEO Matt Garman about Amazon's big partnership with OpenAI, and he came out swinging: “Obviously, that investment has worked out great for Microsoft. I think we’ll be a better partner to OpenAI… We really do view it as a win-win. We don’t just say that.” sources.news/p/how-amazon...

joined CNBC Squawk Box this morning to discuss the Elon vs OpenAI trial youtu.be/nwiqHCWFJVI?...

New feed check issue: Elon vs. OpenAI goes to court, AGI doesn’t matter, China kills Manus, why an OpenAI phone makes sense, and more sources.news/p/openai-goe...

Sources: - Snap set to announce big layoffs tomorrow. Some teams halved or more. - Specs subsidiary will gain employees ahead of the glasses' imminent launch, which will loosely follow Apple's rollout of the Vision Pro. - The $400m deal with Perplexity is not happening. sources.news/p/snap-cruci...

Today's Stanford AI Index shows that people hate AI. The attacks on Sam Altman's home over the weekend show what's at stake. sources.news/p/ai-reputat...

I spoke with Logan Graham, who is helping lead Anthropic's Project Glasswing, about the reaction to yesterday's announcement He says Glasswing could "transition very quickly into a third-party-led consortium that features all the other model providers," including OpenAI sources.news/p/anthropic-...

every tech CEO lives long enough to try and be Steve Jobs

I spoke with the ClawFather for his first interview since joining OpenAI a few weeks ago. He’s already built a bridge between Codex and his personal OpenClaw agent. sources.news/p/clawfather...

New pod: Did Disney dodge a bullet with OpenAI? Is Fortnite the bigger problem? With @alexeheath.com. Listen! Watch! open.spotify.com/episode/79Zn...

Via @alexeheath.com, two more ridiculous bits about OpenAI killing Sora. 1. Lack of focus or internal coordination expressed in executive comms. “This is how fast things move”? Sora has been over for months. 2. They’re splitting safety from security (ok) and putting security under “scaling”?

“I don’t think Claude is going to go build a bank” Mercury CEO Immad Akhund joins us this week on the pod to talk all things AI and banking, thinking outside of the box, companies whitewashing their layoffs with AI, tech's poker culture, and more sources.news/p/mercury-ce...

From my interview with Spotify’s co-CEO at SXSW: Spotify is building the ability to remix and create covers of songs with AI. He calls it a “huge missed opportunity for artists” sources.news/p/inside-spo...

- This week on the pod: Starboy’s creator joined from a hot tub - What I’m up to at SXSW / Nvidia GTC - Notes on news about Meta, xAI, Perplexity, and Travis Kalanick sources.news/p/starboy-an...

I spoke with Anthropic employees in the midst of the company's fight with the Trump administration and Claude hitting the top of the App Store sources.news/p/my-day-ins...

Earlier this week, I spent an afternoon inside Anthropic HQ meeting with various leaders. It was fascinating and I learned a lot. sources.news/p/my-day-ins...

Some personal news: I’m transitioning from CEO to a new role as Bluesky’s Chief Innovation Officer! I’m excited to welcome @toni.bsky.team as our interim CEO. More here: bsky.social/about/blog/0...

Google's Liz Reid on the progression of AI in Google Search - here are my notes on that interview by @alexeheath.com www.seroundtable.com/liz-reid-goo... #google #googleai #googleaimode

Sources: OpenAI is pausing the rollout of ChatGPT Adult Mode More in today's newsletter sources.news/p/liz-reid-g...

If you believe what both OpenAI and Anthropic proclaim — that they’re building AGI that will change everything — this bitterness should probably alarm you. sources.news/p/darios-big...

I’ve never seen such a combination of technical and moral (at least perceived) superiority from a tech company since the heyday of Apple. sources.news/p/anthropic-...

No discussion of tech media can get past this basic traffic fact: in the AI world, Google and social no longer refer traffic, which means that the vast majority of readers just never find you in the first place. Analysis: growtika.com/blog/tech-m...

What AI bubble? In an interview, Stripe co-founder John Collison said the payments giant isn't seeing the signs “No one’s looking for a refund of their tokens” sources.news/p/why-stripe...

I spoke with the co-author of the Citrini viral AI prediction post that tanked stock prices. sources.news/p/the-ai-doo...

Sources: Snap’s SVP of Specs, who had been leading the hardware effort for six years, is out after a “blow-up” with CEO Evan Spiegel about the company’s strategy sources.news/p/figmas-ans...

“I don’t do this for the money… I want to have fun and have impact.” sources.news/p/how-did-me...