Reposted by Alex HeathKen Yeung @thekenyeung.bsky.social · 10/09/2026OMG congratulations @alexeheath.com on becoming a VC! open.substack.com/pub/newcomer...open.substack.comEXCLUSIVE: Tech Reporter Alex Heath Turns VC, Joins Sound VenturesSources: After split with Ashton Kutcher, Guy Oseary’s firm is raising $300 million 031
Alex Heath @alexeheath.com · 26/08/2026"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... 392
Alex Heath @alexeheath.com · 25/06/2026I 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...sources.newsWhat AI can't replaceOnstage at Cannes Lions, two platform CEOs and two creators landed on the same observation: AI is making original content worth more now, not less. 120
Alex Heath @alexeheath.com · 23/06/2026Brought Sources Live to Cannes Lions with Yahoo and Jim Lanzone, Tyler Denk, Casey Lewis, CatGPT and many more awesome folks 050
Alex Heath @alexeheath.com · 19/06/2026Databricks 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.newsThe fight to keep AI research in the openAndy Konwinski is building an open counterweight to the big AI labs. Also: Midjourney tea, Amazon's chip move, and concepts of a plan. 1173
Alex Heath @alexeheath.com · 09/06/2026Sources: 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...sources.newsInside Apple's Siri revamp, Anthropic readies MythosMy notes from WWDC. And scoop: Anthropic is about to release a public version of Mythos. 1180
Alex Heath @alexeheath.com · 22/05/2026Substack is opening up to AI At the ACCESS live show in SF last week, CEO Chris Best revealed that MCP integration is coming soon. Also: His theory of AI slop, why YouTube is the real competition, and where independent media goes next. sources.news/p/substack-o...sources.newsSubstack is opening up to AICEO Chris Best reveals that MCP integration is coming soon. Also: His theory of AI slop, why YouTube is the real competition, and where independent media goes next. 350
Alex Heath @alexeheath.com · 20/05/2026Tech CEOs invited to the White House tomorrow for the signing of Trump’s EO on AI safety, per sources: - Elon Musk - Andy Jassy - Sundar Pichai - Mark Zuckerberg - Satya Nadella - Tim Cook - Sam Altman - Dario Amodei - Marc Benioff - Nikesh Arora - George Kurtz - Chuck Robbins - Misha Laskin 3152
Alex Heath @alexeheath.com · 20/05/2026Notes 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...sources.newsGoogle gets ready for the tokenmaxxing hangoverNotes from Google I/O. Also: What Andrej Karpathy is doing at Anthropic, Microsoft's special CEO summit guest, and partnering with Parallel. 070
Alex Heath @alexeheath.com · 15/05/2026Anthropic'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.newsAnthropic's hunt to find the next Claude CodeAnthropic's Mike Krieger joins the podcast: We discuss his focus on AI and health, unifying Claude Code and Cowork, and his drama with Figma. 040
Alex Heath @alexeheath.com · 13/05/2026Sources: 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...sources.newsSam Altman may start a new compute companyStargate redux? OpenAI's CEO has recently discussed setting up a new compute effort that he would raise money for, with OpenAI as the majority shareholder. 071
Alex Heath @alexeheath.com · 08/05/2026"These are human beings. They will f*ck you up if you do not come across as an empathetic human being." Anjney Midha on the data-center backlash in his first detailed pitch for AMP, the AI compute startup he left a16z to build sources.news/p/the-ai-coa...sources.newsThe 'AI Coachella' prof's plan for the data center backlashAnjney Midha makes his first detailed case for AMP. Also: The ACCESS launch party, catch me on Good Work, and my weekend reading list. 140
Alex Heath @alexeheath.com · 07/05/2026Today’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-...sources.newsAnthropic and MisanthropicAnthropic's surprise deal to use Elon Musk's Colossus is the strangest compute pact in AI. Plus: Dario's 80x admission, and the clause no one will explain. 060
Alex Heath @alexeheath.com · 01/05/2026Andon 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...sources.newsWhat happens when AI runs a storeAndon Labs built the first-ever retail store completely run by AI. Also: GPT 5.5 is throwing a party for itself, Zuck's writing on the wall, and Musk is distilling. 030
Reposted by Alex HeathTechmeme @techmeme.com · 29/04/2026An 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 021
Alex Heath @alexeheath.com · 29/04/2026Interviewed 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...sources.newsHow Amazon got OpenAI backAWS CEO Matt Garman on why Amazon will "be a better partner" than Microsoft. Also: His reaction to bubble fears, working with Anthropic, and what Jeff Bezos is up to with Prometheus. 242
Alex Heath @alexeheath.com · 28/04/2026joined CNBC Squawk Box this morning to discuss the Elon vs OpenAI trial youtu.be/nwiqHCWFJVI?...youtu.be'There are no sympathetic characters' in Musk-Altman trial, says Sources founder Alex HeathYouTube video by CNBC Television 050
Alex Heath @alexeheath.com · 28/04/2026New 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.newsOpenAI goes to court as AGI loses its meaningAlso: An OpenAI-Ive phone takes shape, China kills the Meta-Manus deal, and more. 071
Alex Heath @alexeheath.com · 25/04/2026The Audacity is a really good new AMC show set in Silicon Valley. Loved having the showrunner on the podcast this week. sources.news/p/silicon-va...sources.newsSilicon Valley finally has its 'Succession''The Audacity' showrunner Jonathan Glatzer has a message for the tech industry about fallibility. Also: Anthropic needs more TPUs, Elon v. OpenAI goes to trial, a hedge fund run by AI, and more. 142
Alex Heath @alexeheath.com · 22/04/2026Sources: Meta's move to track how employees use their computers to train AI caused such a strong reaction that a follow-up note was posted internally acknowledging “there has been a lot of concern about this." sources.news/p/metamates-...sources.newsMetamates freak out at becoming training data"How do we opt out?" Inside Meta's employee tracking backlash. 2319
Alex Heath @alexeheath.com · 15/04/2026Sources: - 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...sources.newsSnap's crucible momentMass layoffs land tomorrow, the Perplexity deal is dead, and Specs are launching soon. Also: OpenAI has a cyber model too, Apple can tell Elon what to do, and Anthropic expands its unusual board. 0101
Alex Heath @alexeheath.com · 14/04/2026Today'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...sources.newsThe AI industry's reputational crisisThe Stanford AI Index shows that people hate AI. The attacks on Sam Altman's home show what's at stake. 0183
Alex Heath @alexeheath.com · 08/04/2026I 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-...sources.newsAnthropic wants competitors using MythosMy interview with Anthropic's Logan Graham. Also: OpenAI’s chairman defends Sam Altman, and people seem to like Meta's new model. 241
Alex Heath @alexeheath.com · 07/04/2026every tech CEO lives long enough to try and be Steve Jobs 0202
Alex Heath @alexeheath.com · 26/03/2026I 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...sources.newsWhat OpenClaw's creator is doing at OpenAIThe ClawFather is building a team, already hacking things, and insists OpenClaw will be "little Switzerland." Also: Sierra's agent for building agents, a new book about DeepMind, and more. 190
Reposted by Alex HeathMatt Belloni @mattbelloni.bsky.social · 25/03/2026New pod: Did Disney dodge a bullet with OpenAI? Is Fortnite the bigger problem? With @alexeheath.com. Listen! Watch! open.spotify.com/episode/79Zn...open.spotify.comSora Is Dead: What Does That Mean for Disney? Plus, ‘The Bachelorette’ Scandal.Spotify video 0102
Reposted by Alex HeathJeremy Diamond ☕️ @dmnd.me · 25/03/2026Via @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”? 461
Alex Heath @alexeheath.com · 20/03/2026“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...sources.newsWhy Mercury's CEO isn't afraid of giving his product to AIImmad Akhund joins us this week on the podcast. Also: Apple's vibe coding crackdown, Cursor drama, Jensen's tokenmaxxing, and more. 141
Alex Heath @alexeheath.com · 17/03/2026From 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...sources.newsInside Spotify's bet on AI musicMy interview with co-CEO Gustav Söderström. Also: Tech leaders worry about AI doomerism, Microsoft's AI reorg, Amazon's leak, and more. 411
Alex Heath @alexeheath.com · 14/03/2026- 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...sources.newsStarboy is an anti-AI wearable that wants to just "hang out"The first time I've ever had a podcast guest join from a hot tub. Also: Meta's AI jitters, Elon Musk resets xAI, Travis Kalanick comes for Waymo, and more. 021
Alex Heath @alexeheath.com · 13/03/2026I 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... 040
Alex Heath @alexeheath.com · 13/03/2026Earlier 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...sources.newsMy day inside AnthropicI spoke with employees in the midst of the company's fight with the Trump administration and Claude hitting the top of the App Store. 0113
Reposted by Alex HeathJay 🦋 @jay.bsky.team · 09/03/2026Some 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...bsky.socialA New Chapter for Bluesky - BlueskyAfter several intense and incredible years building Bluesky from the ground up, I've decided to step back as CEO and transition to a new role as Bluesky's Chief Innovation Officer. 5736157921
Reposted by Alex HeathBarry Schwartz @rustybrick.com · 09/03/2026Google'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 031
Alex Heath @alexeheath.com · 06/03/2026Sources: OpenAI is pausing the rollout of ChatGPT Adult Mode More in today's newsletter sources.news/p/liz-reid-g... 2150
Alex Heath @alexeheath.com · 05/03/2026If 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...sources.newsDario's big leak“They’re sort of a gullible bunch." A rare leak out of Anthropic shows how CEO Dario Amodei really feels about OpenAI. 0102
Alex Heath @alexeheath.com · 04/03/2026I’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-...sources.newsAnthropic is going to be just fineIt's the fastest-growing software business ever. Also: OpenAI's new post-training lead, Anduril's co-founders want to buy Wired, and more. 3192
Reposted by Alex HeathDanny Crichton @dannycrichton.com · 03/03/2026No 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... 711645
Alex Heath @alexeheath.com · 27/02/2026Interviewed Reddit CEO Steve Huffman about AI slop, agents, his deals with OpenAI and Google, becoming a better platform for creators, his worry about prediction markets, and a lot more sources.news/p/steve-huff...sources.newsSteve Huffman on why AI won't kill RedditReddit's CEO on fighting slop, AI deals, being a better platform for creators, prediction markets, and more. 262
Alex Heath @alexeheath.com · 25/02/2026What 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...sources.newsWhy Stripe isn't worried about an AI bubbleMy chat with co-founder John Collison. Also: Anthropic v. the Pentagon, Amazon's AI departure, and more. 170
Alex Heath @alexeheath.com · 24/02/2026I spoke with the co-author of the Citrini viral AI prediction post that tanked stock prices. sources.news/p/the-ai-doo...sources.newsThe AI doomer essay that rattled Wall StreetI spoke with the co-author of the viral AI prediction post that tanked stock prices. Also: a notable OpenAI hire, Anthropic's tender offer, and more. 060
Alex Heath @alexeheath.com · 19/02/2026Sources: 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... 1150
Alex Heath @alexeheath.com · 18/02/2026“I don’t do this for the money… I want to have fun and have impact.” sources.news/p/how-did-me...sources.newsHow did Meta lose the ClawFather?After Zuckerberg reached out, Altman ultimately won over OpenClaw creator Peter Steinberger. Also: India's AI Summit kicks off, a new consumer AI agent platform, and Roblox is the gaming market. 070
Alex Heath @alexeheath.com · 14/02/2026The comfortable industry narrative is that AI is a tool. The 4o saga is a window into how many people view LLMs as companions and even lovers. sources.news/p/openais-4o...sources.newsOpenAI’s 4o Valentine’s breakupChatGPT is removing its most controversial model. Also: Anthropic's big raise, OpenClaw may be acquired, my weekend reading list, and more. 270
Alex Heath @alexeheath.com · 12/02/2026Lots of chatter this week about what’s behind all the departures at xAI Turns out the reason mostly boils down to what all-too-often actually drives the AI industry’s drama: money sources.news/p/what-happe...sources.newsWhat happened at xAIWas it really just a reorg, or people cashing out? Also: OpenAI gets a futurist. 0131
Alex Heath @alexeheath.com · 11/02/2026New interview: OpenAI's CEO of Applications. Fidji Simo, on how ads in ChatGPT will work, what will end the Code Red, a social network for AI agents, the state of Sora, and a lot more Her first in-depth pod since joining OpenAI www.youtube.com/watch?v=MmBK...youtube.comHead of ChatGPT fires back at Anthropic's Super Bowl attack adsYouTube video by ACCESS Podcast 1100
Alex Heath @alexeheath.com · 10/02/2026Last week, Jony Ive showed me the interior of the first Ferrari electric car that LoveFrom designed. He was candid about his philosophy on who he works with post-Apple and where his head is as he builds OpenAI's first device. sources.news/p/jony-ive-i...sources.newsJony Ive is done working with "assholes"What the Ferrari Luce reveals about Ive's post-Apple life. Also: Fidji Simo on OpenAI's ads push. 3110
Alex Heath @alexeheath.com · 04/02/2026Inside Reflection: the new AI lab that's coming for DeepSeek: Just published my full Sources Live interview with Reflection AI’s co-founder from Davos sources.news/p/inside-ref...sources.newsInside Reflection: the new AI lab that's coming for DeepSeekMy full Sources Live interview with Reflection co-founder and CTO Ioannis Antonoglou in Davos. 010
Alex Heath @alexeheath.com · 30/01/2026This week's pod was a fun one: we had Sari Azout join to discuss taste as a differentiator in the age of AI, founder life in Miami, and what she learned from the crypto bubble Ellis and I also talk Clawdbot mania and the new essay from Anthropic's CEO Available everywhere now: access.showaccess.showACCESSACCESS is a show about the tech industry’s inside conversation. Hosted by Alex Heath, the most connected reporter covering the tech industry, and Ellis Hamburger, the founder whisperer for today’s hot... 000
Alex Heath @alexeheath.com · 29/01/2026Just published my full interview with Meta CTO Andrew Bosworth in Davos. We discuss: - Why the recent VR layoffs happened - Meta's new AI model, which just dropped internally - Glasses production ramping up - The new Compute org - Building a humanoid sources.news/p/metas-cto-...sources.newsMeta's CTO on VR layoffs, glasses, and the next AI modelMy full Sources Live conversation with Andrew Bosworth during the World Economic Forum in Davos. 120
