Subscribe
Sign in
Home
About
Archive
Notes
Chat
Leaderboard
Of course Elon Musk is making an AI phone
SpaceX is in a unique position to do it. Also: Fable is nerfed, Anthropic's big hire, Meta the hyperscaler, and what else I'm eyeing.
Jul 2
•
Alex Heath
12
1
The AI frontier is closing
Notes from a gathering of AI researchers and academics: China is winning, the talent drain is real, and AGI is overhyped.
Jul 1
•
Alex Heath
6
1
Why Cursor made an iPhone app
My conversation with two of the leads behind Cursor's next big bet. Also: OpenClaw's mobile app, Chamath is back in the arena, AI's memory crunch, and…
Jun 30
•
Alex Heath
6
2
Most Popular
View all
Instagram's return to office mandate
Dec 1, 2025
•
Alex Heath
13
4
Inside YouTube's big AI reorg
Oct 29, 2025
•
Alex Heath
9
1
OpenAI eyes ads, Altman dreams of gigawatts
Sep 24, 2025
•
Alex Heath
16
2
3
Substack is opening up to AI
May 22
•
Alex Heath
45
17
What insiders really think about the AI race
Nov 14, 2025
•
Alex Heath
27
3
5
20+ revelations from the Elon Musk vs. OpenAI lawsuit
Jan 16
•
Alex Heath
16
3
Latest
Top
Discussions
The man who might run Adobe
The head of Adobe's Digital Media business on AI, creators, and CEO succession. Also: OpenAI shifts the AI race, RIP Om Malik, and weekend links.
Jun 26
•
Alex Heath
4
2
What AI can't replace
Onstage at Cannes Lions, two platform CEOs and two creators landed on the same observation: AI is making original content worth more now, not less.
Jun 25
•
Alex Heath
7
2
Inside ChatGPT's ads push
OpenAI leaders descend on Cannes Lions to pitch the next big ad platform. Also: Snap and Meta court big celebs to endorse their smart glasses, AI news…
Jun 23
•
Alex Heath
5
1
The fight to keep AI research in the open
Andy Konwinski is building an open counterweight to the big AI labs. Also: Midjourney tea, Amazon's chip move, and concepts of a plan.
Jun 19
•
Alex Heath
3
2
Mercury put an AI agent on your money
ChatGPT for your bank is here, but it won't actually move money on its own. Also: Midjourney's surprise hardware launch, OpenAI's big hire, Apple's…
Jun 18
•
Alex Heath
5
1
Snap's leap of faith
It's hard to see the case for Specs. Also: Notes from YC Demo Day, Cursor's new model, OpenAI's spending leaks, and more.
Jun 17
•
Alex Heath
4
5
2
How the SpaceX IPO could change Silicon Valley
A big SpaceX investor shares his predictions for what comes next. Also: Why did Jassy narc on Anthropic? And some more links.
Jun 16
•
Alex Heath
4
1
See all
Sources
Exclusive reporting on the AI race.
Subscribe
Recommendations
View all 11
The Leverage
Evan Armstrong
Upstarts Media
Alex Konrad
Transformer
Transformer
Newcomer
Eric Newcomer
JAKE WOOLF
Jake Woolf
Podcast
ACCESS
The weekly podcast I co-host about the tech industry's inside conversation.
Sources
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
