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The Sources reader survey
Help me make a better newsletter. Also: notes on this week's AI headlines and some good links.
Nov 26
•
Alex Heath
4
Sierra's revenue flex
ARR is the new AI startup recruiting pitch. Also: Harvey's Winston Weinberg this week on ACCESS.
Nov 21
•
Alex Heath
5
2
Demis Hassabis on Gemini 3, world models, and the AI bubble
Q&A with the Google DeepMind CEO on building AGI, compute bottlenecks, and the AI bubble.
Nov 18
•
Alex Heath
9
5
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Inside YouTube's big AI reorg
Oct 29
•
Alex Heath
8
1
OpenAI eyes ads, Altman dreams of gigawatts
Sep 24
•
Alex Heath
16
2
3
What insiders really think about the AI race
Nov 14
27
2
5
ChatGPT's quiet slump, Zuck's AI bubble warning
Nov 12
13
1
1
Trying Meta’s display glasses with Zuck
Sep 18
•
Alex Heath
24
2
7
Demis Hassabis on Gemini 3, world models, and the AI bubble
Nov 18
•
Alex Heath
9
5
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What insiders really think about the AI race
Buy Anthropic. Short Perplexity. Notes from this year’s Cerebral Valley Summit. Also: Robinhood's Vlad Tenev this week on ACCESS.
Nov 14
27
2
5
ChatGPT's quiet slump, Zuck's AI bubble warning
OpenAI’s CFO told investors that ChatGPT's engagement has softened. Also: Mark Zuckerberg's AI bubble warning to Meta employees.
Nov 12
13
1
1
Inside the Sources launch party
Tech and media leaders gathered in Manhattan for tequila, sushi, and poker. Also: Runway CEO Cristóbal Valenzuela on this week's ACCESS.
Nov 7
•
Alex Heath
12
1
3
Election night at Kalshi HQ
Inside Kalshi’s office on election night, CEO Tarek Mansour showed me how his fast-growing prediction market is calling races faster than the media.
Nov 6
•
Alex Heath
8
2
Microsoft's agent platform play
What this week's GitHub news says about Microsoft's role in the AI race. Also: this week on ACCESS.
Oct 31
•
Alex Heath
7
1
Inside YouTube's big AI reorg
Neal Mohan's internal memo about YouTube's "next frontier" and opt-in layoffs.
Oct 29
•
Alex Heath
8
1
Altman taps leading researcher for BCI startup
Merge Labs is likely taking a less invasive approach than Neuralink. Also: Sources IRL and reactions to yesterday's Snap scoop.
Oct 25
•
Alex Heath
5
1
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