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The last AI bagholders
Anthropic and OpenAI have burned through private capital. Also: People keep starting AI labs, Microsoft's addiction memo, and jobs are not going away…
Jun 5
•
Alex Heath
6
1
Microsoft embraces OpenClaw
Nadella throws open his arms to the Clawfather. Also: Codex comes for normies, Uber's tokenmaxxing crackdown, Perplexity's inference play, and more.
Jun 3
•
Alex Heath
4
1
2
OpenAI's quiet co-founder steps out
Wojciech Zaremba makes the case for the OpenAI Foundation's $25 billion "AI resilience" bet. Also: Anthropic readies for IPO, Altman goes to Michigan…
Jun 2
•
Alex Heath
9
3
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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
44
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
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This is Microsoft's unreleased AI super app
A leaked screenshot shows a new Autopilot tab and OpenClaw-like agent called Scout. Also: Weekend links, and a controversial new AI startup.
May 30
•
Alex Heath
11
3
Dropbox after Drew
Drew Houston and his new co-CEO make the case for Dropbox in the AI era. Also: An atheist Anthropic co-founder at the Vatican, Ive's Ferrari flop…
May 27
•
Alex Heath
8
1
Substack is opening up to AI
CEO Chris Best reveals that MCP integration is coming soon. Also: His theory of AI slop, why YouTube is the real competition, and where independent…
May 22
•
Alex Heath
44
17
Nikesh Arora's theory of the SaaSpocalypse
The Palo Alto Networks CEO on which software AI eats first, and cutting through the Mythos hype. Also: What's going on with the White House AI safety…
May 22
•
Alex Heath
12
2
Airbnb's AI hedge
Brian Chesky on keeping Airbnb its own island. Also: Trump's tech CEO invite, SpaceX IPO takeaways, Meta's bad vibes, and more.
May 21
•
Alex Heath
6
1
Google gets ready for the tokenmaxxing hangover
Notes from Google I/O, including what Sundar Pichai told me about Mythos. Also: What Andrej Karpathy is doing at Anthropic, Microsoft's special CEO…
May 20
•
Alex Heath
14
3
Subscriber Q&A: Live @ Google I/O
A recording from Alex Heath's live video
May 19
•
Alex Heath
13
1
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