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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
4
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
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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
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
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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
The post-WWDC super nerd convo
Flighty's Ryan Jones joins the podcast to break down Apple's Siri reboot. Also: some weekend links.
Jun 12
•
Alex Heath
4
2
The AI spending curve debate
Notes from a room full of AI leaders who can't agree on where the spending curve goes next. Also: Anthropic nerfed Fable, Altman's ominous IPO message…
Jun 11
•
Alex Heath
6
2
Inside Apple's Siri revamp, Anthropic readies Mythos
My notes from WWDC. And scoop: Anthropic is about to release a public version of Mythos.
Jun 9
•
Alex Heath
14
2
Subscriber Q&A: Live @ Apple WWDC
A recording from Alex Heath's live video
Jun 9
•
Alex Heath
2
13:55
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
8
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
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