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No one knows how the AI bubble will pop
Everyone in AI knows a bubble is forming. The fight now is over blame, exposure, and who can come out strongest on the other side.
22 hrs ago
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Alex Heath
7
3
X wants its haters back
Product chief Nikita Bier's message to journalists who left: “We have to earn their trust.”
Dec 12
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Alex Heath
17
1
4
Google’s rise, RL mania, and a party boat
I asked attendees for their takeaways from this year’s NeurIPS in San Diego. Also: Sam Altman goes on a charm offense, Google teases AI glasses.
Dec 10
•
Alex Heath
10
2
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Instagram's return to office mandate
Dec 1
12
4
Inside YouTube's big AI reorg
Oct 29
•
Alex Heath
8
1
OpenAI eyes ads, Altman dreams of gigawatts
Sep 24
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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
Demis Hassabis on Gemini 3, world models, and the AI bubble
Nov 18
•
Alex Heath
9
5
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Roblox's CEO on safety concerns, AI, and what's next
David Baszucki joined us this week on the ACCESS podcast. Also: GPT-5.2, Google's default contracts, and Meta buys Limitless.
Dec 6
9
1
Anthropic's AI bubble 'YOLO' warning
Dario Amodei takes indirect shots at OpenAI's ‘YOLOing’ and big, circular deals. Also: More from the DealBook Summit and Meta's big hire.
Dec 3
13
2
Amazon's anti-benchmark AI bet
My interview with Amazon's AI chief. Also: OpenAI's code red, Anthropic bares Claude's soul.
Dec 2
7
2
Instagram's return to office mandate
Read Adam Mosseri’s internal memo announcing a full return to the office five days a week, fewer meetings, and fewer decks.
Dec 1
12
4
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
5
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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