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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…
 • Alex Heath
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.
 • Alex Heath
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.
 • Alex Heath
The post-WWDC super nerd convo
Flighty's Ryan Jones joins the podcast to break down Apple's Siri reboot. Also: some weekend links.
 • Alex Heath
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…
 • Alex Heath
Inside Apple's Siri revamp, Anthropic readies Mythos
My notes from WWDC. And scoop: Anthropic is about to release a public version of Mythos.
 • Alex Heath
Subscriber Q&A: Live @ Apple WWDC
A recording from Alex Heath's live video
 • Alex Heath
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…
 • Alex Heath
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.
 • Alex Heath
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…
 • Alex Heath

May 2026

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