Archive - Sources

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.

14 hrs ago • Alex Heath

X wants its haters back

Product chief Nikita Bier's message to journalists who left: “We have to earn their trust.”

Dec 12 • Alex Heath

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

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

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

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

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

November 2025

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

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

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

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

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

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