Subscribe
Sign in
Home
About
Archive
Notes
Chat
Latest
Top
Discussions
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
7
2
1
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
10
1
1
Inside the Sources launch party
Tech and media leaders gathered in Manhattan for tequila, sushi, and poker. Also: Runway CEO Cristóbal Valenzuela on this week's ACCESS.
Nov 7
•
Alex Heath
12
1
3
Election night at Kalshi HQ
Inside Kalshi’s office on election night, CEO Tarek Mansour showed me how his fast-growing prediction market is calling races faster than the media.
Nov 6
•
Alex Heath
8
2
October 2025
Microsoft's agent platform play
What this week's GitHub news says about Microsoft's role in the AI race. Also: this week on ACCESS.
Oct 31
•
Alex Heath
7
1
YouTube announces AI reorg and voluntary layoffs
Neal Mohan's internal memo about YouTube's "next frontier" and opt-in layoffs.
Oct 29
•
Alex Heath
8
1
Altman taps leading researcher for BCI startup
Merge Labs is likely taking a less invasive approach than Neuralink. Also: Sources IRL and reactions to yesterday's Snap scoop.
Oct 25
•
Alex Heath
5
1
Snap seeks $1 billion fundraise for AR glasses
New details on Evan Spiegel's quest to win the AR race. Also: this week on ACCESS.
Oct 24
•
Alex Heath
7
2
Google readies Gemini 3, Perplexity hits $200 million
Reporting on Google's next model release and Perplexity's business. Also: AI job moves and some links.
Oct 17
•
Alex Heath
6
2
A new bet on what comes after LLMs
General Intuition just raised a massive seed round for a unique take on AI world models. Also: Nothing CEO Carl Pei this week on ACCESS.
Oct 17
•
Alex Heath
9
1
1
Hollywood has no idea what to do about AI
OpenAI is moving fast while the entertainment industry wrings its hands. Also: this week on ACCESS and some links.
Oct 10
•
Alex Heath
11
2
Q&A: OpenAI's Stargate Man
"We see the fundamentals, and we were investing heavily in those." My conversation with Greg Brockman at OpenAI DevDay.
Oct 8
•
Alex Heath
5
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
