News
The fight to keep AI research in the open
6+ day, 1+ hour ago (393+ words) Andy Konwinski has a phrase for where the AI industry is headed if nothing changes: "feudalism with better branding." Two or three companies end up owning the foundational resource, while everyone else rents access on their terms. Konwinski co-founded Databricks…...
Snap's leap of faith - by Alex Heath
1+ week, 1+ day ago (241+ words) For those curious, my about page explains how ads in the newsletter work, and the line that's drawn between them and editorial. The stakes going into Tuesday were about as high as they get for Snap. Evan Spiegel has spent…...
How the Space X IPO could change Silicon Valley
1+ week, 2+ day ago (171+ words) Sources | Alex Heath A reminder that I'll be at Cannes Lions next week for a Monday evening of programming with Yahoo, plus a Tuesday panel called "Attention, AI and the Future of Marketing" at the Open AP Villa. The day…...
The post-WWDC super nerd convo
1+ week, 5+ day ago (405+ words) Few developers are better positioned to judge Apple's AI reset than Ryan Jones. He's an Apple Design Award winner who has spent seven years building Flighty into one of the most successful indie app businesses. (And one of my favorite…...
Tokenmaxxing versus Valuemaxxing
2+ week, 9+ hour ago (260+ words) Sources | Alex Heath 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 to Open AI employees, and more. In addition to my Monday…...
Inside Apple's Siri revamp, Anthropic readies Mythos
2+ week, 2+ day ago (150+ words) Sources | 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. I've been in Cupertino all day at Apple Park for WWDC. My takeaways are…...
The last AI bagholders will be retail investors
2+ week, 5+ day ago (489+ words) Happy Friday. The weather in NYC this week has been incredible. Shoutout to Blackbird for helping me get around the city and setting me up with some great dinners. And thanks to everyone who came out to the new media…...
Microsoft embraces Open Claw
3+ week, 1+ day ago (281+ words) Sources | Alex Heath Nadella throws open his arms to the Clawfather. Also: Codex comes for normies, Uber's tokenmaxxing crackdown, Perplexity's inference play, and more. It's Tuesday, and Microsoft led today's AI news with all of its announcements at Build. Mentions…...
Open AI's quiet co-founder steps out
3+ week, 2+ day ago (206+ words) Sources | Alex Heath Open AI's quiet co-founder steps out Wojciech Zaremba makes the case for the Open AI Foundation's $25 billion "AI resilience" bet. Also: Anthropic readies for IPO, Altman goes to Michigan, and more. Happy Monday. One of these days,…...
This is Microsoft's unreleased AI super app
3+ week, 5+ day ago (185+ words) Sources | Alex Heath This is Microsoft's unreleased AI super app A leaked screenshot shows a new Autopilot tab and Open Claw-like agent called Scout. Also: Weekend links, and a controversial new AI startup. I'm in New York City next week…...