News
Why Meta is selling AI models now
6+ day, 10+ hour ago (243+ words) Sources | Alex Heath Why Meta is selling AI models now My chat with Meta AI chief Alexandr Wang. Also: Sun Valley watching, and the AI writing app fighting AI slop. When I got Alexandr Wang on the phone ahead of…...
OpenAI's upcoming AI device gets its voice
1+ week, 11+ hour ago (197+ words) Sources | Alex Heath OpenAI's upcoming AI device gets its voice Reading between the lines of today's GPT-Live release. Also: What are "Opus-class" models for? Notion and Substack ship AI stuff, burnout is real, and a harness is all you need....
Anthropic gets closer to an AI super app
1+ week, 1+ day ago (367+ words) Sources | Alex Heath Anthropic gets closer to an AI super app What Claude merging with Cowork signals. Also: Meta's model release, China's AI shift, Fable lives on, and more. The holy grail for the frontier labs is a super app…...
Of course Elon Musk is making an AI phone
2+ week, 13+ hour ago (154+ words) Sources | Alex Heath Of course Elon Musk is making an AI phone SpaceX is in a unique position to do it. Also: Fable is nerfed, Anthropic's big hire, Meta the hyperscaler, and what else I'm eyeing. It’s Wednesday evening, but…...
The AI frontier is closing
2+ week, 1+ day ago (254+ words) Sources | Alex Heath The AI frontier is closing Notes from a gathering of AI researchers and academics: China is winning, the talent drain is real, and AGI is overhyped. It’s Tuesday night on the West Coast, and Fable cometh. Will…...
Why Cursor made an iPhone app
2+ week, 2+ day ago (258+ words) Sources | Alex Heath Why Cursor made an iPhone app My chat with two of the leads behind Cursor's next big bet. Also: OpenClaw's mobile app, Chamath is back in the arena, AI's memory crunch, and more. Even though the OOO…...
The man who might run Adobe
2+ week, 5+ day ago (256+ words) Happy Friday. I’m en route back to Los Angeles after a busy Cannes Lions week of meetings and interviews. Today, I’ve got an interview with one of Adobe’s top execs from Cannes, and a feed check on OpenAI’s big model…...
What AI can't replace
3+ week, 14+ min ago (407+ words) On Monday evening, to kick off Cannes Lions, I hosted two conversations at Yahoo’s beach stage: a conversation with CEO Jim Lanzone, followed by a creator-economy panel with Tyler Denk, co-founder and CEO of beehiiv, Casey Lewis, author of After…...
The fight to keep AI research in the open
3+ week, 6+ day 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
4+ 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…...