Alex Heath
@alexeheath.com
writing sources.news, co-hosting the Access podcast
I hosted two convos at Yahoo’s Cannes stage: a chat with CEO Jim Lanzone, followed by a creator-economy panel with Beehiiv CEO Tyler Denk, After School’s Casey Lewis, and Cat Goetz (CatGPT) Everyone agreed that the value of unique, original content is rising with AI. sources.news/p/what-ai-ca...
What AI can't replace
Onstage at Cannes Lions, two platform CEOs and two creators landed on the same observation: AI is making original content worth more now, not less.
sources.news
Brought Sources Live to Cannes Lions with Yahoo and Jim Lanzone, Tyler Denk, Casey Lewis, CatGPT and many more awesome folks
Databricks and Perplexity co-founder Andy Konwinski has a phrase for the AI industry's current trajectory: "feudalism with better branding." He's trying to fight AI's concentration of power by incentivizing top AI researchers to do their work out in the open. sources.news/p/fight-to-k...
The fight to keep AI research in the open
Andy Konwinski is building an open counterweight to the big AI labs. Also: Midjourney tea, Amazon's chip move, and concepts of a plan.
sources.news
Sources: Anthropic is planning to release a public version of Mythos tomorrow - Will have substantial guardrails and not be as cyber permissive as what Project Glasswing partners can access - Will be dramatically better at long-horizon, multi-turn tasks sources.news/p/inside-app...
Inside Apple's Siri revamp, Anthropic readies Mythos
My notes from WWDC. And scoop: Anthropic is about to release a public version of Mythos.
sources.news
Substack is opening up to AI At the ACCESS live show in SF last week, CEO Chris Best revealed that MCP integration is coming soon. Also: His theory of AI slop, why YouTube is the real competition, and where independent media goes next. sources.news/p/substack-o...
Substack is opening up to AI
CEO Chris Best reveals that MCP integration is coming soon. Also: His theory of AI slop, why YouTube is the real competition, and where independent media goes next.
sources.news
Tech CEOs invited to the White House tomorrow for the signing of Trump’s EO on AI safety, per sources: - Elon Musk - Andy Jassy - Sundar Pichai - Mark Zuckerberg - Satya Nadella - Tim Cook - Sam Altman - Dario Amodei - Marc Benioff - Nikesh Arora - George Kurtz - Chuck Robbins - Misha Laskin
Notes from Google I/O, including: - What Sundar Pichai told me about Mythos - How Google is setting up for what I'm calling the tokenmaxing hangover - My interviews with the SVPs of Google Search and Devices sources.news/p/google-tok...
Google gets ready for the tokenmaxxing hangover
Notes from Google I/O. Also: What Andrej Karpathy is doing at Anthropic, Microsoft's special CEO summit guest, and partnering with Parallel.
sources.news
Anthropic's hunt to find the next Claude Code New podcast with Mike Krieger, whose Labs team came up with Claude Code, Computer Use, and MCP. Lots of new stuff in this convo: sources.news/p/anthropic-...
Anthropic's hunt to find the next Claude Code
Anthropic's Mike Krieger joins the podcast: We discuss his focus on AI and health, unifying Claude Code and Cowork, and his drama with Figma.
sources.news
Sources: Sam Altman has recently discussed starting a new compute company he’d raise capital for, with OpenAI as the majority shareholder. Stargate redux? sources.news/p/sam-altman...
Sam Altman may start a new compute company
Stargate redux? OpenAI's CEO has recently discussed setting up a new compute effort that he would raise money for, with OpenAI as the majority shareholder.
sources.news
"These are human beings. They will f*ck you up if you do not come across as an empathetic human being." Anjney Midha on the data-center backlash in his first detailed pitch for AMP, the AI compute startup he left a16z to build sources.news/p/the-ai-coa...
The 'AI Coachella' prof's plan for the data center backlash
Anjney Midha makes his first detailed case for AMP. Also: The ACCESS launch party, catch me on Good Work, and my weekend reading list.
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Today’s surprise compute pact between Anthropic and Elon Musk's SpaceX is weird and arguably unprincipled. It also has a very strange clause that both sides have yet to explain. sources.news/p/anthropic-...
Anthropic and Misanthropic
Anthropic's surprise deal to use Elon Musk's Colossus is the strangest compute pact in AI. Plus: Dario's 80x admission, and the clause no one will explain.
sources.news
Andon Labs made the viral AI vending machine at Anthropic HQ, an AI-run store in SF, and an AI-run cafe in Sweden that just opened “We want to point to a thing in the real world and say, look, that's way more than a chatbot” Enjoyed this conversation sources.news/p/what-happe...
What happens when AI runs a store
Andon Labs built the first-ever retail store completely run by AI. Also: GPT 5.5 is throwing a party for itself, Zuck's writing on the wall, and Musk is distilling.
sources.news
An interview with AWS CEO Matt Garman on why AWS will be a better OpenAI partner than Microsoft, chip bubble fears, Jeff Bezos' Project Prometheus, and more (Alex Heath/Sources) Main Link | Techmeme Permalink
Interviewed AWS CEO Matt Garman about Amazon's big partnership with OpenAI, and he came out swinging: “Obviously, that investment has worked out great for Microsoft. I think we’ll be a better partner to OpenAI… We really do view it as a win-win. We don’t just say that.” sources.news/p/how-amazon...
How Amazon got OpenAI back
AWS CEO Matt Garman on why Amazon will "be a better partner" than Microsoft. Also: His reaction to bubble fears, working with Anthropic, and what Jeff Bezos is up to with Prometheus.
sources.news
joined CNBC Squawk Box this morning to discuss the Elon vs OpenAI trial youtu.be/nwiqHCWFJVI?...
'There are no sympathetic characters' in Musk-Altman trial, says Sources founder Alex Heath
YouTube video by CNBC Television
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New feed check issue: Elon vs. OpenAI goes to court, AGI doesn’t matter, China kills Manus, why an OpenAI phone makes sense, and more sources.news/p/openai-goe...
OpenAI goes to court as AGI loses its meaning
Also: An OpenAI-Ive phone takes shape, China kills the Meta-Manus deal, and more.
sources.news
The Audacity is a really good new AMC show set in Silicon Valley. Loved having the showrunner on the podcast this week. sources.news/p/silicon-va...
Silicon Valley finally has its 'Succession'
'The Audacity' showrunner Jonathan Glatzer has a message for the tech industry about fallibility. Also: Anthropic needs more TPUs, Elon v. OpenAI goes to trial, a hedge fund run by AI, and more.
sources.news
Sources: Meta's move to track how employees use their computers to train AI caused such a strong reaction that a follow-up note was posted internally acknowledging “there has been a lot of concern about this." sources.news/p/metamates-...
Metamates freak out at becoming training data
"How do we opt out?" Inside Meta's employee tracking backlash.
sources.news
Sources: - Snap set to announce big layoffs tomorrow. Some teams halved or more. - Specs subsidiary will gain employees ahead of the glasses' imminent launch, which will loosely follow Apple's rollout of the Vision Pro. - The $400m deal with Perplexity is not happening. sources.news/p/snap-cruci...
Snap's crucible moment
Mass layoffs land tomorrow, the Perplexity deal is dead, and Specs are launching soon. Also: OpenAI has a cyber model too, Apple can tell Elon what to do, and Anthropic expands its unusual board.
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Today's Stanford AI Index shows that people hate AI. The attacks on Sam Altman's home over the weekend show what's at stake. sources.news/p/ai-reputat...
The AI industry's reputational crisis
The Stanford AI Index shows that people hate AI. The attacks on Sam Altman's home show what's at stake.
sources.news
I spoke with Logan Graham, who is helping lead Anthropic's Project Glasswing, about the reaction to yesterday's announcement He says Glasswing could "transition very quickly into a third-party-led consortium that features all the other model providers," including OpenAI sources.news/p/anthropic-...
Anthropic wants competitors using Mythos
My interview with Anthropic's Logan Graham. Also: OpenAI’s chairman defends Sam Altman, and people seem to like Meta's new model.
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I spoke with the ClawFather for his first interview since joining OpenAI a few weeks ago. He’s already built a bridge between Codex and his personal OpenClaw agent. sources.news/p/clawfather...
What OpenClaw's creator is doing at OpenAI
The ClawFather is building a team, already hacking things, and insists OpenClaw will be "little Switzerland." Also: Sierra's agent for building agents, a new book about DeepMind, and more.
sources.news
New pod: Did Disney dodge a bullet with OpenAI? Is Fortnite the bigger problem? With @alexeheath.com. Listen! Watch! open.spotify.com/episode/79Zn...
Sora Is Dead: What Does That Mean for Disney? Plus, ‘The Bachelorette’ Scandal.
Spotify video
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Via @alexeheath.com, two more ridiculous bits about OpenAI killing Sora. 1. Lack of focus or internal coordination expressed in executive comms. “This is how fast things move”? Sora has been over for months. 2. They’re splitting safety from security (ok) and putting security under “scaling”?
“I don’t think Claude is going to go build a bank” Mercury CEO Immad Akhund joins us this week on the pod to talk all things AI and banking, thinking outside of the box, companies whitewashing their layoffs with AI, tech's poker culture, and more sources.news/p/mercury-ce...
Why Mercury's CEO isn't afraid of giving his product to AI
Immad Akhund joins us this week on the podcast. Also: Apple's vibe coding crackdown, Cursor drama, Jensen's tokenmaxxing, and more.
sources.news
From my interview with Spotify’s co-CEO at SXSW: Spotify is building the ability to remix and create covers of songs with AI. He calls it a “huge missed opportunity for artists” sources.news/p/inside-spo...
Inside Spotify's bet on AI music
My interview with co-CEO Gustav Söderström. Also: Tech leaders worry about AI doomerism, Microsoft's AI reorg, Amazon's leak, and more.
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- This week on the pod: Starboy’s creator joined from a hot tub - What I’m up to at SXSW / Nvidia GTC - Notes on news about Meta, xAI, Perplexity, and Travis Kalanick sources.news/p/starboy-an...
Starboy is an anti-AI wearable that wants to just "hang out"
The first time I've ever had a podcast guest join from a hot tub. Also: Meta's AI jitters, Elon Musk resets xAI, Travis Kalanick comes for Waymo, and more.
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I spoke with Anthropic employees in the midst of the company's fight with the Trump administration and Claude hitting the top of the App Store sources.news/p/my-day-ins...
Earlier this week, I spent an afternoon inside Anthropic HQ meeting with various leaders. It was fascinating and I learned a lot. sources.news/p/my-day-ins...
My day inside Anthropic
I spoke with employees in the midst of the company's fight with the Trump administration and Claude hitting the top of the App Store.
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