Alex Heath
Tech journalist who live‑posts key points from Big Tech earnings calls (e.g., Meta), including user metrics, monetization, and analyst Q&A highlights.
Arora Predicts SaaSpocalypse, Touts Mythos, Warns on AI Regulation
I spoke with Palo Alto Networks CEO Nikesh Arora about how he thinks the SaaSpocalypse will play out, his company's early use of Mythos, and what he's worried about with AI regulation https://sources.news/p/nikesh-arora-theory-of-saaspocalypse
Google I/O Reveals Post‑Tokenmaxing Strategy and Mythos Insights
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 https://sources.news/p/google-tokenmaxxing-hangover-io-notes
Anthropic to Unify Claude AI, Code, Cowork
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. He says Anthropic is “shipping our harness strategy” rather than a product, and that the current separation...
Google's New Gemini Model Targets GPT‑5.5 Coding Power
Sources: Google plans to announce a new Gemini model next week. It’ll be in the same ballpark as GPT-5.5 in terms of performance. I’m told that inside Google, there’s real pressure to catch up on coding capabilities in particular. https://sources.news/p/google-about-to-release-new-gemini
Ex-A16z Investor Launches Compute Startup
new pod just dropped with Anjney Midha, ex-a16z investor who is building a new compute co. and teaching a class at Stanford that’s being called “AI Coachella” https://access.show/
Anthropic‑SpaceX Compute Deal Raises Ethical Concerns
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. https://sources.news/p/anthropic-and-misanthropic
AI Now Powers Real-World Stores, Not Just Chatbots
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...
Amazon Positions Itself as Better OpenAI Partner
Interviewed AWS CEO Matt Garman today 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, and I think that’s what the...
OpenAI's Legal Fight with Elon Overshadows AGI Hype
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 https://sources.news/p/openai-goes-to-court-elon-musk-agi-clause
OpenAI Aims for AI Researchers, Humans as Orchestrators
During a press call for GPT 5.5 with OpenAI leaders today, I was curious about the implications of their plan to build (non-human) AI researchers. The “near-term goal” is having human researchers become “orchestrators.” Sounds like them being totally out of...
Meta's Employee Surveillance for AI Sparks Internal Outcry
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." “This makes me super uncomfortable. How...
Canva's AI Leap: Profitable, 250M Users, In‑House Model
Canva is low-key one of the most interesting companies in tech: - 250+ million monthly users - $4b+ in ARR - Profitable for 9 years CEO and co-founder Melanie Perkins joined the pod this week for a wide-ranging convo about how Canva is rolling...
Snap to Cut Jobs, Boost Specs Team, Drop $400M Deal
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...
Stanford AI Index Reveals Growing Public Hostility Toward AI
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. https://sources.news/p/ai-reputational-crisis
Glasswing Poised to Become Multi‑AI Consortium, Even OpenAI
Today 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 even OpenAI. https://sources.news/p/anthropic-wants-competitors-using-mythos