Alex Heath
speaker
672 appearances
6 recordings
1 series
first heard Oct 2025
last heard 3 Sep
Alex Heath’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Sep 2026 with 1.
Appearances
Uh and so that was a big moment.
And I think we'll have a couple of those in the next couple of years with Google and Apple.
But again, I don't the the phone is safe, you know, it's never gonna go away.
And um, I don't even know if it's gonna be meaningfully disrupted within five years, you know, if you're trying to
like short apple over this, I wouldn't.
But um I I do think it's inevitable just because of the the natural uh use of it.
Yes, they are.
Uh I and others are hearing twenty twenty seven ish, maybe twenty-eight, uh for the for V one.
Um notably Meta just hired Alan Dye, Apple's head of design, who oversaw Vision OS and obviously was intimately familiar with the uh glasses roadmap, uh, and decided to leave Apple before that roadmap.
was was shipped.
So um that I think says something, doesn't it?
Right.
I'm not surprised by this because they're very different businesses.
Anthropic is majority B2B enterprise, right?
It's 80-ish percent of their business.
Open AI, on the other hand, is a massive consumer business where the vast majority of open I's users, and I feel like every time I come on and we talk about uh ads and chat GPT, but it really does come down to this the vast majority of open AI's users are not making money for the company.
They're actually a cost suck, right?
Because most people are using ChatGPT for free.
Because
Whereas most of Anthropic's business is selling an API to companies that are buying its AI to power their products.
Showing 501–520 of 672 · page 26 of 34
← Previous
Next →