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.
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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 also Anthropic is not doing a lot of the things that OpenAI is.
They're not doing consumer hardware with Johnny Ive.
They're doing nothing multimodal.
They're doing nothing in audio really, uh, video generation, image generation.
They're staying out of it.
When you talk to people in the industry, uh, everyone understands that Anthropic is solely really focused on the coding market.
It's the thing that they are winning at.
It's the
OpenAI is certainly trying to nip at their heels, but there's just there's a tremendous opportunity in coding by itself.
I'm not trying to say that that's all Anthropic is doing, but certainly when you look at the growth profile of the company, it's it's coding, it's cloud code, it's uh the
coding agents and open I is just doing a lot more and Altman I think wants to be seen as, you know, the next multi trillion dollar, multi platform tech conglomerate, whereas you've just got more focus with Anthropic and what they're doing.
Sam is good at the theatrics.
Um, I know for a fact that he was not surprised by that question, that that was a question that uh he'd been asked privately.
Um, so I think there were some theatrics involved.
I don't really think he was being knee-jerk um defensive as you could read into it.
Uh I think it was a little bit of a a kitschy thing.
That said, it's certainly, you know, you could make the argument that it's not a good look for the COVID.
The most important company, AI, maybe arguably the most important company in the world right now, to react that way to a very fair question from a large shareholder, which is how are you going to pay for all this?
Uh, and saying, you know, basically, trust me, bro, uh does not endear confidence when uh you know we're seeing all these deals that are not based on current revenue, like you talk about on the show all the time.
Mm-hmm.
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