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 months

Recordings per month over the last 12 months — 6 in all, peaking in Sep 2026 with 1.

Appearances

newest first · ▶ plays the moment

Prof G Markets · Trump’s $2,000 Tariff Dividend Doesn’t Add Up — Here’s Why · 12 Nov 2025 podcast

I mean, there's there's you could point to a lot of great moves and a lot of bad moves.

I wouldn't say it's uh consistent one way or the other, it's it's very erratic.

Oh man, uh poker was poker was very fun.

Uh but uh poker tables out.

Yeah, we brought poker but I shouldn't comment on how I uh how I ended.

Uh it was it could have been a lot worse, but uh, you know, whatever, it's a party.

Prof G Markets · What OpenAI’s Restructuring Means for Microsoft, AGI — and a Future IPO · 29 Oct 2025 podcast

Yeah, a few things.

I mean, for open AI top level, it means an IPO is definitely coming.

Yeah.

I wouldn't be surprised if it happens next year, honestly.

Um, I think they want to take advantage of the hype.

Uh and if they didn't have this nonprofit structure, they would have probably gone out this year, is my guess, just given the momentum that they have.

Um, so that's that's the open AI top level.

The Microsoft top level is

That Microsoft has essentially traded upside in equity.

I mean, they still own a significant portion, but they're actually diluting their ownership stake from I think 32.5-ish percent to 27%.

Uh, but they extracted 250 billion in Azure contract commitments from OpenAI in return.

So basically accepting that dilution.

And upside on equity for this massive Azure uh buy.

So you can read into that how you will.

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