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
think it is, at least with open AI and Anthropic.
I mean, open AI is at about a 40 billion run rate.
Enterprises past consumer in terms of the revenue mix.
The most interesting part about OpenI's business from the interview that I actually wanted to talk about with you was A, that his comment about the neo clouds, but B, there was a moment where I was asking him about Chat GPT growth because they hit a billion users recently, but it took a long time.
It took there was an incredible
Incredible ramp up to hundreds of millions of users.
And then they they teetered on a billion for months and months and months.
And I thought that was unusual and suggested maybe more competition in the market, you know, is chat losing its luster.
Um and he very matter-of-factly was like, Well, we decided to put our all our uh compute into codecs, into coding to compete with anthropic.
And I was like, wait, so your revenue is a direct function of where you can put the compute in
Like, yeah, completely.
So they're kind of like these labs are like alchemists in a sense of how they control their business because they are so compute constrained that it's not like a normal business where you know there's demand that you can forecast and control.
They're just they don't have enough, they don't have enough compute to serve the demand at any given point.
And so open eye made a decision to shift compute.
Compute that then slowed its consumer growth to grow its enterprise growth.
So yeah, these labs are a little bit like alchemists right now.
And I don't think that's I don't know if there's precedent in the history of modern capitalism, especially for two companies that are about to have trillion plus IPOs.
Like I don't think there's precedent for that.
And I found that very interesting.
Well, look, they're not profitable.
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