AI news moves fast. But reporters covering AI move faster. This week on the podcast, Lightspeed Partner and host Michael Mignano talks to journalist Alex Heath about predictions for independent model companies, the conversation around training data, and how journalists are adapting to AI disruptions. Alex Heath is the Deputy Editor of The Verge and the author of Command Line, a weekly newsletter about the tech industry’s inside conversation.

Episode Chapters

(00:00) Introduction to Alex Heath

(1:20) Inside the AI News Cycle

(6:41) Covering OpenAI and Meta Rebrand Breaking News

(10:14) Top of Mind Trends: Databricks, Perplexity, Meta

(13:35) Google’s AI Strategy and Gemini Fallout

(20:25) Second Order Effects of Microsoft’s Inflection Deal

(24:02) Journalism Adapting to AI & Future of Industry

(32:08) What’s Beyond SEO?

(36:19) The Value of Content in Training

(38:10) Elon Musk’s X and Grok

(41:11) Closing Thoughts

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