CEOs
The people running AI companies — what they're saying publicly, what they're doing privately, and the strategic bets that move the field.
About CEOs
BeatThe AI CEO beat is its own story now. Founder statements move markets. Lab leadership reshuffles change product roadmaps. Public letters and earnings calls hint at things X threads never will. The decisions made at the top of OpenAI, Anthropic, Google DeepMind, Meta AI, and the next-generation labs cascade into everyone's stack within months.
CEOs covers the people in those chairs: their public posture, the gap between what they say and what they ship, the politics inside their companies, and the strategic moves that signal where the field actually goes next.
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Sam Altman is publicly preparing investors for a 'compute cliff'
By Nizam Alavi ·
A subtle but unmistakable shift in Altman's messaging: from 'compute is abundant and getting cheaper' to 'compute is the binding constraint and will be for years.'
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Dario Amodei's quiet pivot from 'safety-first' to 'safety-economics'
By Nizam Alavi ·
Read the last three Amodei essays back-to-back and the argument morphs: from 'we slow down because it's right' to 'we slow down because it's the only sustainable economic posture.' That's a different story for different audiences.