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 Stay in touch: www.lsvp.com X: https://twitter.com/lightspeedvp LinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/ Instagram: https://www.instagram.com/lightspeedventurepartners/ Subscribe on your favorite podcast app: generativenow.co Email: [email protected] The content here does not constitute tax, legal, business or investment advice or an offer to provide such advice, should not be construed as advocating the purchase or sale of any security or investment or a recommendation of any company, and is not an offer, or solicitation of an offer, for the purchase or sale of any security or investment product. For more details please see lsvp.com/legal.