Sources with Alex Heath
Alex Heath Zur Website › Technology · EN · 63 Folgen · zuletzt 10.11.2026
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Amazon thinks its cloud business could generate $1 trillion a year within the next five to ten years. I sit down with AWS CEO Matt Garman in Seattle to understand what gives him that confidence and what could get in the…
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Alex Davis plans to put $10 billion into roughly 10 companies.His firm, Disruptive, has maintained a low profile out of Texas while backing Reflection AI, ElevenLabs, Groq, Shield AI, Databricks, and Helsing. Its…
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Why did Amazon block Meta's Muse but Shopify welcomed it?I sit down with Shopify co-founder and CEO Tobi Lütke in Toronto to discuss why the companies are taking different approaches to agents and how shopping changes…
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Even Google can’t get enough compute. I sit down with Google and Alphabet CEO Sundar Pichai shortly after the wider release of Gemini 4 Argon to discuss its early reception, where he still wants the model to improve,…
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Robinhood wants to put an AI hedge fund in your pocket. CEO Vlad Tenev tells me how Robinhood Agents brings AI trading into the app, and why he expects agents to generate a growing share of individual investors’ trading…
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AI could give people a reason to buy a new phone again. Qualcomm CEO Cristiano Amon tells me why he expects a smartphone supercycle as AI agents start using our apps and acting on our behalf. His company makes the chips…
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Reflection is soon releasing Beam, its first open-weight AI model, in a bid to become the DeepSeek of the West. Trained from scratch, Beam is designed for coding, reasoning, and AI agents. Reflection's benchmarks put it…
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OpenAI’s next big bet is Dots, personal AI agents that can find ways to help you without waiting for a prompt.Alexander Embiricos, OpenAI’s Dots product lead, tells me why the company is moving beyond chatbots and what…
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Matan Grinberg is the co-founder and CEO of Factory, a $5 billion AI coding startup building Droid agents to automate the engineering process. He tells me how AI is changing the job of a software engineer and why…
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Microsoft CEO Satya Nadella thinks AI agents will create a market “orders of magnitude” bigger than the cloud.I recently sat down with him in Seattle for the unveiling of the new Copilot.We discuss Autopilot,…
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