Sources with Alex Heath

Conversations with AI and tech industry leaders on current developments AI summary

Alex Heath Visit website › Technology · EN · 63 episodes · latest 2026-11-10

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What it is about

Sources features candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Host Alex Heath has covered Silicon Valley as a journalist for more than a decade. He talks with founders, CEOs, and technologists about the news of the moment, the bets they’re making, and what they see coming next. sources.news

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Latest episodes

Amazon AWS CEO: AI boom is just getting started

2026-11-10 · 53 min

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…
A quiet investor’s $10 billion bet on AI, chips, and defense

2026-11-03 · 1 hr 8 min

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…
Tobi Lütke on the AI agent revolution and future of Shopify

2026-10-28 · 1 hr 24 min

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…
Sundar Pichai on what's next for Google Gemini, Waymo, and data centers in space

2026-10-21 · 59 min

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,…
Robinhood’s CEO on letting AI trade your money

2026-10-13 · 1 hr 0 min

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…
Qualcomm’s CEO on the coming AI phone supercycle

2026-10-08 · 47 min

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…
Reflection’s founders on building a DeepSeek of the West

2026-10-05 · 1 hr 2 min

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…
OpenAI’s Dots lead on the future of ChatGPT

2026-10-01 · 45 min

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…
Factory CEO on why AGI is already here

2026-09-29 · 50 min

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…
Satya Nadella on Microsoft's agent bet and AI’s trust problem

2026-09-25 · 53 min

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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Publisher details

Oldest episode in feed: 09/2025 · over a year
Typical length: 1 hr 1 min
Format: Episodic Newest first, episodes stand alone

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