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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.
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Tobi Lütke on the AI agent revolution and future of Shopify
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 when AI starts buying
Sundar Pichai on what's next for Google Gemini, Waymo, and data centers in space
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, and what it takes to ke
Robinhood’s CEO on letting AI trade your money
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 activity. We discuss
Qualcomm’s CEO on the coming AI phone supercycle
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 behind Android phone
Reflection’s founders on building a DeepSeek of the West
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 alongside the strong
OpenAI’s Dots lead on the future of ChatGPT
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 that means for the f
Factory CEO on why AGI is already here
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 Factory is betting on a fut
Satya Nadella on Microsoft's agent bet and AI’s trust problem
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, Microsoft's new OpenClaw-base
Marc Benioff on the AI boom, SaaSpocalypse, and future of Slack
Salesforce CEO Marc Benioff and I discuss his framemogging at Dreamforce, the state of the SaaSpocalypse, and how Slack is more important than ever in the age of AI. We also discuss the resurgence of San Francisco, his role in the recent ac
Baseten’s CEO on why every company will want to own its AI
Tuhin Srivastava is the CEO and co-founder of Baseten, an AI cloud startup recently valued at $13 billion. He tells me why every company will want to own its AI and what’s driving the explosion in demand for inference. We discuss the rise o
Mark Zuckerberg on Muse, Meta's biggest AI bet yet
As Meta releases Muse, Mark Zuckerberg tells me why he thinks a personal AI agent that works for you around the clock will make you money. He explains how Meta plans to make that business work and why he thinks keeping the most powerful AI
Sam Altman on OpenAI’s next model and the AI backlash
After an unreleased OpenAI model recently escaped its sandbox and hacked Hugging Face, Sam Altman tells me why the companyhttps://sources.news/p/openais-big-slowdownis slowing down frontier research. We also discuss Astra, OpenAI’s next-gen
Trailer: Sam Altman on the Sources Podcast
In the launch episode of the Sources Podcast, Alex Heath sits down with OpenAI CEO Sam Altman to discuss the future of OpenAI, from its next-generation Astra models to the growing importance of AI safety, the AI backlash, robots, and hittin
Meet the most AI-pilled CEO on Earth
Alex and Ellis sit down with Dan Shipper, CEO of Every, to talk about what it actually looks like to be the most AI-pilled company that isn't a frontier lab. They get into how Dan uses ChatGPT Voice to read Heidegger at 6am, why he accident
This AI will push back if you're rude to it
Ellis sits down with Quinten Farmer, founder of Tolan, the AI companion doing over $20M in annual revenue by being a genuinely good friend, not a yes machine. They get into why Tolan's little aliens accidentally became beloved by moms 35 to
The AI writing app fighting AI slop
Alex and Ellis sit down with Jon Steinback, founder of Marker, the AI writing tool that refuses to write for you. They get into why Google Docs hasn't changed in 20 years, how most AI writing tools are quietly making you a worse thinker, an
This AI tells you what your friends won't
Ellis sits down with Jason Yuan, founder of Hivemind, an AI that lives in your iMessage and sources answers from the people you actually trust instead of scraping the internet. They get into how Hivemind set Jason up on a New Year's Eve dat
The billionaire paying AI researchers to stay out of Big Tech
Alex and Ellis sit down with Andy Konwinski, co-founder of Databricks and Perplexity, to talk about his new effort Laude, which is putting over $100 million behind AI researchers to keep their work in the open. They discuss why top research
A top iPhone app developer reacts to Apple's new Siri
Alex and Ellis sit down with Ryan Jones, founder of Flighty and 13-year top indie developer, to talk about what it actually takes to build a beloved app in the age of AI. They talk about Apple's big WWDC announcements, the new Siri, and why
AI is turning sketches into real-world products
Alex and Ellis sit down with Jordan Taylor, founder of Vizcom, to talk about the AI design tool that lets anyone go from a rough sketch to a finished product. They discuss how Jordan built Vizcom out of a viral Reddit post during COVID, why
Is Polsia AI slop or the future of startups?
Some say he's making an AI slop factory. Others say he'll be the first one-man $1 billion startup. Ellis and Alex sit down with Ben Cera, founder of Polsia, a controversial AI startup that claims to build and run entire companies autonomous
Substack’s CEO on AI slop, free speech, and taking on YouTube
Alex and Ellis sit down with Chris Best, CEO of Substack, for a live interview at the ACCESS launch party at Notion HQ in San Francisco. They get into Substack's growth, the future of media, and the ongoing debate around free speech and mod
Anthropic’s hunt for the next Claude Code
Alex sits down with Mike Krieger, co-founder of Instagram and head of Anthropic Labs, to talk about what the team is working on after Claude Code and where AI is headed next. They discuss how Anthropic's skunkworks lab operates, why Mike st
'AI Coachella' Stanford prof on data center backlash
Alex and Ellis sit down with Anjney Midha, a venture capitalist, Stanford AI lecturer, and founder of AMP, to discuss why zero-sum thinking is holding the AI industry back. They discuss what it would look like if labs actually cooperated, w
What happens when AI runs a store
Alex and Ellis sit down with Andon Labs co-founder Lukas Petersson to talk about what it looks like when AI moves out of the chat window and into the real world. They discuss AI-run stores and vending machines, why people behave differently
Silicon Valley finally has its “Succession”
What happens when Silicon Valley becomes the subject of its own satire? Alex and Ellis sit down with The Audacity showrunner Jonathan Glatzer to talk about building a TV series that takes on Big Tech, the battle for your private data, and t
Canva’s CEO on what happens when AI does the design
Alex and Ellis talk about why they are getting less hyped on OpenClaw, the Social Network sequel that might actually be great, and why recent attacks on Sam Altman signal a real reputational crisis for the AI industry. Then they're joined b
OpenClaw for normies is here
Alex and Ellis talk about OpenAI’s acquisition of TBPN, the tension between media and corporate ownership, and why so many people in AI seem to be working themselves into the ground. Then they’re joined by Marvin von Hagen, CEO of Poke, an
