Podcasts · Technology · Business
Sources with Alex Heath
Alex Heath
60 episodes
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.
Episodes page 1 of 2
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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,…
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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’…
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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…
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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…
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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…
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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…
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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,…
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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,…
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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.…
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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…
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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 company is slowing down frontier research. We also discuss Astra, OpenAI’s next-generation family of…
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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…
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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…
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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…
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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…
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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…
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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…
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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,…
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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…
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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…
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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…
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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…
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'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…
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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…
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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…
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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.…
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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…
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The future of AI might be on your finger
Alex and Ellis talk about why Codex is becoming central to OpenAI's strategy and the competition with Claude. Then they’re joined by Mina Fahmi, CEO and co-founder of Sandbar, who is building a smart ring that acts…
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The real reason CEOs want you using AI meeting notes
Alex and Ellis talk about navigating ethics in media and programming the pod, the rise of film photography, and Alex’s trip to OpenAI. Then they’re joined by Granola co-founder Sam Stephenson to talk about building one…
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When your bank account talks to Claude
Alex and Ellis break down why SXSW no longer feels like a true tech conference and how Nvidia’s GTC has become the new center of gravity for the industry. Then they’re joined by Mercury CEO Immad Akhund to talk about…
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Meet Starboy, the alien toy that hates being called AI
Alex and Ellis talk about Alex’s visit to Anthropic’s headquarters as Claude downloads surge and the company faces growing scrutiny over its stance on government AI use. They discuss AI culture inside the labs, image…
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What happens to Google when AI answers everything?
Alex and Ellis talk about using Claude to organize their digital lives, the rise of agent platforms like Dreamer, and a mysterious AI hardware sighting in San Francisco. Then they’re joined by Liz Reid, VP and Head of…
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Reddit CEO Steve Huffman on surviving the AI slop-pocalypse
Alex and Ellis break down the viral AI essay that tanked stocks and debate whether agents could end white-collar work as we know it. Then they’re joined by Reddit co-founder and CEO Steve Huffman to talk about fighting…
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Prediction markets are invading everything
Nearly every tech CEO I talk to right now is obsessed with two things: AI and prediction markets. In that order, but barely. Yesterday, I interviewed Substack CEO Chris Best about his new integration with Polymarket,…
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Notion's CEO on if AI is really killing software companies
Ellis tells Alex about his storytelling speech for AI founders at Andreessen Horowitz, and they discuss how OpenAI beat Meta to hire the founder of OpenClaw. Then they’re joined by Notion co-founder and CEO Ivan Zhao…
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OpenAI's Fidji Simo on why ads are coming to ChatGPT
Alex and Ellis recap the AI ads at the Super Bowl and talk about Jony Ive showing Alex the first-ever electric Ferrari Luce he designed. Then, they sit down with Fidji Simo, CEO of Applications at OpenAI, for a…
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Where AI video is headed next, with Synthesia's Victor Riparbelli
Alex and Ellis analyze AIs talking to each other on Moltbook, the implications of Elon Musk merging SpaceX and xAI, new moves in the OpenAI versus Anthropic coding race, and a favorite AI app getting a controversial…
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Where we'll go when the bots take over, with Sublime's Sari Azout
Alex and Ellis talk about the tech industry's new obsession with Clawdbot/Molbot, the scary aspect of AI agents, AI invading group chats, and the new viral essay from Anthropic CEO Dario Amodei. Then they’re joined by…
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Home robots are coming faster than you think, with Sunday's Tony Zhao
Alex and Ellis talk about robotics hype, questionable demos, and what it really takes to build useful machines. First, we hear from Alex live in Davos at the World Economic Forum, where they discuss nightcaps with big…
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Building an autonomous car utopia with Rivian's RJ Scaringe
Alex and Ellis discuss Meta's metaverse layoffs and why Claude Cowork might finally make them switch from ChatGPT. Then they're joined by Rivian CEO RJ Scaringe to talk about large driving models, why most people want…
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The AI glasses race is heating up
Alex and Ellis talk about the strange gadgets, taglines, and smells at CES in Las Vegas. Then they’re joined by Meta’s head of wearables, Alex Himel, to talk about the rise of smart glasses, what the company has…
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ACCESS Wrapped: Our favorite guest moments so far
Ellis and Alex recap their holidays and the nerdy gifts their wives gave them. They go through their ChatGPT year-in-review, discuss the significance of Nvidia's reverse acquisition of Groq for $20 billion on Christmas…
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Betting on reality with Kalshi CEO Tarek Mansour
This week, Alex and Ellis talk about the rise of storytelling in tech and why X is now openly pleading for its haters to come back. Then they sit down with Tarek Mansour, co-founder and CEO of Kalshi, to discuss…
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French founders and AI priests with Maxime Germain
This week, Ellis and Alex go behind OpenAI's "Code Red," discuss why Netflix says it wants Warner Bros. because of YouTube, and analyze why algorithms are becoming more customizable. Then, they sit down with guest…
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Is Roblox making the internet better or worse? We asked the CEO
Ellis, Alex, and Roblox CEO Dave Baszucki dive straight into the child-safety discussion, why Roblox is rolling out facial age checks, and whether the entire internet is headed toward age-gating. They unpack the Hard…
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How to win as an AI wrapper with Harvey's Winston Weinberg
Ellis and Alex chat about Apple succession rumors, group chats in ChatGPT, and ill-advised pre-show oysters. Then, they sit down with Harvey CEO Winston Weinberg to discuss how AI is changing the future of law, how to…
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Robinhood’s Vlad Tenev on predicting the future
Ellis and Alex chat about their first live pod recording in San Francisco, grandma-centric design, and how Alex finds new sources. Then, they're joined by Robinhood CEO Vlad Tenev to discuss the rise of prediction…
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Runway CEO Cristobal Valenzuela is simulating the world
Ellis and Alex chat about the Sources launch party, and living in late-stage extractionism. Then, they are then joined by Runway CEO Cristobal Valenzuela to discuss the hardest part about AI, why golf courses are a…
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