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.
What this show covers
AI agentsOpenAIAI safetyAI infrastructureprivacyChatGPTAGISam AltmanGoogleSundar PichaiGeminiPrivate marketsRetail tradingAI investingRobinhood
What listeners will find here
Sundar Pichai on Gemini 4, AI agents, and why even Google is short on compute
Sundar Pichai discusses Gemini 4 Argon’s rollout, the pressure of staying at the AI frontier, and why compute has become a central constraint even for Google. The conversation also ranges from agents and Search to infrastructure spending, space data centers, Waymo, Wing, and quantum computing.
Robinhood’s AI trading push, and how much control investors should hand over
Robinhood CEO Vlad Tenev lays out his vision for AI agents that can trade on your behalf inside the app. The conversation digs into control, risk, separate accounts, private-market access, tokenized stocks, and what edge remains when powerful models are everywhere.
Why Qualcomm thinks AI will kick off the next phone upgrade wave
AI and smartphones are at the center of this conversation with Qualcomm CEO Cristiano Amon. He argues that AI agents, on-device context, and new wearable form factors could spark a phone supercycle while reshaping how people use apps, glasses, and future networks.
Can Reflection build a Western open-weight rival to DeepSeek?
Reflection’s founders discuss Beam, their first open-weight AI model built from scratch for coding, reasoning, and agents. The episode explores why Chinese labs surged ahead in open models, how Beam is positioned on performance and efficiency, and how Reflection plans to turn openness into a business.
Why OpenAI thinks your next ChatGPT won’t wait for a prompt
OpenAI’s Dots are pitched as personal AI agents that act proactively instead of just responding in chat. Alexander Embiricos explains how they work, why they have their own computers, how permissions and privacy are handled, and where this could take ChatGPT next.
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