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Tobi Lütke on the AI agent revolution and future of Shopify
Shopify’s CEO on where agent commerce is headed, sci-fi becoming reality, and his GPU wine cellar.
Oct 28
•
Alex Heath
6
1
1:24:20
Sundar Pichai on what's next for Google Gemini, Waymo, and data centers in space
Google’s CEO joins the show to discuss the recent release of Gemini 4 Argon, recent leadership changes at DeepMind, and Other Bets like Waymo.
Oct 21
•
Alex Heath
10
1
59:09
Robinhood’s CEO on letting AI trade your money
Vlad Tenev on Robinhood’s new agent bet and the AI ownership inequality problem.
Oct 13
•
Alex Heath
7
1
59:40
Qualcomm’s CEO on the coming AI phone supercycle
Cristiano Amon on the China vs. US AI sentiment, how AI is changing smartphones and wearables, Qualcomm’s data center strategy, and what 6G will unlock.
Oct 8
•
Alex Heath
4
1
46:47
Reflection’s founders on building a DeepSeek of the West
My conversation with co-founders Misha Laskin and Ioannis Antonoglou about Beam, Reflection’s first open-weight model.
Oct 5
•
Alex Heath
10
1
1:02:12
OpenAI’s Dots lead on the future of ChatGPT
Alexander Embiricos joins the show from OpenAI DevDay to discuss the new always-on personal agent in ChatGPT.
Oct 1
•
Alex Heath
11
3
45:29
September 2026
Factory CEO on why AGI is already here
Matan Grinberg on the next wave of AI coding tools and the future of engineering.
Sep 29
•
Alex Heath
1
50:15
Satya Nadella on Microsoft's agent bet and AI’s trust problem
Microsoft’s CEO thinks AI agents will create a market “orders of magnitude” bigger than the cloud.
Sep 25
•
Alex Heath
4
1
53:09
Marc Benioff on the AI boom, SaaSpocalypse, and future of Slack
Salesforce’s CEO says Slack is “up into the right in a way that we haven’t really seen.”
Sep 22
•
Alex Heath
4
1
49:07
Baseten’s CEO on why every company will want to own its AI
Tuhin Srivastava on the rise of AI agents, the demand for inference, and building a new kind of hyperscaler.
Sep 15
•
Alex Heath
8
1
48:16
Joining Sound Ventures
I’m becoming an investor, and Sources will continue.
Sep 10
•
Alex Heath
21
2
3
Mark Zuckerberg on Muse, Meta's biggest AI bet yet
Meta’s CEO joins me for an in-depth conversation on episode two of the Sources podcast.
Sep 8
•
Alex Heath
32
1
4
1:10:10
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