Sources

Sources

We are so early

Thoughts on the nascent agent market. Plus: Nvidia shock, the state of tech M&A, the attention economy, and more.

Alex Heath's avatar
Alex Heath
Nov 14, 2026

It's been a while since I’ve done an old-school, non-podcast newsletter. The last couple of months have been busy. I’ve been publishing a lot of podcasts with the biggest names in tech, and I’ve got a few more left to go before the end of the year. I also joined Sound Ventures and have been hitting the ground running on some investments, which I’ll shar…

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