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Sources

Alex Heath

Reporting on the AI race.

Platform
Substack
PricingFreemiumPublishesDaily
Issues151Founded2 years agoLast Issue5 days ago
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Latest Issues

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 di...

5 days ago
6

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...

10 days ago
3

Reflection’s founders on building a DeepSeek of the West

Two years and $4.6 billion in funding later, a startup called Reflection is soon releasing its first open-weight model in a bid to become the DeepSeek of the West.

Reflection’s new model, Beam, is arriving at an interesting time: Chinese l...

13 days ago
9
1

OpenAI’s Dots lead on the future of ChatGPT

Watch now (45 mins) | Alexander Embiricos joins the show from OpenAI DevDay to discuss the new always-on personal agent in ChatGPT.

OpenAI’s next big bet is Dots, personal AI agents that can find ways to help you without waiting for a prom...

17 days ago
10

Factory CEO on why AGI is already here

Factory used to lose engineering recruits over a sentence on its website: “The future is IDE-free.”

In 2023, the company was betting that developers would eventually move beyond the coding tools their work revolved around. Engineers in...

19 days ago

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Authors

The writers behind this newsletter.

  • Alex Heath

    Author of Sources, a podcast and newsletter about the AI race.

  • Frequently Asked Questions

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