Sources
Alex HeathReporting on the AI race.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 154 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||
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sources.newsLatest Issues
A quiet investor’s $10 billion bet on AI, chips, and defense
Alex Davis recently raised $10 billion and plans to invest it in about 10 companies, with checks of up to $1 billion each. He’s doing it from Dallas, with a team of about 30 people and a firm, Disruptive, that has stayed out of the spotligh...
Tobi Lütke on the AI agent revolution and future of Shopify
I brought a long list of questions to my conversation with Shopify co-founder and CEO Tobi Lütke. Within minutes, I was setting them aside. Tobi thinks deeply about how technology works, the culture that inspires it, and what it means for t...
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, and what it takes to ke...
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...
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...
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Author of Sources, a podcast and newsletter about the AI race.
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