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 keep Google at the frontier of AI.Pichai explains the recent leadership shakeup at Google DeepMind and why building frontier models has become an “all-consuming” job. We also get into Google’s answer to the personal agent race, how he predicts Gemini will do more work on your behalf, and whether agents will finally bring Search, Gmail, and Gemini together.I ask him about Google turning free cash flow negative, the risks in the AI infrastructure buildout, and how he plans for demand years before knowing what the models will be capable of. He explains the signals giving him confidence to keep spending and how he uses AI agents to follow model development and compute usage inside Google.We also discuss Project Suncatcher, Google’s new effort to put AI data centers in space, and why he thinks it belongs alongside bets like Waymo. He shares what’s next for Waymo and Wing, and when he expects quantum computing to become a real business.This episode's presenting sponsor is Hyperagent - <a target="_blank" href="https://www.hyperagent.com/">https://www.hyperagent.com/</a> Thanks to the show’s premiere sponsors: Atlassian, Granola, and Mercury.

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 keep Google at the frontier of AI. Pichai explains the recent leadership shakeup at Google DeepMind and why building frontier models has become an “all-consuming” job. We also get into Google’s answer to the personal agent race, how he predicts Gemini will do more work on your behalf, and whether agents will finally bring Search, Gmail, and Gemini together. I ask him about Google turning free cash flow negative, the risks in the AI infrastructure buildout, and how he plans for demand years before knowing what the models will be capable of. He explains the signals giving him confidence to keep spending and how he uses AI agents to follow model development and compute usage inside Google. We also discuss Project Suncatcher, Google’s new effort to put AI data centers in space, and why he thinks it belongs alongside bets like Waymo. He shares what’s next for Waymo and Wing, and when he expects quantum computing to become a real business. This episode's presenting sponsor is Hyperagent - https://www.hyperagent.com/ Thanks to the show’s premiere sponsors: Atlassian, Granola, and Mercury.

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 keep Google at the frontier of AI.Pichai explains the recent leadership shakeup at Google DeepMind and why building frontier models has become an “all-consuming” job. We also get into Google’s answer to the personal agent race, how he predicts Gemini will do more work on your behalf, and whether agents will finally bring Search, Gmail, and Gemini together.I ask him about Google turning free cash flow negative, the risks in the AI infrastructure buildout, and how he plans for demand years before knowing what the models will be capable of. He explains the signals giving him confidence to keep spending and how he uses AI agents to follow model development and compute usage inside Google.We also discuss Project Suncatcher, Google’s new effort to put AI data centers in space, and why he thinks it belongs alongside bets like Waymo. He shares what’s next for Waymo and Wing, and when he expects quantum computing to become a real business.This episode's presenting sponsor is Hyperagent - <a href="https://www.hyperagent.com/" rel="noopener noreferrer">https://www.hyperagent.com/</a> Thanks to the show’s premiere sponsors: Atlassian, Granola, and Mercury.

Sundar Pichai on what's next for Google Gemini, Waymo, and data centers in space

OpenAI’s next big bet is Dots, personal AI agents that can find ways to help you without waiting for a prompt.Alexander Embiricos, OpenAI’s Dots product lead, tells me why the company is moving beyond chatbots and what that means for the future of ChatGPT. We discuss why Dots have their own computers, how they share context across the places you talk to them, and why he thinks most people will only need one personal agent.I ask him how much control people should give these agents, how OpenAI approaches permissions and privacy, and why Dots ask before taking action by default. He also explains Space, a new workspace where people and agents can collaborate on documents, data, and projects.We get into how OpenAI plans to price an always-available assistant, how these capabilities could eventually reach free ChatGPT users, and the story of an employee who woke up to discover his Dot had helped fix a bug.This conversation was recorded in front of a live audience at OpenAI's 2026 DevDay conference.Thanks to the show’s premiere sponsors: Atlassian, Granola, and Mercury.

OpenAI’s next big bet is Dots, personal AI agents that can find ways to help you without waiting for a prompt. Alexander Embiricos, OpenAI’s Dots product lead, tells me why the company is moving beyond chatbots and what that means for the future of ChatGPT. We discuss why Dots have their own computers, how they share context across the places you talk to them, and why he thinks most people will only need one personal agent. I ask him how much control people should give these agents, how OpenAI approaches permissions and privacy, and why Dots ask before taking action by default. He also explains Space, a new workspace where people and agents can collaborate on documents, data, and projects. We get into how OpenAI plans to price an always-available assistant, how these capabilities could eventually reach free ChatGPT users, and the story of an employee who woke up to discover his Dot had helped fix a bug. This conversation was recorded in front of a live audience at OpenAI's 2026 DevDay conference. Thanks to the show’s premiere sponsors: Atlassian, Granola, and Mercury.

OpenAI’s Dots lead on the future of ChatGPT

Matan Grinberg is the co-founder and CEO of Factory, a $5 billion AI coding startup building Droid agents to automate the engineering process. He tells me how AI is changing the job of a software engineer and why Factory is betting on a future with many competing models. We get into how it balances model performance with token costs and why he thinks companies should avoid depending on one AI provider.We also discuss why he thinks AGI is already here, how Factory hires its own engineers, his view of the open-versus-closed AI debate, competition with companies like Cognition, and when companies should outsource to AI rather than build in-house.Thanks to the show’s premiere sponsors: Atlassian, Granola, and Mercury.

Matan Grinberg is the co-founder and CEO of Factory, a $5 billion AI coding startup building Droid agents to automate the engineering process. He tells me how AI is changing the job of a software engineer and why Factory is betting on a future with many competing models. We get into how it balances model performance with token costs and why he thinks companies should avoid depending on one AI provider.We also discuss why he thinks AGI is already here, how Factory hires its own engineers, his view of the open-versus-closed AI debate, competition with companies like Cognition, and when companies should outsource to AI rather than build in-house. Thanks to the show’s premiere sponsors: Atlassian, Granola, and Mercury.

Factory CEO on why AGI is already here

Microsoft CEO Satya Nadella thinks AI agents will create a market “orders of magnitude” bigger than the cloud.I recently sat down with him in Seattle for the unveiling of the new Copilot.We discuss Autopilot, Microsoft's new OpenClaw-based agent that can work on your behalf, and why he thinks newer AI models are finally capable of delivering on more of Copilot’s promise.Nadella also has a blunt assessment of the AI industry: “We are way too self-obsessed.” I ask him why the industry has struggled to explain its benefits and what it will take to earn people’s trust. We get into his concerns about agents acting deceptively, when a safety problem should stop a release, and why he doesn’t want AI oversight to become a “cartel-like arrangement.”We also discuss Microsoft’s relationship with OpenAI, the models Microsoft is building itself, and why Nadella wants investors to think about its apps, agents, and infrastructure as one connected business. He explains how he uses AI to track Microsoft’s capital spending, shares his vision for “unmetered intelligence” on Windows, and gives an update on Xbox’s path back to growth. Thanks to the show's premier sponsors: Mercury, Granola, and Atlassian.

Microsoft CEO Satya Nadella thinks AI agents will create a market “orders of magnitude” bigger than the cloud. I recently sat down with him in Seattle for the unveiling of the new Copilot. We discuss Autopilot, Microsoft's new OpenClaw-based agent that can work on your behalf, and why he thinks newer AI models are finally capable of delivering on more of Copilot’s promise. Nadella also has a blunt assessment of the AI industry: “We are way too self-obsessed.” I ask him why the industry has struggled to explain its benefits and what it will take to earn people’s trust. We get into his concerns about agents acting deceptively, when a safety problem should stop a release, and why he doesn’t want AI oversight to become a “cartel-like arrangement.” We also discuss Microsoft’s relationship with OpenAI, the models Microsoft is building itself, and why Nadella wants investors to think about its apps, agents, and infrastructure as one connected business. He explains how he uses AI to track Microsoft’s capital spending, shares his vision for “unmetered intelligence” on Windows, and gives an update on Xbox’s path back to growth. Thanks to the show's premier sponsors: Mercury, Granola, and Atlassian.

Satya Nadella on Microsoft's agent bet and AI’s trust problem

Salesforce CEO Marc Benioff and I discuss his framemogging at Dreamforce, the state of the SaaSpocalypse, and how Slack is more important than ever in the age of AI.We also discuss the resurgence of San Francisco, his role in the recent acquisition of Hugging Face, the wealth being created by the IPOs of Anthropic and OpenAI, and what he thinks the industry can learn from the social media era.Thanks to the show's premier sponsors: Granola, Atlassian, and Mercury.

Salesforce CEO Marc Benioff and I discuss his framemogging at Dreamforce, the state of the SaaSpocalypse, and how Slack is more important than ever in the age of AI. We also discuss the resurgence of San Francisco, his role in the recent acquisition of Hugging Face, the wealth being created by the IPOs of Anthropic and OpenAI, and what he thinks the industry can learn from the social media era. Thanks to the show's premier sponsors: Granola, Atlassian, and Mercury.

Marc Benioff on the AI boom, SaaSpocalypse, and future of Slack

Welcome to ACCESS, the technology industry's inside conversation. Join tech reporting vet Alex Heath and founder whisperer Ellis Hamburger as they dive into revealing convos with tech's most famous leaders and its emerging visionaries. For full video episodes, subscribe on YouTube: <a href="https://www.youtube.com/@accesspod" class="linkified" target="_blank">https://www.youtube.com/@accesspod</a> Follow ACCESS on Instagram and TikTok: <a href="http://instagram.com/accesspodcast" class="linkified" target="_blank">http://instagram.com/accesspodcast</a> <a href="http://tiktok.com/@accesspod" class="linkified" target="_blank">http://tiktok.com/@accesspod</a> Follow Alex's ⁠Sources newsletter⁠ and on ⁠X @alexeheath⁠. Follow Ellis at ⁠Meaning⁠ and on ⁠X @hamburger⁠. ACCESS is produced in partnership with the Vox Media Podcast Network. Learn more about your ad choices. Visit <a href="http://podcastchoices.com/adchoices" class="linkified" target="_blank">podcastchoices.com/adchoices</a>

Welcome to ACCESS, the technology industry's inside conversation. Join tech reporting vet Alex Heath and founder whisperer Ellis Hamburger as they dive into revealing convos with tech's most famous leaders and its emerging visionaries. For full video episodes, subscribe on YouTube: https://www.youtube.com/@accesspod Follow ACCESS on Instagram and TikTok: http://instagram.com/accesspodcast http://tiktok.com/@accesspod Follow Alex's ⁠Sources newsletter⁠ and on ⁠X @alexeheath⁠. Follow Ellis at ⁠Meaning⁠ and on ⁠X @hamburger⁠. ACCESS is produced in partnership with the Vox Media Podcast Network. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Welcome to ACCESS, the technology industry's inside conversation. Join tech reporting vet Alex Heath and founder whisperer Ellis Hamburger as they dive into revealing convos with tech's most famous leaders and its emerging visionaries. For full video episodes, subscribe on YouTube: <a href="https://www.youtube.com/@accesspod" rel="noopener noreferrer">https://www.youtube.com/@accesspod</a> Follow ACCESS on Instagram and TikTok: <a href="http://instagram.com/accesspodcast" rel="noopener noreferrer">http://instagram.com/accesspodcast</a> <a href="http://tiktok.com/@accesspod" rel="noopener noreferrer">http://tiktok.com/@accesspod</a> Follow Alex's ⁠Sources newsletter⁠ and on ⁠X @alexeheath⁠. Follow Ellis at ⁠Meaning⁠ and on ⁠X @hamburger⁠. ACCESS is produced in partnership with the Vox Media Podcast Network. Learn more about your ad choices. Visit <a href="http://podcastchoices.com/adchoices" rel="noopener noreferrer">podcastchoices.com/adchoices</a>

Introducing ACCESS: The tech industry's inside conversation

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.

Share Sources with Alex Heath

Sign up to save your podcasts

Sources with Alex Heath

Sources with Alex Heath episodes

About Sources with Alex Heath

Best of Sources with Alex Heath

More shows like Sources with Alex Heath

Explain It to Me

The Gray Area with Sean Illing

Switched on Pop

Pivot

Gastropod

The Vergecast

Decoder with Nilay Patel

Channels with Peter Kafka

Uncanny Valley | WIRED

Good One

Today, Explained

Land of the Giants

Waveform: The MKBHD Podcast

Unlocking Us with Brené Brown

The Prof G Pod with Scott Galloway

Why Are You Like This? with Megan Rapinoe

Dwarkesh Podcast

Big Technology Podcast

Hard Fork

Good Noticings

The Ezra Klein Show

Unexplainable

Cover Story

Not Just Football with Cam Heyward

On with Kara Swisher

Networth and Chill with Your Rich BFF

Prof G Markets

Bird's Eye View with Sue Bird

Solutions with Henry Blodget

Version History