Sources with Alex Heath

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.

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.

Tuhin Srivastava is the CEO and co-founder of Baseten, an AI cloud startup recently valued at $13 billion. He tells me why every company will want to own its AI and what’s driving the explosion in demand for inference.
We discuss the rise of agents using browsers and virtual machines to get things done and Baseten’s acquisition of Blaxel to power that shift.
We also talk about the data center backlash, why companies are embracing Chinese open models, his plans for Baseten’s new research lab, and why he thinks inference becomes the only market left after AGI.
Thanks to the show's premier sponsors: Atlassian, Granola, and Mercury.

As Meta releases Muse, Mark Zuckerberg tells me why he thinks a personal AI agent that works for you around the clock will make you money.
He explains how Meta plans to make that business work and why he thinks keeping the most powerful AI models in the hands of a few companies is dangerous.
We also discuss the growing backlash against data centers, Meta’s recent youth safety settlement, and the privacy scare over its smart glasses. And he shares what went wrong with Llama 4, how he rebuilt Meta’s AI lab, and what’s coming next.
Thanks to the show's premier sponsors: Granola, Atlassian, and Mercury.

After an unreleased OpenAI model recently escaped its sandbox and hacked Hugging Face, Sam Altman tells me why the company is slowing down frontier research. We also discuss Astra, OpenAI’s next-generation family of models, which is coming soon.
We talk about the growing backlash against AI. He explains why a faster path to recursively self-improving AI could push an OpenAI IPO further out.
And he shares more about the coming consumer hardware he’s developing with Jony Ive, including the privacy questions around an ambient AI device and the first hints at the form factors they’re building.
This conversation was recently filmed in two parts and in collaboration with TIME.
Thanks to the show's premier sponsors: Atlassian, Granola, and Mercury.