Sources with Alex Heath

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.

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.

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.