Podcast
Sources with Alex Heath
Hosted by Alex Heath
Where to listen: Apple Podcasts
Smash Notes has 33 notes from 3 episodes of Sources with Alex Heath, hosted by Alex Heath. Each note answers one question with the moment it was said, so you can read it or play just that part. Topics: Business, Technology.
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…
On this show
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Trending questions
- 01Is Value Investing Dead?A quiet investor’s $10 billion bet on AI, chips, and defense
- 02Will Defense Startups Become the New Prime Contractors?A quiet investor’s $10 billion bet on AI, chips, and defense
- 03Why Will Speculative Data-center Landlords Get Hurt?A quiet investor’s $10 billion bet on AI, chips, and defense
- 04What Is Alex Davis Building at Groq After the Nvidia Deal?A quiet investor’s $10 billion bet on AI, chips, and defense
- 05Why Did Alex Davis Double Down on Palantir Before Its IPO?A quiet investor’s $10 billion bet on AI, chips, and defense
- 06Why Invest More After a Startup's Valuation Goes Up?A quiet investor’s $10 billion bet on AI, chips, and defense
- 07Why Are Top Startups Blocking SPV Investors?A quiet investor’s $10 billion bet on AI, chips, and defense
- 08How Does a $10 Billion Fund Become Ten Checks?A quiet investor’s $10 billion bet on AI, chips, and defense
- 09Why Does Alex Davis Only Back Companies That Are Already Winning?A quiet investor’s $10 billion bet on AI, chips, and defense
- 10Why Raise a $10 Billion Fund When Valuations Look Frothy?A quiet investor’s $10 billion bet on AI, chips, and defense
Episodes with Notes
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A quiet investor’s $10 billion bet on AI, chips, and defenseAlex Davis plans to put $10 billion into roughly 10 companies. His firm, Disruptive, has maintained a low profile out of Texas while backing Reflection AI, ElevenLabs, Groq… -
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Tobi Lütke on the AI agent revolution and future of ShopifyWhy did Amazon block Meta's Muse but Shopify welcomed it? I sit down with Shopify co-founder and CEO Tobi Lütke in Toronto to discuss why the companies are taking different… -
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Sundar Pichai on what's next for Google Gemini, Waymo, and data centers in spaceEven 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…
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