# Sources

Markdown copy of https://realalpha.app/shows/sources/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy.

[Best AI podcasts](https://realalpha.app/best/ai-podcasts/)

News shows · [No. 7 of 37 AI podcasts](https://realalpha.app/best/ai-podcasts/#sources)

Sources is a tech news show, hosted by Alex Heath, with a new episode about twice a week.

9 moments cut from 3 episodes, 9 with an AI builder talking, mostly on open-weight models and inference & cost.

Also [No. 5 of 18 tech podcasts](https://realalpha.app/best/tech-podcasts/#sources).

- [Alex Heath](https://realalpha.app/hosts/)

**New episodes**

Twice a week

**Latest**

Oct 21, 2026

**Moments cut**

9

**Episodes cut**

3

What its moments are about

- Open-weight models 4
- Inference & cost 3
- Data centers & energy 2
- AI agents 2
- Chips & GPUs 2
- Scaling laws 1

## Best moments from Sources

From its most-watched episodes, best first. Each plays right here.

1. Sources · Oct 5, 2026 · 4 min
   **[Beam targets strong reasoning with fewer tokens](https://realalpha.app/s/beam-targets-strong-reasoning-with-fewer-tokens/)**
   > “more token efficient, reasoning efficient than some of the open frontier models like GLM 5.3, or like some of the best closed models like GPT-6 Luna.”
   Sources [10:56](https://realalpha.app/v/BKnAeVej0dc/?t=656)
2. Sources · Oct 21, 2026 · 7 min
   **[Google justifies AI spending with demand and capability signals](https://realalpha.app/s/google-justifies-ai-spending-with-demand-and-capability/)**
   > “The strength and durability of the demand signals we are seeing.”
   Sources [23:23](https://realalpha.app/v/fJBSNEFdm8c/?t=1403)
3. Sources · Oct 8, 2026 · 3 min
   **[Qualcomm sees energy efficiency as its data center opening](https://realalpha.app/s/qualcomm-sees-energy-efficiency-as-its-data-center-opening/)**
   > “our DNA is building chips, assuming there's a battery on the other side. That's our DNA.”
   Sources [33:36](https://realalpha.app/v/FcYL3h5bwlk/?t=2016)
4. Sources · Oct 5, 2026 · 4 min
   **[Open models can help make AI safer](https://realalpha.app/s/open-models-can-help-make-ai-safer/)**
   > “And so the notion of openness has been fundamental to securing software over the last decades”
   Sources [17:20](https://realalpha.app/v/BKnAeVej0dc/?t=1040)
5. Sources · Oct 21, 2026 · 4 min
   **[Pichai expects a productivity leap from AI agents in 2027](https://realalpha.app/s/pichai-expects-a-productivity-leap-from-ai-agents-in-2027/)**
   > “I think if in some ways I view 2027 as a golden age of that productivity frontier for us”
   Sources [9:59](https://realalpha.app/v/fJBSNEFdm8c/?t=599)
6. Sources · Oct 8, 2026 · 4 min
   **[Qualcomm wants an open software platform for AI chips](https://realalpha.app/s/qualcomm-wants-an-open-software-platform-for-ai-chips/)**
   > “we will celebrate every single modular deployment on NVIDIA, on AMD, on Broadcom, on any other chip”
   Sources [37:27](https://realalpha.app/v/FcYL3h5bwlk/?t=2247)

## The best Sources episodes

Ranked as our lists rank shows: a point for each best minute we cut from it, one more when an AI builder is talking, and one more when it cleared our views bar.

1. 01 [An open model challenger to Anthropic and OpenAI](https://realalpha.app/v/BKnAeVej0dc/) Oct 5, 2026 · 3 moments
2. 02 [Sundar Pichai on Gemini 4 and the AI compute crunch](https://realalpha.app/v/fJBSNEFdm8c/) Oct 21, 2026 · 3 moments
3. 03 [Why Qualcomm is betting on AI data centers](https://realalpha.app/v/FcYL3h5bwlk/) Oct 8, 2026 · 3 moments

## The 4 guests we’ve cut

- [Sundar Pichai](https://realalpha.app/builders/sundar-pichai/) CEO, Google & Alphabet 8 moments
- [Misha Laskin](https://realalpha.app/builders/misha-laskin/) Co-founder & CEO, Reflection AI 7 moments
- [Cristiano Amon](https://realalpha.app/builders/cristiano-amon/) President & CEO, Qualcomm 3 moments
- [Ioannis Antonoglou](https://realalpha.app/builders/ioannis-antonoglou/) Co-founder & President, Reflection AI 1 moment

## Recent episodes

- Sources
  **[Sundar Pichai on Gemini 4 and the AI compute crunch](https://realalpha.app/v/fJBSNEFdm8c/)**
  Sundar Pichai · CEO, Google and Alphabet
  [22:47](https://realalpha.app/v/fJBSNEFdm8c/?t=1367) of 59:10 · Oct 21
- Sources
  **[Why Qualcomm is betting on AI data centers](https://realalpha.app/v/FcYL3h5bwlk/)**
  Cristiano Amon · CEO, Qualcomm
  [31:02](https://realalpha.app/v/FcYL3h5bwlk/?t=1862) of 45:45 · Oct 8
- Sources
  **[An open model challenger to Anthropic and OpenAI](https://realalpha.app/v/BKnAeVej0dc/)**
  Misha Laskin & Ioannis Antonoglou · Reflection
  [8:00](https://realalpha.app/v/BKnAeVej0dc/?t=480) of 1:02:13 · Oct 5

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