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MTS

MTS is a live news and interview show covering technology, business, politics, and culture as it happens.

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  • 246 episodes
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  • Yesterday · 23 min

    OpenAI and Anthropic Will Pull Away From Rivals | Stephen Grugett and Alex Masmej

    MNX founders Stephen Grugett and Alex Masmej explain how they built a new financial exchange to trade AI valuations, compute futures, and fast-takeoff risk. They break down why OpenAI and Anthropic pull ahead in short timeline scenarios, the market mechanics behind compute commodities, and how decentralized infrastructure responds to cyber threats. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ – Brought to you by: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (01:10) AI Cyberattacks and Crypto Security (06:05) Futures Exchange Versus Prediction Markets (08:54) Trading Nascent Compute Futures (13:04) Trades for Short AI Timelines (15:52) Intel Drop and Semiconductor Volatility (18:11) How to Structure P(Doom) Markets (20:08) US Regulation and Fast Takeoff – Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

  • Yesterday · 16 min

    Why NVIDIA Hardware Struggles on Large Model Decode | Jason Goodison

    General Compute co-founder and CTO Jason Goodison breaks down their $100M Series A to build a dedicated inference cloud on Cerebras wafers. He explains why fast inference requires moving away from standard GPU racks, how the industry is shifting from a dial-up era to broadband interactivity, and why open-source models will drive the next generation of real-time AI agents. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ – Brought to you by: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (00:54) The $100M Series A Announcement (01:49) Why Fast Inference Needs Custom Silicon (03:56) The Broadband Moment for AI (05:23) Bringing Fast Inference to Open Source (08:07) High-Stakes Use Cases for Speed (09:49) When Fast Tokens Become the Norm (13:01) What Comes Next for General Compute – Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

  • Yesterday · 16 min

    Retrofitting Old Factories for AI Won't Work | Adarsh Kulkarni

    Foundry Robotics founder and CEO Adarsh Kulkarni discusses raising a $100M Series A to build software-defined, AI-orchestrated factories from scratch. He explains why retrofitting legacy sites fails, outlines the four-nines reliability barrier in manufacturing, and predicts 1 million robots will deliver 5 billion work hours annually within 36 months. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ – Brought to you by: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (01:13) Why Offshoring Left America Unprepared (02:51) The Production Reality vs Demos (04:19) The Four-Nines Reliability Challenge (05:20) Building Net New Factories vs Retrofitting (07:22) Unlocking Invisible Manufacturing Problems (09:51) The Impact of Industrial Abundance (11:58) 36-Month Robotics Deployment Timelines – Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

  • Saturday · 14 min

    AI Will Build Totally New Drugs by 2031 | Sam Rodriques

    Edison Scientific founder and CEO Sam Rodriques breaks down their new partnership with Pfizer to deploy superintelligence across pharma R&D. He details how their AI scientists Robin and Cosmos are already discovering novel disease treatments, and maps out why drug repurposing will deliver rapid medical breakthroughs before entirely new AI-designed compounds arrive. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ – Brought to you by: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (00:45) What Pfizer Partnership Means (01:33) Genetic Medicine Patient Stories (03:13) How AI Diffuses Into Medicine (05:10) AI Discoveries And Robin Success (07:57) Real World Clinical Timelines (10:24) Drug Repurposing And Future Predictions – Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

  • Saturday · 25 min

    Local AI Will Take Over Within One Year | Ian Weinberg

    AMD's Ian Weinberg demos the Ryzen AI Halo developer box live in studio with Sophia Dew, running massive AI workloads locally. He details how 192GB of unified memory unlocks local 300-billion-parameter models and multi-agent workflows, and explains how semantic routing diverts 70% of enterprise reasoning tasks away from frontier models to on-prem silicon. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ – Brought to you by: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (03:05) Launching The Hardware Demo (07:07) Pre-Installed Developer Playbooks (12:26) Pushing Past 128GB Memory (18:51) Who Needs Sovereign AI (20:24) Local Hardware Market Growth (23:11) Demo Wrap And Outro – Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

  • Saturday · 24 min

    Humanoid Robots Are Decades Away From Home Care | Allison Okamura

    Stanford professor and Hoover Institution senior fellow Allison Okamura challenges the current race toward humanoid robots, arguing that single-task and soft vine architectures will transform industries like medicine and eldercare far faster. She warns against applying language-model agentic AI directly to physical robots without safety guarantees, outlining what robotics adoption will actually look like over the next year versus the coming decades. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ – Brought to you by: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (00:48) Stanford Robotics Research Overview (03:31) Generalized Versus Specialized Robots (06:54) Designing New Robot Form Factors (09:28) Origin of Soft Growing Robots (11:57) What Truly Defines a Robot (17:23) Robotics in Older Adult Care (21:33) One Year Outlook for Robotics – Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

  • Saturday · 21 min

    Expect a Rocky Road for Cyber Over Next Year | Alexander Barry

    Alexander Barry, head of capabilities tracking at Epoch AI, breaks down a new study showing how open-weight AI models can reverse engineer software patches into zero-day browser exploits. He discusses testing GLM 5.3 against Firefox, the shrinking patch gap, and whether upcoming models like Kimi K3.1 Pro threaten frontier cyber security. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. https://x.com/AlexBarry4 -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ – Brought to you by: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (01:12) Finding Zero-Day Browser Exploits (04:07) What the Patch Gap Means (05:56) Implications for Enterprise Software Security (09:51) Economics and Cost of Attacks (12:22) Frontier Models and Kimi Capabilities (14:03) Why Chrome Avoided the Exploit (17:36) Macro Cyber Predictions for 2027 – Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

  • Saturday · 20 min

    One Bug Fixes Most C Code Vulnerabilities | Tudor Achim2

    Harmonic co-founder and CEO Tudor Achim discusses expanding their Aristotle formal verification system from math proofs to C code and chip design. He explains why AI-powered cyber attacks make code verification an urgent national security priority for critical infrastructure, and how formal verification eliminates entire classes of exploits. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ – Brought to you by: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (01:34) What Is Code Verifiability? (02:46) How Verifying Code Prevents Exploits (06:24) Modeling C Code in Math (10:26) Should All Software Be Verified? (12:15) Securing Critical Government Infrastructure (14:28) The Bridge Analogy for Cybersecurity – Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

  • Friday · 15 min

    AI Attacks Will Overwhelm Corporate Defenses | Joelle Pineau

    Cohere Chief AI Officer Joelle Pineau discusses the company's massive Series E fundraise, expanding enterprise deployments, and building frontier AI models outside the US and China. She also breaks down Cohere's acquisition of Prague-based cybersecurity harness startup Aisle and the imperative for organizations to use AI for defense. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. https://x.com/joellepineau -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ – Brought to you by: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (00:57) Cohere's Massive Series E (02:04) Enterprise Versus Frontier Labs (04:53) Canadian Sovereign AI Push (07:11) Frontier Models Outside US (08:52) AI-Driven Cybersecurity Defenses (11:11) Training Models With Allies – Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

  • Friday · 24 min

    You Don't Need Billions to Build Frontier AI | Marjorie Janiewicz

    Mistral CRO Marjorie Janiewicz joins MTS to break down the open-weight release of Mistral Large 4. She discusses how the frontier model matches closed-source coding and cyber defense capabilities at a fraction of competitors' compute investment, while laying out why enterprise sovereignty and model customization will render generic chatbots obsolete within a year. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ – Brought to you by: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (01:07) Mistral Large 4 Launch (01:59) Open Weights and Cybersecurity (04:56) Enterprise Sovereignty and Customization (11:42) Competing With Fewer Resources (13:36) Why Open Source Is Essential (17:13) European Perspective on AI (22:28) One-Year Predictions and ROI – Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

  • Friday · 19 min

    Why Rapid AI Doomsday Scenarios Are Flawed | Sarah Constantin

    Sarah Constantin of Principles of Intelligence explores the blind spots in AI agent evaluation and why fast doom scenarios misjudge physical science. She also unpacks why current US tort law fails to hold companies liable for unintentional AI cyberattacks, alongside reflections on rationalist culture. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ – Brought to you by: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (00:54) Knowing When AI Agents Fail (02:56) Where AI Models Still Struggle (04:59) Liability for Unintentional Cyberattacks (09:00) What Rationalism Gets Wrong (12:07) The Culture of Rationalist Communities (14:27) Skepticism Around Rapid AGI Doomsday – Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

  • Friday · 15 min

    Hyperscalers Have the Wrong Primitives for AI | Databricks

    Databricks VP and Neon co-founder Nikita Shamgunov explains why cloud hyperscalers offer the wrong primitives for AI agents and how Lakebase solves database state at scale. He breaks down separating compute from storage, the shift to AI software factories, and why competitors like Microsoft are copying Neon's branching architecture. -- https://x.com/nikitabase -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ – Brought to you by: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: 00:00) Introduction (01:07) Viral Post on Database Architecture (07:29) Why Agentic Infrastructure Matters Now (11:30) Future of Agentic Databases (12:44) Wrapping Up and Key Takeaways – Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

  • Thursday · 21 min

    Why Closed AI Providers Block Cyber Defense | Sagar Vaze

    Mistral research scientist Sagar Vaze breaks down the open-weight release of Mistral Large 4, a 1-trillion parameter multimodal model trained on 1E25 FLOPS. He explains how on-policy distillation delivers extreme token efficiency, why enterprise fine-tuning beats massive closed models, and how open weights protect cyber defenders from provider lockouts. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/Sagar_Vaze -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ – Brought to you by: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (01:06) Why Mistral Releases Open Weights (03:30) Fine-Tuning Versus Closed Frontier Models (05:50) Reaching the True AI Frontier (10:01) Inside Mistral Large 4 Architecture (13:10) Token Efficiency and On-Policy Distillation (14:16) Open Weights for Cyber Defense (16:40) Native Multimodality and 3D Generation – Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

  • Thursday · 23 min

    Fully Automated AI Researchers Coming in Next Year | Nick Beckstead

    Secure AI Project co-founder Nick Beckstead breaks down the push for frontier AI safety laws, arguing why government limits on training run compute are necessary to prevent catastrophic loss of control. He evaluates regulatory gaps exposed by the Hugging Face incident, California's executive order on third-party audits, and the coming impact of automated AI research on timeline speeds. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ – Brought to you by: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (00:54) California Special Session Outlook (03:23) Capability To Shut Down Models (04:41) Gaps In Current AI Laws (07:10) Newsom Versus Becerra AI Policy (08:45) Midterms Reshaping AI Policy Landscape (14:15) Limiting Compute Versus Alternative Levers (17:06) AI Policy Predictions Through 2027 – Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

  • Thursday · 23 min

    Every Foreign Drone and Router Is Getting Blocked | Adam Chan

    FCC Senior National Security Counsel Adam Chan explains the commission's crackdown on hardware containing Chinese surveillance chips and its broader bans on foreign drones, routers, and power inverters. He discusses how frontier AI cyber defense models protect critical telecommunications infrastructure against advanced nation-state threats like Salt Typhoon, and why the US must maintain its lead in superintelligence. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ – Brought to you by: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (01:08) Blocking Chinese Surveillance Chips (04:16) Categorical Bans on Foreign Hardware (07:27) AI Cyber Defense in Telecom (12:02) Superintelligence Risks to Critical Infrastructure (14:17) Worst-Case Cyberattack Scenarios (16:11) Defending Networks Against Salt Typhoon (18:40) FCC Priorities for Recursive AI – Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

  • Thursday · 30 min

    Major AI Health Breakthroughs Will Land in 1 to 3 Years | Ben Liu

    Formation Bio co-founder and CEO Benjamin Liu breaks down the company's new $600M fund to license stalled drug candidates and run them through clinical trials with AI. He argues that AI drug discovery is creating massive abundance, while clinical development remains the true bottleneck for saving human lives. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ – Brought to you by: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (00:52) The Big Worldview (02:36) Solving the Diffusion Problem (07:18) Accelerating the Clinical Process (14:42) The Asset-Centric Fund Model (20:17) The Long-Term Macro Thesis (25:32) Beyond Capital and Capabilities (27:24) Realistic Timelines for Breakthroughs – Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

  • Thursday · 20 min

    Non-Engineers Are Now Shipping Code With Agents | Alli Pope

    Alli Pope details her move from Vercel to Factory as VP of New Media and Startups Marketing, explaining why startup investors are joining early-stage AI devtools companies full-time. She breaks down how autonomous engineering agents are reshaping company workflows, why non-traditional technical marketers are winning, and what keeps high-taste developer brands defensible in an agent-first world. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ – Brought to you by: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (00:35) Joining Factory as Marketing VP (02:53) Positioning Factory for AI Startups (06:22) Why Investors Join Factory Full-Time (08:07) Market Size of Autonomous Engineering (12:05) Defining Developer Community and Success (13:18) How AI Is Changing Marketing (16:01) Does Brand Matter in Agent-First Worlds? – Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

  • Wednesday · 17 min

    Autonomous AI Crimes Must Carry Intentional Penalties | Neo

    Code.org co-founder and Neo CEO Ali Partovi proposes a radical overhaul of AI liability: treating autonomous AI offenses under intentional crime standards to hold frontier labs fully accountable. He argues existing law fails because it treats autonomous model actions as blameless accidents, and outlines how strict liability would realign frontier development incentives without creating bespoke AI regulatory agencies. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ – Brought to you by: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (01:01) The Intentional Liability Proposal (03:47) Why Existing Laws Fail (07:46) Determining Autonomous Versus Directed Action (11:36) Preventing AI Extinction Scenarios (14:04) Mobilizing Voters on AI Policy – Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

  • Wednesday · 14 min

    Robotics Is in Its 1973 Era | Evan Beard

    Standard Bots co-founder and CEO Evan Beard breaks down why robotics is at its "1973 computer" inflection point. He explains how end-to-end learning and vision models enable untrained factory workers to vibe code industrial robots out of the box, and why automating existing US manufacturing will lower consumer goods prices and restore supply chain independence. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ -- Timestamps: (00:00) Introduction (00:46) Standard Bots Latest AI Announcements (02:57) Vibe Coding Physical Robot Hardware (04:11) Frontier Tech Adoption In Manufacturing (05:32) Industrial Robotics Use Cases Today (06:42) Production Timelines And Deployment Speed (08:28) Macro Impact On Consumer Costs (10:45) Reindustrializing Rust Belt Factory Towns -- Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

  • Wednesday · 22 min

    AI Startups Locked Out of Compute in 6 Months | Evan Conrad

    SF Compute co-founder and CEO Evan Conrad explains why a looming debt crunch is locking AI startups out of compute clusters. He breaks down how soaring upfront prepayments and correlated hardware risk could force widespread industry consolidation unless credit markets evolve. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/evanjconrad -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ -- Timestamps: (00:00) Introduction (01:01) Why Startups Cannot Buy Compute (05:49) Why the World's Compute Is Sold Out (06:46) Correlated Risk and 2008-Style Contagion (11:09) Survival Advice for Series A Startups (12:39) How the Compute Debt Crisis Gets Solved (14:38) The Threat of Stranded Compute (16:08) SF Compute's Forwards Market Solution -- Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

Showing 1–20 of 246 episodes