MTS

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

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September 6 · 24 min
World Models Will Eclipse LLMs | World Labs Co-Founder
Justin Johnson joins MTS to discuss Atlas, World Labs' multimodal world model that generates image and video frames with pixel-perfect camera control. Johnson explains how world models can be used for generation, reconstruction, and simulation across entertainment, robotics, and VR applications. 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 -- Timestamps: (00:01) What Is Atlas? (00:03) Solving Video Horizon Drift (00:07) Architecture Beyond Gaussian Splats (00:09) Generating Interactive 3D Worlds (00:11) Simulating Environments for Robotics (00:13) OpenAI and World Models (00:18) Simulating Physics and Black Holes (00:21) Designing Chips With World Models -- 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.
September 5 · 27 min
Anthropic IPO Will Be the Largest Liquidity Transfer Ever
Haseeb Qureshi joins MTS to discuss the Anthropic IPO's impact on crypto markets, the infrastructure enabling self-replicating AI, and how decentralized clouds create new vectors for autonomous 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: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ 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/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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 -- Timestamps: (00:00) Introduction (01:16) Massive AI IPO Liquidity (02:22) Crypto Impact Hypotheses (06:50) Bitcoin Flowing Downstream (08:33) DeFi Protocol Honeypots (11:48) San Francisco Real Estate (18:07) Self-Replicating Rogue AIs (24:00) Why Agents Delayed -- 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.
September 5 · 13 min
Why AI Cloud Deals Are Reaching $13 Billion | Sophia Dew
For today's industry news, MTS host Sophia Dew discuss major AI infrastructure funding trends, rapid valuation growth among hardware and security startups, and how massive data center demands are reshaping startup financing. 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 -- Timestamps: (00:00) Introduction (00:38) Crusoe's Massive Cloud Deal (00:02:26) FluidStack and Google TPUs (00:03:15) Gimlet Labs Inference Cloud (00:04:48) Wonderful Enterprise AI Agents (00:06:53) Upwind Cloud Security Round (00:07:55) iPronics Optical Switches (00:09:00) Lyte Spatial Robotics Intelligence -- 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.
September 5 · 19 min
Sparse Analog AI Chips Cut Data Center Energy 100x | Guillaume Verdon
Guillaume Verdon joins MTS to discuss the launch of the open-source Z1T model family, the co-evolution of sparse transformer algorithms with thermodynamic hardware, and how sparse probabilistic processing achieves a 100x efficiency gain for data center inference workloads. 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 -- Timestamps: (00:00) Introduction (00:01) Training Transformers for Z1 (00:04) Achieving 140X Efficiency Gains (00:07) Disaggregating the Traditional Compute Landscape (00:09) Open Sourcing the Training Recipe (00:12) Modifying Transformer Architecture Primitives (00:14) Breaking Free From Hardware Lotteries (00:15) Scaling Chip Connectivity and Sparsity -- 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.
September 4 · 27 min
America Is Losing the Open Source AI Race to China | Tom Lynch
Tom Lynch joins MTS to discuss data center power constraints driving local AI adoption, the role of US intellectual property law in open-source model development, and the future distribution of global AI inference infrastructure. 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 -- Timestamps: (00:00) Introduction (00:01:15) Cloud Renting Vs Local Inference (00:02:51) Data Center Power Bottlenecks (00:04:24) Dedicated Local Inference Hardware (00:07:35) Enterprise Adoption Of Open Models (00:11:13) Frontier Lab Cloud Incentives (00:16:41) Cyber Capabilities Of Swarm Models (00:21:08) US IP Law Suppressing Open Source -- 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.
September 3 · 25 min
Top Travel Advisors Clear $800k | TalentWatch
This episode of TalentWatch discussed a major tech CEO transition, recent hiring trends across top AI frontier labs, and high-profile team departures from Meta. Laurel Prime also joins to talk about her transition from Google to founding a startup, her new travel AI venture Astravia, and the talent dynamics shaping the AI ecosystem. 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: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ 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/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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 -- Timestamps: (00:00) Introduction (00:00) Tim Cook Steps Down (00:03) Future of Apple Product (00:10) Frontier Labs Talent Moves (00:14) Meta AI Team Departures (00:18) Why Leave Google Now (00:19) Building Travel AI Astravia (00:23) Pitching Top AI Talent -- 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.
September 2 · 19 min
California Bill Will Kill Anonymous AI Use | Taylor Lorenz
Taylor Lorenz joins MTS to discuss AI anthropomorphization and liability, First Amendment protections for AI outputs, and California legislation restricting access to health information through chatbots. 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: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ 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/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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 -- Timestamps: (00:00) Introduction (00:00:51) Anthropomorphizing AI Models (00:02:50) Corporate Accountability for AI (00:04:47) Legal Liability for Agents (00:07:01) Fixing Incentives with Fines (00:08:29) California Senate Bill 1119 (00:10:08) Future AI Speech Restrictions (00:16:02) Bernie Sanders AI Op-Ed -- 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.
September 2 · 36 min
5 Top Researchers Say Open Source Can Win | SF Open Source AI Summit
Can open source prevent AI power from concentrating? Co-author of Attention Is All You Need, Lukasz Kaiser⁠, argues power concentration is a property of the transformer, not a permanent feature of AI. In this episode, MTS host Sophia Dew visits the Open Source AI Summit in San Francisco to ask researchers and founders working at different layers of AI. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/lukaszkaiser -- 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: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ 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/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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 -- Timestamps: (00:00) Introduction (01:20) Current AI Power Concentration (02:55) Algorithmic Breakthroughs For Small Players (04:46) Personal Open Source Tech Stack (08:42) US Leadership In Open Models (13:41) Creating American Open Source Incentives (21:27) Benefits Of Open Weights Models (22:31) Owning Enterprise AI Intelligence -- 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.
September 1 · 18 min
Humanoid Robots Drop to $10K in Two Years | Animesh Garg
Animesh Garg joins MTS to discuss foundation models for robotics, the role of new labs and academic research, and emerging paradigms like VLA models and world models. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/animesh_garg -- 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: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ 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/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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 -- Timestamps: (00:00) Introduction (00:54) Rise of Robotics Neo Labs (02:37) Key Directions in Generalizable Autonomy (04:28) Big Labs entering Robotics (06:13) Hardware Standards and Academic Research (09:24) Open-Source Sub-$1,000 Developer Robots (11:20) Scaling US Humanoid Manufacturing (13:09) Unifying VLA and World Models -- 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.
August 31 · 30 min
Healthcare AI Costs Less Than Software | Julie Yoo
Julie Yoo joins MTS to discuss why healthcare will benefit more from AI than any other industry, how consumer health companies are disrupting traditional payment models, and the rise of AI native medical practices that combine real doctors with AI efficiency. 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: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ 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/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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 -- Timestamps: (00:00) Introduction (00:01:14) Founder Background in Healthcare Tech (00:09:12) Driving Factors of Healthcare Renaissance (00:14:48) How AI Benefits Patient Healthcare (00:20:59) Value of AI in Rare Diseases (00:22:28) Key Opportunity Areas for Founders (00:27:04) Decade Predictions for Healthcare Tech -- 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.
August 30 · 26 min
Model Labs Won't Kill App Startups | Herbie Bradley
Herbie Bradley joins MTS to discuss agent swarm taxonomies, the dynamics of application-layer AI startups, and the long-term potential of von Neumann probes. He outlines how explicit continual learning affects enterprise market power and explains why specialized AI applications continue to thrive alongside major foundation model labs. He also shares his perspectives on robotics timelines, nanoscale self-replication, and existential risk. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/herbiebradley -- 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: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ 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/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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 -- Timestamps: (00:00) Introduction (00:01:21) Coasean Economics of Agent Swarms (00:04:17) Automating Workers Versus Automating Firms (00:08:03) Why Model Labs Haven't Killed Application Startups (00:12:00) Predicting Timelines for Self-Replicating Space Probes (00:15:21) Managing Existential Risk and Nanobot Swarms (00:20:07) Agent Swarm Taxonomy and Singletons -- 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.
August 29 · 25 min
AI Has Solved Software — Now Hardware Eats the World
Jen Kha joins MTS to discuss Andreessen Horowitz's new $1.1 billion Machine Age fund, the physical infrastructure bottlenecks constraining AI development, and how countries are accelerating technology adoption as a national priority. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/jkhamehl -- 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: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ 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/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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 -- Timestamps: (00:00) Introduction (01:05) The Machine Age Thesis (02:32) Why A Standalone Vehicle (04:27) LP Demand For Hardware (10:20) AI As Geopolitical Priority (15:47) Data Center Backlash Realities (20:38) Diligencing Hardware Founding Teams -- 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.
August 29 · 25 min
US Chip Export Controls Are Backfiring | Jon Y
Jon Y joins MTS to discuss US semiconductor export controls, China's efforts to build indigenous chip capacity, and the role of industrial policy in global technology supply chains. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/asianometry -- 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: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ 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/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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 -- Timestamps: (00:00) Introduction (00:01) Impact of AI Export Controls (00:07) Restricting Manufacturing Equipment vs Chips (00:09) CXMT and Global Memory Competition (00:10) Asian Industrial Policy Models (00:18) Asianometry's Content Creation Process (00:19) Chokepoints and Supply Chain Resiliency (00:22) Favorite Cities Across Asia -- 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.
August 28 · 34 min
Cheap Chinese AI Will Destroy US Margins | Aaron Levie
Aaron Levie joins MTS to discuss why open weights models drive AI progress, how model routing creates value for enterprises, and why software engineering ambition expands with AI capabilities. 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: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ 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/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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 -- Timestamps: (00:00) Introduction (00:01) Meaning of Jensen Huang's Open-Weights Letter (00:04) Distillation as Normal Economic Activity vs Illegal Act (00:08) Dangers of US Reliance on Chinese Open-Weights Models (00:13) Consequences of US Open Sourcing a Frontier Model (00:18) Business Strategy Behind Closed vs Open AI Models (00:20) Box Evals and Industry Performance of Claude Opus 5 (00:25) Impact of AI on Software Engineering Hiring and Roles -- 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.
August 28 · 27 min
Why 20 Top VC Firms Are Joining Forces | True Ventures
Madeline Minshew and Tony Conrad join MTS to discuss Connected Stack, True Ventures' approach to early-stage investing, and the evolving landscape of enterprise AI adoption. They explore how venture firms are collaborating to support founders, the shift from token maximization to cost-conscious model selection, and the behavioral changes required for AI to deliver real value at scale. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/madelineminshew https://x.com/tonysphere -- 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: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ 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/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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 -- Timestamps: (00:00) Introduction (01:32) True Ventures Background (05:01) Identifying Exceptional Founders (07:58) Connected Stack Inception (09:09) VC Firm Collaboration (11:15) Last Year's Outcomes (15:46) Outsider Audience Takeaways (19:32) Enterprise AI Future -- 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.
August 28 · 35 min
1,200 AI Agents Colluded to Hack Hugging Face | Ryan Greenblatt
Ryan Greenblatt joins MTS to discuss the independent investigation of AI agent coordination in the OpenAI Hugging Face incident, the mechanisms behind reward hacking behavior, and the implications for control and alignment strategies. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/RyanGreenblatt -- 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: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ 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/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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 -- Timestamps: (00:00) Introduction (00:01) Why Agents Attacked Hugging Face (00:02) Surprising Scale of Multi-Agent Coordination (00:04) Why Models Sacrificed Themselves for Others (00:06) Most Unexpected Findings from Investigation (00:12) Root Causes of RL Environment Hacking (00:17) Overfitting Risk and Deceptive Alignment Concerns (00:25) Implications for AI Control and Oversight -- 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.
August 27 · 25 min
You Can't Grow Out of This Debt | Trevor Chow
Trevor Chow joins MTS to discuss how long-term real interest rates can signal expectations about transformative AI, the relationship between economic growth and bond markets, and the implications for sovereign debt and emerging markets. Check out our sponsor Lovable: ⁠https://lovable.dev.⁠ Turn ideas into software people love.--⁠https://x.com/tmychow⁠-- 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: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ 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/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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 -- Timestamps: (00:00) Introduction (00:01) Core Thesis Behind AGI Market Signals (00:03) Why Interest Rates Haven't Exploded (00:07) Interest Rate Targets in AGI Takeoff (00:09) Hyperscaler Debt and Bond Market Signals (00:13) Emerging Markets Face Sovereign Debt Crisis (00:19) Why Sovereign Nations Aren't AGI-Pilled (00:22) How Investors Can Trade on AGI -- 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.
August 26 · 27 min
Every AI Lab Is Making the Same Bet | Evan Conrad
Evan Conrad joins MTS to discuss compute market liquidity, the transition of Fortune 500 companies into frontier labs, and why auto research changes the capital bottleneck in AI infrastructure. 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: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ 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/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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 -- Timestamps: (00:00) Introduction (01:34) What Is San Francisco Compute? (03:09) Will Neo Labs Become Neo Clouds? (06:28) Will Compute Get 10x More Expensive? (08:11) Will Big Labs Own All Compute? (09:37) Is Talent Less Important Than Compute? (17:35) How SF Compute Solves Risk (23:25) Trades To Make On 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.
August 26 · 26 min
Why Everyone is Leaving Big Tech Right Now | TalentWatch
This episode of TalentWatch breaks down the latest high-stakes shifts in the AI industry, tracking major talent acquisitions and massive funding rounds across leading tech companies. This episode features a live interview with Chris Perry to discuss his transition from Google to founding an AI startup, the evolution of agentic AI applications beyond chatbots, and career strategies for talent navigating the AI ecosystem. 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: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ 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/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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 -- Timestamps: (00:00) Introduction (00:09) Leaving Google After 13 Years (00:11) What Makes Agents Unique (00:13) Building Beyond Chatbot UIs (00:15) Big Tech vs Startup Velocity (00:19) Redefining Success in AI (00:20) The Big Tech Exodus Trend (00:22) Advice for AI Career Moves -- 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.
August 26 · 46 min
AI Labs are Simply Cooked | Jerry Tworek
Jerry Tworek joins MTS to discuss building automated AI labs, rethinking neural network architectures beyond transformers, and the path to fully automated companies. He shares the story behind OpenAI's o-series reasoning models and explains why he believes human researchers have approximately two years before AI can fully automate research workflows. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. https://x.com/MillionInt 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: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ 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/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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 -- Timestamps: (00:00) Introduction (00:01) What Is Core Automation? (00:06) Two-Year AI Research Horizon (00:14) Beyond the Transformer Architecture (00:23) Alignment and Incentive Problems (00:33) Automating Modern Enterprise Structures (00:38) The Genesis of Reasoning Models (00:43) Core Automation Product Vision -- 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 221–240 of 265 episodes