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MTS

MTS

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

Welcome to the situation room.

https://x.com/MTSlive

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  • 277 episodes
  • Avg 23 min
  • English

Episodes 277

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  • August 18 · 19 min

    Uber and Zipline Just Changed Deliveries Forever | Keller Cliffton

    Keller Cliffton joins MTS to discuss Zipline's partnership with Uber to scale autonomous drone delivery to one million deliveries per day, the technical and regulatory challenges of building reliable autonomous logistics systems, and how instant delivery could expand the market from 5 billion to 50 billion deliveries annually in the US. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/Keller -- 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: (00:00:00) Introduction (00:00:56) Uber Eats Strategic Partnership Announcement (00:03:40) Core Technical Challenges In Drone Logistics (00:06:39) Hardware Reliability And Testing At Scale (00:08:14) Navigating US Airspace Regulatory Approvals (00:11:14) Shifting Real-World Consumer Behaviors (00:13:36) Founding Story And Lessons In Naivete (00:15:23) Building Useful Sci-Fi Inspired Technology -- 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 17 · 30 min

    Cracking the hardest problem in Robotics

    FULL INTERVIEW: Matic Robotics co-founder Mehul Nariyawala reveals how his team cracked the hardest problem in home robotics: mapping chaotic real homes to five-nines accuracy. He talks Silicon Valley origins, an Elon Musk comparison, a live voice-command demo, and the wild story behind Roomba's $199 price tag. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/mehul -- 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 (01:14) Defining Level Five Home Robots (07:13) Introducing Speech and Gesture Cues (10:12) Future Multimodal Feature Capabilities (11:18) Roadmap Beyond Vacuuminging Chores (16:13) Mapping Homes and Spatial Reasoning (21:46) Challenges of Unsupervised Home Robotics (25:34) Timeline for Consumer Mainstream Adoption -- 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 17 · 15 min

    Compute Is the New Power Grid | Rev Lebaredian

    Rev Lebaredian joins MTS to discuss NVIDIA's AI factory design in Armenia, the concept of sovereign AI and national compute independence, and how infrastructure investment can transform a country's technical capabilities. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. – https://x.com/RevLebaredian – 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. http://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 https://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 (00:01:04) What Is Operating in Hrazdan Today (00:01:29) What DSX Changes in Factory Design (00:03:59) First Consumers of the Initial Compute Capacity (00:06:01) Why Every Nation Needs Local Compute (00:07:41) Defining Sovereign AI and the Five-Layer Cake (00:10:36) How Compute Changes Armenia's Trajectory -- 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 14 · 29 min

    Will RSI Break the Economy? | Aidan McLaughlin

    Aidan McLaughlin joins MTS to discuss recursive self-improvement timelines, the shift from capabilities to alignment research, and how AI models are already uplifting researcher productivity at OpenAI. 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: (00:01) Introduction (00:03) Expectations for Recursive Self-Improvement (00:08) Global Impact of Superintelligence (00:10) Fears Around Model Alignment (00:16) Internal Codex Productivity Uplift (00:17) AI in Macroproductivity Statistics (00:19) Working at Frontier AI Labs (00:22) Aidan's Path to AI Research -- 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 14 · 35 min

    Grindr CEO: Is Gen Z Over Dating Apps For Good? | George Arison

    George Arison joins MTS to discuss how Grindr is using AI to improve dating recommendations, why the platform continues growing with Gen Z users, and how Woodwork is expanding into wellness products like PrEP and peptides. 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 https://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 (02:35) Straight Vs Gay Filter Preferences (06:10) Meeting Husbands And Dating App Mechanics (08:50) Overcoming The Gen Z App Slump (15:23) Evolution Of Gay Monogamy Trends (18:33) Integrating Gay AI Into Consumer Products (28:17) Anti-996 Startup Culture And Grindr Mode (30:17) Expanding Grindr Into Health And Wellness -- 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 13 · 29 min

    Are Agents About to Replace Software Engineering? | Lauren Tan and Roshan Sadanani

    Lauren Tan and Roshan Sadanani join MTS to discuss GrokBot, Grok 4.6, and how agents are changing software development. They demonstrate GrokBot's capabilities, share how the product found internal PMF at Cursor, and explain how model efficiency unlocks new possibilities for developers and teams. -- https://x.com/poteto https://x.com/roshan_s -- 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) Introducing Grokbot Capabilities (00:04) Live Grokbot Demo (00:07) Grok 4.6 Announcement (00:11) Target Mainstream Audience (00:17) Future Of Agentic Coding (00:22) Upcoming Features Teaser (00:24) Model Efficiency Benchmarks -- 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 12 · 32 min

    The Failure of Homeland Bio-Defense | Annie Jacobsen

    Annie Jacobsen joins MTS to discuss biological threats, the risks of lab leaks, and the challenges of biodefense in an era of rapidly advancing science and technology. https://x.com/AnnieJacobsen 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. http://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 (02:08) Transition to Biological Warfare Threats (07:09) Nuclear versus Biological Weapon Systems (08:42) Why Start With Lab Leak (13:48) AI Impact on Biological Defense (18:08) Current Methods for Homeland Defense (23:42) Target Audience and Non-Fiction Reporting (29:23) Maintaining Optimism Despite Existential Risks -- 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 11 · 28 min

    AI Might Replace Legacy Media | Brian Chau

    Brian Chau joins MTS to discuss automating investigative journalism with AI, running queries on million-document databases, and how Effort News is changing the economics of data-driven reporting. 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 (01:51) What Does Effort News Do (03:28) Changing Journalism's Economics (06:09) Preventing AI P-Hacking (10:35) Limits of AI Investigations (15:06) Solicitations in Traditional Journalism (16:58) Other AI Applications (26:12) Legacy Media's Innovator Dilemma -- 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 10 · 27 min

    Are People Asking AI Who to Vote for? | Andy Hall

    Andy Hall joins MTS to discuss his research analyzing Claude conversation data to understand how Americans use AI for political learning, the technical challenges of building personalized voting agents, and the governance implications of AI automation. -- https://x.com/ahall_research -- 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) How Americans Use AI (00:05) Epistemic Effects Of LLMs (00:09) Problems With Personal Agents (00:15) Regulating AI Ideological Bias (00:19) US Vs Chinese Models (00:20) Preserving Liberty In AGI (00:25) Upcoming AI Governance Research -- 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 7 · 21 min

    Is Middle America Right to Hate Data Centers? | Jasmine Sun

    Jasmine Sun joins MTS to discuss data center opposition in the Midwest, tensions between local governments and residents, and the economic impact of AI infrastructure projects on skilled trades and communities. 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: 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) Midwest Data Center Tour (00:02) Local Government vs Residents (00:04) Factories Versus Data Centers (00:10) Environmental Opposition and Myths (00:14) Loss of Pioneer Spirit (00:17) Trade Worker Data Boom -- 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 7 · 35 min

    The Intelligence AI Power Grab | Anton Leicht

    Anton Leicht joins MTS to discuss AI securitization policy, power distribution across government agencies and countries, and strategic options for middle powers building sovereign AI capacity. 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: 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 (00:01:12) What Is AI Securitization? (00:02:46) Distributing AI Power (00:09:42) Risks of Power Concentration (00:14:53) A Manhattan Project for AI? (00:17:08) Wealth Concentration From 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.

  • August 6 · 21 min

    Classical Computing Can't Scale AI | Guillaume Verdon

    Guillaume Verdon joins MTS to discuss scaling thermodynamic computing, replacing classical bit architecture with pbits, and building software frameworks for stochastic programming. He outlines the trade-offs between numerical precision and power efficiency when running AI models on low-power chips. Additionally, he shares how thermodynamic systems can co-exist with GPUs to tackle complex frontier problems. -- https://x.com/GillVerd -- 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: 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) Scaling Extropic’s New Z1 Hardware (00:04) Running Current AI Models on Z1 (00:07) Moving Away From Deterministic Computing (00:11) Comparing Probabilistic Bits to Qubits (00:13) Explaining the Torcs Software Framework (00:15) Future of Classical Computers and GPUs (00:19) Onboarding Developers onto Extropic Frameworks -- 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 6 · 28 min

    Is GDP Failing to Measure AGI? | Phillip Trammell

    Phillip Trammell joins MTS to discuss how GDP fails to measure prosperity across technology paths, what happens to the economy when AI automates all work, and why he believes humans should own machines rather than letting them own themselves. -- https://x.com/pawtrammell -- 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: 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 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) Flaws of GDP Metric (00:03) Measuring Real Human Prosperity (00:06) Singularity Without GDP Growth (00:08) Tracking Economic AI Transformation (00:12) Replacing Labor Versus Complementing (00:22) Future Market Power Concentration (00:25) Long-Term Optimism for Abundance -- 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 6 · 26 min

    Why AI-Driven Autonomous Attacks Are Forcing A Security Reset

    Anand Oswal joins MTS to discuss Palo Alto Networks' PAN-OS 12.2 Ceres release, including advanced virtual patching that creates automated protections in hours, AI-powered security agents with human-in-the-loop verification, and quantum safe cryptographic agility. Oswal shares how Unit 42 discovered over 14,000 previously unknown vulnerabilities in open source projects using frontier AI models, and explains how defenders are using AI to stay ahead of increasingly sophisticated autonomous attacks. -- https://x.com/aoswal1234 -- 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: 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 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) Changing Cyber Threat Landscape (00:02) Speeding Up Patch Delivery (00:04) Shifting Power To Defenders (00:10) Preparing For Quantum Computing (00:13) Uncovering AI Discovered Vulnerabilities (00:25) Mission Driven Cybersecurity Leadership -- 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 6 · 19 min

    The Supply Chain Threat to American AI Startups | Anastasios Angelopoulos

    Anastasios Angelopoulos joins MTS to discuss the latest frontier model releases from Chinese labs, price-performance dynamics on the Arena leaderboards, and the business models behind American open source AI. -- https://x.com/ml_angelopoulos -- 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: ElevenLabs - AI that communicates at human level across every channel and modality. http://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 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 (00:01:05) First Impressions of Qwen 3.8 (00:07:22) How Qwen Performs on Math (00:10:30) US Economics of Low AI Pricing (00:17:29) Duration of Anthropic Dominance -- 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 5 · 59 min

    Fixing the American Housing Market | Opendoor Team

    Kaz Nejatian, Vu Tran, and Yan Guo join MTS in three back-to-back interviews to discuss turning around a public company, building an AI-first corporate culture, and scaling real estate market making using proprietary data and machine learning. -- https://x.com/nejatian https://x.com/vu0tran https://x.com/yang_guo -- 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: 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.comto 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) Status Of Opendoor Turnaround (00:04) Opendoor's Shift To Software (00:05) Speed As Core Moat (00:10) Becoming An AI Pilled Company (00:29) Joining Opendoor From Meta (00:46) Career Journey And Returning -- 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 4 · 26 min

    ColdCard Bitcoin Hack EXPLAINED | Haseeb Qureshi

    Haseeb Qureshi joins MTS to discuss the economics of frontier-level intelligence as open models drop in price, the changing dynamics of cybersecurity as AI makes vulnerability discovery faster and cheaper, and how AI-native startups are building fundamentally different organizational structures. -- https://x.com/hosseeb -- 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: 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 Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts -- Timestamps: (00:00) Introduction (00:06) Securing Infrastructure in AI Era (00:12) Impact on Cash-Strapped Crypto Foundations (00:15) Legacy Hardware and Infrastructure Risks (00:17) Government Role in Cyber Defense (00:21) Relying on Foreign Open-Source Models (00:23) Economic Impact of Cheaper 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.

Showing 261–277 of 277 episodes