Best Of 5/11/26 | AI Deployment, Wasian Identity, China's STEM Advantage

The best moments from MTS on May 11: OpenAI launching a deployment company with McKinsey and Bain as partners, the viral Wasian meetup that drew 3,700 RSVPs in NYC and what it signals about IRL community building, and Sphere Semi's CEO on why compute will decide future conflicts and how the US maintains its semiconductor edge.Timecodes:(00:00) Sheel Mohnot and Theo on OpenAI deployment company, consulting industry transformation, defense contracts(25:18) Katherine on the Wasian meetup, IRL community building, post-COVID social yearning(37:43) Steven Glenner on AI-designed chips, military applications, semiconductor competition with China--MTS is a live news and interview show covering technology, business, politics, and culture as it happens.Follow MTS: X | ⁠https://twitter.com/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠[email protected]⁠⁠–Brought to you by:Granola - The AI notepad. Try it once and never go back. https://granola.ai/mtsKong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.comBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comMerge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mtsAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comMacroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts–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.