Best Of 5/5/26 | White House AI Policy, Shopify Earnings, GameStop Bid for eBay

The best moments from MTS on May 5, 2026: Dean Ball on the Trump administration's shift toward reviewing frontier AI models before release and what a workable government eval regime looks like, Harley Finkelstein on Shopify's Q1 earnings and the discipline of running a 100-year company, Jeff Morris Jr. on treating venture capital as a product and the flight to quality across software, and WallStreetBets on GameStop's bid for eBay and what it signals about meme markets in 2026.--⁠https://x.com/deanwball⁠⁠https://x.com/harleyf⁠⁠https://x.com/jmj⁠⁠https://x.com/wallstreetbets⁠--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--Timestamps:(00:00) - Dean Ball(22:13) - Harley Finkelstein on Shopify's Q1 Earnings(33:30) - Jeff Morris Jr. and Dana Bryce(52:25) - WallStreetBets on GameStop's bid for eBay--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