Open Source AI, Memory Shortages, and Talent Scouting | Best Of 5/13/26

The best moments from MTS on May 13: Clément Delangue on China's dominance in open source models and the risk of an LLM bubble, Daniel Saeidi on how agentic AI is creating 10,000x inference demand and driving memory prices vertical, and Rich Zou on talent spotting through poker nights and underground university networks.Timecodes:- (00:00) Clément Delangue on open source competition, LLM bubble risks, robotics frontier- (14:51) Rich Zou on talent scouting networks, poker nights, Bo Le Capital- (36:11) Daniel Saeidi on agentic inference demand, memory shortages, consumer price impactsMTS 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/MTS is 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