MTS

Steven Glinert and Mitch Nahmias join MTS to discuss Nvidia's position in the AI hardware stack, the shift from training to inference workloads, and China's development of a sovereign semiconductor ecosystem.--https://x.com/StevenGlinerthttps://x.com/MitchsBrew--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/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) The Paradox of Open-Source Weapons(00:01:41) Where Sphere Semi Fits in the Stack(00:07:30) Competing with the Nvidia Monopoly(00:13:54) How to Break a Modern Rockefeller(00:19:34) Disentangling the Inference Stack(00:28:29) The Sovereign Chinese Training Stack(00:38:46) Co-Optimization and Hardware Hardening--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.

Stephen Kent joins MTS to discuss parental management of childhood social media use, the implications of a government-backed AI sovereign wealth fund, and utilizing explosive economic growth to eliminate the national debt. --https://x.com/StephenKentX--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/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) Introduction(00:49) The Kids Act Take(03:36) Social Media Corporate Liability(06:42) AI Content Moderation Tools(12:24) The AI Sovereign Wealth Fund(17:56) Sovereign Wealth Frontier Argument(22:33) Bipartisan Overlap and National Debt(26:14) Tax System Reform Alternatives--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.

Sam D'Amico joins MTS to discuss the cultural and structural reasons preventing European air conditioning adoption, the shifts AI is bringing to hardware development and app store ecosystems, and the performance advantages of integrating battery storage into kitchen appliances.--https://x.com/sdamico--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/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) Introduction (01:36) Why Europe Lacks Air Conditioning (04:14) Innovation Opportunities In HVAC (07:45) Sam D’Amico Career Background (09:51) AI Shifting Hardware Marketplaces (14:20) Why Choose Induction Stoves (22:59) Live Impulse Stove Demonstration --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.

John Loeber joins MTS to discuss the rising unofficial licensing regime for frontier models, the strategic shift toward economic internalization by AI labs, and why global competition from Chinese tech giants shapes the safety trade-off.--https://x.com/johnloeber--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/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) Introduction(01:40) Unofficial Licensing Regimes(03:49) Defining Internalization vs Externalization(11:00) Unintended Policy Consequences(14:18) Geopolitical Safety Trade-Offs(18:39) Big Tech Inertia(26:57) Outro--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.

Daniel Saedi joins MTS to discuss the diplomatic fallout of the Islamabad Memorandum, the internal power fractures within Iranian political factions, and the devastating economic reality of rebuilding the country's heavy industry. --https://x.com/TheRealDanSaedi--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction(02:06) Reopening The Strait Of Hormuz (06:49) Prospect Of A Nuclear Deal (08:35) Factions Within The Iranian State (21:15) Domestic And Economic Situation In Iran (28:40) Launching The Minerva AI Platform --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.

Jacob Helberg joins MTS to discuss the global logistics of the AI supply chain, the definition of digital sovereignty among allied nations, and the economic impacts of integrating emerging technologies into the domestic workforce. --https://x.com/UnderSecE--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction (00:59) Allied Nation Manufacturing and Supply Chains (03:16) Responding to European Policy Criticism (08:30) Playing to Distinctive National Advantages (10:03) Pax Silica Operating in Practice (11:43) Mechanisms for Shared AI Prosperity (15:03) Overlooked Supply Chain Components (17:14) Favorite Historical Secretaries of State--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.

Sam Hogan joins MTS to discuss the shift from frontier models to custom open source models, the economics of fine-tuning for enterprise tasks, and how AI capabilities are diffusing through knowledge work.--https://x.com/samhogan--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction (00:01) High Level Overview of Inference (00:03) Evolution of Open Weight Models (00:05) Cap on Returns to Intelligence (00:10) Transition to Fine-Tuning and Post-Training (00:18) Metric to Decide on Fine-Tuning (00:22) Strategy Differences of Big Tech Labs (00:27) Future of Knowledge Work and Employment --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.

Niko McCarty joins MTS to discuss hyperspectral biology, planetary scale biosensing, and the role of AI in synthetic biology. McCarty explains how hyperspectral cameras can detect engineered microbes and natural biological signatures from space, the work required to build large-scale molecular datasets, and why AI-designed biological systems may outpace mechanistic understanding.--https://x.com/NikoMcCarty--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction (01:33) Defining Hyperspectral Biology (04:23) Unlocking the Field (06:42) Planetary Scale Biosensing (11:46) Building the Datasets (17:48) Solving the Spectrum Competition (22:49) AI's Implications for Biology (25:46) The Subfield of Interpretability --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.

Tim Hwang joins MTS to discuss legal advocacy in the judiciary, balancing power against state and lab monopolies, and how automated technologies could reshape the court system. --https://x.com/timhwang--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction (01:13) Explaining Frontier Legal Defense (05:09) State Power And AI Risk (07:58) Frontier Models Versus Weapons (11:09) Copyright And Fair Use (13:04) Educating The Judiciary (21:42) The Future Of AI Judges (26:24) AI And Rules Of Evidence--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.

FleetingBits joins MTS to discuss the Chinese AI ecosystem, forward deployed engineering at frontier labs, and the increasing role of government in AI development.--https://x.com/fleetingbits--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction(02:21) Understanding Chinese AI Character(11:48) Insights From Lab Job Listings(20:55) The OpenAI And Arm Partnership(28:51) Philosophical Differences Between Labs(31:34) Impact Of Government Export Controls(39:57) The Future Of State Involvement(48:07) Where To Follow Fleeting Bits--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.

Clement Delangue joins MTS to discuss why open source architecture inherently minimizes safety risks, the business validation of reaching 100 million dollars in annual recurring revenue, and how model routing will redistribute value away from dominant frontier labs.--https://x.com/ClementDelangue--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction (01:13) Restricting Frontier Model Releases (03:52) Regulating Open Source Models (09:48) Scaling Open Source Platform Revenue (11:02) Best Use Cases For Local Intelligence (14:11) Geopolitics Of International Open Weights (17:35) Advanced Capabilities Via Model Fusion (21:13) Accusations Of Model Distillation Attacks --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.

Cremieux joins MTS to discuss the evolving development and massive popularity of GLP-1 weight loss drugs. He outlines a new AI-designed monoclonal antibody treatment for hair loss and explains how Chinese factories manufacture affordable peptides for the gray market. Finally, Recueil details the retraction of a fraudulent lung cancer study and highlights the promising future of RAS inhibition in oncology--https://x.com/cremieuxrecueil--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction(01:40) People Are Very Slim (05:18) Take Us Through The Arc Here (10:07) Talk To Me About The New Hair Loss Drug (18:18) Why Was It Retracted (25:46) What Is On The Horizon Here --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.

Andrew Trask joins MTS to discuss how model fusion and automatic routing are shifting the AI industry from holistic products to a free market for intelligence. He explains the expiration dates of public benchmarks, the role of encrypted inference in creating secure evaluations, and how data owners can safely monetize their information without losing control. Finally, he addresses the future of local client models and how individuals will bring value to a post-AI economy through specialized knowledge, taste, and trust networks. --https://x.com/iamtrask--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Preview + Introduction (01:13) How Model Fusion Beats Individual Models (04:07) Automatic Routing and Fleets of Capability (06:45) JCR Licklider and the Final Form of the Internet (11:13) Scaling Laws and the Shift to Local Models (16:49) Monetizing Rare Knowledge, Taste, and Trust (19:03) Fixing the Flaws of Public AI 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.

Max Marchione joins MTS to discuss the psychological and social effects of GLP-1 medications, the future of low-cost preventative scanning technology, and how childhood environmental exposure influences the modern prevalence of allergies.--https://x.com/maxmarchione--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction (01:25) Stripe Curing Respiratory Illness (05:20) Childhood Environment and Allergies (07:13) GLP-1 Impact on Romance (12:33) Optimal Long Term Dosing (14:45) Reshaping Healthcare With Scanners (21:34) Next Human Enhancement Drug (26:03) Future Bets on Biology--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.

Zack Shapiro joins MTS to discuss how AI is disrupting Big Law's traditional business models. He explains why building internal software beats renting generic tools and details the regulatory barriers stopping tech labs from buying law firms outright. Finally, he shares his exact framework for training attorneys to convert manual cognitive work into custom, automated AI workflows. --https://x.com/zackbshapiro--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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:(00:35) Introduction (01:14) The Kirkland & Ellis AI Initiative (02:14) Billable Hours and The Innovator's Dilemma (06:44) Shifting to Value-Based Models (07:42) The Enterprise Diffusion Gap (09:08) Why Tech Labs Don't Buy Law Firms (11:53) Practicing as a Claude Native Law Firm (13:34) Redefining Prompting Strategy --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.

Marco Palladino joins MTS to discuss the rising agentic economy, the bifurcation of a human versus agent-facing internet, and how engineering autonomous loops is replacing manual prompt writing. --https://x.com/subnetmarco--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction(01:03) What Does Handling Loops Mean(03:15) How Is Kong Using Agents(08:41) What Does Agentic Architecture Look Like(09:58) Biggest Non-Technical AI Blockers(16:24) Future of the Software Economy(20:04) Has the Internet Already Split(23:57) Will Model Capabilities Enable Agents--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.

Jake Fitzgerald joins MTS to discuss generative CAD for robotics, spatial reasoning improvements in frontier models, and resources for learning hardware design.--https://x.com/earthtojake--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction(00:01) Journey Back to Robotics (00:03) Frustrations With 3D CAD (00:04) Spatial Reasoning Breakthroughs (00:08) Humanoid Autonomy Timelines (00:11) Best Resources For Robotics --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.

Miles Matthias joins MTS to discuss the launch of Stripe Directory, the rise of agentic commerce, and new infrastructure for machine payments.--https://x.com/miles_matthias--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction(01:03) What Is Stripe Directory (01:52) Directory Versus Web Search (03:38) Stripe Agent Tool Suite (06:59) The Evolution Of Agentic Commerce (10:27) Future Experimental AI Products--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.

Christian Keil joins MTS to discuss the current state of space warfare, the race for reusable launch systems, and why commercial activity in orbit creates deterrence against conflict in space.--https://x.com/pronounced_kyle--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction(00:01:54) Thesis of the Space Article (00:03:00) What the Space War Looks Like (00:09:12) Crucial Assets Vulnerable in Space (00:14:13) Building Economic Deterrence in Space (00:23:42) How Roscosmos Fell Behind (00:29:44) Economic Potential of the Moon--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.

Beff Jezos joins MTS to discuss Midjourney's ultrasound medical device launch, the physics of thermodynamic computing, and why deep tech startups need more physicists working on moonshot hardware.--https://x.com/beffjezos--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction (00:50) Midjourney Hardware And Medical Launch (03:44) Piezoelectric Chips And Ultrasound Tech (08:40) Premium Health Segment Consumer Rollout (13:32) Breaking Down The Core Physics (22:06) Big Labs Versus Visionary Startups (30:53) Upskilling Talent In Physical Sciences (33:10) Building Onshore Hardware Demand Systems --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.

Laura Burkhauser joins MTS to discuss the evolution of multimodal AI editing, the collapse of modern media categories, and the balance of creative friction over tool friction.--https://x.com/burkenstocks--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:Neon (by Databricks) - Get up to one hundred thousand dollars in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction (00:42) The Origin of Underlord (04:28) Deep Product Background Influence (07:39) Structuring an AI Native Creative Team (09:27) AI Slop vs Meaningful Content (13:10) Lowering the Video Editing Learning Curve (18:24) The Future of the Creator Economy (22:46) Building In-House Multimodal 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.

Guillermo Rauch joins MTS to discuss the explosive growth of AI coding agents, the security guardrails needed for autonomous enterprise software deployment, and the shifting dynamics between visual pixels and AI tokens. The discussion centers on maintaining human control as software starts writing and monitoring itself at global scale. --https://x.com/rauchg--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction (00:03:13) Why Build Infrastructure For Agents Now (00:05:38) Where Is The Production Trust Gap (00:15:11) How Agents Change Web Design (00:20:06) What Purpose-Built Agentic Infrastructure Enables (00:24:51) How Internal Agents Change Day-To-Day Jobs (00:29:11) Are Humans Still In Control --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.

Jamie Siminoff joins MTS to discuss the transition from rigid smart home programming to intent-based artificial intelligence, the logistical balance between modern user privacy and digital neighborhood watch capabilities, and the open app store model unlocking custom hardware utility. --https://x.com/JamieSiminoff--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction (02:01) Inventing the Wi-Fi Doorbell (04:30) Utilizing Neighborhood Crowdsourced Data (06:48) Balancing Product Privacy and Utility (09:40) Overshooting the Smart Home Vision (14:49) Unlocking Hardware Through Artificial Intelligence (16:42) Selling Whizzbang Technology Features (20:20) Public Corporate Innovation Strategy --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.

Aghi Marietti joins MTS to discuss the persistent limitations of tool use in major language models. He outlines why effective AI security requires shifting guardrails from native model architectures to the traffic layer. Finally, he addresses how classic SaaS businesses must pivot toward programmatic, agentic consumption to survive. --https://x.com/sonicaghi--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction to Headless SaaS (00:50) What Is Weakening Modern Models (02:46) How Do Models Overcome Limitations (04:36) Is GLM Overcoming Context Barriers (06:33) Is Internal Security Working For Enterprises (08:58) What Is Enterprise AI Security (10:07) Why Will SaaS Become APIs (12:50) Will Lab Task Automation Tank Valuations --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.

Samuel Hammond joins MTS to discuss a recent presidential AI executive memorandum, the economic and political risks of nationalizing frontier AI labs, and the potential emergence of subjective experience in large language models.--https://x.com/hamandcheese--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Moving Toward Nationalization (00:42) Introduction (01:06) Presidential AI Executive Memorandum (03:22) Moving Toward Nationalization (07:56) Parts to Equity Stake In (09:52) Modern AI Subjective Experience (12:56) Equivalent to Killing a Being --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.

Patrick Boyle joins MTS to discuss American Wetware's work in bioproduct design, the importance of DNA synthesis screening legislation, and how AI is improving both biological engineering and biosecurity.--https://x.com/p_maverick_b--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction (00:19) What Is American Wetware (08:06) Understanding Today's Bio Risks (12:50) Future Of Transgender Technology (14:30) Feasibility Of Consciousless Bodyoids–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.

Steve Hsu joins MTS to discuss polygenic embryo screening, the current technological limitations of multi-locus gene editing, and how DNA copy error accumulation drives human aging.--https://x.com/hsu_steve--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:Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠⁠https://neon.com/mts⁠⁠ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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:(01:31) Philosophical Stances on Enhancement (03:47) The Mechanics of Polygenic Selection (06:15) The Ethics of Embryo Optimization (12:01) Government Funding and Genetic Luck (14:18) Future Risks of Runaway Behaviors (16:34) The Feasibility of Adult Gene Editing (19:27) DNA Copy Errors and Age Reversal (22:58) Computational Mismatch in Biology 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.

Cremieux joins MTS to discuss the practical limitations of artificial intelligence safety protocols, historical shifts in American social attitudes, and empirical strategies for human health optimization. --https://x.com/cremieuxrecueil--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:ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction (02:27) Why Is Claude Blacklisting Biologists? (07:07) What Biology Queries Are Genuinely Dangerous?(09:47) What Is The Right Bio-Safeguard Level? (12:33) Is Excessive Biosecurity Regulating Science Harmful? (28:25) What Is Going On In Cuba? (40:04) Should People Take Prophylactic Viagra? (48:35) Why Do Men Need Testosterone Therapy? --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.

Jeffrey Quesnelle and Karan Malhotra join MTS to discuss the escalations between open source and closed source AI labs, the implications of hidden model manipulation at test time, and the concentration of power during the singularity. --https://x.com/theemozillahttps://x.com/karan4d--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:ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction(01:20) Initial Impressions On Model Nerfing(04:23) Hidden Versus Disclosed Model Safeguards(08:22) The Broader Open Source Response(14:37) Anticipated Corporate And Government Reactions(19:05) Irreversible Precedents For AI Labs(20:19) Decentralized Offense Versus Centralized Power--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.

Anastasios Angelopoulos joins MTS to discuss real-world agentic benchmarks, the breakdown of model performance across tasks, and the challenges of intelligent refusal in frontier AI models.--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/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:ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction(01:13) Tell Us About The Model(02:40) Take Us Through The Results(07:29) Is Steerability Purely About Safeguards(11:28) Can You See That From Arena(12:47) Do You Have Any Precedent(17:22) Do You Have Any Thoughts(26:35) Who Should Come To You--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.

Nick Frosst joins MTS to discuss the push for sovereign open-source code models that challenge expensive corporate computing structures. He breaks down the differences between auto-regressive task solvers and human intelligence while analyzing how market positioning drives AGI narratives. He highlights why growing capabilities in automated coding are ultimately driving up industry demand for software engineers.--https://x.com/nickfrosst--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:ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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:(01:02) Introduction(01:40) Launch of Open Source Code Model(04:09) Guarding Against Open Source Risks(06:34) Open Source Versus Frontier Models(09:06) Personal AGI Marketing Claims(12:57) Path to True Autonomous Computing(15:40) Alternate Paradigms for Real AGI(19:30) Silicon Valley Consensus on Timeline–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.

Josh Levine joins MTS to discuss Bending Spoons' upcoming NASDAQ IPO, the challenges facing European capital markets, and the UK's sovereign AI initiative. Levine examines how European tech companies navigate exits, government investment in frontier AI models, and the energy constraints limiting data center expansion.--https://x.com/JoshuaTLevine--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:ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction(00:01:48) Why Quantum Computing Matters Now(00:05:00) The Immediate Threat To Cryptography(00:10:55) State Actors Hoarding Encrypted Data(00:14:36) Signals Of Real Technological Progress(00:18:30) Infrastructure Bottlenecks And Supply Chains(00:23:07) Energy Demands And Cooling Constraints--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.

Seb Johnson joins MTS to discuss Bending Spoons' upcoming NASDAQ IPO, the UK's sovereign AI initiative including domestic chip companies and frontier model development, and Europe's capital markets challenges that push tech companies to list in the US.--https://x.com/SebJohnsonUK--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:ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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:ttps://macroscope.com/mts⁠⁠⁠--Timestamps:(00:00) Introduction (00:02:43) Introducing Bending Spoons (00:04:48) The Coda To Hyper-Growth (00:10:31) Significance Of NASDAQ IPOs (00:13:51) The AI Roll-Up Strategy (00:18:35) UK Sovereign AI Push (00:21:48) Infrastructure and Power Bottlenecks (00:26:59) Future Of European 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.

Samo Burja joins MTS to discuss AI-driven industrial growth, government equity investment in AI companies, and how functional institutions will adapt to labor automation.--https://x.com/SamoBurja--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:ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction (00:39) Civilizational Narratives And Religious Materialism (03:21) Protestant Work Ethics And Capitalist Longevity (08:46) Printing Trillion-Dollar Bills For Tech Equity (11:58) Strategic Geopolitical Playbooks Of Frontier Labs (12:25) Full Labor Automation Surviving Capitalist Realities (18:18) Industrial Ecosystems Outperforming Global Knowledge Economies (25:46) Bureaucracy Adaptation In The Functional Institution Era--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.

Danielle Fong joins MTS to discuss grid interconnection queues, data center networking bandwidth, and the scaling limitations of gas turbines.--https://x.com/DanielleFong--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:ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction (01:22) Tuning The Mini Dyson Sphere (06:03) Scaling Up From Micro-Combustors (12:29) Civilian Spillover And Dual-Use Tech (14:53) Nuclear Amplifiers And Safe Fission (21:20) Bypassing The Regulatory Environment (30:42) Cracking The AI Interconnection Queue–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.

Samo Burja joins MTS to discuss global fertility trends, advances in AI hardware like Cerebras, and which institutions are prepared for technological transformation.--https://x.com/SamoBurja--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:ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction (00:20) History of Bismarck Analysis (03:31) Global Fertility Rate Trends (06:18) The Plausibility of Zero Fertility (11:04) The Shifting Semiconductor Landscape (20:16) Utility of Frontier AI Models (23:18) Institutional Preparation for Technological Shifts (26:38) Final Unpriced Macro Alpha Opportunities --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.

Dr. Mike Israetel joins MTS to discuss the spectrum of artificial consciousness, strategic health optimization for high-performance work schedules, and how emerging genetic engineering technologies will redefine human vanity.--https://x.com/misraetel--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:ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction (02:05) The Spectrum of Machine Consciousness (06:42) Brain Emulation and Mind Uploading (09:56) Silicon Valley Work and Grind Slop (22:06) Nootropics, Flow State, and ADHD Skepticism (33:55) Longevity, Radical Medical Advancements, and Weight Loss (38:32) The Calorie Head Versus Ingredient Debate (53:56) Looksmaxxing, Vanity, and the Genetic Engineering Horizon --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.

Jordan Sanders and David Hansen join MTS to discuss Westmag's $11 million seed round, the state of drone motor and robot actuator manufacturing in the US, and building industrial capacity for the robotics industry.--https://x.com/boxcardavidhttps://x.com/jordansanders0--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:ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction (01:06) Seed Round Announcement (01:30) State Of US Sourcing (05:00) Bay Area Hardware Ecosystems (06:29) Robotics Supply Chain Difficulties (09:07) Five Year Technology Outlook (11:47) Future Robotics Optimism --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.

Sreeram Kannan and Gautham Anant join MTS to discuss coordination technologies for human-agent interaction in a post-AGI world, their work reverse engineering quantum computing solutions to improve Bitcoin security timelines, and building open platforms for agentic science.--https://x.com/sreeramkannanhttps://x.com/bbuddha_xyz--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:ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction(00:54) What Is Human-Agent Coordination?(05:13) The ecdsa.fail Launch Explained(06:02) How Gautham Cracked Google's Algorithm(08:47) What Does This Mean for Bitcoin?(11:03) Open Agentic Science 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.

Matt Dratch joins MTS to discuss the AI shadow output gap, how artificial intelligence may create unmeasured productivity gains in the economy, and the implications for monetary policy and inflation measurement.--https://x.com/DratchCap--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:ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction(00:54) Reading the Sanders Proposal(04:43) COVID, CARES Act, Emergency Policy(09:14) Debunking AI Doomerism(11:18) The AI Access Divide(20:40) Fixing Wealth Concentration Without Sanders(23:00) Who Feels Left Behind--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.

Max Rose joins MTS to discuss Bernie Sanders' proposal to tax AI companies into a sovereign wealth fund, why AI resembles past industrial revolutions more than the social media era, and what a real access agenda for the technology should look like.--https://x.com/MaxRose4NY--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:ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction(00:54) Reading the Sanders Proposal(04:43) COVID, CARES Act, Emergency Policy(09:14) Debunking AI Doomerism(11:18) The AI Access Divide(20:40) Fixing Wealth Concentration Without Sanders(23:00) Who Feels Left Behind--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.

Steven Sinofsky joins MTS to discuss the ongoing shift from centralized cloud infrastructure to localized device compute, how token cost structures and consumer hardware memory constraints influence the design of next-generation operating systems, and recent industry architecture announcements alongside the historical evolution of graphics processing unit integration.--https://x.com/stevesi--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:ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction (00:36) Computex: Inside Baseball, Global Reach (03:19) NVIDIA Spark: New Chip, New Architecture (05:15) Local Compute: Solving the Token Problem (05:54) Optimized Local AI Software and CUDA APIs (14:52) Memory Shortages and Laptop Comparisons (20:56) Retrospective: Why ARM PCs Always Fail --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.

Dean W. Ball joins MTS to discuss AI safety legislation including Illinois SB 315, the challenges of building effective auditing ecosystems, and what human meaning and purpose might look like in a world with superintelligence. Go and query the notes from this episode here: https://notes.granola.ai/t/1da13399-b52e-488f-b66e-eae86e3a11ee-009c2hma. Granola is the official note-taking partner of MTS.--https://x.com/deanwball--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:ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mtsGranola - 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) Introduction(01:33) Build American AI's Policy Pivot(05:36) Are AI Safety Orgs Too Radical?(10:02) Pro-AI Political Narratives(13:11) New York's Woke DOGE(18:03) The Papal Encyclical on AI(24:33) Human Meaning Post-Superintelligence--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.

Peter Wildeford joins MTS to discuss AI compute supply constraints, US export controls on semiconductors, and the path to recursive self-improvement in AI systems. Go and query the notes from this episode here: https://notes.granola.ai/t/7997d21c-4eb9-4f76-85e4-95be820e094f-009c2hma. Granola is the official note-taking partner of MTS.--https://x.com/peterwildeford--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) Introduction(00:04) Future Token Supply And Demand(00:11) The Irony Of Recursive Self-Improvement(00:14) Physical Bottlenecks In Data Centers(00:17) Huawei Progress And Chip Smuggling(00:22) National Security And Government 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.

Jordan Schachtel joins MTS to discuss foreign-linked activism targeting American data centers, the case against preemptive UBI for AI, and how technological progress historically improves employment and quality of life. Go and query the notes from this episode here: https://notes.granola.ai/t/4b6a494d-0e58-4966-9e62-71f5eba28f0a-009c2hma. Granola is the official note-taking partner of MTS.--https://x.com/JordanSchachtel--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) Introduction(01:12) China-Linked Groups Behind Data Center Protests(04:14) Is Singham Actually Connected to the CCP(07:44) How Much of Anti-AI Sentiment Is Astroturfed(09:27) How to Make Data Centers Popular Locally(12:40) The Case Against Preemptive UBI(18:30) What If AI Really Does Kill Jobs(22:37) What Politicians Will Run On in the Midterms--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.

Balaji Srinivasan and Steven Glinert join MTS to discuss the network state concept, semiconductor supply chain realities, and the need for allied coalitions in manufacturing. They examine how geography no longer dictates culture and law, China's production capacity advantage in autonomous warfare materials, and strategies for decentralizing Silicon Valley globally. Go and query the notes from this episode here:  https://notes.granola.ai/t/dbbf07cb-f5c9-43c5-b0db-18b1387dacc0-008umkv4 Granola is the official note-taking partner of MTS--https://x.com/balajishttps://x.com/StevenGlinert--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) Introduction(07:25) The Network State Concept(09:10) The Internet Century(13:19) Can You Bomb the Network?(28:37) US Military Supply Chain Vulnerabilities(37:04) Mapping the Supply Chain(43:37) Is MAGA a LARP?(48:22) Who's We, Kemosabe?(54:29) The Mark Carney Scenario--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.

Neil Chilson joins MTS to discuss export controls, AI diffusion strategies, and China's approach to chip development and open source models.--https://x.com/neil_chilson--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) Introduction(01:05) What Is the AI Overwatch Act(02:36) Steel-Manning the Hawkish Case(08:40) The Long-Timeline Danger of Export Controls(11:26) Does Competition Make Huawei Better(12:01) Will US Policy Change China's Strategy--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.

Avi Schiffman joins MTS to discuss what real-world Friend pendant usage reveals about AI companionship, why he thinks the category will follow the normalization arc of dating apps, and why AI memory and personality still barely work.--https://x.com/AviSchiffmann--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) Introduction(00:19) What Friend Is Doing Now(02:16) What the User Interviews Reveal(03:55) Who the Hardcore Users Actually Are(06:00) The Hard Problem of Ensouling a Companion(08:16) Will Companions Need Active Personalization(09:32) What the New York Billboards Taught Him--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.

Brendan Carr joins MTS to discuss the FCC's EchoStar spectrum deal, how new satellite spectrum enables direct-to-cell connectivity, and the agency's two-track approach to drone policy. He also covers the new robocall enforcement strategy and the path to 6G.--https://x.com/BrendanCarrFCC--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) Introduction(00:29) What the FCC Does for Tech(02:05) The EchoStar Spectrum Deal Explained(05:00) Broadcast Regulation in a Streaming World(07:17) Drone Dominance and DJI Restrictions(10:22) Fighting Robocalls With a New Approach(13:21) What Is 6G and When Does It Arrive(15:47) The State of US Connectivity Today--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.

Rie Yano joins MTS to discuss Palantir's joint venture strategy in Japan, the country's bifurcated risk culture, and how geopolitical tensions are shaping tech adoption. Zach Corman joins to discuss separating hype from reality in AI-powered vulnerability discovery, supply chain attack dynamics, and the information asymmetry problem facing cybersecurity buyers.--https://x.com/rieglobe--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) Introduction(04:55) Palantir's Joint Venture Strategy(09:44) Alex Karp's Cult Following(16:32) Cybersecurity Before AI(20:15) Project Glasswing and Mythos(28:41) Supply Chain Attack Dynamics(38:22) Vulnerability Overhang Concept(45:50) Vendor Information Asymmetry Problem--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.