MTS

Balaji Srinivasan and Taylor Lorenz join MTS to discuss the rise of the creator economy, the importance of internet freedom in light of age verification laws, and the need for decentralized cryptographic verification systems. They explore how digital media is evolving, the role of privacy and encryption technology, and how tech platforms are becoming new gatekeepers for online content.--https://x.com/balajishttps://x.com/TaylorLorenz--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 connect thousands of agents and tools to build AI right. 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/mtsMTS 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/⁠--Timestamps:(00:00) Introduction(01:00) Rise of Independent Creators and the Content Creator Industry(06:55) Identity Verification Laws and Fighting for Internet Freedom(13:00) Zero Knowledge Technology and Decentralized Proof of Human(22:33) Digital Borders and the Evolution of Telepresence Robotics(26:12) Global Free Speech Recession and the Disruption of Media Models(47:33) Decentralized Community Efforts and the Wikipedia vs Wikipedia Debate(1:00:00) Techno Democracy and MUTUALLY Binding Social Smart Contracts(1:15:24) Investigative Reporting vs Privacy and the Ethics of Non Consensual Disclosure

Gary Leff joins MTS to discuss Spirit Airlines' bankruptcy and the ultra low cost carrier model, how basic economy fares helped legacy airlines compete more effectively, and opportunities in new aircraft technology including electric and short takeoff planes.--https://x.com/garyleff--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 connect thousands of agents and tools to build AI right. 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/mtsMTS 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/⁠⁠⁠--Timestamps:(00:00) Introduction(01:23) The Liquidation of Spirit Airlines and Failed Government Bailouts(03:41) Why Low Cost Carriers Lost Their Competitive Edge(05:58) Basic Economy Fares and How Major Airlines Outmaneuvered Spirit(08:07) Why the Airline Industry is a Brutally Hard Business(15:22) JSX and the Rise of Premium Private Terminal Experiences(20:33) Technology Bottlenecks and Paper Flight Strips in Air Traffic Control(24:33) Analyzing the Spike and Decline of Unruly Passenger Incidents(32:08) Reforming the FAA and Separating Service Provision from Regulation

Vlad Tenev joins MTS to discuss Robinhood's expansion into prediction markets, the company's strategy for tokenizing private companies and real-world assets, and the rollout of agentic AI trading tools. Tenev also explains the Trump accounts program, Robinhood's partnership with BNY as the sole initial broker, and how the company is positioning itself for the generational wealth transfer.--https://x.com/vladtenev--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 connect thousands of agents and tools to build AI right. 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/mtsMTS 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/⁠--Timestamps:(00:00) Introduction(00:54) Long Term Trends and Building a Generational Financial Services Company(03:21) Industry Disruption and the Shift to Zero Commission Trading(05:24) Robinhood Gold Card and Designing Luxury into Physical Payments(08:42) Robinhood Cortex and Deploying Agentic AI for Active Traders(13:55) Prediction Markets as a Differentiated Asset Class and Growth Driver(23:26) Stock Tokenization and Democratizing Global Access to US Equities(28:31) Robinhood Ventures and Opening Private Markets to Retail Investors(30:05) Trump Accounts and National Infrastructure for Newborn Brokerage Funding

Hans Niemann joins MTS to discuss building Endgame with AI coaching features, the differences between blitz and classical chess, and how government support in countries like India and Uzbekistan is shaping the global chess landscape. He shares his views on chess as an educational tool and the need for a more organized tournament structure in professional chess.--https://x.com/HansMokeNiemann--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 connect thousands of agents and tools to build AI right. 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/mtsMTS 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/⁠--Timestamps:(00:00) Introduction(00:27) Founding Endgame and Disrupting the Chess Mafia(02:03) Refuting the Untold Netflix Documentary and Rival Reactions(04:36) The Art and Intuition of Blitz Chess vs Classical Standards(06:55) Hyper Specialization and Why Being Too Good at Chess Limits Other Success(11:14) The Online Chess Boom and the Rise of Twitch Streaming(13:28) Finding Meaning in the Age of Superhuman AI(19:54) Chess as a Mandatory Educational Tool for American Schools(22:09) Developing Advanced AI Coaching and Gamified Improvement Pathways

Greg Eisenberg joins MTS to discuss why Codex is becoming a super app, how companies should reverse engineer short form video for distribution, and why one person billion dollar companies will emerge in the next two years through agentic engineering.--https://x.com/gregisenberg--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 connect thousands of agents and tools to build AI right. 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--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/⁠--Timestamps:(00:00) Introduction(00:17) Evaluating Codex and the Shift Toward AI Super Apps(02:58) The Future of Agentic Browsers and Personal Productivity Stacks(09:32) Building a Second Brain and Leveraging Agentic Workflows(13:18) The Rise of the Chief Clipping Officer and Short Form Video Strategy(17:15) AI Content Strategy and Reverse Engineering Viral Hooks(18:57) The Evolution of Vibe Coding and Agentic Engineering(22:33) Predicting the First One Person Billion Dollar Company(24:08) Scalability with Agents vs People in Modern SaaS and Media

Will O'Brien joins MTS to discuss why the ocean lost its cultural cachet as a frontier after the 1960s and how Ulysses is working to revive it, where the US and China currently stand on autonomous underwater vehicles, and why the technological enablers for seasteading are only now becoming viable.--https://x.com/Willob--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 connect thousands of agents and tools to build AI right. 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--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/--Timestamps:(00:00) Introduction(01:01) Ulysses: Building an Autonomous Robotics Platform for the "Ocean Company"(01:52) Vertical Applications: From Reef Conservation to Navy Defense(04:31) Mine Clearing in the Strait of Hormuz and Local Infrastructure(07:15) Historical Anomalies: Why Humanity Stopped Exploring the Oceans(11:46) Geopolitics of the Deep: Undersea Drone Capabilities and Global Competition(14:35) Seasteading 2.0: Starlink, Autonomous Logistics, and Ocean Habitation(20:00) The Hamilton Society: Social Institutions and Professional Dignity in SF(25:00) The Ultimate Vision: Robot Swarms and Fully Instrumented Oceans

Geoffrey Woo joins MTS to discuss Anti Fund's investment strategy, the importance of attention and character for founders, and how creators build durability by evolving across platforms and narratives.--https://x.com/geoffreywoo--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 connect thousands of agents and tools to build AI right. 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/mtsMTS 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/⁠--Timestamps:(00:00) Introduction(01:02) Anti Fund Thesis and Leveraging Generational Talent(02:23) Barbelling Strategy from First Check to Pre IPO Rounds(03:52) Attention as a Scarce Commodity in an Automated World(04:52) Creators as Capital Partners and the Solas Case Study(05:46) Building Characters to Breakthrough in today’s Media Economy(08:42) Analyzing Creator Durability and Reinventing Stories(16:23) Product Storytelling and Turning Founders into Thumb Stopping Characters(23:08) Balancing Narrative Storytelling with Technical Expertise in Startups

Cold Healing joins MTS to discuss why young people should still move to big cities, the durability of New York and San Francisco against rivals like Austin and Miami, and what the disorganized state of the American left looks like after the MAGA moment.--https://x.com/coldhealing--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 connect thousands of agents and tools to build AI right. 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/mtsMTS 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/⁠--Timestamps:(00:00) Introduction (01:07) The New York City transplant discourse and the internet's pull toward big cities (02:52) Leveraging Twitter and Discord to meet people and build social fabric (03:51) Gentrification trends and underrated neighborhoods across the five boroughs (06:17) Evaluating Zohran Mamdani’s mayoralty and the reality of socialist governance in New York (07:35) Comparing urban density and development: San Francisco's stagnation vs. New York’s growth (12:19) Alternative American lifestyles: Living in Peoria, Chicago, and the rural Midwest (15:51) The future of the American Left: Analyzing the "Woke 2.0" phenomenon and its leaders (18:31) Dime Square and the post-pandemic evolution of downtown New York culture

Kylie Robinson joins MTS to discuss her takeaways from interviewing Sam Altman and Greg Brockman, including Altman's claim that OpenAI plans to manufacture its own actuators. She also addresses why writers have largely accepted AI training data as a foregone conclusion, and how the AI boom has transformed San Francisco's housing market and social scene.--https://x.com/kyliebytes--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 connect thousands of agents and tools to build AI right. 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–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/⁠--Timestamps:(00:00) Introduction(01:42) Key Takeaways from the Sam Altman and Greg Brockman Interview(04:11) Analyzing the Elon Musk vs. OpenAI Lawsuit and Jury Selection(07:16) Transitioning from Legacy Media to New Media at Core Memory(10:48) Public Perception of AI: Existential Risk vs. the "Slop" and Plagiarism Debate(14:52) Hard Tech and Deep Tech: American Manufacturing and Hardware Innovation(16:39) The Evolution of San Francisco: The AI Boom and a Resurgent Social Scene(20:48) The Future of Journalism: Video, Podcasts, and AI Partnerships

Lyn Alden joins MTS to discuss the semiconductor rally and where value accumulates in the AI buildout, the divergence between Bitcoin and software stocks, and the macro fallout from the Strait of Hormuz crisis.--https://x.com/LynAldenContact--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 connect thousands of agents and tools to build AI right. 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--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/⁠--Timestamps:(00:00) Introduction (00:01) Analyzing the historic 18-day win streak in the semiconductor index (09:59) AI displacement of white-collar work and structural economic impacts (14:38) Hyperscaler CapEx arms race and the shift in return on invested capital (20:17) The intersection of AI agents, autonomous wallets, and stablecoins (27:50) Jevons Paradox in software: Assessing AI disruption and pricing power (33:31) Geopolitical risks: The Strait of Hormuz conflict and global oil prices (42:40) The K-shaped economy: Wealth concentration and disenfranchised sentiment (47:25) The Stall Guard Incident: Envisioning a semi-dystopian 2070s tech future

Sheel Mohnot joins MTS to discuss the blocked Meta acquisition of Manus AI, California's jungle primary system and the governor race, and the structural challenges facing ultra low cost carriers like Spirit Airlines. --https://x.com/pitdesi--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 connect thousands of agents and tools to build AI right. 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--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/--Timestamps:(00:00) Introduction(00:43) Comparing the Seasons and Temperatures in Melbourne vs San Francisco(02:23) Meta and the $2 Billion Unwinding of the Manus AI Acquisition(06:44) Geopolitical Fallout and the Chilling Effect on Chinese National Founders(14:26) The California Governor Race and the Mechanics of the Jungle Primary(19:35) Political Strategy and Matt Mahan vs Tom Steyer for Governor(28:37) Governor Gavin Newsom and the Future of National Democratic Politics(31:00) The Spirit Airlines Crisis and Potential Nationalization Under Trump

Steven Sinofsky, Aaron Levie, and Martin Casado join MTS to discuss the widening gap between Silicon Valley and enterprise AI adoption, why agents should be treated more like humans than software, and what headless SaaS means for the future of work.--https://x.com/stevesihttps://x.com/leviehttps://x.com/martin_casadoBrought 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 connect thousands of agents and tools to build AI right. 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/mtsMTS is a live news and interview show covering technology, business, politics, and culture as it happens.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/⁠--Timestamps:(00:00) Introduction(00:23) The gap between Silicon Valley engineering and general enterprise knowledge work (03:55) Challenges of centralizing AI projects in large organizations vs. secular trends (08:19) Architectural shifts: Integrating AI into products vs. viewing AI as a user/agent (10:41) Integration hurdles: Permission sets, legacy data systems, and human context (15:16) Role of systems integrators (SIs) and change management in enterprise AI deployment (19:23) The "End-to-End" argument: Treating AI agents as employees rather than software (23:34) Salesforce's move toward headless software and new agentic business models (37:49) How agentic workflows improve underlying scaffolding and end-user products (40:54) The productivity trap: Creating more entropy and "fake productive" work through AI (50:13) Optimism on jobs: Why increased complexity and software creation drive hiring

Shaun Maguire joins MTS to discuss the two positions he calls the most controversial of the past year, pro Israel and pro data centers, covering the strategic read on the Iran conflict, what it signals for China and Taiwan, and why compute for AGI may ultimately move to space.--https://x.com/shaunmmaguire--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 connect thousands of agents and tools to build AI right. ⁠⁠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--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/⁠--Timestamps:(00:00) Introduction(00:38) The fundamental principle of debating controversial ideas in a democracy(05:06) Geopolitical characterization of the war and American interests(08:54) How the war in Iran reduces the chances of a Chinese invasion of Taiwan(14:50) Predicting the endgame for Iran and Donald Trump's negotiation style(21:37) Four strategic outcomes deterring a China-Taiwan operation(33:42) Blue Origin's NG3 launch and the future of SpaceX competition(38:44) The thesis for space-based AI inference capacity(47:55) Reflections on New York City politics and the Momodani administration

Packy McCormick joins MTS to discuss ocean-based data centers, stranded energy assets powering the AI buildout, and the state of tech optimism in 2026.--https://x.com/packyM--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 connect thousands of agents and tools to build AI right. ⁠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--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/--Timestamps:(00:00) Introduction(00:27) The Evolution of Not Boring and the Second Industrial Revolution(06:22) Assessing the Soul of Apple and the New CEO Leadership(08:50) Monitoring the Situation and the Return of 24/7 Live Media(09:42) The West Coast Coffee Sector and Monetizing Local Culture(14:48) Tracking AI Eval Updates and the Model Performance Obsession(18:47) Panalasa and the Future of Floating Data Centers at Sea(23:21) Shape Rotators vs Word Cells and Geometric Alpha(33:47) Unlocking Stranded Energy and Energy Abundance Through AI Compute

Signüll joins MTS to discuss why modern dating apps are broken, his thesis that the internet tends to reverse pre existing social norms, and what Apple's next chapter looks like as AI reshapes the iPhone.--https://x.com/signulll--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 connect thousands of agents and tools to build AI right. 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–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/⁠--Timestamps:(00:00) Introduction(00:17) Analyzing the NYC Speed Dating Crisis and Gender Mismatches(03:41) Hinge Streamers and the Performance Art of Digital Dating(06:14) The Failure of Dating App Paradigms and Why Bumble BFF Stalled(12:03) The Matchmaking Crisis and How the Internet Reverses Cultural Norms(17:06) Performative Influencers and De-Centering Men on TikTok(23:06) Why the Apple CEO is More Important Than the President(29:31) Why AI Won’t Disrupt the iPhone Form Factor(35:40) Building a Single Stream of Ranked AI Intelligence

10x Engineer joins MTS to discuss the backlash over Anthropic's silent token limit test, the tradeoffs between Claude Code and Codex for daily development, and why vibe coding should replace LeetCode in the engineering interview process.--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 connect thousands of agents and tools to build AI right. ⁠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--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/⁠⁠--Timestamps:(00:00) Introduction(00:31) OpenAI vs Anthropic Vibes and Secret AB Testing(01:56) Developer Frustrations with Claude Pro and Token Limits(04:24) Claude Code vs Codex and the Scarcity Mindset in Development(07:23) XAI Acquisition of Cursor and the Future of Agent Harnesses(09:30) Open Source Innovation and Fundamental Architecture Changes(18:16) Replacing LeetCode Interviews with Vibe Coding Evaluations(22:07) Countering AI Cheating in Big Tech Engineering Interviews(27:24) Advice for New Grads and Augmenting Learning with AI Tools

Taylor Lorenz joins MTS to discuss what makes new media experiments work, why she opposes school phone bans, and how AI-generated aesthetics and streamer culture are producing the internet's next wave of IP.--https://x.com/TaylorLorenz--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 connect thousands of agents and tools to build AI right. 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--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/⁠--Timestamps:(00:00) Introduction(00:31) Monitoring the Situation and Experimenting in the New Media Space(02:31) Advice for Live Shows and the Power of On-Air Debates(07:15) Moving Beyond Media Resentment and Proactive Content Creation(08:32) The Rise of Synchronized Human Experiences and Synchronized Streaming(12:36) The UK Phone Ban and Smarter Technical Engagement in Schools(15:12) The Death of Techno Optimism on the Political Left(23:35) AI Generated IP and the Cambrian Explosion of Short Form Content(29:59) Optimization Culture and the Body as the Final Asset Class

Ben Smith of Semafor joins MTS to discuss Marc Andreessen's retreat from media and the group chat era that followed, how Semafor was built to go straight up the middle on a polarized media landscape, and why the digital fog of war has made it harder than ever to know what's actually happening in real-time conflicts. He also reflects on BuzzFeed's collapse, the platform risk of building around X, and what Twitter has always needed but rarely had.--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 connect thousands of agents and tools to build AI right. ⁠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--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/4HUNNmV1pjV7CW6Lphm1rM⁠⁠Apple | ⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠⁠⁠⁠ Substack | ⁠⁠⁠⁠https://mtslive.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? ⁠⁠⁠⁠[email protected]⁠⁠--Timestamps:(00:00) Introduction(00:36) Secret Group Chats and the Evolution of Modern Media Strategy(01:34) The Legacy of Clubhouse and Real-Time Intellectual Communities(02:58) Mark Andreessen and the Shifting Relationship Between VCs and Press(07:37) Analyzing the Media Narrative Around the 2016 Election and Tech Backlash(11:59) Evaluating the State of X and the Fragmentation of Social Discourse(13:46) Digital Media Fog of War and the Difficulty of Finding Truth in Conflict(17:42) The Collapse of Traditional Television and Everything Becoming Television(21:34) Building Semafor and Solving the Problem of Global News Polarization

Martin Shkreli joins MTS to discuss the OpenAI and Anthropic rivalry, why he believes optical computing will end the silicon era, and how generics, GLP-1 patent expirations, and the DIY peptide movement are reshaping pharma economics.--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 connect thousands of agents and tools to build AI right. ⁠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--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/4HUNNmV1pjV7CW6Lphm1rM⁠⁠Apple | ⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠⁠⁠⁠ Substack | ⁠⁠⁠⁠https://mtslive.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? ⁠⁠⁠⁠[email protected]⁠⁠

Cremieux joins MTS to discuss China's rapid ascent to the top of global clinical trial output, the structural regulatory reforms that drove it, and what the US would need to do to close the gap. He covers novel gene therapy pipelines, the market authorization holder system, and why pharmaceutical profit margins may be the biggest bottleneck to American biomedical innovation.--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 connect thousands of agents and tools to build AI right. ⁠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--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/4HUNNmV1pjV7CW6Lphm1rM⁠⁠Apple | ⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠⁠⁠⁠ Substack | ⁠⁠⁠⁠https://mtslive.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? ⁠⁠⁠⁠[email protected]⁠⁠

Aella joins MTS to discuss AI doom, transhumanism, and the economic illiteracy of young people. She walks through her approach to microdosing psychedelics, her views on wireheading and gene editing, and her new creator project Please Don't Kill Us.--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 connect thousands of agents and tools to build AI right. ⁠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--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/4HUNNmV1pjV7CW6Lphm1rM⁠⁠Apple | ⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠⁠⁠⁠ Substack | ⁠⁠⁠⁠https://mtslive.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? ⁠⁠⁠⁠[email protected]⁠⁠--Timestamps:(00:00) Introduction(00:17) The AI Romantic Partner Market and Gendered Differences in Demand(01:41) Evaluating Scenarios and Evidence That Could Lower Probability of AI Doom(04:34) Biological Evolution vs AI Training and the Internalization of Values(06:58) Predicting Takeoff Speeds and the Potential for a Superintelligent Singleton(15:42) Philosophy of Consciousness and the Feasibility of Digital Brain Uploading(17:58) Transhumanism and the Risks and Merits of Human Intelligence Augmentation(23:40) Please Don't Kill Us and Improving Content Creation Around AI Safety(30:23) Youth Economic Illiteracy and the Impact of Obscured Policy Feedback Loops

Balaji Srinivasan joins Erik Torenberg and Theo Jaffee on MTS to discuss why media sits upstream of politics and money, how tech can build verifiable alternatives to legacy news, and what polytheistic AI and on chain proof mean for the next decade.https://x.com/balajis--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 connect thousands of agents and tools to build AI right. 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--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/4HUNNmV1pjV7CW6Lphm1rM⁠⁠Apple | ⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠⁠⁠⁠ Substack | ⁠⁠⁠⁠https://mtslive.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? ⁠⁠⁠⁠[email protected]⁠⁠

Marc Andreessen joins MTS to discuss why the shape of media determines behavior, how CNN's original "it" strategy became today's current thing cycle, and why moral panics, availability cascades, and scapegoating keep repeating across new and legacy outlets.--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 connect thousands of agents and tools to build AI right. 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/mtsMTS 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/4HUNNmV1pjV7CW6Lphm1rM⁠Apple | ⁠⁠⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠⁠⁠ Substack | ⁠⁠⁠https://mtslive.substack.com/⁠⁠⁠⁠⁠⁠⁠Interested in sponsoring the show? ⁠⁠⁠[email protected]⁠⁠

Coming soon.