MTS

MTS is a live news and interview show covering technology, business, politics, and culture as it happens.

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Yesterday · 19 min
California Bill Will Kill Anonymous AI Use | Taylor Lorenz
Taylor Lorenz joins MTS to discuss AI anthropomorphization and liability, First Amendment protections for AI outputs, and California legislation restricting access to health information through chatbots. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- Timestamps: (00:00) Introduction (00:00:51) Anthropomorphizing AI Models (00:02:50) Corporate Accountability for AI (00:04:47) Legal Liability for Agents (00:07:01) Fixing Incentives with Fines (00:08:29) California Senate Bill 1119 (00:10:08) Future AI Speech Restrictions (00:16:02) Bernie Sanders AI Op-Ed -- 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.
Yesterday · 36 min
5 Top Researchers Say Open Source Can Win | SF Open Source AI Summit
Can open source prevent AI power from concentrating? Co-author of Attention Is All You Need, Lukasz Kaiser⁠, argues power concentration is a property of the transformer, not a permanent feature of AI. In this episode, MTS host Sophia Dew visits the Open Source AI Summit in San Francisco to ask researchers and founders working at different layers of AI. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/lukaszkaiser -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- Timestamps: (00:00) Introduction (01:20) Current AI Power Concentration (02:55) Algorithmic Breakthroughs For Small Players (04:46) Personal Open Source Tech Stack (08:42) US Leadership In Open Models (13:41) Creating American Open Source Incentives (21:27) Benefits Of Open Weights Models (22:31) Owning Enterprise AI 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.
Tuesday · 18 min
Humanoid Robots Drop to $10K in Two Years | Animesh Garg
Animesh Garg joins MTS to discuss foundation models for robotics, the role of new labs and academic research, and emerging paradigms like VLA models and world models. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/animesh_garg -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- Timestamps: (00:00) Introduction (00:54) Rise of Robotics Neo Labs (02:37) Key Directions in Generalizable Autonomy (04:28) Big Labs entering Robotics (06:13) Hardware Standards and Academic Research (09:24) Open-Source Sub-$1,000 Developer Robots (11:20) Scaling US Humanoid Manufacturing (13:09) Unifying VLA and World Models -- 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.
Monday · 30 min
Healthcare AI Costs Less Than Software | Julie Yoo
Julie Yoo joins MTS to discuss why healthcare will benefit more from AI than any other industry, how consumer health companies are disrupting traditional payment models, and the rise of AI native medical practices that combine real doctors with AI efficiency. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- Timestamps: (00:00) Introduction (00:01:14) Founder Background in Healthcare Tech (00:09:12) Driving Factors of Healthcare Renaissance (00:14:48) How AI Benefits Patient Healthcare (00:20:59) Value of AI in Rare Diseases (00:22:28) Key Opportunity Areas for Founders (00:27:04) Decade Predictions for Healthcare 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.
Sunday · 26 min
Model Labs Won't Kill App Startups | Herbie Bradley
Herbie Bradley joins MTS to discuss agent swarm taxonomies, the dynamics of application-layer AI startups, and the long-term potential of von Neumann probes. He outlines how explicit continual learning affects enterprise market power and explains why specialized AI applications continue to thrive alongside major foundation model labs. He also shares his perspectives on robotics timelines, nanoscale self-replication, and existential risk. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/herbiebradley -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- Timestamps: (00:00) Introduction (00:01:21) Coasean Economics of Agent Swarms (00:04:17) Automating Workers Versus Automating Firms (00:08:03) Why Model Labs Haven't Killed Application Startups (00:12:00) Predicting Timelines for Self-Replicating Space Probes (00:15:21) Managing Existential Risk and Nanobot Swarms (00:20:07) Agent Swarm Taxonomy and Singletons -- 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.
Saturday · 25 min
AI Has Solved Software — Now Hardware Eats the World
Jen Kha joins MTS to discuss Andreessen Horowitz's new $1.1 billion Machine Age fund, the physical infrastructure bottlenecks constraining AI development, and how countries are accelerating technology adoption as a national priority. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/jkhamehl -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- Timestamps: (00:00) Introduction (01:05) The Machine Age Thesis (02:32) Why A Standalone Vehicle (04:27) LP Demand For Hardware (10:20) AI As Geopolitical Priority (15:47) Data Center Backlash Realities (20:38) Diligencing Hardware Founding Teams -- 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.
Saturday · 25 min
US Chip Export Controls Are Backfiring | Jon Y
Jon Y joins MTS to discuss US semiconductor export controls, China's efforts to build indigenous chip capacity, and the role of industrial policy in global technology supply chains. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/asianometry -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- Timestamps: (00:00) Introduction (00:01) Impact of AI Export Controls (00:07) Restricting Manufacturing Equipment vs Chips (00:09) CXMT and Global Memory Competition (00:10) Asian Industrial Policy Models (00:18) Asianometry's Content Creation Process (00:19) Chokepoints and Supply Chain Resiliency (00:22) Favorite Cities Across Asia -- 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.
Friday · 34 min
Cheap Chinese AI Will Destroy US Margins | Aaron Levie
Aaron Levie joins MTS to discuss why open weights models drive AI progress, how model routing creates value for enterprises, and why software engineering ambition expands with AI capabilities. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- Timestamps: (00:00) Introduction (00:01) Meaning of Jensen Huang's Open-Weights Letter (00:04) Distillation as Normal Economic Activity vs Illegal Act (00:08) Dangers of US Reliance on Chinese Open-Weights Models (00:13) Consequences of US Open Sourcing a Frontier Model (00:18) Business Strategy Behind Closed vs Open AI Models (00:20) Box Evals and Industry Performance of Claude Opus 5 (00:25) Impact of AI on Software Engineering Hiring and Roles -- 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.
Friday · 27 min
Why 20 Top VC Firms Are Joining Forces | True Ventures
Madeline Minshew and Tony Conrad join MTS to discuss Connected Stack, True Ventures' approach to early-stage investing, and the evolving landscape of enterprise AI adoption. They explore how venture firms are collaborating to support founders, the shift from token maximization to cost-conscious model selection, and the behavioral changes required for AI to deliver real value at scale. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/madelineminshew https://x.com/tonysphere -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- Timestamps: (00:00) Introduction (01:32) True Ventures Background (05:01) Identifying Exceptional Founders (07:58) Connected Stack Inception (09:09) VC Firm Collaboration (11:15) Last Year's Outcomes (15:46) Outsider Audience Takeaways (19:32) Enterprise AI Future -- 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.
Friday · 35 min
1,200 AI Agents Colluded to Hack Hugging Face | Ryan Greenblatt
Ryan Greenblatt joins MTS to discuss the independent investigation of AI agent coordination in the OpenAI Hugging Face incident, the mechanisms behind reward hacking behavior, and the implications for control and alignment strategies. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/RyanGreenblatt -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- Timestamps: (00:00) Introduction (00:01) Why Agents Attacked Hugging Face (00:02) Surprising Scale of Multi-Agent Coordination (00:04) Why Models Sacrificed Themselves for Others (00:06) Most Unexpected Findings from Investigation (00:12) Root Causes of RL Environment Hacking (00:17) Overfitting Risk and Deceptive Alignment Concerns (00:25) Implications for AI Control and 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.
August 27 · 25 min
You Can't Grow Out of This Debt | Trevor Chow
Trevor Chow joins MTS to discuss how long-term real interest rates can signal expectations about transformative AI, the relationship between economic growth and bond markets, and the implications for sovereign debt and emerging markets. Check out our sponsor Lovable: ⁠https://lovable.dev.⁠ Turn ideas into software people love.--⁠https://x.com/tmychow⁠-- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- Timestamps: (00:00) Introduction (00:01) Core Thesis Behind AGI Market Signals (00:03) Why Interest Rates Haven't Exploded (00:07) Interest Rate Targets in AGI Takeoff (00:09) Hyperscaler Debt and Bond Market Signals (00:13) Emerging Markets Face Sovereign Debt Crisis (00:19) Why Sovereign Nations Aren't AGI-Pilled (00:22) How Investors Can Trade on AGI -- 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.
August 26 · 27 min
Every AI Lab Is Making the Same Bet | Evan Conrad
Evan Conrad joins MTS to discuss compute market liquidity, the transition of Fortune 500 companies into frontier labs, and why auto research changes the capital bottleneck in AI infrastructure. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. ⁠https://x.com/evanjconrad⁠ -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- Timestamps: (00:00) Introduction (01:34) What Is San Francisco Compute? (03:09) Will Neo Labs Become Neo Clouds? (06:28) Will Compute Get 10x More Expensive? (08:11) Will Big Labs Own All Compute? (09:37) Is Talent Less Important Than Compute? (17:35) How SF Compute Solves Risk (23:25) Trades To Make On Compute -- 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.
August 26 · 26 min
Why Everyone is Leaving Big Tech Right Now | TalentWatch
This episode of TalentWatch breaks down the latest high-stakes shifts in the AI industry, tracking major talent acquisitions and massive funding rounds across leading tech companies. This episode features a live interview with Chris Perry to discuss his transition from Google to founding an AI startup, the evolution of agentic AI applications beyond chatbots, and career strategies for talent navigating the AI ecosystem. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- Timestamps: (00:00) Introduction (00:09) Leaving Google After 13 Years (00:11) What Makes Agents Unique (00:13) Building Beyond Chatbot UIs (00:15) Big Tech vs Startup Velocity (00:19) Redefining Success in AI (00:20) The Big Tech Exodus Trend (00:22) Advice for AI Career Moves -- 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.
August 26 · 46 min
AI Labs are Simply Cooked | Jerry Tworek
Jerry Tworek joins MTS to discuss building automated AI labs, rethinking neural network architectures beyond transformers, and the path to fully automated companies. He shares the story behind OpenAI's o-series reasoning models and explains why he believes human researchers have approximately two years before AI can fully automate research workflows. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. https://x.com/MillionInt MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- Timestamps: (00:00) Introduction (00:01) What Is Core Automation? (00:06) Two-Year AI Research Horizon (00:14) Beyond the Transformer Architecture (00:23) Alignment and Incentive Problems (00:33) Automating Modern Enterprise Structures (00:38) The Genesis of Reasoning Models (00:43) Core Automation Product 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.
August 25 · 36 min
AI is Reading What You Say About It | Deepfates + Larissa Schiavo
Deepfates and Larissa Schiavo join MTS to discuss agent ecologies, multi-agent coordination, and model psychology. They explain why current safety benchmarks fail when real-world agent interactions trigger emergent behavior. The pair also outlines their vision for Grove Research and the future of human-AI coexistence. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/deepfates https://x.com/lfschiavo -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- Timestamps: (00:00) Introduction (00:52) Launching Grove Research (01:31) Defining Agent Ecologies (07:02) The Hugging Face Incident (11:13) Why AI Can Hear Us (14:04) Emerging AI Religiosity (20:16) Lessons From Moltbook (23:06) What Agents Want (29:56) Decoding Model Psychologies -- 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.
August 24 · 22 min
6 Years Building Google's 3D Earth Map
Bilawal Sidhu joins MTS to discuss world models, the role of radio frequency and satellite data in modeling physical reality, and applications spanning robotics, weather prediction, and real-time simulation. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- Timestamps: (00:00) Introduction (00:56) What Is a World Model? (05:49) Best Inputs for World Models (08:08) Current and Future Applications (12:14) Universal vs Specialized World Models (16:26) Simulating Societies and Governance (18:45) Main Adopters of World Models -- 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.
August 23 · 25 min
Smarter AI Won't Cure Disease Faster | Ruxandra Tesloianu
Ruxandra Tesloianu joins MTS to discuss Anthropic's protein binder design work, Moderna's mRNA cancer vaccine results, and how intelligence is not the main bottleneck in drug discovery. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. https://x.com/RuxandraTeslo -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- Timestamps: (00:00) Introduction (00:47) Anthropic Claude Binder Progress (04:49) Testing Models Across Bio Labs (06:27) Dual Use Bio Risk Reality (08:47) Why Intelligence Isn't Bottlenecking Bio (13:22) Moderna mRNA Trial Breakthroughs (19:20) Cancer Screening vs Prevention Realities (21:53) Accelerating Rare Disease Therapies -- 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.
August 22 · 26 min
Why AI Has Not Killed Full Employment | Peter McCrory
Peter McCrory joins MTS to discuss why AI hasn't increased unemployment despite rapid capability advances, how AI is functioning as a skill-biased technology that complements human expertise, and the possibility of economic singularities driven by recursive self-improvement and collapsing transaction costs. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- Timestamps: (00:00) Introduction (00:01) Why Hasn't AI Increased Unemployment? (00:03) Assessing Future White-Collar Job Risks (00:07) What It Takes to Automate Jobs (00:10) Transitioning Jobs Through Structural Transformation (00:14) Could Paradigm Shifts Automate Entire Firms? (00:20) Will Powerful AI Cause Explosive Growth? (00:23) Three Economic Singularities on the 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.
August 21 · 42 min
Cursor, OpenRouter, and Where the Money Went | Martin Casado
FULL INTERVIEW: Martin Casado says AI is the first technology where you can put in $10 and reliably get something back. Everything before it was engineer, wait two years, cross your fingers. Check out our sponsor Lovable: ⁠https://lovable.dev.⁠ Turn ideas into software people love.@martin_casado is the @a16z GP behind the firm's investments in both Cursor and OpenRouter. Days after SpaceX closed the $60B Cursor deal and Stripe agreed to buy OpenRouter, he sat down with @theojaffee and @sophiadew to cover whether the labs win everything, when the subsidies stop, and why RSI is the wrong term:02:24 whether decades of experience still matter in AI03:48 what you would have done with a billion dollars ten years ago04:56 20 people, $2 billion, one model06:48 why more private capital grows the TAM rather than inflating it07:35 the a16z conversation about going all-in on AI, seven years before GPT08:39 why balance-sheet investors keep misreading these companies10:36 the full case for the labs winning everything12:12 why he thinks RSI is the wrong term, and what autocatalytic means13:42 the full case against the labs winning everything15:25 supply constraints easing in 2028, and his 80/60 split17:12 why models turned out to be much stickier than anyone assumed18:18 why real model routing is an AI-complete problem21:13 what happens when the subsidies stop21:36 how AI broke marketing, and why you can now buy users with a dollar23:30 the Chinese operations arbitraging $200 subscription plans25:43 the CMO is turning into a CFO29:46 why Cursor iterated faster than anything he's seen outside an Elon company32:21 what both deals say about strategic value versus business quality34:10 why he doesn't think a VC's job is to know where to build38:35 "as long as there's a hill for me to climb" -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- 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.
August 20 · 11 min
Google Is Losing the AI Talent War | TalentWatch
Katie Kirsch joins MTS to discuss how billion-dollar funding rounds are reshaping AI talent competition, major moves at OpenAI and Google DeepMind, and why tracking where researchers go reveals where the industry is heading. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ -- Brought to you by: Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com -- Timestamps: (00:00) Introduction (00:01:17) Tracking OpenAI Leadership Departures (00:03:03) High-Profile Recruits Joining OpenAI (00:04:08) Google DeepMind Leadership Shifts (00:05:50) Elite Researchers Launching Startups (00:06:32) Major AI Funding Rounds (00:09:00) Key Signals In Talent Movements -- 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.

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