MTS

MTS

MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Welcome to the situation room. https://x.com/MTSlive

  1. 4 HR AGO

    Kong CEO Aghi Marietti on Why the Old Internet Is Ending | MTS Live

    Kong CEO Aghi Marietti joins MTS to discuss why connectivity infrastructure matters as much as models, how the internet is shifting from pixels to APIs, and how enterprises will govern AI at the traffic layer. -- 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/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: Granola - The AI notepad. Try it once and never go back. https://granola.ai/mts Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts – Timestamps: (00:00) Introduction (00:27) Anthropic Acquires Stainless (04:56) What Is Connectivity Infrastructure (08:30) The Click and Scroll Internet (18:15) Human in the Loop Interfaces (23:23) MCP Adoption in Enterprise (26:41) What AI Governance Means (28:37) Kong's Mission and Scale – 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.

    30 min
  2. 11 HR AGO

    Taylor Lorenz on Google Zero, Vox/Murdoch Deal, and Gen Z Spending

    Taylor Lorenz joins MTS to discuss the James Murdoch acquisition of Vox Media, the collapsing business model for digital news in a Google Zero world, and why young people have given up on traditional financial milestones. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. https://x.com/TaylorLorenz 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/⁠⁠--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 (01:14) Gen Z Economic Nihilism and the Death of Frugality (05:12) Analyzing the Murdoch-Vox Deal and the Digital Media Crash (06:55) Reaching Google Zero and the Decline of Search Traffic (08:37) Independent Opinion Content and the Future of Journalism (11:03) Jeff Bezos on Tax Reform and Government Inefficiency (18:42) Synthetic Media and Navigating Information through AI 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.

    22 min
  3. 14 HR AGO

    Jeff Bezos Calling Out NYC's School Spending, AI Philanthropy, and the End of Frugality | State of the Timeline

    State of the Timeline 20th May 2026 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/⁠⁠⁠--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 (08:34) Populist Backlash and the Ethics of Billionaire Wealth (11:24) Tax Reform and the Inefficiency of Government Distribution (17:54) The Washington Post and the Relevance of Profitability in Media (22:21) Evaluating Public Spending and Educational Outcomes in New York City (23:59) Strategic Philanthropy and Building a Silicon Valley for Public Goods (31:41) Economic Nihilism and the Death of Frugality in Gen Z Spending -- 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.

    42 min
  4. 1 DAY AGO

    Ramp's Lead Economist on Anthropic, OpenAI, and Why SaaS Isn't Dying | MTS Live

    Ara Kharazian joins MTS to discuss business AI adoption patterns, the dynamics of model competition, and what Ramp's spend data reveals about software market transformations. -- https://x.com/arakharazian -- 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: Granola - The AI notepad. Try it once and never go back. https://granola.ai/mts Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts -- Timestamps: (00:00) Introduction(00:49) What Ramp Data Shows About SaaSpocalypse(03:16) Where Real Change Is Happening(07:39) Model Adoption and Competition Trends(10:50) Cost Pressures and Model Routing(18:23) Next Generation of AI Adoption Research(26:33) Growth Outside Model Companies(34:09) Legacy Players and Defensive 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.

    45 min
  5. 1 DAY AGO

    Beff Jezos on Building Thermodynamic Computers to Replace GPUs | MTS Live

    Guillaume Verdon joins MTS to discuss thermodynamic computing, the energy efficiency advantages of probabilistic hardware, and applications in robotics and edge AI. Verdon explains how Xtropic's TSUs complement existing GPU infrastructure and enable new approaches to physical intelligence. -- https://x.com/GillVerd -- 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: Granola - The AI notepad. Try it once and never go back. https://granola.ai/mts Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts -- Timestamps: (00:00) Introduction(02:48) From Quantum Computing to Thermodynamics(09:23) The Hardware Ecosystem Today(17:42) How TSUs Complement GPUs(25:16) Physical Intelligence and Edge Computing(31:45) The Path Forward for Thermodynamic Algorithms -- 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.

    53 min
  6. 1 DAY AGO

    Cerebras Director on IPO and Inference, Andrej at Anthropic, SaaSpocalypse AI Index | Best Of 5/19/26

    The best moments from MTS on May 19: Cerebras running Kimi K 2.6 at 1,000 tokens per second and the shift from training to inference, Ramp Economics data showing SaaSpocalypse is not yet in business spend patterns, and Anthropic surpassing OpenAI in adoption while token-based pricing remains under 1% of SaaS spend. Timecodes: - (00:00) Introduction - (01:19) Cerebras Director James Wang on Cerebras going public, inference architecture, wafer-scale clusters - (08:59) Monetary Matters on bond yields rising, inflation expectations, Google Blackstone TPU deal - (16:26) Ara Kharazian from Ramp on SaaS spend patterns, Anthropic adoption, token-based pricing 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/ MTS is brought to you by: Granola - The AI notepad. Try it once and never go back. ⁠⁠⁠https://granola.ai/mts⁠⁠⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. ⁠⁠⁠https://konghq.com⁠⁠⁠ Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. ⁠⁠⁠https://blitzy.com⁠⁠⁠ Merge — OpenAI, Dropbox, and Ramp use Merge to get AI to production faster.  ⁠⁠⁠https://merge.dev/mts AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. ⁠⁠⁠https://adquick.com⁠⁠⁠ Macroscope - AI codebase understanding for engineering leaders. ⁠⁠⁠https://macroscope.com/mts⁠⁠⁠

    59 min
  7. 2 DAYS AGO

    What Musk's Appeal Means for the OpenAI Lawsuit | MTS Live

    Nik joins MTS to discuss the Musk v. OpenAI trial verdict, the statute of limitations ruling, and what questions remain unanswered about OpenAI's restructuring from nonprofit to for-profit. -- https://x.com/ns123abc -- 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: Granola - The AI notepad. Try it once and never go back. https://granola.ai/mts Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts -- Timestamps: (00:00) Introduction(01:24) Why the Case Went to Trial(03:41) Unanswered Questions After the Verdict(08:06) AI Risk and the Judge's Decision(12:37) Prospects on Appeal(14:06) Sam and Elon's Next Moves(17:14) Nonprofit Board Control Over OpenAI(18:29) Rabbit Holes During the Case – 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.

    21 min
  8. 2 DAYS AGO

    A Founder on Why GC and Lightspeed Backed His Copycat | MTS Live

    Avi Patel joins MTS to discuss human data marketplaces, fraud detection challenges at scale, and venture capital backing decisions in competitive markets. -- https://x.com/avipat_ -- 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: Granola - The AI notepad. Try it once and never go back. https://granola.ai/mts Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts – Timestamps: (00:00) Introduction (02:17) Building Klud and the Human Data Marketplace (05:04) Decision to Go Public (10:29) VC Strategy and Founder Selection (21:20) What Behavior Should Be Rewarded (25:32) Founder Confidentiality and Pitch Intelligence (32:16) Looking Forward and Building to Win -- 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.

    37 min

About

MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Welcome to the situation room. https://x.com/MTSlive

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