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. 1 hr ago

    Superintelligence Could Arrive in 1 to 2 Years | Dewi Erwan

    BlueDot Impact co-founder and CEO Dewi Erwan breaks down the bottleneck in AI safety talent, the prospect of superintelligence landing within two years, and why the field desperately needs founders and government advocates rather than more machine learning researchers. He outlines BlueDot’s model of issuing $50,000 grants and opening a dedicated campus to accelerate career pivots into existential risk reduction. 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: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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/⁠ 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 Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (00:51) The Origins of BlueDot Impact (04:00) Common AI Safety Concerns (07:42) Breaking Into AI Safety (09:11) Talent and Skill Shortages (13:10) Superintelligence Within Two Years (15:01) Why AGI Strategy Is Necessary (16:51) Social Media and Misaligned AI – 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.

  2. 11 hrs ago

    AI Design Bottlenecks Shift in Next 2 Years | McCord

    Nominal co-founder and CEO Cameron McCord joins MTS to discuss raising $240 million at a $3 billion valuation to bring frontier AI agents to hardware engineering. He explains why hardware validation is becoming the primary bottleneck for models like GPT-6 Astra, how the industrial sector lags in AI diffusion, and how agentic workflows are reshaping aerospace and defense supply chains. 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: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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/⁠ 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 Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (00:57) The Nominal Origin Story (01:49) The Broader Hardware Landscape (03:34) Why Software AI Fails Hardware (05:38) The GPT-6 Astra Moment (08:00) AI Hardware Timelines and Breakthroughs (09:45) The Future of Hardware Engineers (12:04) Tripling Valuation and What’s Next – 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.

  3. 14 hrs ago

    Why Agents Break Traditional Databases | Andy Pavlo

    Carnegie Mellon professor and ClickHouse VP of Database Research Andy Pavlo breaks down why AI agents demand an entirely new database layer. He covers how nonstop query volumes and vibe coding break legacy systems, ClickHouse’s expansion into managed Postgres with the Xata acquisition, and his predictions for agent-written databases. 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: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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/⁠ 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 Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (00:38) Career Path In Databases (02:03) What Is ClickHouse? (04:01) First Months At ClickHouse Labs (06:42) How Agents Impact Database Traffic (09:02) Designing An Agent Database From Scratch (11:29) Breaking Down The Launch Announcements (18:24) Rapid-Fire Future Predictions – 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.

  4. 21 hrs ago

    AI Attacks Will Outpace Defense for Next 12 Months | Thai Duong

    Calif founder and offensive security researcher Thai Duong discusses how frontier AI models are shrinking exploit development timelines from months to weeks, why AI labs and neo clouds represent the most vulnerable infrastructure, and the breakdown of traditional cyber defense against concurrent agent swarms. -- https://x.com/XorNinja -- 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: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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/⁠ 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 Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (01:00) Current Vibes on Cyber Risk (02:26) Likelihood of Hacking Critical Infrastructure (03:38) Offensive Security Research at Calif (07:10) Why Aren’t All iPhones Hacked? (10:27) Self-Replicating Agent Swarms and Botnets (14:50) Why Neo Clouds Are Vulnerable (17:23) Cyber Offense Versus Defense Dominance – 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.

  5. 1d ago

    Did Anthropic Cross Its RSI Warning Line? | Parv Mahajan

    METR Chief of Staff Parv Mahajan breaks down their new report assessing AI R&D acceleration inside Anthropic. He discusses finding a sustained 2x acceleration since late 2025, why public models hide this kink, the absence of near-term training compute bottlenecks, and why Anthropic likely crossed its own acceleration warning threshold. 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: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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/⁠ 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 Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (00:53) What the Report Found (03:12) Evidence for Hyperbolic Growth (06:51) Near-Term Scaling Bottlenecks (08:19) Shifting Personal AGI Timelines (09:30) Anthropic’s Acceleration Warning Threshold (12:07) Interpreting 10X Uplift Polls (13:27) What the Public Should Know – 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.

  6. 1d ago

    Why Full AI Automation Fails in Production | Angela McNea

    Google DeepMind Director of AGI Economics Alex Imas breaks down why hockey-stick AI model capabilities will not trigger explosive double-digit GDP growth. He explains how competitive markets drive automated output prices down, why firms operate as mosaic superintelligence, and how minimal AGI shifts labor into new high-wage markets. 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: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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/⁠ 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 Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (00:54) Thesis of Controlled Autonomy (03:24) Lessons From Palantir (07:15) Decisions as Ensembles (10:15) High Stakes in Defense (13:25) How Software Work Changes (18:40) Designing Building Blocks (25:33) Why Full Automation Fails – 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.

  7. 1d ago

    Frontier AI Models Have Gotten Worse at Writing | Ben Hylak

    Raindrop co-founder and CTO Ben Hylak explains why smarter models make AI agent failures more catastrophic, from healthcare liabilities to high-stakes alignment breakdowns. He breaks down how recursive self-improvement requires simulating past production traces to safely test model switches and prevent silent failures. 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: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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/⁠ 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 Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Frontier Model Writing Degradation (00:35) Why AI Agent Monitoring Matters (03:05) Capitalism-Aligned Safety and Tool Misuse (04:57) Model Upgrades and Degrading Quality (05:44) Tracking Memory Storage vs Retrieval (09:11) Simulating an Agent’s World (13:41) Adaptation Limits and Model RLHF (18:26) Recursive Improvement and Simulations – 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.

  8. 1d ago

    Eyes-Off Autonomous Driving Arrives by 2028 | Brandon Basso

    Wayve simulation and validation head Brandon Basso joins MTS to explain why end-to-end AI models are replacing modular self-driving checker stacks. He unpacks how physical AI learns safety intrinsically across global edge cases and predicts when eyes-off autonomous systems will reshape daily transit. 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: Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ 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/⁠ 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 Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ – Timestamps: (00:00) Introduction (00:43) Wayve’s Autonomous Driving Vision (02:49) The Autonomous Safety Challenge (04:18) Defining Safety Without Benchmarks (05:55) Physical AI’s Data Bottleneck (12:41) Intrinsic Safety Versus Checkers (15:56) Societal Shifts and L3 Autonomy (18:41) What Lies Ahead for Wayve – 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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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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