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. 13 hr ago

    US Export Restrictions Are Handing Global AI to Huawei | Steven Glinert

    Steve Glinert joins MTS to discuss Huawei's competitive position in global AI infrastructure, US export policy and the diffusion rule tier system, and the slow takeoff view of AI productivity growth. 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 – Timestamps: (00:00) Introduction (01:14) Huawei's Threat to Nvidia (03:18) Why Nations Choose Huawei (04:53) Missing the Frontier Edge (06:48) US Restrictions on Nations (08:59) Value of Other Nations (13:59) The Biden Diffusion Rule (19:49) Restricting AI Model Access – 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. 18 hr ago

    Social Platforms Are Flooded With AI Slop | Misbah & Farah Uraizee

    Misbah and Farah Uraizee join MTS to discuss how consumer behavior is shifting across social platforms, how brands can measure marketing ROI in the age of user-generated content, and how AI is helping scale brand voice and verify content quality. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.--https://x.com/misbahuz-- 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 – Timestamps:(00:00) Introduction(00:51) Origin of Nectar Social (03:15) Transition to the Black Box Era (06:45) Scaling Brand Voice with AI (08:37) Marketing Spend and ROI Attribution (011:05) Post-Feed Winners and AI Slop – 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. 23 hr ago

    Why Frontier AI Labs Are Terrified of Open-Source | Ahmad Osman

    Ahmad Osman joins MTS to discuss running AI models on hardware you control, the evolution of local inference capabilities, and why open source model development matters for individual agency and data sovereignty. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/TheAhmadOsman -- 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 -- Timestamps: (00:00) Introduction (02:51) Catching Up to Frontier Intelligence (08:33) Local Routing and Enterprise Fallbacks (12:24) Open-Source AI vs. Regulatory Capture (18:19) Pushing Hardware Limits on DGX (26:27) Big Tech’s Battle for Open Source (34:09) How to Start Running Local 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.

  4. 1 day ago

    AI Costs Will Drop 90%+ in 12 Months | Ben Cera

    Ben Cera joins MTS to discuss building AI agents that run businesses autonomously, how open source models are driving down costs, and why distribution and taste still matter in an AGI world. 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 -- Timestamps: (00:00) Introduction (00:59) Naming Polsia "AI Slop" (00:02:34) Autonomous Agents in Practice (00:04:28) Why Software Moats Are Dead (00:07:49) Finding AI Startup Opportunities (00:10:49) AI Cost Collapse 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.

  5. 1 day ago

    $7.9 Trillion AI Hardware Boom Stalls at Data Center | Sam Ramji

    Sam Ramji joins MTS to discuss the challenges of deploying AI hardware at scale, the role of agentic software in managing data center operations, and how data structured for agents creates defensible value in the infrastructure layer. 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 -- Timestamps: (00:00) Introduction (00:55) The Core AI Bottleneck (02:08) Sailplane’s Agentic Software Stack (04:20) Identifying the Market Opportunity (07:03) Managing Finicky AI Hardware (09:35) Building Trust in Agents (10:39) Hardware Market Expansion Predictions (13:05) Structured Context as the Moat -- 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. 1 day ago

    US Is Driving the AI Safety Race Off a Cliff | Nathan Labenz

    Nathan Labenz joins MTS to discuss the state of China's AI ecosystem, US-China coordination on AI safety, and the timeline toward automated AI researchers. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/labenz -- 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 -- Timestamps: (00:00) Introduction (01:14) Takeaways From Recent Trip to China (08:16) Strategies for US-China AI Coordination (13:48) Public Preference Cascade on AI Safety (17:37) Political Consequences and Self-Regulation Proposals (21:13) Chinese Reaction to AI Risk Realities -- 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. 2 days ago

    Why UBI Won't Save Human Freedom | Clara Collier

    Clara Collier joins MTS to discuss why a post-work economy powered by artificial intelligence will drive societies toward insular social conformity rather than individual freedom. She explains how historical non-working groups offer a realistic template for a UBI future and addresses the growing political polarization surrounding AI safety advocacy. She also breaks down why automated services will displace human roles despite common assumptions about human-to-human connection. 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 -- Timestamps: (00:00) Introduction (01:23) Post-Labor Economies Create Social Conformity (04:36) How Post-AGI Relational Networks Function (08:32) What Relational Societies Optimize For (10:57) Cultural Trends Surrounding Individualism (14:02) Bridge AI Safety and Progress Studies (17:48) What Remains Scarce in Automated Futures -- 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. 3 days ago

    How AI Solved a Rare Disease A Top Lab Missed | Daniel McKinnon

    Daniel McKinnon joins MTS to discuss how AI agents analyze rare genetic diseases, why frontier models outperform traditional workflows, and how lab automation solves unknown variants. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/danielmckinn0n -- 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 -- Timestamps: (00:00) Introduction (00:00) Personal Tragedy Drives Diagnostic Innovation (00:07) Why Genome Interpretation Fits AI (00:09) Why Frontier Models Advanced Diagnostics (00:11) Winning The Rare Disease Challenge (00:14) How Gamow Labs Operates Today (00:17) Matching Patients Through Automated Tools (00:20) Combining Physical Labs With 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.

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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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