MTS

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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

  1. WallStreetBets on GameStop's eBay Bid, Michael Burry, and Speculation | MTS Live

    3 HR AGO

    WallStreetBets on GameStop's eBay Bid, Michael Burry, and Speculation | MTS Live

    WallStreetBets joins MTS to discuss GameStop's eBay acquisition offer, Ryan Cohen's strategy, and market dynamics between AI growth and oil supply shocks. WallStreetBets shares insights on options volume, lockout rallies, and indicators for market irrationality. -- https://x.com/wallstreetbets -- 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(00:17) GameStop's eBay Acquisition Offer(05:04) GameStop Stock Movement Analysis(09:30) Michael Burry's Position(11:18) WallStreetBets Community Today(13:02) AI Supercycle vs Oil Shocks(18:25) Market Dynamics and Lockout Rally

    25 min
  2. Harley Finkelstein on Shopify's Q1 Results, Sidekick AI, and Scaling GMV Past $100 Billion | Live on MTS

    6 HR AGO

    Harley Finkelstein on Shopify's Q1 Results, Sidekick AI, and Scaling GMV Past $100 Billion | Live on MTS

    Harley Finkelstein joins MTS to discuss Shopify's strong Q1 performance, the company's hundred year vision, and how merchant solutions leverage economies of scale to deliver value at unprecedented speed. -- https://x.com/harleyf -- 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(00:18) Q1 Earnings and Wall Street Reaction(02:10) Building a Hundred Year Company(05:34) Product Decisions and Long-Term Thinking(11:19) Canadian Tech Ecosystem(13:08) Role Models and Tall Poppy Syndrome

    18 min

  3. 14 HR AGO

    Best Of 5/5/26 | White House AI Policy, Shopify Earnings, GameStop Bid for eBay

    The best moments from MTS on May 5, 2026: Dean Ball on the Trump administration's shift toward reviewing frontier AI models before release and what a workable government eval regime looks like, Harley Finkelstein on Shopify's Q1 earnings and the discipline of running a 100-year company, Jeff Morris Jr. on treating venture capital as a product and the flight to quality across software, and WallStreetBets on GameStop's bid for eBay and what it signals about meme markets in 2026. -- ⁠https://x.com/deanwball⁠ ⁠https://x.com/harleyf⁠ ⁠https://x.com/jmj⁠ ⁠https://x.com/wallstreetbets⁠ -- 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) - Dean Ball (22:13) - Harley Finkelstein on Shopify's Q1 Earnings (33:30) - Jeff Morris Jr. and Dana Bryce (52:25) - WallStreetBets on GameStop's bid for eBay

    58 min
  4. Victor Cardenas on Slash's Latest Raise, AI Productivity Gains, and One Person Companies | Live on MTS

    14 HR AGO

    Victor Cardenas on Slash's Latest Raise, AI Productivity Gains, and One Person Companies | Live on MTS

    Victor Cardenas joins MTS to discuss how Slash uses AI agents to automate back office operations, the emergence of massive revenue companies with tiny headcounts, and why AI will create more millionaires than the internet. -- https://x.com/victorcardenas -- 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 (00:52) Coining Culture and the Naming Conventions of the Slash Office (01:29) Raising a Mega Series C and the Explosive Growth of Slash (02:12) Automating the Back Office with Agentic Internal Tools (03:46) The Future of Natural Language Banking and AI Agent Twins (04:24) Building a Company Brain to Bridge Internal Communication Gaps (07:21) Empowering the New Class of Small Headcount Billion Dollar Businesses (08:37) The Golden Age of Entrepreneurship and AI-Driven Wealth Creation (09:37) Feeding Humanity’s Insatiable Demand for Goods and Services

    10 min
  5. Alex Sammon on Florida's Orange Decline, Real Estate Growth, and Supply Chain Shifts | MTS Live

    23 HR AGO

    Alex Sammon on Florida's Orange Decline, Real Estate Growth, and Supply Chain Shifts | MTS Live

    Alex Sammon joins MTS to discuss the collapse of Florida's orange industry, the shift of production to Brazil, and how Wall Street consolidation and real estate development reshaped the state's agricultural landscape. --⁠ https://x.com/alex_sammon⁠ -- 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 (01:13) The Mystery of Citrus Greening and its Impact on Florida Agriculture (02:21) Real Estate Pressure and the Conversion of Citrus Groves into Suburbs (11:55) Analyzing the Impact of Wall Street and Global Capital on the Citrus Industry (15:22) Relocation of the Citrus Industry to Brazil and its Effect on Local Production (17:14) The Political Movement to Save the Florida Orange (21:11) Comparing Industry Declines and the Cultural Shifts in Florida and California (23:08) Global Supply Chains and the Displacements of Consumer Product Sources (25:37) The Rise of Retail Theft and Analyzing Modern Trends in Shoplifting

    28 min

  6. 1 DAY AGO

    Best Of 5/4/26 | Why Florida Oranges Are Dying, GameStop Buying eBay, and the Leanest Fintech in the World

    The best moments from MTS on May 4, 2026: the collapse of Florida's orange industry, hyperfinancialization and the case for memory stocks, and how Slash built a $300M revenue fintech with 60 people. -- 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 (00:17) The Florida Orange Crisis and the Mystery of Citrus Greening (02:21) Real Estate Pressure and the Conversion of Citrus Groves into Suburbs (11:55) Analyzing the Impact of Wall Street and Global Capital on Florida Agriculture (17:14) The Political Movement to Save the Florida Orange (29:57) Hyper-Financialization and the Cultural Shift Toward Universal Gambling (32:46) Re-evaluating Savings Strategies in an Era of Cash Devaluation (39:07) Technical Frameworks for Trading Semiconductor and Memory Stocks (57:51) Deploying Agentic Internal Tools to Build Lean, High-Revenue Startups

    1hr 8min
  7. Balaji Srinivasan and Taylor Lorenz on Creator Economy, Internet Freedom, and Decentralized Media | MTS Live

    2 DAYS AGO

    Balaji Srinivasan and Taylor Lorenz on Creator Economy, Internet Freedom, and Decentralized Media | MTS Live

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

    1hr 32min
  8. Gary Leff on Spirit's Cost Structure, Consumer Preferences, and Ultra-Low-Cost Carriers | MTS Live

    2 DAYS AGO

    Gary Leff on Spirit's Cost Structure, Consumer Preferences, and Ultra-Low-Cost Carriers | MTS Live

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

    35 min
See All (30)

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

Information

  • Creator
    MTS
  • Years Active
    2k
  • Episodes
    30
  • Rating
    Explicit
  • Copyright
    © MTS
  • Show Website
    MTS

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