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. 15 hr ago

    OpenAI's Astra Model Is Less Monitorable | Thomas Larsen & Daniel Kokotajlo

    Daniel Kokotajlo and Thomas Larsen join MTS to discuss AI monitorability challenges, their AI 2040 Plan A framework for safe progress to superintelligence, and the changing landscape of government AI policy. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. https://x.com/thlarsen -- 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) Astra's Recurrent Depth (02:46) Feasibility of AI Pauses (04:17) Structuring an Effective Pause (07:09) Studying Current AI Capabilities (15:52) Banning Superintelligence Legislation (19:24) Limits of Corporate Liability (25:49) Shifts in AI Governance -- 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. 21 hr ago

    Billionaire Tax Creates a $25 Billion Net Loss | Benjamin Robert Jaros

    Benjamin Robert Jaros joins MTS to discuss California's proposed billionaire tax, revenue estimates versus income tax trade-offs, and why wealth taxes face structural challenges at the state level. 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) California Billionaire Tax Proposal (01:06) Findings on Tax Revenue Impact (04:09) Key Numbers for Voters (05:29) Tracking Departed Billionaire Tax Base (07:07) Wealth Taxes vs Surcharges (09:56) Conflicting Ballot Measures: Prop 42 (11:35) Timing of Healthcare Funding (13:13) Feasibility of State Wealth Taxes -- 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. 1 day ago

    Superintelligence Will Out-Value Humans | Ginevra Lily Davis

    Ginevra Lily Davis joins MTS to discuss her essay The Silicon Man, the philosophical foundations for superintelligence alignment, and building new institutions for metaphysics and ethics research. 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(00:01) Overview of The Silicon Man(00:09) Intrinsic Worthiness of Existence(00:13) Rigorous Philosophy for Alignment(00:16) Launching a New Research Org(00:19) Alternative Futures and Bootloading(00:25) Timelines and Redefining 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.

  4. 2 days ago

    World Models Will Eclipse LLMs | World Labs Co-Founder

    Justin Johnson joins MTS to discuss Atlas, World Labs' multimodal world model that generates image and video frames with pixel-perfect camera control. Johnson explains how world models can be used for generation, reconstruction, and simulation across entertainment, robotics, and VR applications. 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: (00:01) What Is Atlas? (00:03) Solving Video Horizon Drift (00:07) Architecture Beyond Gaussian Splats (00:09) Generating Interactive 3D Worlds (00:11) Simulating Environments for Robotics (00:13) OpenAI and World Models (00:18) Simulating Physics and Black Holes (00:21) Designing Chips With 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.

  5. 2 days ago

    Anthropic IPO Will Be the Largest Liquidity Transfer Ever

    Haseeb Qureshi joins MTS to discuss the Anthropic IPO's impact on crypto markets, the infrastructure enabling self-replicating AI, and how decentralized clouds create new vectors for autonomous agents. 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 (01:16) Massive AI IPO Liquidity (02:22) Crypto Impact Hypotheses (06:50) Bitcoin Flowing Downstream (08:33) DeFi Protocol Honeypots (11:48) San Francisco Real Estate (18:07) Self-Replicating Rogue AIs (24:00) Why Agents Delayed -- 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. 3 days ago

    Why AI Cloud Deals Are Reaching $13 Billion | Sophia Dew

    For today's industry news, MTS host Sophia Dew discuss major AI infrastructure funding trends, rapid valuation growth among hardware and security startups, and how massive data center demands are reshaping startup financing. 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 (00:38) Crusoe's Massive Cloud Deal (00:02:26) FluidStack and Google TPUs (00:03:15) Gimlet Labs Inference Cloud (00:04:48) Wonderful Enterprise AI Agents (00:06:53) Upwind Cloud Security Round (00:07:55) iPronics Optical Switches (00:09:00) Lyte Spatial Robotics 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.

  7. 3 days ago

    Sparse Analog AI Chips Cut Data Center Energy 100x | Guillaume Verdon

    Guillaume Verdon joins MTS to discuss the launch of the open-source Z1T model family, the co-evolution of sparse transformer algorithms with thermodynamic hardware, and how sparse probabilistic processing achieves a 100x efficiency gain for data center inference workloads. 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 (00:01) Training Transformers for Z1 (00:04) Achieving 140X Efficiency Gains (00:07) Disaggregating the Traditional Compute Landscape (00:09) Open Sourcing the Training Recipe (00:12) Modifying Transformer Architecture Primitives (00:14) Breaking Free From Hardware Lotteries (00:15) Scaling Chip Connectivity and Sparsity -- 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

    America Is Losing the Open Source AI Race to China | Tom Lynch

    Tom Lynch joins MTS to discuss data center power constraints driving local AI adoption, the role of US intellectual property law in open-source model development, and the future distribution of global AI inference infrastructure. 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 (00:01:15) Cloud Renting Vs Local Inference (00:02:51) Data Center Power Bottlenecks (00:04:24) Dedicated Local Inference Hardware (00:07:35) Enterprise Adoption Of Open Models (00:11:13) Frontier Lab Cloud Incentives (00:16:41) Cyber Capabilities Of Swarm Models (00:21:08) US IP Law Suppressing Open Source -- 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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