MTS

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. 12h ago

    Every AI Lab Is Making the Same Bet | Evan Conrad

    Evan Conrad joins MTS to discuss compute market liquidity, the transition of Fortune 500 companies into frontier labs, and why auto research changes the capital bottleneck in AI infrastructure. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. ⁠https://x.com/evanjconrad⁠ -- 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 (01:34) What Is San Francisco Compute? (03:09) Will Neo Labs Become Neo Clouds? (06:28) Will Compute Get 10x More Expensive? (08:11) Will Big Labs Own All Compute? (09:37) Is Talent Less Important Than Compute? (17:35) How SF Compute Solves Risk (23:25) Trades To Make On Compute -- 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. 21h ago

    AI Labs are Simply Cooked | Jerry Tworek

    Jerry Tworek joins MTS to discuss building automated AI labs, rethinking neural network architectures beyond transformers, and the path to fully automated companies. He shares the story behind OpenAI's o-series reasoning models and explains why he believes human researchers have approximately two years before AI can fully automate research workflows. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. https://x.com/MillionInt 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 (00:01) What Is Core Automation? (00:06) Two-Year AI Research Horizon (00:14) Beyond the Transformer Architecture (00:23) Alignment and Incentive Problems (00:33) Automating Modern Enterprise Structures (00:38) The Genesis of Reasoning Models (00:43) Core Automation Product Vision -- 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. 1d ago

    AI is Reading What You Say About It | Deepfates + Larissa Schiavo

    Deepfates and Larissa Schiavo join MTS to discuss agent ecologies, multi-agent coordination, and model psychology. They explain why current safety benchmarks fail when real-world agent interactions trigger emergent behavior. The pair also outlines their vision for Grove Research and the future of human-AI coexistence. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. -- https://x.com/deepfates https://x.com/lfschiavo -- 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 (00:52) Launching Grove Research (01:31) Defining Agent Ecologies (07:02) The Hugging Face Incident (11:13) Why AI Can Hear Us (14:04) Emerging AI Religiosity (20:16) Lessons From Moltbook (23:06) What Agents Want (29:56) Decoding Model Psychologies -- 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. 2d ago

    6 Years Building Google's 3D Earth Map

    Bilawal Sidhu joins MTS to discuss world models, the role of radio frequency and satellite data in modeling physical reality, and applications spanning robotics, weather prediction, and real-time simulation. 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 (00:56) What Is a World Model? (05:49) Best Inputs for World Models (08:08) Current and Future Applications (12:14) Universal vs Specialized World Models (16:26) Simulating Societies and Governance (18:45) Main Adopters of 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. 3d ago

    Smarter AI Won't Cure Disease Faster | Ruxandra Tesloianu

    Ruxandra Tesloianu joins MTS to discuss Anthropic's protein binder design work, Moderna's mRNA cancer vaccine results, and how intelligence is not the main bottleneck in drug discovery. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. https://x.com/RuxandraTeslo -- 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 (00:47) Anthropic Claude Binder Progress (04:49) Testing Models Across Bio Labs (06:27) Dual Use Bio Risk Reality (08:47) Why Intelligence Isn't Bottlenecking Bio (13:22) Moderna mRNA Trial Breakthroughs (19:20) Cancer Screening vs Prevention Realities (21:53) Accelerating Rare Disease Therapies -- 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. 4d ago

    Why AI Has Not Killed Full Employment | Peter McCrory

    Peter McCrory joins MTS to discuss why AI hasn't increased unemployment despite rapid capability advances, how AI is functioning as a skill-biased technology that complements human expertise, and the possibility of economic singularities driven by recursive self-improvement and collapsing transaction costs. 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 (00:01) Why Hasn't AI Increased Unemployment? (00:03) Assessing Future White-Collar Job Risks (00:07) What It Takes to Automate Jobs (00:10) Transitioning Jobs Through Structural Transformation (00:14) Could Paradigm Shifts Automate Entire Firms? (00:20) Will Powerful AI Cause Explosive Growth? (00:23) Three Economic Singularities on the Horizon -- 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. 5d ago

    Cursor, OpenRouter, and Where the Money Went | Martin Casado

    FULL INTERVIEW: Martin Casado says AI is the first technology where you can put in $10 and reliably get something back. Everything before it was engineer, wait two years, cross your fingers. Check out our sponsor Lovable: ⁠https://lovable.dev.⁠ Turn ideas into software people love.@martin_casado is the @a16z GP behind the firm's investments in both Cursor and OpenRouter. Days after SpaceX closed the $60B Cursor deal and Stripe agreed to buy OpenRouter, he sat down with @theojaffee and @sophiadew to cover whether the labs win everything, when the subsidies stop, and why RSI is the wrong term:02:24 whether decades of experience still matter in AI03:48 what you would have done with a billion dollars ten years ago04:56 20 people, $2 billion, one model06:48 why more private capital grows the TAM rather than inflating it07:35 the a16z conversation about going all-in on AI, seven years before GPT08:39 why balance-sheet investors keep misreading these companies10:36 the full case for the labs winning everything12:12 why he thinks RSI is the wrong term, and what autocatalytic means13:42 the full case against the labs winning everything15:25 supply constraints easing in 2028, and his 80/60 split17:12 why models turned out to be much stickier than anyone assumed18:18 why real model routing is an AI-complete problem21:13 what happens when the subsidies stop21:36 how AI broke marketing, and why you can now buy users with a dollar23:30 the Chinese operations arbitraging $200 subscription plans25:43 the CMO is turning into a CFO29:46 why Cursor iterated faster than anything he's seen outside an Elon company32:21 what both deals say about strategic value versus business quality34:10 why he doesn't think a VC's job is to know where to build38:35 "as long as there's a hill for me to climb" -- 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 -- 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. 6d ago

    Google Is Losing the AI Talent War | TalentWatch

    Katie Kirsch joins MTS to discuss how billion-dollar funding rounds are reshaping AI talent competition, major moves at OpenAI and Google DeepMind, and why tracking where researchers go reveals where the industry is heading. 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 (00:01:17) Tracking OpenAI Leadership Departures (00:03:03) High-Profile Recruits Joining OpenAI (00:04:08) Google DeepMind Leadership Shifts (00:05:50) Elite Researchers Launching Startups (00:06:32) Major AI Funding Rounds (00:09:00) Key Signals In Talent Movements -- 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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Ratings & Reviews

5
out of 5
2 Ratings

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
    2026
  • Episodes
    189
  • Rating
    Clean
  • Copyright
    © MTS
  • Show Website
    MTS

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