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. قبل ٥ ساعات

    The Unbreakable Stranglehold | Steven Glinert and Mitch Nahmias

    Steven Glinert and Mitch Nahmias join MTS to discuss Nvidia's position in the AI hardware stack, the shift from training to inference workloads, and China's development of a sovereign semiconductor ecosystem. -- https://x.com/StevenGlinert https://x.com/MitchsBrew -- 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: 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. http://elevenlabs.io/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) The Paradox of Open-Source Weapons (00:01:41) Where Sphere Semi Fits in the Stack (00:07:30) Competing with the Nvidia Monopoly (00:13:54) How to Break a Modern Rockefeller (00:19:34) Disentangling the Inference Stack (00:28:29) The Sovereign Chinese Training Stack (00:38:46) Co-Optimization and Hardware Hardening -- 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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  2. قبل ١٢ ساعة

    Who Gets The Money? | Stephen Kent

    Stephen Kent joins MTS to discuss parental management of childhood social media use, the implications of a government-backed AI sovereign wealth fund, and utilizing explosive economic growth to eliminate the national debt. -- https://x.com/StephenKentX -- 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: 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. http://elevenlabs.io/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 (00:49) The Kids Act Take (03:36) Social Media Corporate Liability (06:42) AI Content Moderation Tools (12:24) The AI Sovereign Wealth Fund (17:56) Sovereign Wealth Frontier Argument (22:33) Bipartisan Overlap and National Debt (26:14) Tax System Reform Alternatives -- 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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  3. قبل يومين

    This Just Ended App Stores | Sam D'Amico

    Sam D'Amico joins MTS to discuss the cultural and structural reasons preventing European air conditioning adoption, the shifts AI is bringing to hardware development and app store ecosystems, and the performance advantages of integrating battery storage into kitchen appliances. -- https://x.com/sdamico -- 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: 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. http://elevenlabs.io/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 (01:36) Why Europe Lacks Air Conditioning (04:14) Innovation Opportunities In HVAC (07:45) Sam D’Amico Career Background (09:51) AI Shifting Hardware Marketplaces (14:20) Why Choose Induction Stoves (22:59) Live Impulse Stove Demonstration -- 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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  4. قبل ٣ أيام

    AI Might Eat the Entire Economy| John Loeber

    John Loeber joins MTS to discuss the rising unofficial licensing regime for frontier models, the strategic shift toward economic internalization by AI labs, and why global competition from Chinese tech giants shapes the safety trade-off. -- https://x.com/johnloeber -- 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: 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. http://elevenlabs.io/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 (01:40) Unofficial Licensing Regimes (03:49) Defining Internalization vs Externalization (11:00) Unintended Policy Consequences (14:18) Geopolitical Safety Trade-Offs (18:39) Big Tech Inertia (26:57) Outro -- 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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  5. قبل ٤ أيام

    How the Iran War Really Ends | 🟡🔴🔵 MTS Live

    Daniel Saedi joins MTS to discuss the diplomatic fallout of the Islamabad Memorandum, the internal power fractures within Iranian political factions, and the devastating economic reality of rebuilding the country's heavy industry. -- https://x.com/TheRealDanSaedi -- 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: 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. http://elevenlabs.io/mts 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 (02:06) Reopening The Strait Of Hormuz (06:49) Prospect Of A Nuclear Deal (08:35) Factions Within The Iranian State (21:15) Domestic And Economic Situation In Iran (28:40) Launching The Minerva AI Platform -- 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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  6. قبل ٤ أيام

    The Attack on Tech Sovereignty with Jacob Helberg | 🟡🔴🔵 MTS Live

    Jacob Helberg joins MTS to discuss the global logistics of the AI supply chain, the definition of digital sovereignty among allied nations, and the economic impacts of integrating emerging technologies into the domestic workforce. -- https://x.com/UnderSecE -- 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: 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. http://elevenlabs.io/mts 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 (00:59) Allied Nation Manufacturing and Supply Chains (03:16) Responding to European Policy Criticism (08:30) Playing to Distinctive National Advantages (10:03) Pax Silica Operating in Practice (11:43) Mechanisms for Shared AI Prosperity (15:03) Overlooked Supply Chain Components (17:14) Favorite Historical Secretaries of State -- 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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  7. قبل ٤ أيام

    Are Open Source Models The Future? | 🟡🔴🔵 MTS Live

    Sam Hogan joins MTS to discuss the shift from frontier models to custom open source models, the economics of fine-tuning for enterprise tasks, and how AI capabilities are diffusing through knowledge work. -- https://x.com/samhogan -- 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: 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. http://elevenlabs.io/mts 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 (00:01) High Level Overview of Inference (00:03) Evolution of Open Weight Models (00:05) Cap on Returns to Intelligence (00:10) Transition to Fine-Tuning and Post-Training (00:18) Metric to Decide on Fine-Tuning (00:22) Strategy Differences of Big Tech Labs (00:27) Future of Knowledge Work and Employment -- 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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  8. قبل ٥ أيام

    Rewriting the Rules of Biology | 🟡🔴🔵 MTS Live

    Niko McCarty joins MTS to discuss hyperspectral biology, planetary scale biosensing, and the role of AI in synthetic biology. McCarty explains how hyperspectral cameras can detect engineered microbes and natural biological signatures from space, the work required to build large-scale molecular datasets, and why AI-designed biological systems may outpace mechanistic understanding.--https://x.com/NikoMcCarty-- 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: 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. http://elevenlabs.io/mts 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 (01:33) Defining Hyperspectral Biology (04:23) Unlocking the Field (06:42) Planetary Scale Biosensing (11:46) Building the Datasets (17:48) Solving the Spectrum Competition (22:49) AI's Implications for Biology (25:46) The Subfield of Interpretability -- 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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