MTS
- Folgen
- 461
- Erscheint
- täglich
- Letzte Folge
- 14. Nov. 2026
Über den Podcast
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
Folgen 461
Companies Will Take Legal Responsibility for AI Agents | Ken Wong
Databricks Senior Director of Product Management Ken Wong discusses the launch of Always On Genie, an autonomous enterprise data agent, alongside Genie Ontology and new co-work features. He explains why missing …
Shownotes
Databricks Senior Director of Product Management Ken Wong discusses the launch of Always On Genie, an autonomous enterprise data agent, alongside Genie Ontology and new co-work features. He explains why missing organizational context—not frontier model intelligence—is the primary bottleneck keeping AI agents from automating real-world knowledge work, and outlines how Databricks uses autonomous agents internally while tackling governance and ROI hurdles. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
MTS chronicles the singularity, live. Monitoring the situation of tech and AI.
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/
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
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
Factory - A 24/7 system turning signals into production software. Visit https://factory.com/
Neon (by Databricks) - Scale your startup on Neon. The Postgres backend for apps and agents. Built by Databricks. https://neon.com/mts
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
Arena - Measuring AI performance in the real world. https://arena.ai/
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Clickhouse - The real-time database that keeps up with all of it. https://clickhouse.com/
Horizon3 - Don't assume you're secure. Prove it. Go hack yourself with AI. https://horizon3.ai/nodezero/
–
Timestamps:
(00:00) Introduction
(00:59) Databricks Launches Always On Genie
(02:40) The Missing Enterprise Context Gap
(06:06) How Databricks Uses Autonomous Agents
(08:33) Biggest Bottlenecks to Agent Adoption
(10:07) Solving Agent Governance and Accountability
(13:07) Future of Enterprise Knowledge Work
(14:04) What Is Next for Databricks
–
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.
True Enterprise AI Agents Are Still 5 Years Away | Aghi Marietti
Kong CEO Augie Marietti shares enterprise AI gateway data showing that Fortune 500 companies still spend overwhelmingly on frontier labs like OpenAI and Anthropic rather than open-weight models. He explains why …
Shownotes
Kong CEO Augie Marietti shares enterprise AI gateway data showing that Fortune 500 companies still spend overwhelmingly on frontier labs like OpenAI and Anthropic rather than open-weight models. He explains why true end-to-end enterprise agents are still five years away due to API connectivity bottlenecks, and predicts that companies will increasingly run dozens of internal models like mini neo-labs. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
MTS chronicles the singularity, live. Monitoring the situation of tech and AI.
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/
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
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
Factory - A 24/7 system turning signals into production software. Visit https://factory.com/
Neon (by Databricks) - Scale your startup on Neon. The Postgres backend for apps and agents. Built by Databricks. https://neon.com/mts
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
Arena - Measuring AI performance in the real world. https://arena.ai/
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Clickhouse - The real-time database that keeps up with all of it. https://clickhouse.com/
Horizon3 - Don't assume you're secure. Prove it. Go hack yourself with AI. https://horizon3.ai/nodezero/
–
Timestamps:
(00:00) Introduction
(00:44) Open-Weight Models vs. Anthropic
(03:49) Will Cheaper Tokens Lower AI Bills
(05:22) Why Enterprise Agents Are Delayed
(08:37) Five-Year AI Market Predictions
(09:44) Why Frontier Models Keep Winning
(11:45) Inside Enterprise AI Gateway Data
(13:35) Will AI Models Become Commodities
–
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.
Why Canva’s Craft Model Beats Frontier Labs at Design | Stefano Corazza
Canva Head of AI Research Stefano Corazza discusses how generative AI is reshaping creativity, the human-machine interface, and content production. He explains how Canva trains models like Craft to learn design …
Shownotes
Canva Head of AI Research Stefano Corazza discusses how generative AI is reshaping creativity, the human-machine interface, and content production. He explains how Canva trains models like Craft to learn design taste, plan layouts before rendering pixels, and turn real-time user edits across 250 million monthly users into reinforcement learning signals, while predicting a 100x drop in video generation costs and brain-computer interfaces within 20 years. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
MTS chronicles the singularity, live. Monitoring the situation of tech and AI.
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/
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
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
Factory - A 24/7 system turning signals into production software. Visit https://factory.com/
Neon (by Databricks) - Scale your startup on Neon. The Postgres backend for apps and agents. Built by Databricks. https://neon.com/mts
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
Arena - Measuring AI performance in the real world. https://arena.ai/
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Clickhouse - The real-time database that keeps up with all of it. https://clickhouse.com/
–
Timestamps:
(00:00) Introduction
(01:16) Beyond Chatbots: The Future Human-Machine Interface
(02:43) Can AI Learn Taste And Creativity?
(06:56) Rethinking Model Architecture For Creative Work
(10:12) Canva’s Data Moat Vs. Frontier Labs
(14:39) How Creative Professionals Are Adopting AI
(17:13) 100x Cheaper AI Video Democratizes Content
(22:23) What AI Will Never Replace
–
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.
Humanity Could Survive AI If We Stop Within 10 Years | Nate Soares
Nate Soares, president of the Machine Intelligence Research Institute (MIRI) and co-author of If Anyone Builds It, Everyone Dies, joins MTS to discuss MIRI’s pivot from technical alignment to public advocacy …
Shownotes
Nate Soares, president of the Machine Intelligence Research Institute (MIRI) and co-author of If Anyone Builds It, Everyone Dies, joins MTS to discuss MIRI’s pivot from technical alignment to public advocacy and their new theater ad campaign, Do Not Accept. He argues that AI labs are building superhuman systems they cannot control, warns that current reactive safety fixes will fail past a critical cognitive threshold, and lays out what would convince him he is wrong about AI extinction risk. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
MTS chronicles the singularity, live. Monitoring the situation of tech and AI.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/
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
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
Factory - A 24/7 system turning signals into production software. Visit https://factory.com/
Neon (by Databricks) - Scale your startup on Neon. The Postgres backend for apps and agents. Built by Databricks. https://neon.com/mts
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
Arena - Measuring AI performance in the real world. https://arena.ai/
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Clickhouse - The real-time database that keeps up with all of it. https://clickhouse.com/
–
Timestamps:
(00:00) Introduction
(00:42) MIRI’s Do Not Accept Ad Campaign
(03:36) Preventing AI Safety From Hyperpolarization
(07:03) Why MIRI Abandoned Technical Alignment Research
(09:24) Smoke Signals Versus an AGI Fire Alarm
(15:59) Pitching AI Extinction Risk to Everyday People
(21:04) What Would Prove AI Doom Wrong
(23:37) Defining the Early Internet Rationality Movement
–
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.
Closed Frontier Labs Are Pulling Ahead of Open AI | Melvin Johnson
Melvin Johnson, VP of research leading Gemini post-training at Google DeepMind, joins MTS to unpack the rapid rollout of the Gemini 4 model family—Argon, Carbon, and today’s workhorse release, Hydrogen. He …
Shownotes
Melvin Johnson, VP of research leading Gemini post-training at Google DeepMind, joins MTS to unpack the rapid rollout of the Gemini 4 model family—Argon, Carbon, and today’s workhorse release, Hydrogen. He breaks down how Hydrogen outperforms flagship models on key benchmarks, why Google’s vertical integration with TPUs and massive distribution keeps frontier labs ahead of open-weight models, and where agentic consumer products like Search AI Mode are heading. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
MTS chronicles the singularity, live. Monitoring the situation of tech and AI.
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/
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
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
Factory - A 24/7 system turning signals into production software. Visit https://factory.com/
Neon (by Databricks) - Scale your startup on Neon. The Postgres backend for apps and agents. Built by Databricks. https://neon.com/mts
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
Arena - Measuring AI performance in the real world. https://arena.ai/
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Clickhouse - The real-time database that keeps up with all of it. https://clickhouse.com/
–
Timestamps:
(00:00) Introduction
(00:46) The Gemini 4 Model Family
(02:52) Google’s Structural Advantages And Strategy
(04:55) Frontier Labs Versus Open-Weight Models
(07:34) Future Consumer Agentic Products
–
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.
Anthropic Beats OpenAI 2-to-1 With New Teams | Harpreet Arora
Vercel AI Product Lead Harpreet Arora shares enterprise adoption trends from Vercel’s AI Gateway, revealing how teams are shifting toward Anthropic models, decision models, and voice workflows. He also …
Shownotes
Vercel AI Product Lead Harpreet Arora shares enterprise adoption trends from Vercel’s AI Gateway, revealing how teams are shifting toward Anthropic models, decision models, and voice workflows. He also discusses the slowdown in open-weight model quality improvements relative to frontier labs, NVIDIA’s role in the open-source ecosystem, and predicts video models will become reliable for repeatable workflows within a year. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
--
MTS chronicles the singularity, live. Monitoring the situation of tech and AI.
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/
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
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
Factory - A 24/7 system turning signals into production software. Visit https://factory.com/
Neon (by Databricks) - Scale your startup on Neon. The Postgres backend for apps and agents. Built by Databricks. https://neon.com/mts
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
Arena - Measuring AI performance in the real world. https://arena.ai/
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Clickhouse - The real-time database that keeps up with all of it. https://clickhouse.com/
–
Timestamps:
(00:00) Introduction
(01:05) Enterprise AI Trends on Vercel Gateway
(02:44) Anthropic Beats OpenAI With New Teams
(03:32) NVIDIA and Open-Weight Model Setbacks
(09:00) Do Enterprises Care About US Runtime?
(11:08) Anthropic vs. OpenAI Enterprise Use Cases
(13:04) Voice Models Hit Rapid Team Adoption
(13:54) Video Models and Future AI 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.
Frontier AI Models Are Shockingly Gullible | Snehal Antani
Horizon3 co-founder and CEO Snehal Antani discusses the launch of the company’s Adversarial Intelligence Frontier Lab and how AI agents are changing offensive and defensive cybersecurity. He explains why …
Shownotes
Horizon3 co-founder and CEO Snehal Antani discusses the launch of the company’s Adversarial Intelligence Frontier Lab and how AI agents are changing offensive and defensive cybersecurity. He explains why frontier AI models fail against basic cyber deception, why private behind-the-firewall training data is the real moat over compute, and why attackers rely on machine-speed execution of basic flaws rather than zero-days. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
--
MTS chronicles the singularity, live. Monitoring the situation of tech and AI.
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/
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
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
Factory - A 24/7 system turning signals into production software. Visit https://factory.com/
Neon (by Databricks) - Scale your startup on Neon. The Postgres backend for apps and agents. Built by Databricks. https://neon.com/mts
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
Arena - Measuring AI performance in the real world. https://arena.ai/
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Clickhouse - The real-time database that keeps up with all of it. https://clickhouse.com/
–
Timestamps:
(00:00) Introduction
(01:07) Adversarial Intelligence Frontier Lab Launch
(02:12) Why AI Cyberattacks Are Accelerating
(04:13) Compute vs. Cyber Training Data
(06:51) Why Frontier Labs Lack Data
(10:14) Horizon3 Hits $2B Valuation
(11:44) Black October and Hacker Tactics
(15:38) What’s Next for Horizon3
–
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.
Why Frontier AI Labs Could Go Bankrupt | Ege Erdil
Google DeepMind research engineer Ege Erdil explains why he is bearish on $1T+ AI lab valuations, comparing frontier labs to low-margin, high-CapEx airlines rather than traditional software monopolies. He also …
Shownotes
Google DeepMind research engineer Ege Erdil explains why he is bearish on $1T+ AI lab valuations, comparing frontier labs to low-margin, high-CapEx airlines rather than traditional software monopolies. He also challenges short-timeline forecasts like the AI 2027 intelligence explosion thesis, arguing that AI progress remains bottlenecked by compute and data rather than self-accelerating software research, and estimates full automation of white-collar work is still roughly 20 years away. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
MTS is 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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
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
Factory - A 24/7 system turning signals into production software. Visit https://factory.com/
Neon (by Databricks) - Scale your startup on Neon. The Postgres backend for apps and agents. Built by Databricks. https://neon.com/mts
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
Arena - Measuring AI performance in the real world. https://arena.ai/
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Clickhouse - The real-time database that keeps up with all of it. https://clickhouse.com/
–
Timestamps:
(00:00) Introduction
(00:59) Do Trillion-Dollar AI Lab Valuations Make Sense?
(06:15) Is AI a Winner-Takes-All Market?
(09:43) Could Frontier AI Labs Go Bankrupt?
(12:54) Best AI Trades: Memory Stocks and Nvidia
(15:53) Why the 2027 Intelligence Explosion Won’t Happen
(25:39) Evaluating the METR Report on AI Acceleration
(28:00) White-Collar Automation Timelines and Questions for Buck
–
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.
China Is Ahead on World Models for Robots | Anastasis Germanidis
Runway co-founder and CEO Anastasis Germanidis explains why the video generation lab open-sourced Praxis-1, its new world action model topping NVIDIA’s RoboLab 120 benchmark. He breaks down the race with China …
Shownotes
Runway co-founder and CEO Anastasis Germanidis explains why the video generation lab open-sourced Praxis-1, its new world action model topping NVIDIA’s RoboLab 120 benchmark. He breaks down the race with China on physical AI, why predicting pixels trains real-world robot control, and his forecast for robot deployments moving into production by next year. 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? [email protected]
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
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
Factory - A 24/7 system turning signals into production software. Visit https://factory.com/
Neon (by Databricks) - Scale your startup on Neon. The Postgres backend for apps and agents. Built by Databricks. https://neon.com/mts
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
Arena - Measuring AI performance in the real world. https://arena.ai/
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Clickhouse - The real-time database that keeps up with all of it. https://clickhouse.com/
–
Timestamps:
(00:00) Introduction
(00:51) What Praxis-1 Means For Robotics
(01:43) Why Video Pre-Training Controls Robots
(02:57) Real-World Deployments And Office Robots
(05:23) Why Open-Weight Robot Models Matter
(07:43) The Race For US Leadership
(09:34) Topping NVIDIA’s RoboLab 120 Leaderboard
(10:57) When Generalist Robots Hit Production
–
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.
China Has Zero Frontier AI on Domestic Chips | Ben Buchanan
Former White House AI advisor Ben Buchanan details the geopolitical battle for AI dominance, how chip export controls are starving China of frontier compute, and what happens if the US faces superhuman AI by …
Shownotes
Former White House AI advisor Ben Buchanan details the geopolitical battle for AI dominance, how chip export controls are starving China of frontier compute, and what happens if the US faces superhuman AI by 2028. He explains the Biden administration’s behind-the-scenes strategy to keep the frontier lead and why computing power remains the ultimate bottleneck. 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? [email protected]
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
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
Factory - A 24/7 system turning signals into production software. Visit https://factory.com/
Neon (by Databricks) - Scale your startup on Neon. The Postgres backend for apps and agents. Built by Databricks. https://neon.com/mts
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
Arena - Measuring AI performance in the real world. https://arena.ai/
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Clickhouse - The real-time database that keeps up with all of it. https://clickhouse.com/
–
Timestamps:
(00:00) Introduction
(01:44) Getting AGI Pilled Early
(05:09) Inside The Export Control Debate
(10:29) The Manhattan Project Scenario
(13:05) Grading Trump’s AI Policy
(18:34) Regulating AI Without Economic Damage
(20:28) Preparing For Accelerated Timelines
(22:05) Lessons From White House Tenure
–
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.
How You Deliver Words Matters More Than What AI Says | Alex Holt
ElevenLabs Field CTO Alex Holt breaks down their major Eleven Eleven Summit launches, including the new Interaction Engine, agent orchestration, and the NVIDIA Nemotron partnership. He explains why voice …
Shownotes
ElevenLabs Field CTO Alex Holt breaks down their major Eleven Eleven Summit launches, including the new Interaction Engine, agent orchestration, and the NVIDIA Nemotron partnership. He explains why voice delivery is the hardest bottleneck in enterprise AI and forecasts that voice agents will replace traditional IVR by the end of next year. 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? [email protected]
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
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
Factory - A 24/7 system turning signals into production software. Visit https://factory.com/
Neon (by Databricks) - Scale your startup on Neon. The Postgres backend for apps and agents. Built by Databricks. https://neon.com/mts
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
Arena - Measuring AI performance in the real world. https://arena.ai/
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Clickhouse - The real-time database that keeps up with all of it. https://clickhouse.com/
–
Timestamps:
(00:00) Introduction
(01:09) ElevenLabs Summit Major Product Announcements
(02:23) Orchestrating Multi-Agent Enterprise Workflows
(04:57) Closing the Enterprise Deployment Gap
(07:08) Why Voice Agents Are So Hard
(10:25) Building the Technical Interaction Engine
(11:25) When Voice Agents Become the Norm
(15:05) Transforming Healthcare With Scribe V3
–
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.
Voice AI Cuts Through Medicare Resistance | ElevenLabs Summit
ElevenLabs Chief Revenue Officer Ashley Kramer joins MTS at the ElevenLabs Summit to break down how voice agents are moving from enterprise pilots into full production. She shares real-world deployments across …
Shownotes
ElevenLabs Chief Revenue Officer Ashley Kramer joins MTS at the ElevenLabs Summit to break down how voice agents are moving from enterprise pilots into full production. She shares real-world deployments across healthcare, telecommunications, and hospitality, including Clover Health’s Medicare rollout, KPN’s Dutch verification system, and Deutsche Telekom’s real-time network translation 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? [email protected]
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
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
Factory - A 24/7 system turning signals into production software. Visit https://factory.com/
Neon (by Databricks) - Scale your startup on Neon. The Postgres backend for apps and agents. Built by Databricks. https://neon.com/mts
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
Arena - Measuring AI performance in the real world. https://arena.ai/
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Clickhouse - The real-time database that keeps up with all of it. https://clickhouse.com/
–
Timestamps:
(00:00) Introduction
(00:46) Transforming Medicare With Clover Health
(02:23) Forward Deployed Engineers For Enterprises
(04:56) Why Users Will Prefer Voice AI
(07:12) Global Expansion And McKinsey Alliance
(09:27) Entering The Next Interaction Phase
(10:54) Biggest Blockers To Enterprise Adoption
(14:22) Moving Beyond Pilots Within A Year
–
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.
Why Recursive Self-Improvement Hits a Wall | Ramez Naam
Planetary VC investor Ramez Naam pushes back on runaway recursive self-improvement models and short AGI timelines, arguing that empirical lab data shows steep diminishing returns rather than exponential …
Shownotes
Planetary VC investor Ramez Naam pushes back on runaway recursive self-improvement models and short AGI timelines, arguing that empirical lab data shows steep diminishing returns rather than exponential feedback loops. He compares theoretical benchmarks to real-world task horizons at OpenAI and Anthropic, explaining why fully autonomous AI researchers remain constrained by data, taste, and verification bottlenecks. 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? [email protected]
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
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
Factory - A 24/7 system turning signals into production software. Visit https://factory.com/
Neon (by Databricks) - Scale your startup on Neon. The Postgres backend for apps and agents. Built by Databricks. https://neon.com/mts
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
Arena - Measuring AI performance in the real world. https://arena.ai/
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Clickhouse - The real-time database that keeps up with all of it. https://clickhouse.com/
–
Timestamps:
(00:00) Introduction
(00:56) AI Futures Project 2027 Forecast
(04:50) Dollars In Versus Dollars Out
(10:31) AI Futures Cruxes And Benchmarks
(12:17) Evidence Needed To Update
(15:09) Why Forecasters Have Short Timelines
(21:47) Updating On Recent Uplift Data
(22:39) Superhuman Researchers Versus Generalized ASI
–
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.
Humanoid Robots Could Arrive by 2027 | Max Poff
Alberto Arrighi and Max Poff from Stack AI break down what it actually takes to push enterprise AI agents into production at scale. They discuss moving beyond simple chat demos, securing air-gapped deployments …
Shownotes
Alberto Arrighi and Max Poff from Stack AI break down what it actually takes to push enterprise AI agents into production at scale. They discuss moving beyond simple chat demos, securing air-gapped deployments for defense contractors, and their timeline for embodied intelligence. 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? [email protected]
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
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
Factory - A 24/7 system turning signals into production software. Visit https://factory.com/
Neon (by Databricks) - Scale your startup on Neon. The Postgres backend for apps and agents. Built by Databricks. https://neon.com/mts
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
Arena - Measuring AI performance in the real world. https://arena.ai/
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Clickhouse - The real-time database that keeps up with all of it. https://clickhouse.com/
–
Timestamps:
(00:00) Introduction (01:01) Roles in Enterprise AI Strategy (02:40) Enterprise Behavior Around Adopting Agents (05:15) Hardest Parts of Production Scale (07:08) Engineering Stack and RSI Realities (10:01) On-Prem Deployments and Security Trends (13:24) Unlocking Scale With Asana Integration (16:05) Embodied AI and 2027 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.
Black October Proved AI Cyber Threats Are Real | Varin Nair
Factory’s Varin Nair joins Sophia Dew to explain how open-weight models and agent harnesses like Artex and HexStrike have automated cyberattacks at nation-state scale. He outlines Factory’s pivot into offensive …
Shownotes
Factory’s Varin Nair joins Sophia Dew to explain how open-weight models and agent harnesses like Artex and HexStrike have automated cyberattacks at nation-state scale. He outlines Factory’s pivot into offensive security with War Games and breaks down why defensive engineering must shift into a deterministic, automated triage loop. 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? [email protected]
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
–
Timestamps:
(00:00) Introduction
(01:31) What Nation-State Cyberattacks Look Like
(03:56) Proactive Defense Before War Games
(04:55) Why Coding Agents Pivot to Offensive Security
(06:10) Introducing the Security Factory
(09:39) Why Launch Security Factory Right Now
(11:25) How CISOs and Engineers Are Adapting
(13:47) The Future of Security Engineering
–
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.
AI Will Automate 50% of Digital Work in Years | Brendan Foody
Mercor co-founder and co-CEO Brendan Foody discusses the company’s $750 million Series D at a $20 billion valuation and why post-training evaluations have become the primary bottleneck for frontier AI …
Shownotes
Mercor co-founder and co-CEO Brendan Foody discusses the company’s $750 million Series D at a $20 billion valuation and why post-training evaluations have become the primary bottleneck for frontier AI development. He outlines why reinforcement learning quickly saturates benchmarks, explains why he is “AGI long, but ASI short,” and breaks down why models have stalled at becoming virtual coworkers. 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? [email protected]
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
–
Timestamps:
(00:00) Introduction
(00:59) Deploying Mercor’s Series D Capital
(02:32) RSI Timelines and Saturation
(05:46) Enterprise Post-Training Adoption
(06:53) Spending More on Inference Than Salaries
(09:18) The Frontier of Complex Tasks
(10:33) Why Virtual Coworkers Have Stalled
(11:59) Will Self-Improving Models Replace Mercor
–
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.
Why Jensen Huang Must Resign | Ryan Fedasiuk
Ryan Fedasiuk of the Foundation for American Innovation joins MTS to discuss why Nvidia CEO Jensen Huang faces calls to resign over an alleged covert relationship with a suspected Chinese intelligence asset …
Shownotes
Ryan Fedasiuk of the Foundation for American Innovation joins MTS to discuss why Nvidia CEO Jensen Huang faces calls to resign over an alleged covert relationship with a suspected Chinese intelligence asset. They break down Nvidia’s alleged efforts to thwart a Commerce Department investigation into Megaspeed, corporate governance risks at a $4 trillion company, and legislative battles over tracking AI hardware exported to Asia. 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? [email protected]
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
–
Timestamps:
(00:00) Introduction
(00:28) Why Jensen Huang Should Resign
(03:52) Removing Nvidia’s Irreplaceable CEO
(05:42) Nvidia’s Broader China Strategy
(09:02) Why The Leak Took Months
(10:31) Investigating Shell Companies In Asia
(11:57) Market Fallout If Huang Leaves
–
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.
Superintelligence Could Arrive in 1 to 2 Years | Dewi Erwan
BlueDot Impact co-founder and CEO Dewi Erwan breaks down the bottleneck in AI safety talent, the prospect of superintelligence landing within two years, and why the field desperately needs founders and …
Shownotes
BlueDot Impact co-founder and CEO Dewi Erwan breaks down the bottleneck in AI safety talent, the prospect of superintelligence landing within two years, and why the field desperately needs founders and government advocates rather than more machine learning researchers. He outlines BlueDot’s model of issuing $50,000 grants and opening a dedicated campus to accelerate career pivots into existential risk reduction. 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? [email protected]
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
–
Timestamps:
(00:00) Introduction
(00:51) The Origins of BlueDot Impact
(04:00) Common AI Safety Concerns
(07:42) Breaking Into AI Safety
(09:11) Talent and Skill Shortages
(13:10) Superintelligence Within Two Years
(15:01) Why AGI Strategy Is Necessary
(16:51) Social Media and Misaligned 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.
AI Design Bottlenecks Shift in Next 2 Years | McCord
Nominal co-founder and CEO Cameron McCord joins MTS to discuss raising $240 million at a $3 billion valuation to bring frontier AI agents to hardware engineering. He explains why hardware validation is becoming …
Shownotes
Nominal co-founder and CEO Cameron McCord joins MTS to discuss raising $240 million at a $3 billion valuation to bring frontier AI agents to hardware engineering. He explains why hardware validation is becoming the primary bottleneck for models like GPT-6 Astra, how the industrial sector lags in AI diffusion, and how agentic workflows are reshaping aerospace and defense supply chains. 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? [email protected]
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
–
Timestamps:
(00:00) Introduction
(00:57) The Nominal Origin Story
(01:49) The Broader Hardware Landscape
(03:34) Why Software AI Fails Hardware
(05:38) The GPT-6 Astra Moment
(08:00) AI Hardware Timelines and Breakthroughs
(09:45) The Future of Hardware Engineers
(12:04) Tripling Valuation and What’s Next
–
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.
Why Agents Break Traditional Databases | Andy Pavlo
Carnegie Mellon professor and ClickHouse VP of Database Research Andy Pavlo breaks down why AI agents demand an entirely new database layer. He covers how nonstop query volumes and vibe coding break legacy …
Shownotes
Carnegie Mellon professor and ClickHouse VP of Database Research Andy Pavlo breaks down why AI agents demand an entirely new database layer. He covers how nonstop query volumes and vibe coding break legacy systems, ClickHouse’s expansion into managed Postgres with the Xata acquisition, and his predictions for agent-written databases. 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? [email protected]
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
–
Timestamps:
(00:00) Introduction
(00:38) Career Path In Databases
(02:03) What Is ClickHouse?
(04:01) First Months At ClickHouse Labs
(06:42) How Agents Impact Database Traffic
(09:02) Designing An Agent Database From Scratch
(11:29) Breaking Down The Launch Announcements
(18:24) Rapid-Fire Future 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.
AI Attacks Will Outpace Defense for Next 12 Months | Thai Duong
Calif founder and offensive security researcher Thai Duong discusses how frontier AI models are shrinking exploit development timelines from months to weeks, why AI labs and neo clouds represent the most …
Shownotes
Calif founder and offensive security researcher Thai Duong discusses how frontier AI models are shrinking exploit development timelines from months to weeks, why AI labs and neo clouds represent the most vulnerable infrastructure, and the breakdown of traditional cyber defense against concurrent agent swarms.
--
--
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? [email protected]
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
–
Timestamps:
(00:00) Introduction
(01:00) Current Vibes on Cyber Risk
(02:26) Likelihood of Hacking Critical Infrastructure
(03:38) Offensive Security Research at Calif
(07:10) Why Aren’t All iPhones Hacked?
(10:27) Self-Replicating Agent Swarms and Botnets
(14:50) Why Neo Clouds Are Vulnerable
(17:23) Cyber Offense Versus Defense Dominance
–
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.
Did Anthropic Cross Its RSI Warning Line? | Parv Mahajan
METR Chief of Staff Parv Mahajan breaks down their new report assessing AI R&D acceleration inside Anthropic. He discusses finding a sustained 2x acceleration since late 2025, why public models hide this kink …
Shownotes
METR Chief of Staff Parv Mahajan breaks down their new report assessing AI R&D acceleration inside Anthropic. He discusses finding a sustained 2x acceleration since late 2025, why public models hide this kink, the absence of near-term training compute bottlenecks, and why Anthropic likely crossed its own acceleration warning threshold. 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? [email protected]
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
–
Timestamps:
(00:00) Introduction
(00:53) What the Report Found
(03:12) Evidence for Hyperbolic Growth
(06:51) Near-Term Scaling Bottlenecks
(08:19) Shifting Personal AGI Timelines
(09:30) Anthropic’s Acceleration Warning Threshold
(12:07) Interpreting 10X Uplift Polls
(13:27) What the Public Should Know
–
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.
Why Full AI Automation Fails in Production | Angela McNeal
Google DeepMind Director of AGI Economics Alex Imas breaks down why hockey-stick AI model capabilities will not trigger explosive double-digit GDP growth. He explains how competitive markets drive automated …
Shownotes
Google DeepMind Director of AGI Economics Alex Imas breaks down why hockey-stick AI model capabilities will not trigger explosive double-digit GDP growth. He explains how competitive markets drive automated output prices down, why firms operate as mosaic superintelligence, and how minimal AGI shifts labor into new high-wage markets. 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? [email protected]
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
–
Timestamps:
(00:00) Introduction
(00:54) Thesis of Controlled Autonomy
(03:24) Lessons From Palantir
(07:15) Decisions as Ensembles
(10:15) High Stakes in Defense
(13:25) How Software Work Changes
(18:40) Designing Building Blocks
(25:33) Why Full Automation Fails
–
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.
Frontier AI Models Have Gotten Worse at Writing | Ben Hylak
Raindrop co-founder and CTO Ben Hylak explains why smarter models make AI agent failures more catastrophic, from healthcare liabilities to high-stakes alignment breakdowns. He breaks down how recursive …
Shownotes
Raindrop co-founder and CTO Ben Hylak explains why smarter models make AI agent failures more catastrophic, from healthcare liabilities to high-stakes alignment breakdowns. He breaks down how recursive self-improvement requires simulating past production traces to safely test model switches and prevent silent failures. 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? [email protected]
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
–
Timestamps:
(00:00) Frontier Model Writing Degradation
(00:35) Why AI Agent Monitoring Matters
(03:05) Capitalism-Aligned Safety and Tool Misuse
(04:57) Model Upgrades and Degrading Quality
(05:44) Tracking Memory Storage vs Retrieval
(09:11) Simulating an Agent’s World
(13:41) Adaptation Limits and Model RLHF
(18:26) Recursive Improvement and Simulations
–
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.
Eyes-Off Autonomous Driving Arrives by 2028 | Brandon Basso
Wayve simulation and validation head Brandon Basso joins MTS to explain why end-to-end AI models are replacing modular self-driving checker stacks. He unpacks how physical AI learns safety intrinsically across …
Shownotes
Wayve simulation and validation head Brandon Basso joins MTS to explain why end-to-end AI models are replacing modular self-driving checker stacks. He unpacks how physical AI learns safety intrinsically across global edge cases and predicts when eyes-off autonomous systems will reshape daily transit. 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? [email protected]
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
–
Timestamps:
(00:00) Introduction
(00:43) Wayve’s Autonomous Driving Vision
(02:49) The Autonomous Safety Challenge
(04:18) Defining Safety Without Benchmarks
(05:55) Physical AI’s Data Bottleneck
(12:41) Intrinsic Safety Versus Checkers
(15:56) Societal Shifts and L3 Autonomy
(18:41) What Lies Ahead for Wayve
–
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.
Persuasion Models Outperform Claude and ChatGPT | Dan Lee
Dan Lee, co-founder and CEO of Nooks, explains how their $500M non-dilutive capital facility from General Catalyst powers specialized AI agents to automate the revenue lifecycle. He outlines why sales is a …
Shownotes
Dan Lee, co-founder and CEO of Nooks, explains how their $500M non-dilutive capital facility from General Catalyst powers specialized AI agents to automate the revenue lifecycle. He outlines why sales is a persuasion problem rather than pure reasoning, details training open-weight models against Claude and ChatGPT, and debuts Node, an AI assistant for sales teams. 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? [email protected]
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
–
Timestamps:
(00:00) Introduction
(00:54) The $500M Agent Deployment
(01:54) Where AI Fits in Sales
(04:43) Why Capital Transforms Sales
(07:14) Can AI Outperform Human Persuasion
(10:08) The Macro Impact on Everything
(12:42) One-Year Timeline for Revenue Systems
(13:16) Launching the Node Sales Assistant
–
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.
California Spending Is Up 72% Since 2019 | Joshua Rauh
Stanford finance professor Joshua Rauh breaks down why California’s proposed Prop 40 billionaire wealth tax faces low odds and threatens to accelerate capital flight. He explains how state and federal proposals …
Shownotes
Stanford finance professor Joshua Rauh breaks down why California’s proposed Prop 40 billionaire wealth tax faces low odds and threatens to accelerate capital flight. He explains how state and federal proposals could tax unrealized startup equity, and argues California’s structural deficit stems from runaway spending rather than a lack of tax revenue. 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? [email protected]
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
–
Timestamps:
(00:00) Introduction
(00:55) California Proposition 40 Wealth Tax
(03:42) National Wealth Tax Prospects
(07:03) Bay Area Transit Measures
(10:32) Outro And Episode Wrap
–
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.
AI Swarms Won’t Cause Explosive Growth | Alex Imas
Google DeepMind Director of AGI Economics Alex Imas breaks down why hockey-stick AI model capabilities will not trigger explosive double-digit GDP growth. He explains how competitive markets drive automated …
Shownotes
Google DeepMind Director of AGI Economics Alex Imas breaks down why hockey-stick AI model capabilities will not trigger explosive double-digit GDP growth. He explains how competitive markets drive automated output prices down, why firms operate as mosaic superintelligence, and how minimal AGI shifts labor into new high-wage markets. 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? [email protected]
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
–
Timestamps:
00:00) Introduction
(01:02) Thesis on Organizing Intelligence
(04:08) Discontinuous vs Moderate Growth
(06:02) Cruxes in Explosive Growth Bet
(09:28) Subjective Feeling of Growth
(16:58) Minimal AGI Impact on Wages
(18:37) Research Uplift From AI Agents
(19:52) Human Roles in AI Workflows
–
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.
AI Models Will Cure Alzheimer’s Within a Decade | Robin Guo
Former a16z investor Robin Guo explains how LionBio is developing nasal delivery platforms to bypass the blood-brain barrier for GLP-1s and neuropeptides. He discusses how frontier AI models are accelerating …
Shownotes
Former a16z investor Robin Guo explains how LionBio is developing nasal delivery platforms to bypass the blood-brain barrier for GLP-1s and neuropeptides. He discusses how frontier AI models are accelerating target discovery, why traditional pharma timelines are artificially slow, and how preventative neurotherapeutics could reshape diseases like Alzheimer’s over the next decade. 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
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Interested in sponsoring the show? [email protected]
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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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
–
Timestamps:
(00:00) Introduction
(01:53) Why Peptides Are So Hyped
(06:29) Dangers of Gray Market Peptides
(09:14) Timelines for Mainstream Peptide Adoption
(12:16) Why Consumer Biotech Matters Today
(14:48) Personalized Medicine in Ten Years
(18:58) AI Solutions for Preventing Alzheimer’s
–
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.
AI Lets Amateurs Find Critical Zero-Days in Hours | Max Justicz
Security researcher Max Justicz explains how using OpenAI’s Daybreak Blue and an obliterated GLM 5.3 model enabled him to uncover severe zero-day exploits in apt and Android in just a few hours. He warns that …
Shownotes
Security researcher Max Justicz explains how using OpenAI’s Daybreak Blue and an obliterated GLM 5.3 model enabled him to uncover severe zero-day exploits in apt and Android in just a few hours. He warns that frontier AI capabilities are lowering the technical bar for cyber offense, making widespread vulnerability discovery inevitable. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
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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? [email protected]
–
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
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
–
Timestamps:
(00:00) Introduction
(02:22) Why No Major Cyber Harm Yet
(04:36) Timeline From Bug to Patch
(05:18) What Package Maintainers Should Do
(06:11) Are Unaligned Models Net Good
(07:56) Protecting Everyday Users and Devices
(09:17) The Vanishing Hacker Skill Moat
(10:38) Can Maintainers Patch Code First
–
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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