MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Welcome to the situation room.
https://x.com/MTSlive
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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
Dream Labs co-founder and CEO Joel Jang discusses coming out of stealth with a $90M seed round to launch Dream 1, a world action model API that enables zero-shot generalization for robotics. He breaks down why video pre-training outperforms VLMs, how affordable hardware changes the consumer adoption landscape, and early data from their launch. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS:
X | https://twitter.com/MTSlive
YouTube | https://www.youtube.com/@mtsituation
Spotify | https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM
Apple | https://podcasts.apple.com/us/podcast/mts/id1891088763
Substack | https://mtslive.substack.com/
Interested in sponsoring the show? sponsors@mts.now
--
Brought to you by:
Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc
Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
Arena - Measuring AI performance in the real world. https://arena.ai/
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
--
Timestamps:
(00:00) Introduction
(00:53) Origin of Dream Labs
(02:01) Rethinking Robot World Models
(02:36) Unlocking Everyday Robot Capabilities
(03:58) Scaling Consumer Robot Hardware
(06:45) Consumer vs Enterprise Takeoff
(10:04) Early API Usage Insights
(12:26) Future of Mobile Manipulation
--
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.
Google DeepMind Senior Staff Research Scientist Nenad Tomašev discusses agentic AI in the public interest, the need for physical laboratory infrastructure to validate autonomous scientific discoveries, and addressing value lock-in and social norms in multi-agent systems. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS:
X | https://twitter.com/MTSlive
YouTube | https://www.youtube.com/@mtsituation
Spotify | https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM
Apple | https://podcasts.apple.com/us/podcast/mts/id1891088763
Substack | https://mtslive.substack.com/
Interested in sponsoring the show? sponsors@mts.now
--
Brought to you by:
Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc
Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
Arena - Measuring AI performance in the real world. https://arena.ai/
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
--
Timestamps:
(00:00) Introduction
(02:07) Agentic AI Infrastructure
(04:46) Developing Next Generation Experts
(09:54) AI Capability Gaps
(11:57) AI Value Alignment
(15:36) Bidirectional Alignment Problem
(21:43) Managing Agent Swarms
--
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.
Felix Rieseberg, engineering manager at Anthropic, discusses the philosophy of human ambition with AI models, the evolution and internal timeline of Claude Code, and how LLM-driven tools empower creative expression and generalist agency. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS:
X | https://twitter.com/MTSlive
YouTube | https://www.youtube.com/@mtsituation
Spotify | https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM
Apple | https://podcasts.apple.com/us/podcast/mts/id1891088763
Substack | https://mtslive.substack.com/
Interested in sponsoring the show? sponsors@mts.now
--
Brought to you by:
Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc
Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
Arena - Measuring AI performance in the real world. https://arena.ai/
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
--
Timestamps:
00:00) Introduction
(00:20) Rethinking Human Ambition With AI
(02:01) Designing AI Beyond A Simple Button
(03:58) Augmenting Agency Through AI Pushback
(09:05) Origin And Evolution Of Claude Code
(11:13) Transferable Engineering Skills In Prompting
(21:37) Value Of Coding Agents For Artists
(24:38) Generalists Versus Specialists In AI Era
--
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.
Vercel's agentic infrastructure lead Harpreet Arora reveals enterprise AI adoption trends from Vercel AI Gateway data, including open-weight model usage reaching 25% of enterprise spend, Jevons paradox driving a 13x total spend growth despite falling token costs, and why frontier lab spending continues to rise. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
--
MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS:
X | https://twitter.com/MTSlive
YouTube | https://www.youtube.com/@mtsituation
Spotify | https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM
Apple | https://podcasts.apple.com/us/podcast/mts/id1891088763
Substack | https://mtslive.substack.com/
Interested in sponsoring the show? sponsors@mts.now
--
Brought to you by:
Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc
Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
Arena - Measuring AI performance in the real world. https://arena.ai/
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
--
Timestamps:
(00:00) Introduction
(00:58) Mainstream AI Model Insights
(03:56) Open Weight Chinese Model Adoption
(05:35) What Enterprises Care About
(08:00) Rise of Jev Decision Models
(09:49) Frontier Model Spending Trends
(11:14) Explaining Jevons Paradox Growth
(12:28) Enterprise Predictions for Next 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.
Adapta CEO Max Peters explains how the fully bootstrapped Brazilian company uses Vercel's AI Gateway and custom routing to reduce AI model costs by 44%. He reveals why product-led growth is failing SMBs in 2026 and outlines their expansion strategy. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.--https://x.com/maxrpeters
--
MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS:
X | https://twitter.com/MTSlive
YouTube | https://www.youtube.com/@mtsituation
Spotify | https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM
Apple | https://podcasts.apple.com/us/podcast/mts/id1891088763
Substack | https://mtslive.substack.com/
Interested in sponsoring the show? sponsors@mts.now
--
Brought to you by:
Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc
Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
Arena - Measuring AI performance in the real world. https://arena.ai/
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
--
Timestamps:(00:00) Introduction (00:39) Adapta Origin Story (01:51) Implementing Vercel AI Gateway (02:37) Intelligent Model Router Mechanics (03:41) Selecting Vercel Over Competitors (04:20) Introducing Maestro Autonomous Workflows (05:08) Why PLG Is Failing (06:10) Adapta International Expansion
--
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.
Mercor economics researcher Aden Barton discusses benchmark testing for AI capabilities, revealing that models now outperform human accountants on specialized tasks, while 90% of US workforce time remains completely unrepresented in existing benchmarks. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS:
X | https://twitter.com/MTSlive
YouTube | https://www.youtube.com/@mtsituation
Spotify | https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM
Apple | https://podcasts.apple.com/us/podcast/mts/id1891088763
Substack | https://mtslive.substack.com/
Interested in sponsoring the show? sponsors@mts.now
--
Brought to you by:
Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc
Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
Arena - Measuring AI performance in the real world. https://arena.ai/
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
--
Timestamps:
(00:00) Introduction
(00:31) Mercor's AI Benchmark Research
(01:37) AI Outperforming Human Accountants
(02:52) Task Automation vs Full Jobs
(03:53) Why AI Benchmarks Fail
(07:54) Automation versus Human Augmentation
(09:04) Unmeasured Work in US Economy
(11:09) Measuring Real Productivity Impact
--
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.
Volantis co-founder and CEO Tapa Ghosh discusses how using microscopic optical interposers instead of electrical wires breaks the memory bandwidth and capacity bottleneck in AI inference, dramatically speeding up complex reasoning models and coding agents. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS:
X | https://twitter.com/MTSlive
YouTube | https://www.youtube.com/@mtsituation
Spotify | https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM
Apple | https://podcasts.apple.com/us/podcast/mts/id1891088763
Substack | https://mtslive.substack.com/
Interested in sponsoring the show? sponsors@mts.now
--
Brought to you by:
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
(00:41) Breaking The Memory Bottleneck
(03:00) Building Volantis And The Team
(04:41) US Versus China Optics Dominance
(05:35) Running Giant Models Low Latency
(07:54) Impact On Speed Of Agents
(09:02) Hardware Driving Physical AI Revolution
(10:02) Hardware Startup Innovation Ecosystem
--
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.
Foundational Industries CEO Jonathan Winer details why US re-industrialization requires AI-native factories rather than retrofitting existing facilities, how domestic frontier models offer a leapfrog advantage over China's legacy automation, and why US AI data center hardware supply chains are a critical national security issue. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS:
X | https://twitter.com/MTSlive
YouTube | https://www.youtube.com/@mtsituation
Spotify | https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM
Apple | https://podcasts.apple.com/us/podcast/mts/id1891088763
Substack | https://mtslive.substack.com/
Interested in sponsoring the show? sponsors@mts.now
--
Brought to you by:
Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc
Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
Arena - Measuring AI performance in the real world. https://arena.ai/
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
--
Timestamps:
(00:00) Introduction
(00:20) Why Factory Retrofits Fail
(01:33) China's Manufacturing Ecosystem Advantage
(04:53) Hurdles To Scaling Domestic Production
(07:36) Agentifying The AI Factory
(10:23) AI Infrastructure As National Security
--
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.
AIUC CEO Rune Kvist explains how AI insurance works, why catastrophic risks can be audited without insuring total losses, and why novel agentic failure modes like loss of control and autonomous cyberattacks are changing frontier liability. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS:
X | https://twitter.com/MTSlive
YouTube | https://www.youtube.com/@mtsituation
Spotify | https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM
Apple | https://podcasts.apple.com/us/podcast/mts/id1891088763
Substack | https://mtslive.substack.com/
Interested in sponsoring the show? sponsors@mts.now
--
Brought to you by:
Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc
Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
Arena - Measuring AI performance in the real world. https://arena.ai/
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
--
Timestamps:
(00:00) Introduction
(00:53) What AIUC Does
(02:27) Pricing AI Risk
(05:08) Insuring Catastrophic Risks
(09:21) Changing Nature Of Risk
(14:06) Allocating AI Liability
(19:57) Establishing Multi-Agent Causation
(22:46) AI Insurance Standard
--
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.
Prosper AI co-founder Xavier De Gracia discusses how specialty outpatient practices lose $108B annually from missed phone calls, delayed follow-ups, and billing errors, and how AI agents can recover up to $125k per physician annually. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
--
--
MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS:
X | https://twitter.com/MTSlive
YouTube | https://www.youtube.com/@mtsituation
Spotify | https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM
Apple | https://podcasts.apple.com/us/podcast/mts/id1891088763
Substack | https://mtslive.substack.com/
Interested in sponsoring the show? sponsors@mts.now
--
Brought to you by:
Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc
Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
Arena - Measuring AI performance in the real world. https://arena.ai/
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
--
Timestamps:
(00:00) Introduction(00:50) Recovering Revenue With AI(01:40) Shifting Focus to Revenue(03:26) Solving Missed Patient Calls(04:35) Providers Versus Insurers AI(06:19) Measuring Practice Financial Upside(07:49) Future of Independent Practices(08:14) What is Coming 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.