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
Adam Thierer, Resident Senior Fellow at the R Street Institute, critiques effective altruism's approach to AI safety. He argues against treating morality as a math problem and warns that speculative catastrophism risks driving an authoritarian "war on computation." 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
(00:00) Critique of Effective Altruism
(01:34) Alignment as a Math Problem
(03:22) Productive Approaches to AI Risk
(04:57) EA Methods and War on Computation
(07:19) Evolving Views on AI Safety
--
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.
Alexander Amini, Chief Science Officer of Liquid AI, discusses the launch of their 24B MoE model (LFM 2.5), local vs. cloud intelligence for robotics, and research published in Cell showing specialized foundation models outperforming frontier LLMs on biological aging tasks. 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
(00:43) LFM 2.5 MoE Release
(01:47) Specialized Local Models vs Cloud
(03:43) Why Users Are Going Local
(05:46) Edge Intelligence in Robotics
(08:31) Specialized Models in Biology Study
(12:01) Massive Multimodal Future
--
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.
Box CEO Aaron Levie discusses the massive compute and infrastructure bottlenecks facing the future of AI agents, explaining why enterprise workflows and agent swarms will consume 100x to 1,000x more compute than personal AI assistants. 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
(01:50) Future Compute Demand Drivers
(07:11) Enterprise Workloads Scale AI
(09:42) Designing Safe Agent Infrastructure
(13:27) Physical Compute Infrastructure Trends
(17:46) Why Enterprise Deployment Takes Time
--
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.
Samsara VP of Product Brendan O'Driscoll discusses the general availability launch of Agent Studio, explaining how voice agents, no-code builders, and physical AI are reshaping real-world operations in fleet management, safety coaching, and site logistics. 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
(00:59) Platform Evolution at Samsara
(02:14) General Availability of Agent Studio
(03:37) Voice as the New UI
(04:53) Real World Fleet Use Cases
(08:24) Proprietary Operations Data Advantage
(10:44) Customized Spaces for Enterprise Personas
(13:02) Rethinking AI Adoption in Operations
(17:27) What Is Next for Samsara
--
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.
Factory Head of Product Taylor Savage breaks down why cloud agents and orchestration primitives are replacing local developer setups, how Factory isolates AI execution environments, and why AI harnesses must remain separate from frontier model providers. 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
(01:14) What Is An Orchestration Primitive
(02:15) Why Move Agents To Cloud
(04:10) How Factory Environment Product Works
(09:07) How To Control Agent Costs
(15:18) Why Separate Harnesses From Models
(22:16) What Defines A Product Company
(27:42) What Is Next For Factory
--
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.
Tulsee Doshi, product lead for Gemini models at Google DeepMind, discusses the launch of Gemini 4 Argon. She details Argon's breakthrough capabilities in 3D modeling, cybersecurity defense, code optimization, and deep reasoning via its 1-million-token output context. She also breaks down Google's rollout strategy, internal testing results, and chain-of-thought safety monitoring. 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:
(00:33) Introduction
(00:55) Gemini 4 Argon 3D Capabilities
(01:40) Workflows For Hardest Problems
(03:34) Anti-Gravity Usage Today
(06:38) Fairwind Launch Decision
(09:48) Million Token Context Window
(11:02) Safety And Chain Monitoring
(13:45) Internal Google Use Cases
--
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.
Brendan McCord discusses why current AI safety pacing proposals fail due to ill-defined power and enforcement against defectors. He outlines a three-layer governance model built on liability, mutual insurance pools, and pre-specified public rules, while advocating for "philosopher builders" creating market-based AI institutions. 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) Critiquing Nick Bostrom
(03:51) Debating Pacing and Safety
(06:28) Three-Layer Governance Model
(08:31) Backing Philosopher Builders
(10:29) Speed of Private Institutions
(12:25) Reviving Big Philosophical Ideas
(15:47) Decoupling and Decentralizing 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.
Gusto Senior Economist Nich Tremper discusses new findings showing that small businesses adopting AI expanded headcount 7% faster than peers, with the strongest growth concentrated in firms with under 10 employees. He outlines how productivity gains from AI are driving hiring across non-tech industries like community services, healthcare, and trade contracting rather than displacing workers. 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
(00:54) Small Business AI Headcount Gains
(02:35) AI Hiring Across Sectors
(05:14) How AI Productivity Drives Growth
(06:27) Record High Small Business Formation
(08:50) Future Outlook On US Jobs
--
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.
Institute for Progress Senior Technology Fellow Ben Schifman discusses the bipartisan American Affordability and Jobs Act (BAJA). He breaks down how the bill imposes hard permitting review timelines, speeds up federal litigation, and alters electrical grid transmission rules to accelerate US infrastructure. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS:
X | https://twitter.com/MTSlive
YouTube | https://www.youtube.com/@mtsituation
Spotify | https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM
Apple | https://podcasts.apple.com/us/podcast/mts/id1891088763
Substack | https://mtslive.substack.com/
Interested in sponsoring the show? sponsors@mts.now
--
Brought to you by:
Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc
Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/
Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
Arena - Measuring AI performance in the real world. https://arena.ai/
Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
--
Timestamps:
(00:00) Introduction(00:33) Bipartisan BAJA Legislation(01:16) Impact Of Permitting Reform(04:26) Odds Of Congressional Passage(05:54) Regulatory Changes Versus Statutory Reform(08:34) Construction Timelines Under BAJA(11:28) Permitting Certainty And Anti-Revocation(13:23) Bipartisan Momentum For Infrastructure
--
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.
Applied Research Lead and former theoretical physicist Dr. Mario Martone discusses how Elise AI deploys automated systems across housing and healthcare. He breaks down managing real-time voice latency for 5 million monthly calls, fine-tuning open-source models, and why LLMs aren't the answer for renewal risk predictions. 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
(00:40) From String Theory To AI
(03:31) Machine Learning Versus LLM Stack
(05:23) Why LLMs Fail At Determinism
(09:58) Managing Real-Time Voice Latency
(14:51) High Stakes Of Automated Decisions
(18:02) Automating Housing Leasing Operations
(19:32) Lowering Affordable Housing Tech Costs
--
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.