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    Technology

    MTS

    MTS is a live news and interview show covering technology, business, politics, and culture as it happens.

    Welcome to the situation room.

    https://x.com/MTSlive

    Advertise
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    • Google Play
    • Spotify

    Latest Episodes:
    AI Interaction Is Replacing Pure Intelligence | Ashley Kramer Sep 30, 2026
    Show notes

    ElevenLabs Chief Revenue Officer Ashley Kramer discusses the launch of Eleven V4, their architecture shift, expanding to 90+ languages, and their founding partnership with OpenAI's new Marketplace. She also breaks down how Eleven Agents powers enterprise workflows—like Klarna and Seven Rooms—and reflects on the company's new $300M employee tender at a $22B valuation. 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

    (01:41) Architectural Shifts in v4

    (02:36) Speed Versus Expressivity Trade-offs

    (04:02) New Models and Use Cases

    (07:18) Eleven Agents and OpenAI Marketplace

    (08:23) Enterprise Agent Use Cases

    (11:09) Full Stack vs Custom Agents

    (13:11) $22B Valuation and Future Vision

    --

    Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.



    Frontier AI Models Are Losing Monitorability | Reilly Haskins Sep 30, 2026
    Show notes

    METR technical staff member Reilly Haskins discusses their new research note on live, per-action monitoring systems designed to catch hazardous actions during AI evaluations. He outlines the technical limits of frontier model monitoring, how fast-advancing capabilities degrade transparency, and how organizations can enforce automated AI safeguards. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

    --https://x.com/ReillyHaskins02--


    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) Per-Action Blocking Monitors (03:11) Monitoring Inference Coverage (04:07) Evasion And Prompt Injection (06:14) Model Monitorability Trends (09:49) Why Watch AI Agents (10:28) Identifying Risky Evaluations (11:59) Enforcing Automated Safety Rules

    –

    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.



    Bots Already Make Up 60% of All Web Traffic | Kyle Jeong Sep 29, 2026
    Show notes

    BrowserBase growth engineer Kyle Jeong breaks down how computer use agents evolved from slow, inaccurate coordinate clicking to executing code and leveraging accessibility tree snapshots. He also explores the emerging infrastructure for agent web access, including WebMCP, Cloudflare’s Web Bot Auth protocol, and agent verification. 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) How Astra Computer Use Works

    (05:17) Code Execution vs. Visual Navigation

    (08:04) Computer Use Benchmarks Saturated

    (09:45) Web Infrastructure for AI Agents

    (14:00) Agent Verification and Identity Protocols

    (16:06) Limits of MCPs vs. Browser Agents

    (18:08) Making Websites Agent Ready

    –

    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.



    Both Sides Are Overconfident On AI | Toby Ord Sep 29, 2026
    Show notes

    Oxford researcher Toby Ord breaks down the power-law mathematics of agent swarms, how parallel AI coordination alters recursive self-improvement timelines, and why transformative AI could arrive before 2030. 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

    (00:39) Swarm Scaling Laws Explained

    (00:37) Accelerating Recursive Self-Improvement

    (08:11) Why Swarms Scaled Recently

    (09:44) Forecasting AI Capability Timelines

    (13:50) Regulating Superintelligence via FLOPs

    (15:35) Effective Altruism Origins

    (20:19) Countering Doomer Cult Claims

    --

    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 AI Agent Costs Spike 10x Day to Day | Vinay Seshadri Sep 28, 2026
    Show notes

    Chargebee Senior Director of Product Management Vinay Seshadri introduces OpenAUDR (Agent Usage Detail Record), an open data standard modeled after telecom Call Detail Records to accurately track, attribute, and invoice multi-layered AI agent run costs across tools, harnesses, and router models. 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

    (01:15) Introducing Agent Usage Detail Record

    (04:01) Why Tracking Agent Costs Is Hard

    (06:33) What Changed in AI Tech Stacks

    (08:12) Why Launch OpenAUDR Now

    (09:28) Impact of Falling Model Prices

    (10:42) What Is Next for Chargebee

    –

    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.



    Better Models Are the Only Solution | Eddy Lazzarin Sep 27, 2026
    Show notes

    Eddy Lazzarin, General Partner at a16z Crypto, discusses the changing AI safety discourse, arguing that market mechanisms and cybersecurity are better tools for risk than central coordination. He outlines why capabilities progress will improve mechanical interpretability, why local models enhance security, and why the "pause" movement lacks practical legs. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.--https://x.com/eddylazzarin

    --

    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(02:57) Where AI Doom Arguments Fail (07:28) Why Accelerating AI Improves Interpretability (10:32) Liability for Autonomous AI Incidents (11:43) Distributed vs Decentralized AI Evaluation (17:57) Managing Deceptive AI Alignment Risks (22:29) Disentangling AI Safety and Rationalism (26:44) Predictions for AI Discourse Shifts

    --

    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.


    Human Tissue Testing Beats Animal Trials | Andrei Georgescu Sep 27, 2026
    Show notes

    Vivodyne co-founder and CEO Andrei Georgescu discusses how the company's automated, data-center-scale human tissue labs enable drug discovery and safety testing without animals or people. He outlines their 92–94% predictive accuracy, their reinforcement learning framework for biology, and how frontier labs like Anthropic are approaching wet-lab integration. 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

    (02:12) Human Data Beats Animal Accuracy

    (07:03) Scaling to Data Center Levels

    (10:42) Origin of Organ Chips

    (12:36) Reinforcement Learning for Biology

    (14:28) Frontier AI Labs Building Wet Labs

    (17:10) Timeline for AI Cures

    --

    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 Formal Verification Stops AI Reward Hacking | Theorem Sep 27, 2026
    Show notes

    Theorem co-founders Jason Gross and Rajashri Agarwal discuss how formal verification can make AI-generated code safer and enable inescapable agent sandboxes. They break down why traditional proof assistants fail to scale and reveal their strategy to hide formal verification under standard developer workflows. 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) What Formal Verification Actually Means

    (02:17) Why Model Verification Fails to Scale

    (07:37) The Real Bottleneck in Formal Verification

    (10:14) Hiding Formal Verification From Developers

    (12:14) Building Inescapable AI Agent Sandboxes

    (21:03) Asymmetric Cybersecurity and AI Alignment

    --

    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 the Next Big Network Replaces LinkedIn | a16z New Media Team Sep 26, 2026
    Show notes

    a16z partners David Booth and Katie Goldstein launch Cosign, the AI-powered professional network positioned as "the LinkedIn killer". They break down how public vouches, curated lists, and automated context capture replace self-promotional resumes with a true reputation layer for tech. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.



    https://x.com/katiesquestions


    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

    (01:13) Origin Story of Cosign

    (02:49) Why Launch Cosign Now

    (04:19) What Problem Cosign Solves

    (04:58) Venture Capital Network Thesis

    (08:35) Live Cosign Product Walkthrough

    (13:51) How Cosign Replaces LinkedIn

    (19:48) Big Picture Vision Ten Years Out

    --

    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.


    Anonymous Group Chats Are the Only Real Free Speech | Curtis Yarvin Sep 26, 2026
    Show notes

    Curtis Yarvin joins the show to discuss Urbit Lodges, a cryptographically secure, strongly anonymous messaging platform designed to protect high-stakes "whisper networks" and private conversations from doxxing and style-fingerprinting. He also breaks down why he believes AI doom theories are fundamentally flawed, arguing that advancing AI systems function as increasingly predictable tools rather than autonomous, power-seeking entities. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.



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    --

    Timestamps:

    (00:00) Introduction

    (01:12) What Is Urbit Building Today?

    (03:47) How Urbit Lodges Prevents Doxxing

    (09:46) The Rise of Invite-Only Networks

    (13:54) Why Decentralization Lost to Centralized Servers

    (18:19) Small Gated Spaces and Whisper Networks

    (22:17) Why Smarter AI Makes Systems Safer

    --

    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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