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
Haseeb Qureshi joins MTS to discuss the Anthropic IPO's impact on crypto markets, the infrastructure enabling self-replicating AI, and how decentralized clouds create new vectors for autonomous 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:
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
Arena - Measuring AI performance in the real world. https://arena.ai/
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
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
--
Timestamps:
(00:00) Introduction
(01:16) Massive AI IPO Liquidity
(02:22) Crypto Impact Hypotheses
(06:50) Bitcoin Flowing Downstream
(08:33) DeFi Protocol Honeypots
(11:48) San Francisco Real Estate
(18:07) Self-Replicating Rogue AIs
(24:00) Why Agents Delayed
--
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.
For today's industry news, MTS host Sophia Dew discuss major AI infrastructure funding trends, rapid valuation growth among hardware and security startups, and how massive data center demands are reshaping startup financing. 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
--
Timestamps:
(00:00) Introduction
(00:38) Crusoe's Massive Cloud Deal
(00:02:26) FluidStack and Google TPUs
(00:03:15) Gimlet Labs Inference Cloud
(00:04:48) Wonderful Enterprise AI Agents
(00:06:53) Upwind Cloud Security Round
(00:07:55) iPronics Optical Switches
(00:09:00) Lyte Spatial Robotics Intelligence
--
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.
Guillaume Verdon joins MTS to discuss the launch of the open-source Z1T model family, the co-evolution of sparse transformer algorithms with thermodynamic hardware, and how sparse probabilistic processing achieves a 100x efficiency gain for data center inference workloads. 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
--
Timestamps:
(00:00) Introduction
(00:01) Training Transformers for Z1
(00:04) Achieving 140X Efficiency Gains
(00:07) Disaggregating the Traditional Compute Landscape
(00:09) Open Sourcing the Training Recipe
(00:12) Modifying Transformer Architecture Primitives
(00:14) Breaking Free From Hardware Lotteries
(00:15) Scaling Chip Connectivity and Sparsity
--
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.
Tom Lynch joins MTS to discuss data center power constraints driving local AI adoption, the role of US intellectual property law in open-source model development, and the future distribution of global AI inference 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
--
Timestamps:
(00:00) Introduction
(00:01:15) Cloud Renting Vs Local Inference
(00:02:51) Data Center Power Bottlenecks
(00:04:24) Dedicated Local Inference Hardware
(00:07:35) Enterprise Adoption Of Open Models
(00:11:13) Frontier Lab Cloud Incentives
(00:16:41) Cyber Capabilities Of Swarm Models
(00:21:08) US IP Law Suppressing Open Source
--
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.
This episode of TalentWatch discussed a major tech CEO transition, recent hiring trends across top AI frontier labs, and high-profile team departures from Meta. Laurel Prime also joins to talk about her transition from Google to founding a startup, her new travel AI venture Astravia, and the talent dynamics shaping the AI ecosystem. 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:
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
Arena - Measuring AI performance in the real world. https://arena.ai/
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
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
--
Timestamps:
(00:00) Introduction
(00:00) Tim Cook Steps Down
(00:03) Future of Apple Product
(00:10) Frontier Labs Talent Moves
(00:14) Meta AI Team Departures
(00:18) Why Leave Google Now
(00:19) Building Travel AI Astravia
(00:23) Pitching Top AI Talent
--
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.
Taylor Lorenz joins MTS to discuss AI anthropomorphization and liability, First Amendment protections for AI outputs, and California legislation restricting access to health information through chatbots. 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:
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
Arena - Measuring AI performance in the real world. https://arena.ai/
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
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
--
Timestamps:
(00:00) Introduction
(00:00:51) Anthropomorphizing AI Models
(00:02:50) Corporate Accountability for AI
(00:04:47) Legal Liability for Agents
(00:07:01) Fixing Incentives with Fines
(00:08:29) California Senate Bill 1119
(00:10:08) Future AI Speech Restrictions
(00:16:02) Bernie Sanders AI Op-Ed
--
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.
Can open source prevent AI power from concentrating? Co-author of Attention Is All You Need, Lukasz Kaiser, argues power concentration is a property of the transformer, not a permanent feature of AI.
In this episode, MTS host Sophia Dew visits the Open Source AI Summit in San Francisco to ask researchers and founders working at different layers of AI. 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:
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
Arena - Measuring AI performance in the real world. https://arena.ai/
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
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
--
Timestamps:
(00:00) Introduction
(01:20) Current AI Power Concentration
(02:55) Algorithmic Breakthroughs For Small Players
(04:46) Personal Open Source Tech Stack
(08:42) US Leadership In Open Models
(13:41) Creating American Open Source Incentives
(21:27) Benefits Of Open Weights Models
(22:31) Owning Enterprise AI Intelligence
--
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.
Animesh Garg joins MTS to discuss foundation models for robotics, the role of new labs and academic research, and emerging paradigms like VLA models and world 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:
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
Arena - Measuring AI performance in the real world. https://arena.ai/
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
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
--
Timestamps:
(00:00) Introduction
(00:54) Rise of Robotics Neo Labs
(02:37) Key Directions in Generalizable Autonomy
(04:28) Big Labs entering Robotics
(06:13) Hardware Standards and Academic Research
(09:24) Open-Source Sub-$1,000 Developer Robots
(11:20) Scaling US Humanoid Manufacturing
(13:09) Unifying VLA and World Models
--
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.
Julie Yoo joins MTS to discuss why healthcare will benefit more from AI than any other industry, how consumer health companies are disrupting traditional payment models, and the rise of AI native medical practices that combine real doctors with AI efficiency. 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:
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
Arena - Measuring AI performance in the real world. https://arena.ai/
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
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
--
Timestamps:
(00:00) Introduction
(00:01:14) Founder Background in Healthcare Tech
(00:09:12) Driving Factors of Healthcare Renaissance
(00:14:48) How AI Benefits Patient Healthcare
(00:20:59) Value of AI in Rare Diseases
(00:22:28) Key Opportunity Areas for Founders
(00:27:04) Decade Predictions for Healthcare Tech
--
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.
Herbie Bradley joins MTS to discuss agent swarm taxonomies, the dynamics of application-layer AI startups, and the long-term potential of von Neumann probes. He outlines how explicit continual learning affects enterprise market power and explains why specialized AI applications continue to thrive alongside major foundation model labs. He also shares his perspectives on robotics timelines, nanoscale self-replication, and existential risk. 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:
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
Arena - Measuring AI performance in the real world. https://arena.ai/
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
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
--
Timestamps:
(00:00) Introduction
(00:01:21) Coasean Economics of Agent Swarms
(00:04:17) Automating Workers Versus Automating Firms
(00:08:03) Why Model Labs Haven't Killed Application Startups
(00:12:00) Predicting Timelines for Self-Replicating Space Probes
(00:15:21) Managing Existential Risk and Nanobot Swarms
(00:20:07) Agent Swarm Taxonomy and Singletons
--
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.