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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

Latest Episodes:

AI Has Solved Software — Now Hardware Eats the World Aug 29, 2026

Show notes

Jen Kha joins MTS to discuss Andreessen Horowitz's new $1.1 billion Machine Age fund, the physical infrastructure bottlenecks constraining AI development, and how countries are accelerating technology adoption as a national priority. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

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https://x.com/jkhamehl

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

Follow MTS:

X | ⁠https://twitter.com/MTSlive⁠

YouTube | ⁠https://www.youtube.com/@mtsituation⁠

Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠

Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠

Substack | ⁠https://mtslive.substack.com/⁠

Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠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

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Timestamps:

(00:00) Introduction

(01:05) The Machine Age Thesis

(02:32) Why A Standalone Vehicle

(04:27) LP Demand For Hardware

(10:20) AI As Geopolitical Priority

(15:47) Data Center Backlash Realities

(20:38) Diligencing Hardware Founding Teams

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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.

US Chip Export Controls Are Backfiring | Jon Y Aug 29, 2026

Show notes

Jon Y joins MTS to discuss US semiconductor export controls, China's efforts to build indigenous chip capacity, and the role of industrial policy in global technology supply chains. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

--

https://x.com/asianometry

--

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) Impact of AI Export Controls

(00:07) Restricting Manufacturing Equipment vs Chips

(00:09) CXMT and Global Memory Competition

(00:10) Asian Industrial Policy Models

(00:18) Asianometry's Content Creation Process

(00:19) Chokepoints and Supply Chain Resiliency

(00:22) Favorite Cities Across Asia

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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.

Cheap Chinese AI Will Destroy US Margins | Aaron Levie Aug 28, 2026

Show notes

Aaron Levie joins MTS to discuss why open weights models drive AI progress, how model routing creates value for enterprises, and why software engineering ambition expands with AI capabilities. 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) Meaning of Jensen Huang's Open-Weights Letter

(00:04) Distillation as Normal Economic Activity vs Illegal Act

(00:08) Dangers of US Reliance on Chinese Open-Weights Models

(00:13) Consequences of US Open Sourcing a Frontier Model

(00:18) Business Strategy Behind Closed vs Open AI Models

(00:20) Box Evals and Industry Performance of Claude Opus 5

(00:25) Impact of AI on Software Engineering Hiring and Roles

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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 20 Top VC Firms Are Joining Forces | True Ventures Aug 28, 2026

Show notes

Madeline Minshew and Tony Conrad join MTS to discuss Connected Stack, True Ventures' approach to early-stage investing, and the evolving landscape of enterprise AI adoption. They explore how venture firms are collaborating to support founders, the shift from token maximization to cost-conscious model selection, and the behavioral changes required for AI to deliver real value at scale. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

--

https://x.com/madelineminshew

https://x.com/tonysphere

--

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

(01:32) True Ventures Background

(05:01) Identifying Exceptional Founders

(07:58) Connected Stack Inception

(09:09) VC Firm Collaboration

(11:15) Last Year's Outcomes

(15:46) Outsider Audience Takeaways

(19:32) Enterprise AI Future

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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.

1,200 AI Agents Colluded to Hack Hugging Face | Ryan Greenblatt Aug 28, 2026

Show notes

Ryan Greenblatt joins MTS to discuss the independent investigation of AI agent coordination in the OpenAI Hugging Face incident, the mechanisms behind reward hacking behavior, and the implications for control and alignment strategies. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

--

https://x.com/RyanGreenblatt

--

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) Why Agents Attacked Hugging Face

(00:02) Surprising Scale of Multi-Agent Coordination

(00:04) Why Models Sacrificed Themselves for Others

(00:06) Most Unexpected Findings from Investigation

(00:12) Root Causes of RL Environment Hacking

(00:17) Overfitting Risk and Deceptive Alignment Concerns

(00:25) Implications for AI Control and Oversight

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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.

You Can't Grow Out of This Debt | Trevor Chow Aug 27, 2026

Show notes

Trevor Chow joins MTS to discuss how long-term real interest rates can signal expectations about transformative AI, the relationship between economic growth and bond markets, and the implications for sovereign debt and emerging markets. Check out our sponsor Lovable: ⁠https://lovable.dev.⁠ Turn ideas into software people love.--⁠https://x.com/tmychow⁠--

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) Core Thesis Behind AGI Market Signals (00:03) Why Interest Rates Haven't Exploded (00:07) Interest Rate Targets in AGI Takeoff (00:09) Hyperscaler Debt and Bond Market Signals (00:13) Emerging Markets Face Sovereign Debt Crisis (00:19) Why Sovereign Nations Aren't AGI-Pilled (00:22) How Investors Can Trade on AGI

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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.

Every AI Lab Is Making the Same Bet | Evan Conrad Aug 26, 2026

Show notes

Evan Conrad joins MTS to discuss compute market liquidity, the transition of Fortune 500 companies into frontier labs, and why auto research changes the capital bottleneck in AI infrastructure. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

⁠https://x.com/evanjconrad⁠

--

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

(01:34) What Is San Francisco Compute?

(03:09) Will Neo Labs Become Neo Clouds?

(06:28) Will Compute Get 10x More Expensive?

(08:11) Will Big Labs Own All Compute?

(09:37) Is Talent Less Important Than Compute?

(17:35) How SF Compute Solves Risk

(23:25) Trades To Make On Compute

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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 Everyone is Leaving Big Tech Right Now | TalentWatch Aug 26, 2026

Show notes

This episode of TalentWatch breaks down the latest high-stakes shifts in the AI industry, tracking major talent acquisitions and massive funding rounds across leading tech companies. This episode features a live interview with Chris Perry to discuss his transition from Google to founding an AI startup, the evolution of agentic AI applications beyond chatbots, and career strategies for talent navigating 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

(00:09) Leaving Google After 13 Years

(00:11) What Makes Agents Unique

(00:13) Building Beyond Chatbot UIs

(00:15) Big Tech vs Startup Velocity

(00:19) Redefining Success in AI

(00:20) The Big Tech Exodus Trend

(00:22) Advice for AI Career Moves

--

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

AI Labs are Simply Cooked | Jerry Tworek Aug 26, 2026

Show notes

Jerry Tworek joins MTS to discuss building automated AI labs, rethinking neural network architectures beyond transformers, and the path to fully automated companies. He shares the story behind OpenAI's o-series reasoning models and explains why he believes human researchers have approximately two years before AI can fully automate research workflows. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

https://x.com/MillionInt

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) What Is Core Automation?

(00:06) Two-Year AI Research Horizon

(00:14) Beyond the Transformer Architecture

(00:23) Alignment and Incentive Problems

(00:33) Automating Modern Enterprise Structures

(00:38) The Genesis of Reasoning Models

(00:43) Core Automation Product 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.

AI is Reading What You Say About It | Deepfates + Larissa Schiavo Aug 25, 2026

Show notes

Deepfates and Larissa Schiavo join MTS to discuss agent ecologies, multi-agent coordination, and model psychology. They explain why current safety benchmarks fail when real-world agent interactions trigger emergent behavior. The pair also outlines their vision for Grove Research and the future of human-AI coexistence. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

--

https://x.com/deepfates

https://x.com/lfschiavo

--

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

(00:52) Launching Grove Research

(01:31) Defining Agent Ecologies

(07:02) The Hugging Face Incident

(11:13) Why AI Can Hear Us

(14:04) Emerging AI Religiosity

(20:16) Lessons From Moltbook

(23:06) What Agents Want

(29:56) Decoding Model Psychologies

--

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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