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
Bilawal Sidhu joins MTS to discuss world models, the role of radio frequency and satellite data in modeling physical reality, and applications spanning robotics, weather prediction, and real-time simulation. 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
(00:56) What Is a World Model?
(05:49) Best Inputs for World Models
(08:08) Current and Future Applications
(12:14) Universal vs Specialized World Models
(16:26) Simulating Societies and Governance
(18:45) Main Adopters of 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.
Ruxandra Tesloianu joins MTS to discuss Anthropic's protein binder design work, Moderna's mRNA cancer vaccine results, and how intelligence is not the main bottleneck in drug discovery. 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
(00:47) Anthropic Claude Binder Progress
(04:49) Testing Models Across Bio Labs
(06:27) Dual Use Bio Risk Reality
(08:47) Why Intelligence Isn't Bottlenecking Bio
(13:22) Moderna mRNA Trial Breakthroughs
(19:20) Cancer Screening vs Prevention Realities
(21:53) Accelerating Rare Disease Therapies
--
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.
Peter McCrory joins MTS to discuss why AI hasn't increased unemployment despite rapid capability advances, how AI is functioning as a skill-biased technology that complements human expertise, and the possibility of economic singularities driven by recursive self-improvement and collapsing transaction costs. 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) Why Hasn't AI Increased Unemployment?
(00:03) Assessing Future White-Collar Job Risks
(00:07) What It Takes to Automate Jobs
(00:10) Transitioning Jobs Through Structural Transformation
(00:14) Could Paradigm Shifts Automate Entire Firms?
(00:20) Will Powerful AI Cause Explosive Growth?
(00:23) Three Economic Singularities on the Horizon
--
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.
FULL INTERVIEW: Martin Casado says AI is the first technology where you can put in $10 and reliably get something back. Everything before it was engineer, wait two years, cross your fingers. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.@martin_casado is the @a16z GP behind the firm's investments in both Cursor and OpenRouter. Days after SpaceX closed the $60B Cursor deal and Stripe agreed to buy OpenRouter, he sat down with @theojaffee and @sophiadew to cover whether the labs win everything, when the subsidies stop, and why RSI is the wrong term:02:24 whether decades of experience still matter in AI03:48 what you would have done with a billion dollars ten years ago04:56 20 people, $2 billion, one model06:48 why more private capital grows the TAM rather than inflating it07:35 the a16z conversation about going all-in on AI, seven years before GPT08:39 why balance-sheet investors keep misreading these companies10:36 the full case for the labs winning everything12:12 why he thinks RSI is the wrong term, and what autocatalytic means13:42 the full case against the labs winning everything15:25 supply constraints easing in 2028, and his 80/60 split17:12 why models turned out to be much stickier than anyone assumed18:18 why real model routing is an AI-complete problem21:13 what happens when the subsidies stop21:36 how AI broke marketing, and why you can now buy users with a dollar23:30 the Chinese operations arbitraging $200 subscription plans25:43 the CMO is turning into a CFO29:46 why Cursor iterated faster than anything he's seen outside an Elon company32:21 what both deals say about strategic value versus business quality34:10 why he doesn't think a VC's job is to know where to build38:35 "as long as there's a hill for me to climb"
--
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
--
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.
Katie Kirsch joins MTS to discuss how billion-dollar funding rounds are reshaping AI talent competition, major moves at OpenAI and Google DeepMind, and why tracking where researchers go reveals where the industry is heading. 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
(00:01:17) Tracking OpenAI Leadership Departures
(00:03:03) High-Profile Recruits Joining OpenAI
(00:04:08) Google DeepMind Leadership Shifts
(00:05:50) Elite Researchers Launching Startups
(00:06:32) Major AI Funding Rounds
(00:09:00) Key Signals In Talent Movements
--
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.
Yong Zheng-Xin joins MTS to discuss how LLMs can accelerate scientific discovery through interconnected knowledge, the challenges of achieving recursive self-improvement safely, and what explains variation in research acceleration across different domains. 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
(00:38) Thesis Behind "LLMs Can Jump"
(03:07) Explaining Accelerated Scientific Discoveries
(09:25) Re-Deriving General Relativity Without Einstein
(11:39) How Interconnected Knowledge Enables Continual Learning
(14:47) Physical Bottlenecks in Biological Research
(18:39) Instilling Diversity for Abductive Reasoning
(24:49) Ensuring Safety During Self-Improvement
--
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.
Chad McCoy joins MTS to discuss containerized edge manufacturing, disposable drone warfare, and autonomous targeting systems. He outlines how mobile factories print military hardware directly in combat zones to overcome supply chain delays. He also shares insights on defense startup venture capital and China's manufacturing parity with the United States.
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:
(00:00:00) Introduction
(00:00:58) Containerized Edge Factories In War
(00:04:06) Printing On-Demand Hardware At Edge
(00:06:38) Shift Toward Disposable Strike Drones
(00:10:28) Autonomy In Drone Targeted Strikes
--
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.
Keller Cliffton joins MTS to discuss Zipline's partnership with Uber to scale autonomous drone delivery to one million deliveries per day, the technical and regulatory challenges of building reliable autonomous logistics systems, and how instant delivery could expand the market from 5 billion to 50 billion deliveries annually in the US. 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:
(00:00:00) Introduction
(00:00:56) Uber Eats Strategic Partnership Announcement
(00:03:40) Core Technical Challenges In Drone Logistics
(00:06:39) Hardware Reliability And Testing At Scale
(00:08:14) Navigating US Airspace Regulatory Approvals
(00:11:14) Shifting Real-World Consumer Behaviors
(00:13:36) Founding Story And Lessons In Naivete
(00:15:23) Building Useful Sci-Fi Inspired Technology
--
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.
FULL INTERVIEW: Matic Robotics co-founder Mehul Nariyawala reveals how his team cracked the hardest problem in home robotics: mapping chaotic real homes to five-nines accuracy. He talks Silicon Valley origins, an Elon Musk comparison, a live voice-command demo, and the wild story behind Roomba's $199 price tag. 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
(01:14) Defining Level Five Home Robots
(07:13) Introducing Speech and Gesture Cues
(10:12) Future Multimodal Feature Capabilities
(11:18) Roadmap Beyond Vacuuminging Chores
(16:13) Mapping Homes and Spatial Reasoning
(21:46) Challenges of Unsupervised Home Robotics
(25:34) Timeline for Consumer Mainstream Adoption
--
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.
Rev Lebaredian joins MTS to discuss NVIDIA's AI factory design in Armenia, the concept of sovereign AI and national compute independence, and how infrastructure investment can transform a country's technical 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. http://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 https://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
(00:01:04) What Is Operating in Hrazdan Today
(00:01:29) What DSX Changes in Factory Design
(00:03:59) First Consumers of the Initial Compute Capacity
(00:06:01) Why Every Nation Needs Local Compute
(00:07:41) Defining Sovereign AI and the Five-Layer Cake
(00:10:36) How Compute Changes Armenia's Trajectory
--
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.