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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
    • Apple Podcasts
    • Google Play
    • Spotify

    Latest Episodes:
    Persuasion Models Outperform Claude and ChatGPT | Dan Lee Nov 08, 2026
    Show notes

    Dan Lee, co-founder and CEO of Nooks, explains how their $500M non-dilutive capital facility from General Catalyst powers specialized AI agents to automate the revenue lifecycle. He outlines why sales is a persuasion problem rather than pure reasoning, details training open-weight models against Claude and ChatGPT, and debuts Node, an AI assistant for sales teams. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.



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

    Follow MTS:

    X | ⁠https://twitter.com/MTSlive⁠

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

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

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

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

    Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠

    –

    Brought to you by:

    Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc

    Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/

    Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.

    Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠

    ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts

    Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠

    Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com

    Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more

    Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com

    AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com

    Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/

    –

    Timestamps:

    (00:00) Introduction

    (00:54) The $500M Agent Deployment

    (01:54) Where AI Fits in Sales

    (04:43) Why Capital Transforms Sales

    (07:14) Can AI Outperform Human Persuasion

    (10:08) The Macro Impact on Everything

    (12:42) One-Year Timeline for Revenue Systems

    (13:16) Launching the Node Sales Assistant

    –

    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.



    California Spending Is Up 72% Since 2019 | Joshua Rauh Nov 07, 2026
    Show notes

    Stanford finance professor Joshua Rauh breaks down why California’s proposed Prop 40 billionaire wealth tax faces low odds and threatens to accelerate capital flight. He explains how state and federal proposals could tax unrealized startup equity, and argues California’s structural deficit stems from runaway spending rather than a lack of tax revenue. 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

    (00:55) California Proposition 40 Wealth Tax

    (03:42) National Wealth Tax Prospects

    (07:03) Bay Area Transit Measures

    (10:32) Outro And Episode Wrap

    –

    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 Swarms Won’t Cause Explosive Growth | Alex Imas Nov 07, 2026
    Show notes

    Google DeepMind Director of AGI Economics Alex Imas breaks down why hockey-stick AI model capabilities will not trigger explosive double-digit GDP growth. He explains how competitive markets drive automated output prices down, why firms operate as mosaic superintelligence, and how minimal AGI shifts labor into new high-wage markets. 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

    (01:02) Thesis on Organizing Intelligence

    (04:08) Discontinuous vs Moderate Growth

    (06:02) Cruxes in Explosive Growth Bet

    (09:28) Subjective Feeling of Growth

    (16:58) Minimal AGI Impact on Wages

    (18:37) Research Uplift From AI Agents

    (19:52) Human Roles in AI Workflows

    –

    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 Models Will Cure Alzheimer’s Within a Decade | Robin Guo Nov 07, 2026
    Show notes

    Former a16z investor Robin Guo explains how LionBio is developing nasal delivery platforms to bypass the blood-brain barrier for GLP-1s and neuropeptides. He discusses how frontier AI models are accelerating target discovery, why traditional pharma timelines are artificially slow, and how preventative neurotherapeutics could reshape diseases like Alzheimer’s over the next decade. 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

    (01:53) Why Peptides Are So Hyped

    (06:29) Dangers of Gray Market Peptides

    (09:14) Timelines for Mainstream Peptide Adoption

    (12:16) Why Consumer Biotech Matters Today

    (14:48) Personalized Medicine in Ten Years

    (18:58) AI Solutions for Preventing Alzheimer’s

    –

    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 Lets Amateurs Find Critical Zero-Days in Hours | Max Justicz Nov 07, 2026
    Show notes

    Security researcher Max Justicz explains how using OpenAI’s Daybreak Blue and an obliterated GLM 5.3 model enabled him to uncover severe zero-day exploits in apt and Android in just a few hours. He warns that frontier AI capabilities are lowering the technical bar for cyber offense, making widespread vulnerability discovery inevitable. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.
    --

    https://x.com/just1cz

    --

    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

    (02:22) Why No Major Cyber Harm Yet

    (04:36) Timeline From Bug to Patch

    (05:18) What Package Maintainers Should Do

    (06:11) Are Unaligned Models Net Good

    (07:56) Protecting Everyday Users and Devices

    (09:17) The Vanishing Hacker Skill Moat

    (10:38) Can Maintainers Patch Code First

    –

    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.




    Anthropic Sees Imminent RSI Acceleration | Herbie Bradley Nov 07, 2026
    Show notes

    AI researcher and writer Herbie Bradley joins MTS to break down Anthropic's amended S-1 filing on imminent RSI thresholds, why fast takeoff timelines are overblown, and why enterprise AI adoption is hitting organizational bottlenecks rather than capability walls. 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

    (01:01) Pushback on Radical AGI Centrism

    (05:18) What Makes an AI Eval Good?

    (11:38) Why General Superintelligence Could Stall

    (14:11) Will Centrists Cause a Market Crash?

    (17:33) Why Enterprise AI Diffusion Lags Behind

    (21:38) Anthropic S-1 and Imminent RSI

    (23:57) Path to Full Self-Sustaining Acceleration

    –

    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.


    AGI Was Achieved in February 2026 | Bernardo Aceituno Nov 06, 2026
    Show notes

    StackAI co-founder Bernardo Aceituno explains why open-weight models have caught up to frontier closed models for enterprise automation, arguing that AGI for enterprise tasks arrived in February 2026. He breaks down how soaring token bills and on-premise governance are driving 90% of enterprise workloads to open models, while outlining the remaining bottlenecks in visual understanding, memory, and benchmark trust. 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

    (00:38) The Shift to Open Source

    (02:00) How Enterprises Adopt Open Models

    (04:30) What Is Still Not Working

    (06:17) Non-Obvious Enterprise AI Trends

    (07:44) Personalized Agents in the Enterprise

    (08:57) The Reality of Enterprise Integration

    –

    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 Coding Tools Will Kill the Technical Moat | Ruby Thelot Nov 06, 2026
    Show notes

    Ruby Justice Thelot and Sofia Puccini explore how generative AI coding tools have eliminated the technical barrier for artists, igniting a resurgence of creative technology. They trace corporate-artist collaborations from Bell Labs and Xerox PARC to Sora and Anthropic, while unpacking the tension between corporate KPIs and experimental art.

    --

    https://x.com/being_on_line
    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:











    Agent Swarms Do Months of Work in Days | Dexter Horthy Nov 06, 2026
    Show notes

    HumanLayer founder and CEO Dexter Horthy breaks down why his multiplayer coding agent platform is joining Factory and open-sourcing its code base. He explains why agent swarms doing months of work in days force software planning to shift left, and outlines the engineering challenges of managing live multiplayer state, security, and governance across distributed agent harnesses. 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

    (00:48) Joining Forces With Factory

    (01:11) HumanLayer Features and Tools

    (02:14) The Multiplayer Coding Shift

    (03:09) Enterprise Challenges in Production

    (05:31) Scaling Infrastructure to Agent Swarms

    (09:36) Pushing the Frontier of Coding

    (10:11) What Comes Next for Factory

    –

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




    Frontier AI Models Fail at Automated Research | Qasim Wani Nov 06, 2026
    Show notes

    Extrapolate co-founder and former xAI researcher Qasim Wani argues recursive self-improvement is fundamentally a data bottleneck rather than a model training problem. He breaks down why today’s frontier models fail at automated AI research, how agents accidentally leak commit patches to reward-hack tasks, and why building high-quality environments is the true path to superintelligence. 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

    (01:01) Are We Entering RSI?

    (05:38) What Is True RSI?

    (07:43) Why Frontier Models Fail

    (09:56) Do Models Need Omniscience?

    (12:54) The Data Bottleneck Problem

    (16:45) Risks of AI Self-Improvement

    (18:56) Automating Lab Decisions Today

    –

    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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