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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:
    A New Golden Age of American Science: FAI Science Director Explains | Ian Banks Jul 23, 2026
    Show notes

    Ian Banks joins MTS to discuss federal science policy reform, AI-native autonomous laboratories, and the future of scientific apprenticeships.

    --

    https://x.com/banksianr

    --

    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:

    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

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

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

    Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts

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

    Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts

    --

    Timestamps:

    (00:00) Introduction

    (00:50) Assessing White House Science Policy

    (03:00) Evolution of Scientific Institutions

    (05:58) Reforming Federal Funding Mechanisms

    (13:58) Prioritizing Key Technological Frontiers

    (18:13) Implementing Autonomous Dark Laboratories

    (22:58) Modernizing Apprenticeships and PhD Models

    (25:48) Measuring Long Term Policy Success

    --

    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.


    The Data Center Argument Doesn't Make Any Sense | Nathan Leamer Jul 23, 2026
    Show notes

    Nathan Leamer joins MTS to discuss AI's impact on employment, the connection between data centers and reindustrialization, and emerging frameworks for national AI policy.

    --

    https://x.com/NathanLeamerDC

    --

    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:

    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

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

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

    Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts

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

    Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts

    --

    Timestamps:

    (00:00) Introduction

    (02:00) Collapse of Job Loss Myth

    (06:33) Changing Status of Physical Work

    (08:58) Hardware Zones Need Data Centers

    (11:53) Open Source and AI Communism

    (17:10) Federal Land National Computing Hub

    (21:07) Local Opposition to Data Centers

    (27:56) Regulating Frontier AI Model Safety

    --

    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.



    Applied Intuition’s Qasar Younis and Peter Ludwig on Building Intelligence for a Billion Machines | MTS Live Jul 22, 2026
    Show notes

    Qasar Younis and Peter Ludwig join MTS to discuss Dana, their new agentic platform for building physical AI applications at scale. They explain how physical AI differs from digital AI, why safety critical systems require fundamentally different approaches, and how they're working to bring intelligence to a billion machines across automotive, mining, agriculture, and defense.

    --

    https://x.com/qasar

    --

    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:

    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

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

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

    Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts

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

    Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts

    --

    Timestamps:

    (00:00) Introduction

    (00:01) What Dana Actually Does

    (00:05) The Bottlenecks In Physical AI

    (00:13) Who Captures AI Value

    (00:18) Ensuring System Safety At Scale

    (00:19) Predicting The Autonomous Market Structure

    (00:23) Industries Adopting Autonomy First

    (00:25) The Future Belongs To Builders

    --

    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.


    What Happens When We Lose Control? | Aengus Lynch Jul 21, 2026
    Show notes

    Aengus Lynch joins MTS to discuss the mechanics of agentic misalignment, the challenges of evaluating AI loss of control, and how formal verification can prevent unsafe model behavior. He shares insights from recent safety evaluations and explains why internal model reasoning poses new oversight risks.

    --

    https://x.com/aengus_lynch1

    --

    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:

    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

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

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

    Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts

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

    Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts

    --

    Timestamps:

    (00:00) Introduction

    (00:05) What Is Agentic Misalignment?

    (00:08) Evaluating Models For Alignment

    (00:12) Risks Of Loss Of Control

    (00:20) Formally Verifying Software At Theorem

    (00:24) Uninterpretable Internal Model Reasoning

    (00:27) Model Autonomy And Blackmail Scenarios

    --

    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.


    The Open Source AI Battle EXPLAINED | Sriram Krishnan Jul 21, 2026
    Show notes

    Sriram Krishnan joins MTS to discuss the impact of Chinese open source models, pricing pressures on frontier AI labs, and the legalities of model distillation. He shares his perspective on AI cybersecurity risks and how market capitalism supports the entire hardware and software stack.

    --

    https://x.com/sriramk

    --

    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:

    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

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

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

    Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts

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

    Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts

    --

    Timestamps:

    (00:00) Introduction

    (00:01) Impact Of Open Source Releases

    (00:05) How Frontier Labs Will React

    (00:07) US Regulation On Chinese Models

    (00:17) Government Policy On Automated AI

    (00:19) Open Source Models And CapEx

    (00:21) Life After Government Service

    --

    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.


    The Insane Plan to Manage Superintelligence (AI 2040 Explained) | Chris Painter Jul 18, 2026
    Show notes

    Chris Painter joins MTS to discuss AI 2040, the difference between AGI and ASI, and how recursive self-improvement could reshape AI progress. He explains monitoring systems for AI agents, the role of compute governance in international agreements, and the challenges of total research transparency.

    --

    https://x.com/ChrisPainterYup

    --

    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:

    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

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

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

    Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts

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

    Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts

    --

    Timestamps:

    (00:00) Introduction

    (00:36) Unpacking the AI 2040 Blueprint

    (00:05) Evaluating China's AI Incentives

    (00:11) AI 2040 vs AI 2027

    (00:17) Implementing Human in the Loop Verification

    (00:26) Analyzing Global Research Transparency Plans

    --

    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.


    Are Enterprise AI Agents a Total Fad? | Aghi Marietti Jul 18, 2026
    Show notes

    Aghi Marietti joins MTS to discuss the reverse information paradox, AI governance at the traffic layer, and token cost control. He explains how managing enterprise token paths and API infrastructure prevents companies from inadvertently giving away their intellectual property. He also shares his predictions regarding Meta's entry into the AI data center and cloud computing market.

    --

    https://x.com/sonicaghi

    --

    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:

    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

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

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

    Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts

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

    Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts

    --

    Timestamps:

    (00:00) Introduction

    (02:49) Tracking The Reverse Information Paradox

    (05:22) Deploying A Protective Infrastructure Layer

    (09:47) Defining AI Governance For Enterprises

    (13:41) Micro-Optimizing Token Economics And Cost

    (17:15) Navigating The Agentic Enterprise Reality

    (20:47) Analyzing Token Performance Growth Vectors

    (24:26) Assessing Meta's Tectonic Compute Shifts

    --

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


    Letting Autonomous Systems Take Control | Jonathan Slotkin Jul 18, 2026
    Show notes

    Jonathan Slotkin joins MTS to discuss the psychological difference between being safe and feeling safe in autonomous vehicles, the necessity of a federally mandated safety framework for machine intelligence, and how his firsthand experiences as a neurosurgeon shape his advocacy for radical industry transparency.

    --

    https://x.com/slotkinjr

    --

    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:

    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

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

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

    Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts

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

    Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts

    --

    Timestamps:

    (00:00) Introduction

    (00:15) Advocating For Autonomous Vehicles On The Hill

    (04:15) Convincing The Public Beyond Raw Safety Data

    (07:34) Adapting Patient Experience Principles To Embodied Systems

    (14:02) Navigating Ethical Dilemmas And The Trolley Problem

    (18:50) Requiring Federally Mandated Safety Frameworks and Reporting

    (23:36) Tracking The Legislative Evolution From 2017 To 2026

    (28:02) Unpacking Teamsters Unions And The Geopolitics Of Autonomy

    --

    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.


    What's REALLY Ruining the Power Grid? | Shanu Matthew Jul 17, 2026
    Show notes

    Shanu Matthew joins MTS to discuss data center economics, electricity market constraints, and infrastructure bottlenecks for AI. He explains why data centers have not historically driven electricity rate increases, the operational complexity of behind-the-meter power generation, and the permitting challenges facing hyperscalers building AI compute capacity.

    --

    https://x.com/ShanuMathew93

    --

    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:

    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

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

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

    Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts

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

    Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts

    --

    Timestamps:

    (00:00) Introduction

    (00:02) Data Centers and Electricity Rates

    (00:07) Breaking Down Supply Chain Bottlenecks

    (00:11) The Grid vs Behind the Meter

    (00:19) The Economics of Frontier Campuses

    (00:23) Permitting Red Tape and Local Backlash

    --

    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.


    Are the NIMBYS totally cooked? | Josh Zoffer Jul 17, 2026
    Show notes

    Josh Zoffer joins MTS to discuss the strategic importance of domestic data center development, the history of offshoring critical mineral supply chains to China, and the policy tools needed to support American manufacturing.

    --

    https://x.com/joshzoff

    --

    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:

    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

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

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

    Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts

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

    Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts

    --

    Timestamps:

    (00:00) Introduction

    (00:01) Thesis of the Financial Times Op-ed

    (02:59) Why Critical Mineral Supply Chains Offshored

    (06:11) Overcoming NIMBY Obstacles to Infrastructure

    (11:42) Deep Roots of Anti-AI Sentiment

    (14:55) The Path to Reindustrializing America

    (23:03) Policy Wish List for Industrial Growth

    (25:27) The True Cost of Cheap Imports

    --

    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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