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
Jordan Sanders and David Hansen join MTS to discuss Westmag's $11 million seed round, the state of drone motor and robot actuator manufacturing in the US, and building industrial capacity for the robotics industry.
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https://x.com/jordansanders0--
MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS:
X | ā https://twitter.com/MTSliveā
YouTube | ā https://www.youtube.com/@mtsituationā
Spotify | ā https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rMā
Apple | ā https://podcasts.apple.com/us/podcast/mts/id1891088763ā
Substack | ā https://mtslive.substack.com/ā
Interested in sponsoring the show? ā ā ā ā ā ā sponsors@mts.nowā ā
--
Brought to you by:
ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
Granola - The AI notepad. Try it once and never go back. https://granola.ai/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
(01:06) Seed Round Announcement
(01:30) State Of US Sourcing
(05:00) Bay Area Hardware Ecosystems
(06:29) Robotics Supply Chain Difficulties
(09:07) Five Year Technology Outlook
(11:47) Future Robotics Optimism
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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.
Sreeram Kannan and Gautham Anant join MTS to discuss coordination technologies for human-agent interaction in a post-AGI world, their work reverse engineering quantum computing solutions to improve Bitcoin security timelines, and building open platforms for agentic science.
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MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS:
X | ā https://twitter.com/MTSliveā
YouTube | ā https://www.youtube.com/@mtsituationā
Spotify | ā https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rMā
Apple | ā https://podcasts.apple.com/us/podcast/mts/id1891088763ā
Substack | ā https://mtslive.substack.com/ā
Interested in sponsoring the show? ā ā ā ā ā ā sponsors@mts.nowā ā
--
Brought to you by:
ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
Granola - The AI notepad. Try it once and never go back. https://granola.ai/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
(00:54) What Is Human-Agent Coordination?
(05:13) The ecdsa.fail Launch Explained
(06:02) How Gautham Cracked Google's Algorithm
(08:47) What Does This Mean for Bitcoin?
(11:03) Open Agentic Science Vision
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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.
Matt Dratch joins MTS to discuss the AI shadow output gap, how artificial intelligence may create unmeasured productivity gains in the economy, and the implications for monetary policy and inflation measurement.
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https://x.com/DratchCap
--
MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS:
X | ā https://twitter.com/MTSliveā
YouTube | ā https://www.youtube.com/@mtsituationā
Spotify | ā https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rMā
Apple | ā https://podcasts.apple.com/us/podcast/mts/id1891088763ā
Substack | ā https://mtslive.substack.com/ā
Interested in sponsoring the show? ā ā ā ā ā ā sponsors@mts.nowā ā
--
Brought to you by:
ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
Granola - The AI notepad. Try it once and never go back. https://granola.ai/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
(00:54) Reading the Sanders Proposal
(04:43) COVID, CARES Act, Emergency Policy
(09:14) Debunking AI Doomerism
(11:18) The AI Access Divide
(20:40) Fixing Wealth Concentration Without Sanders
(23:00) Who Feels Left Behind
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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.
Max Rose joins MTS to discuss Bernie Sanders' proposal to tax AI companies into a sovereign wealth fund, why AI resembles past industrial revolutions more than the social media era, and what a real access agenda for the technology should look like.
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--
MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS:
X | ā https://twitter.com/MTSliveā
YouTube | ā https://www.youtube.com/@mtsituationā
Spotify | ā https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rMā
Apple | ā https://podcasts.apple.com/us/podcast/mts/id1891088763ā
Substack | ā https://mtslive.substack.com/ā
Interested in sponsoring the show? ā ā ā ā ā ā sponsors@mts.nowā ā
--
Brought to you by:
ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
Granola - The AI notepad. Try it once and never go back. https://granola.ai/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
(00:54) Reading the Sanders Proposal
(04:43) COVID, CARES Act, Emergency Policy
(09:14) Debunking AI Doomerism
(11:18) The AI Access Divide
(20:40) Fixing Wealth Concentration Without Sanders
(23:00) Who Feels Left Behind
--
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.
Steven Sinofsky joins MTS to discuss the ongoing shift from centralized cloud infrastructure to localized device compute, how token cost structures and consumer hardware memory constraints influence the design of next-generation operating systems, and recent industry architecture announcements alongside the historical evolution of graphics processing unit integration.--https://x.com/stevesi
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MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS:
X | ā https://twitter.com/MTSliveā
YouTube | ā https://www.youtube.com/@mtsituationā
Spotify | ā https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rMā
Apple | ā https://podcasts.apple.com/us/podcast/mts/id1891088763ā
Substack | ā https://mtslive.substack.com/ā
Interested in sponsoring the show? ā ā ā ā ā ā sponsors@mts.nowā ā
--
Brought to you by:
ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
Granola - The AI notepad. Try it once and never go back. https://granola.ai/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) Computex: Inside Baseball, Global Reach
(03:19) NVIDIA Spark: New Chip, New Architecture
(05:15) Local Compute: Solving the Token Problem
(05:54) Optimized Local AI Software and CUDA APIs
(14:52) Memory Shortages and Laptop Comparisons
(20:56) Retrospective: Why ARM PCs Always Fail
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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.
Dean W. Ball joins MTS to discuss AI safety legislation including Illinois SB 315, the challenges of building effective auditing ecosystems, and what human meaning and purpose might look like in a world with superintelligence. Go and query the notes from this episode here: https://notes.granola.ai/t/1da13399-b52e-488f-b66e-eae86e3a11ee-009c2hma. Granola is the official note-taking partner of MTS.
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MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS:
X | ā https://twitter.com/MTSliveā
YouTube | ā https://www.youtube.com/@mtsituationā
Spotify | ā https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rMā
Apple | ā https://podcasts.apple.com/us/podcast/mts/id1891088763ā
Substack | ā https://mtslive.substack.com/ā
Interested in sponsoring the show? ā ā ā ā ā ā sponsors@mts.nowā ā
--
Brought to you by:
ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
Granola - The AI notepad. Try it once and never go back. https://granola.ai/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
(01:33) Build American AI's Policy Pivot
(05:36) Are AI Safety Orgs Too Radical?
(10:02) Pro-AI Political Narratives
(13:11) New York's Woke DOGE
(18:03) The Papal Encyclical on AI
(24:33) Human Meaning Post-Superintelligence
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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.
Peter Wildeford joins MTS to discuss AI compute supply constraints, US export controls on semiconductors, and the path to recursive self-improvement in AI systems. Go and query the notes from this episode here: https://notes.granola.ai/t/7997d21c-4eb9-4f76-85e4-95be820e094f-009c2hma. Granola is the official note-taking partner of MTS.
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MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS:
X | ā https://twitter.com/MTSliveā
YouTube | ā https://www.youtube.com/@mtsituationā
Spotify | ā https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rMā
Apple | ā https://podcasts.apple.com/us/podcast/mts/id1891088763ā
Substack | ā https://mtslive.substack.com/ā
Interested in sponsoring the show? ā ā ā ā ā ā sponsors@mts.nowā ā
--
Brought to you by:
Granola - The AI notepad. Try it once and never go back. https://granola.ai/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
(00:04) Future Token Supply And Demand
(00:11) The Irony Of Recursive Self-Improvement
(00:14) Physical Bottlenecks In Data Centers
(00:17) Huawei Progress And Chip Smuggling
(00:22) National Security And Government 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.
Jordan Schachtel joins MTS to discuss foreign-linked activism targeting American data centers, the case against preemptive UBI for AI, and how technological progress historically improves employment and quality of life. Go and query the notes from this episode here: https://notes.granola.ai/t/4b6a494d-0e58-4966-9e62-71f5eba28f0a-009c2hma. Granola is the official note-taking partner of MTS.
--
--
MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS:
X | ā https://twitter.com/MTSliveā
YouTube | ā https://www.youtube.com/@mtsituationā
Spotify | ā https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rMā
Apple | ā https://podcasts.apple.com/us/podcast/mts/id1891088763ā
Substack | ā https://mtslive.substack.com/ā
Interested in sponsoring the show? ā ā ā ā ā ā sponsors@mts.nowā ā
--
Brought to you by:
Granola - The AI notepad. Try it once and never go back. https://granola.ai/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
(01:12) China-Linked Groups Behind Data Center Protests
(04:14) Is Singham Actually Connected to the CCP
(07:44) How Much of Anti-AI Sentiment Is Astroturfed
(09:27) How to Make Data Centers Popular Locally
(12:40) The Case Against Preemptive UBI
(18:30) What If AI Really Does Kill Jobs
(22:37) What Politicians Will Run On in the Midterms
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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.
Balaji Srinivasan and Steven Glinert join MTS to discuss the network state concept, semiconductor supply chain realities, and the need for allied coalitions in manufacturing. They examine how geography no longer dictates culture and law, China's production capacity advantage in autonomous warfare materials, and strategies for decentralizing Silicon Valley globally. Go and query the notes from this episode here: https://notes.granola.ai/t/dbbf07cb-f5c9-43c5-b0db-18b1387dacc0-008umkv4
Granola is the official note-taking partner of MTS
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https://x.com/balajishttps://x.com/StevenGlinert
--
MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS:
X | ā https://twitter.com/MTSliveā
YouTube | ā https://www.youtube.com/@mtsituationā
Spotify | ā https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rMā
Apple | ā https://podcasts.apple.com/us/podcast/mts/id1891088763ā
Substack | ā https://mtslive.substack.com/ā
Interested in sponsoring the show? ā ā ā ā ā ā sponsors@mts.nowā ā
--
Brought to you by:
Granola - The AI notepad. Try it once and never go back. https://granola.ai/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
(07:25) The Network State Concept
(09:10) The Internet Century
(13:19) Can You Bomb the Network?
(28:37) US Military Supply Chain Vulnerabilities
(37:04) Mapping the Supply Chain
(43:37) Is MAGA a LARP?
(48:22) Who's We, Kemosabe?
(54:29) The Mark Carney Scenario
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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.
Neil Chilson joins MTS to discuss export controls, AI diffusion strategies, and China's approach to chip development and open source models.--https://x.com/neil_chilson
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MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS:
X | ā https://twitter.com/MTSliveā
YouTube | ā https://www.youtube.com/@mtsituationā
Spotify | ā https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rMā
Apple | ā https://podcasts.apple.com/us/podcast/mts/id1891088763ā
Substack | ā https://mtslive.substack.com/ā
Interested in sponsoring the show? ā ā ā ā ā ā sponsors@mts.nowā ā
--
Brought to you by:
Granola - The AI notepad. Try it once and never go back. https://granola.ai/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
(01:05) What Is the AI Overwatch Act
(02:36) Steel-Manning the Hawkish Case
(08:40) The Long-Timeline Danger of Export Controls
(11:26) Does Competition Make Huawei Better
(12:01) Will US Policy Change China's Strategy
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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.