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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:
    Why Avi Schiffman Thinks AI Companions Will Follow the Dating App Arc | MTS Live May 28, 2026
    Show notes

    Avi Schiffman joins MTS to discuss what real-world Friend pendant usage reveals about AI companionship, why he thinks the category will follow the normalization arc of dating apps, and why AI memory and personality still barely work.

    --

    https://x.com/AviSchiffmann

    --

    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:

    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
    (00:19) What Friend Is Doing Now
    (02:16) What the User Interviews Reveal
    (03:55) Who the Hardcore Users Actually Are
    (06:00) The Hard Problem of Ensouling a Companion
    (08:16) Will Companions Need Active Personalization
    (09:32) What the New York Billboards Taught Him

    --

    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.


    Brendan Carr on Low Earth Orbit Satellites, Chinese Drone Bans, and Mobile AI | MTS Live May 28, 2026
    Show notes

    Brendan Carr joins MTS to discuss the FCC's EchoStar spectrum deal, how new satellite spectrum enables direct-to-cell connectivity, and the agency's two-track approach to drone policy. He also covers the new robocall enforcement strategy and the path to 6G.

    --

    https://x.com/BrendanCarrFCC

    --

    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:

    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
    (00:29) What the FCC Does for Tech
    (02:05) The EchoStar Spectrum Deal Explained
    (05:00) Broadcast Regulation in a Streaming World
    (07:17) Drone Dominance and DJI Restrictions
    (10:22) Fighting Robocalls With a New Approach
    (13:21) What Is 6G and When Does It Arrive
    (15:47) The State of US Connectivity 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.



    Rie Yano on Palantir Japan, SoftBank's Risk Culture, and AI Startups in Tokyo | MTS Live May 28, 2026
    Show notes

    Rie Yano joins MTS to discuss Palantir's joint venture strategy in Japan, the country's bifurcated risk culture, and how geopolitical tensions are shaping tech adoption. Zach Corman joins to discuss separating hype from reality in AI-powered vulnerability discovery, supply chain attack dynamics, and the information asymmetry problem facing cybersecurity buyers.

    --

    https://x.com/rieglobe

    --

    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:

    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
    (04:55) Palantir's Joint Venture Strategy
    (09:44) Alex Karp's Cult Following
    (16:32) Cybersecurity Before AI
    (20:15) Project Glasswing and Mythos
    (28:41) Supply Chain Attack Dynamics
    (38:22) Vulnerability Overhang Concept
    (45:50) Vendor Information Asymmetry Problem

    --

    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.


    Gil Feig & Shensi Ding on Data Fragmentation, AI Gateway, and Production AI Infrastructure | MTS Live May 27, 2026
    Show notes

    Gil Feig and Shensi Ding join MTS to discuss building connective infrastructure for production AI, multi-model routing strategies, and enterprise security requirements for AI adoption.

    --

    https://x.com/shensi

    https://x.com/GilFeig

    --

    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:

    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
    (00:01) The Story Of Merge
    (00:09) Specialized Production Infrastructure
    (00:10) No Single Best Model
    (00:12) Enterprise ROI And Cost
    (00:15) Multi-Model Versus Multi-SaaS

    --

    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.


    Tim Hwang on The Pope's Encyclical, Aquinas on AI Cognition, VirtueBench | MTS Live May 27, 2026
    Show notes

    Tim Hwang joins MTS to discuss the Pope's recent AI encyclical, why AI alignment is better understood as applied moral philosophy than science, and how religious frameworks might offer more efficient tools for steering model behavior.

    --

    https://x.com/timhwang

    --

    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:

    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
    (00:19) Why the Pope Has Pull
    (02:15) AI Labs vs. the Vatican
    (06:10) What Exactly Is ICMI
    (09:27) New Religious Sects and AI
    (11:02) What Religion Are the Models
    (22:05) The Alignment Cults Question
    (25:00) Dean Ball and Section 99

    --

    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.


    Cremieux on One-Shot Cholesterol Treatment, Lipoprotein Targeting, and Eli Lilly's Acquisitions | MTS Live May 27, 2026
    Show notes

    Cremieux joins MTS to discuss Eli Lilly's gene therapy for LDL cholesterol reduction, emerging vaccines for shingles and Epstein-Barr virus, and the acceleration of pharma progress driven by new therapeutic modalities and China's rising contribution to global drug development.

    --

    https://x.com/cremieuxrecueil

    --

    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:

    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

    (01:20) Gene Therapy for LDL Cholesterol

    (05:43) How PCSK9 Inhibitors Work

    (08:42) When This Comes to Market

    (15:58) Shingles Vaccine and Dementia Prevention

    (16:58) Vaccines for Epstein-Barr and STDs

    (20:40) Pharma Progress Over the Last Decade

    --

    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.


    Lee Robinson on Small Modular Reactors, Fuel Bottlenecks, and Energy Prices | MTS Live May 24, 2026
    Show notes

    Lee Robinson joins MTS to discuss uranium enrichment capacity, nuclear fuel supply chains for advanced and traditional reactors, and the path to US energy independence.

    --

    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:

    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

    (01:25) Why Lee Founded General Matter

    (03:15) The Capacity Problem and Separative Work Units

    (05:33) What States Like Utah Should Do

    (07:20) What the Country Looks Like in 10 Years

    (09:40) Building Fuel for Advanced and Traditional Reactors

    --

    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.



    Christopher Koopman on NRC Reform, Data Center Power Demand, and Getting Shovels in the Ground | MTS Live May 24, 2026
    Show notes

    Christopher Koopman joins MTS to discuss the NRC's shift from 50-year bottleneck to industry partner, why hyperscaler demand is driving the nuclear renaissance, and what restoring domestic uranium enrichment will require.

    --

    https://x.com/ckoopman

    --

    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:

    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:

    --

    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.


    Kayvon Beykpour on Microsoft-Scale Inference, Macroscope, and Tokens as a Vanity Metric | MTS Live May 24, 2026
    Show notes

    Kayvon Beykpour joins MTS to discuss token efficiency in engineering organizations, AI-powered code review systems, and building tools for code-based understanding at scale.

    --

    https://x.com/kayvz

    --

    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:

    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

    (01:19) Token Maxing and Efficiency

    (03:30) What Macroscope Does

    (05:07) High Signal Code Review

    (08:23) Origin Story and Twitter Experience

    (10:46) Code as Source of Truth

    –

    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 Marchione on Retatrutide, a Post-Obesity Society, and Aging Therapeutics | MTS Live May 23, 2026
    Show notes

    Max Marchione joins MTS to discuss the retatrutide Phase 3 trial results and what nearly one-third body weight loss means for the future of obesity treatment. He covers the growing menu of GLP-1 options, the tradeoffs between fat loss and muscle preservation, and what a post-obesity world might mean for culture, dating, and looksmaxing. He also addresses the longer arc toward genomic medicine as the next major therapeutic frontier.--https://x.com/maxmarchione

    --

    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:

    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
    (00:11) Retatrutide Phase 3 Results
    (01:19) Muscle Loss vs. Fat Loss Tradeoffs
    (04:10) What Comes After Obesity
    (06:00) Cultural Effects of a Slim-on-Demand World
    (08:04) Why Billionaires Looksmax
    (09:22) Looksmaxing as a Structural Trend

    –
    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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