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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
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    • Google Play
    • Spotify

    Latest Episodes:
    AI Agents Could Seize Digital Infrastructure in 1 Year Nov 06, 2026
    Show notes

    Palisade Research Executive Director Jeffrey Ladish analyzes METR’s report showing AI capabilities accelerating twice as fast as historical trends, driven by algorithmic efficiency and autonomous AI development. He discusses recursive self-improvement timelines, why Anthropic must un-redact internal evaluations, and how close autonomous agents are to compromising digital infrastructure. 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

    (00:44) METR AI Acceleration Report

    (03:57) Public vs Internal Model Trends

    (08:10) The Deployment Gap Reality

    (10:36) Epoch Capabilities Index Discrepancies

    (12:38) Pacing Compute vs Software Efficiency

    (17:44) Political Will for AI Moratoriums

    (21:09) Generalization and Missing Social Skills

    –

    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.


    Gen Z Is Turning Vinyl Records Into Wall Posters Nov 05, 2026
    Show notes

    Ruby Justice Thelot explores the cultural and technological counter-currents to modern hyper-digitization, from the death of Detroit techno pioneer Juan Atkins to the failure of tech-fashion house Coperni. He analyzes the corporate aesthetics overtaking social platforms and breaks down data behind the resurgence of analog media alongside the explosive commercial rise of paratechnology designed to lock users out of their screens.

    --

    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:









    Why a Frontier AI Pause Won’t Work | Rep. Sam Liccardo Nov 05, 2026
    Show notes

    Congressman Sam Liccardo breaks down the incoming Democratic majority’s agenda for artificial intelligence, from federal preemption and bipartisan safety standards to the pushback against frontier AI research pauses. He also outlines why mandatory kill switches remain technically unworkable and how Congress can leverage hyperscalers to rebuild the U.S. power grid while protecting local communities. 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

    (00:32) Democratic Majority’s Tech Priorities

    (01:01) Congress’s Top Three Priorities

    (03:21) Full Frontier AI Pause

    (04:42) Data Center Moratoriums and Energy

    (07:23) Closing Thoughts

    –

    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.


    First AI Feature Film Will Drop in 1 Year | Gorkem Yurtseven Nov 05, 2026
    Show notes

    fal co-founder and CTO Gorkem Yurtseven breaks down the explosive demand driving their $1.65B raise at a $16B valuation. He explains why frontier LLMs are rapidly converging with 3D gaming and VFX pipelines, and shares his prediction for when we will see the first AI-assisted, feature-length animated film. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

    --

    https://x.com/gorkem

    --

    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

    (01:08) Growth Behind The $16B Valuation

    (02:33) The Falling Cost Of Video Tokens

    (04:31) Rise Of Creative AI Agents

    (07:27) Hollywood Merging With Gaming Tech

    (08:34) New Markets Unlocked By Video AI

    (10:36) First AI Feature Film Within One Year

    (12:10) Solving The Compute Crunch

    –

    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 Agents Will Replace Full-Stack Backends | Chirag Shah Nov 05, 2026
    Show notes

    MongoDB's head of AI platform Chirag Shah breaks down why production agents fail without dedicated memory and context architecture. He explains how MongoDB built Atlas Agent Engine, why teams are over-indexing on LLM selection, and how multi-agent architectures are replacing traditional full-stack software. 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

    (01:03) Deploying AI Agents in Production

    (04:26) Types of Agent Memory Explained

    (06:48) Introducing Atlas Agent Engine

    (12:19) The Future of Shared Memory

    (15:51) The Death of Full-Stack Backends

    (18:04) Stop Overthinking Your LLM Choice

    –

    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.


    Why Basic Legal Software Fails High-Stakes Trials | FluxCap Nov 05, 2026
    Show notes

    Former DOJ antitrust leadership Jonathan Kanter and Doha Mekki discuss exiting the Justice Department to launch FluxCap, an AI platform designed for complex litigation. They break down the shift from standard legal tech to specialized investigative AI, the post-election regulatory landscape, and why prosecutors must learn to interrogate algorithms. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.



    https://x.com/dohamekki

    --

    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

    (00:44) Leaving DOJ to Build FluxCap

    (02:17) Why Big Legal Tech Fails

    (05:23) Policing AI-Driven Monopolies

    (09:58) Election Shifts and Tech Regulation

    (13:19) Interrogating Algorithms in Modern Litigation

    (16:12) Deep Tech Deployment and Timelines

    (17:47) Scaling Beyond Antitrust Practice Areas

    –

    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 Learn at Test Time by Next Year | Rohan Anil Nov 05, 2026
    Show notes

    Former Anthropic pre-training researcher and Core Automation co-founder Rohan Anil explains how compute islands allow decentralized GPU clusters to train frontier AI models without colocation. He details why current scaling hits test-time learning bottlenecks, how butterfly mixing handles asynchronous training noise, and sets a 2027 timeline for models that continuously learn on the fly. 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

    (00:50) Leaving Anthropic for Core Auto

    (01:51) Training on Compute Islands

    (07:50) Labs Designing Their Own Chips

    (09:24) How Butterfly Mixing Works

    (11:38) Training Frontier Models in Space

    (15:44) Real Bottlenecks to AGI Timelines

    (17:55) Alignment Risks of Continual Learning

    –

    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.





    Why AI Research Won't Hit Fast Takeoff | Charlie O'Neill Nov 04, 2026
    Show notes

    Baseten co-head of model training Charlie O'Neill breaks down why recursive self-improvement will be much weaker than fast-takeoff theories predict, pointing to real-world compute and RL bottlenecks. He also unpacks why automating machine learning research faces sharp diminishing returns and introduces Baseten's newly launched inference and agent platform tools. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.



    https://x.com/oneill_c

    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

    (00:59) Baseten Inference Platform Launches

    (02:43) Recursive Self-Improvement and Fast Takeoff

    (04:43) The Flaw in Aggressive Timelines

    (06:21) Limits of the Current Paradigm

    (08:21) Where Superintelligence Appears First

    (10:09) Barriers to Automating AI Research

    –

    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.




    Why the Cultural Monoculture Is Officially Over | Ruby Thelot Nov 04, 2026
    Show notes

    Ruby Justice Thelot analyzes how algorithmic curation and platform economics have fractured cultural monoculture, flattening mainstream pop while accelerating niche subcultures. He examines empirical data across 11 years of celebrity Wikipedia traffic, Billboard streaming dispersion, and the surging adult toy market to argue that monolithic monoculture is officially over.
    --
    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:
    (00:00) Introduction
    (02:47) Why Are There No New Aesthetics
    (10:09) Post-Internet Art and Molly Soda
    (14:41) Rise of the Kidult Phenomenon
    (28:36) Archive of Our Own Shutdown
    (38:32) Algorithmic Flattening Versus Search Agency
    (45:25) Wikipedia Data on Declining Attention
    (57:17) The Death of Monoculture


    Why Chip Supply Shortages Won't Last | Samir Kaul Nov 04, 2026
    Show notes

    Khosla Ventures founding partner Samir Kaul joins MTS to discuss why compute is no longer the real bottleneck in AI biology, how the semiconductor supply shortage will break within five years, and why energy constraints will surpass chip limits in the next 12 months. 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) Thesis on Prediction Markets

    (02:46) Khosla Ventures Origin Story

    (05:56) Compressing Drug Development Cycles

    (11:12) The Scientific Renaissance

    (15:24) The Real Bottleneck in AI

    (17:09) Semis Moats and Overcapacity

    (19:21) Undervalued Markets and Predictions

    –

    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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