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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:
    Self-made Founder's setback by VC Nepotism, Sports Proxy Wars, OpenAI’s Verdict | Best Of 5/18/26 May 19, 2026
    Show notes

    The best moments from MTS on May 18: Avi Patel, founder of Kled AI calls out General Catalyst and Lightspeed for backing a fraudulent copycat with $31 million, Adam Silver's decade-long decline of the NBA driven by political proxy wars and Twitter obsession, and why Elon Musk's OpenAI trial was dismissed on statute of limitations rather than merit.


    Timecodes:

    (00:00) Introduction

    (00:20) Avi Patel on General Catalyst drama, copycat fraud claims, lab relationships

    (27:22) Nik on Musk trial verdict, statute of limitations, OpenAI nonprofit control

    (41:12) Ethan Strauss, reporter for Golden State Warriors on Adam Silver backlash, NBA's liberal proxy war, Twitter addiction

    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/


    MTS is 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


    Beehiiv vs Substack: Which Is Better for Newsletters? | MTS Live May 18, 2026
    Show notes

    Josh Kaplan joins MTS to discuss building a pro-tech and pro-market newsletter, the structural inefficiencies in current media sponsorship markets, and his unique process of curating news by monitoring physical reactions to headlines.


    Originally aired on April 29, 2026, this episode explores the future of independent media and the shift toward high-signal curation.

    --

    https://x.com/joshdcaplan

    --

    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.


    How Japan Is Using AI to Solve Its Biggest Problem | MTS Live May 18, 2026
    Show notes

    Rie Yano joins MTS to discuss why Japan is becoming a hub for physical AI development, the cultural factors behind Japan's enthusiastic adoption of AI and robotics, and how US startups are partnering with Japanese manufacturers to build hardware at scale.--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(02:25) Why a16z Opened in Japan(08:27) Japan's Aging Population and AI(11:17) Japanese Cultural Attitudes Toward Robots(15:46) US-Japan Startup Partnerships(19:49) When to Work With Coral Capital


    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 the Cerebras IPO Actually Means for AI | MTS Live May 18, 2026
    Show notes

    Steven Glinert joins MTS to discuss the Cerebras IPO and wafer scale architecture, semiconductor sovereignty and compute ownership for middle powers, and AI-designed chips for physical intelligence applications.

    --

    https://x.com/StevenGlinert

    --

    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(00:57) Cerebras IPO and Wafer Scale Architecture(07:30) Yield Engineering and Manufacturing Challenges(13:45) Inference Workloads and Latency Bottlenecks(18:20) Semiconductor Sovereignty and Middle Powers(26:15) Taiwan, TSMC, and Geographic Concentration(34:50) AI-Designed Chips and Physical Intelligence

    --

    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 Tech's "Jobs Optimists" Won't Talk About the Near Term | MTS Live May 15, 2026
    Show notes

    Jasmine Sun joins MTS to discuss AI's impact on labor markets, the need for expanded safety nets during technological transitions, and how policy can address near-term workforce disruption.

    --

    https://x.com/jasminewsun

    --

    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
    (01:16) Writing About the Permanent Underclass
    (08:00) Whose Responsibility Is the Vision
    (16:45) How to Reassure People
    (24:30) Highest Leverage Policy Ideas
    (29:15) Geographic Segmentation of Job Loss

    --

    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.


    Ethereum’s Vitalik on Self-Agency, Ex NASA physicist says Australia is chopped, and Post-AI’s Permanent Underclass | Best Of 5/14/26 May 15, 2026
    Show notes

    The best moments from MTS on May 14: Vitalik Buterin on sanctuary technology and crypto's role in a changing world, Casey Handmer on Energy Autarky, and the economic collapse of nations, Jasmine Sun on AI labor disruption and the permanent underclass meme, and Dr. Topol and Dr. Slotkin on autonomous vehicles as a public health breakthrough, Steven Glinert on Cerebras IPO, wafer scale chips, Taiwan semiconductor manufacturing.


    Timecodes:

    (00:00) Introduction

    (00:34) Vitalik Buterin on sanctuary technology, autopilot to agency, crypto's future

    (17:25) Casey Handmer on Terraform Industries, synthetic fuel, solving climate change

    (34:55) Dr. Topol and Dr. Slotkin on autonomous vehicles, road deaths, public health

    (50:14) Jasmine Sun on permanent underclass meme, AI jobs disruption, transitional friction

    (01:03:45) Steven Ovadia on Cerebras IPO, wafer scale chips, Taiwan semiconductor manufacturing


    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/


    MTS is 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


    Vitalik Buterin on Why Centralized Safety Comes at the Cost of Your Agency | MTS Live May 15, 2026
    Show notes

    Vitalik Buterin joins MTS to discuss sanctuary technologies, the evolution of identity over a decade, and how crypto enables agency and safety without centralized control. He reflects on moving from autopilot to active decision-making, the importance of learning by doing, and why decentralized systems offer a different vision of safety than trusting centralized powers.--https://x.com/VitalikButerin

    --

    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(01:18) How Identity Changes Over a Decade(12:42) Why Sanctuary Technologies(20:15) Learning Actively vs AI Dependence

    --
    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.


    Hugging Face's Clem Delangue on Open Source AI and the LLM Bubble | MTS Live May 14, 2026
    Show notes

    Clem Delangue joins MTS to discuss the global open source AI landscape, the current large language model bubble, and the future of consumer robotics.

    --

    https://x.com/ClementDelangue

    --

    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
    (01:11) US vs. China Open Source Dynamics
    (02:53) The Large Language Model Bubble
    (05:53) Safety and Open Source Model Restrictions
    (13:00) International AI Regulation and Agreements
    (13:56) Robotics and Open Source Development
    (17:44) Hugging Face vs. GitHub Architecture


    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.


    He Recovered $400K in Lost Bitcoin Using Claude | MTS Live May 14, 2026
    Show notes

    Soup joins MTS to discuss recovering lost Bitcoin from 2013 using Claude, how AI tools helped decrypt an old wallet file, and the importance of seed phrase security.

    --

    https://x.com/cprkrn

    --

    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
    (01:01) How the Bitcoin Was Lost
    (06:18) Is Bitcoin Still Safe?
    (10:00) Self-Hosting and Wallet Security
    (12:00) Claude Inspiring More Recoveries


    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.


    Open Source AI, Memory Shortages, and Talent Scouting | Best Of 5/13/26 May 14, 2026
    Show notes

    The best moments from MTS on May 13: Clément Delangue on China's dominance in open source models and the risk of an LLM bubble, Daniel Saeidi on how agentic AI is creating 10,000x inference demand and driving memory prices vertical, and Rich Zou on talent spotting through poker nights and underground university networks.


    Timecodes:

    - (00:00) Clément Delangue on open source competition, LLM bubble risks, robotics frontier

    - (14:51) Rich Zou on talent scouting networks, poker nights, Bo Le Capital

    - (36:11) Daniel Saeidi on agentic inference demand, memory shortages, consumer price impacts


    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/


    MTS is 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


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