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
Alex Sammon joins MTS to discuss the collapse of Florida's orange industry, the shift of production to Brazil, and how Wall Street consolidation and real estate development reshaped the state's agricultural landscape.
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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
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Timestamps:
(00:00) Introduction
(01:13) The Mystery of Citrus Greening and its Impact on Florida Agriculture
(02:21) Real Estate Pressure and the Conversion of Citrus Groves into Suburbs
(11:55) Analyzing the Impact of Wall Street and Global Capital on the Citrus Industry
(15:22) Relocation of the Citrus Industry to Brazil and its Effect on Local Production
(17:14) The Political Movement to Save the Florida Orange
(21:11) Comparing Industry Declines and the Cultural Shifts in Florida and California
(23:08) Global Supply Chains and the Displacements of Consumer Product Sources
(25:37) The Rise of Retail Theft and Analyzing Modern Trends in Shoplifting
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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
The best moments from MTS on May 4, 2026: the collapse of Florida's orange industry, hyperfinancialization and the case for memory stocks, and how Slash built a $300M revenue fintech with 60 people.
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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
(00:17) The Florida Orange Crisis and the Mystery of Citrus Greening
(02:21) Real Estate Pressure and the Conversion of Citrus Groves into Suburbs
(11:55) Analyzing the Impact of Wall Street and Global Capital on Florida Agriculture
(17:14) The Political Movement to Save the Florida Orange
(29:57) Hyper-Financialization and the Cultural Shift Toward Universal Gambling
(32:46) Re-evaluating Savings Strategies in an Era of Cash Devaluation
(39:07) Technical Frameworks for Trading Semiconductor and Memory Stocks
(57:51) Deploying Agentic Internal Tools to Build Lean, High-Revenue Startups
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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 Taylor Lorenz join MTS to discuss the rise of the creator economy, the importance of internet freedom in light of age verification laws, and the need for decentralized cryptographic verification systems. They explore how digital media is evolving, the role of privacy and encryption technology, and how tech platforms are becoming new gatekeepers for online content.
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https://x.com/balajishttps://x.com/TaylorLorenz
--
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 connect thousands of agents and tools to build AI right. 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
(01:00) Rise of Independent Creators and the Content Creator Industry
(06:55) Identity Verification Laws and Fighting for Internet Freedom
(13:00) Zero Knowledge Technology and Decentralized Proof of Human
(22:33) Digital Borders and the Evolution of Telepresence Robotics
(26:12) Global Free Speech Recession and the Disruption of Media Models
(47:33) Decentralized Community Efforts and the Wikipedia vs Wikipedia Debate
(1:00:00) Techno Democracy and MUTUALLY Binding Social Smart Contracts
(1:15:24) Investigative Reporting vs Privacy and the Ethics of Non Consensual Disclosure
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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
Gary Leff joins MTS to discuss Spirit Airlines' bankruptcy and the ultra low cost carrier model, how basic economy fares helped legacy airlines compete more effectively, and opportunities in new aircraft technology including electric and short takeoff planes.
--
--
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
(01:23) The Liquidation of Spirit Airlines and Failed Government Bailouts
(03:41) Why Low Cost Carriers Lost Their Competitive Edge
(05:58) Basic Economy Fares and How Major Airlines Outmaneuvered Spirit
(08:07) Why the Airline Industry is a Brutally Hard Business
(15:22) JSX and the Rise of Premium Private Terminal Experiences
(20:33) Technology Bottlenecks and Paper Flight Strips in Air Traffic Control
(24:33) Analyzing the Spike and Decline of Unruly Passenger Incidents
(32:08) Reforming the FAA and Separating Service Provision from Regulation
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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
Vlad Tenev joins MTS to discuss Robinhood's expansion into prediction markets, the company's strategy for tokenizing private companies and real-world assets, and the rollout of agentic AI trading tools. Tenev also explains the Trump accounts program, Robinhood's partnership with BNY as the sole initial broker, and how the company is positioning itself for the generational wealth transfer.
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--
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
(00:54) Long Term Trends and Building a Generational Financial Services Company
(03:21) Industry Disruption and the Shift to Zero Commission Trading
(05:24) Robinhood Gold Card and Designing Luxury into Physical Payments
(08:42) Robinhood Cortex and Deploying Agentic AI for Active Traders
(13:55) Prediction Markets as a Differentiated Asset Class and Growth Driver
(23:26) Stock Tokenization and Democratizing Global Access to US Equities
(28:31) Robinhood Ventures and Opening Private Markets to Retail Investors
(30:05) Trump Accounts and National Infrastructure for Newborn Brokerage Funding
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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
Hans Niemann joins MTS to discuss building Endgame with AI coaching features, the differences between blitz and classical chess, and how government support in countries like India and Uzbekistan is shaping the global chess landscape. He shares his views on chess as an educational tool and the need for a more organized tournament structure in professional chess.
--
--
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 connect thousands of agents and tools to build AI right. 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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Timestamps:
(00:00) Introduction
(00:27) Founding Endgame and Disrupting the Chess Mafia
(02:03) Refuting the Untold Netflix Documentary and Rival Reactions
(04:36) The Art and Intuition of Blitz Chess vs Classical Standards
(06:55) Hyper Specialization and Why Being Too Good at Chess Limits Other Success
(11:14) The Online Chess Boom and the Rise of Twitch Streaming
(13:28) Finding Meaning in the Age of Superhuman AI
(19:54) Chess as a Mandatory Educational Tool for American Schools
(22:09) Developing Advanced AI Coaching and Gamified Improvement Pathways
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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
Greg Eisenberg joins MTS to discuss why Codex is becoming a super app, how companies should reverse engineer short form video for distribution, and why one person billion dollar companies will emerge in the next two years through agentic engineering.
--
--
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
(00:17) Evaluating Codex and the Shift Toward AI Super Apps
(02:58) The Future of Agentic Browsers and Personal Productivity Stacks
(09:32) Building a Second Brain and Leveraging Agentic Workflows
(13:18) The Rise of the Chief Clipping Officer and Short Form Video Strategy
(17:15) AI Content Strategy and Reverse Engineering Viral Hooks
(18:57) The Evolution of Vibe Coding and Agentic Engineering
(22:33) Predicting the First One Person Billion Dollar Company
(24:08) Scalability with Agents vs People in Modern SaaS and Media
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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
Will O'Brien joins MTS to discuss why the ocean lost its cultural cachet as a frontier after the 1960s and how Ulysses is working to revive it, where the US and China currently stand on autonomous underwater vehicles, and why the technological enablers for seasteading are only now becoming viable.
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--
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) Ulysses: Building an Autonomous Robotics Platform for the "Ocean Company"
(01:52) Vertical Applications: From Reef Conservation to Navy Defense
(04:31) Mine Clearing in the Strait of Hormuz and Local Infrastructure
(07:15) Historical Anomalies: Why Humanity Stopped Exploring the Oceans
(11:46) Geopolitics of the Deep: Undersea Drone Capabilities and Global Competition
(14:35) Seasteading 2.0: Starlink, Autonomous Logistics, and Ocean Habitation
(20:00) The Hamilton Society: Social Institutions and Professional Dignity in SF
(25:00) The Ultimate Vision: Robot Swarms and Fully Instrumented Oceans
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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
Geoffrey Woo joins MTS to discuss Anti Fund's investment strategy, the importance of attention and character for founders, and how creators build durability by evolving across platforms and narratives.
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--
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
(01:02) Anti Fund Thesis and Leveraging Generational Talent
(02:23) Barbelling Strategy from First Check to Pre IPO Rounds
(03:52) Attention as a Scarce Commodity in an Automated World
(04:52) Creators as Capital Partners and the Solas Case Study
(05:46) Building Characters to Breakthrough in today’s Media Economy
(08:42) Analyzing Creator Durability and Reinventing Stories
(16:23) Product Storytelling and Turning Founders into Thumb Stopping Characters
(23:08) Balancing Narrative Storytelling with Technical Expertise in Startups
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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
Cold Healing joins MTS to discuss why young people should still move to big cities, the durability of New York and San Francisco against rivals like Austin and Miami, and what the disorganized state of the American left looks like after the MAGA moment.
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--
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
(01:07) The New York City transplant discourse and the internet's pull toward big cities
(02:52) Leveraging Twitter and Discord to meet people and build social fabric
(03:51) Gentrification trends and underrated neighborhoods across the five boroughs
(06:17) Evaluating Zohran Mamdani’s mayoralty and the reality of socialist governance in New York
(07:35) Comparing urban density and development: San Francisco's stagnation vs. New York’s growth
(12:19) Alternative American lifestyles: Living in Peoria, Chicago, and the rural Midwest
(15:51) The future of the American Left: Analyzing the "Woke 2.0" phenomenon and its leaders
(18:31) Dime Square and the post-pandemic evolution of downtown New York culture
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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