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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:
    Social Media Will Sever Chat From Content Nov 03, 2026
    Show notes

    Cyber ethnographer Ruby Justice Thelot explains why social media platforms are aging out young users, making a push into AI vertical dramas and 90-minute videos, and shedding personal communication. He tracks how the decline of traditional home hosting is spurring the rise of commercial offline spaces like run clubs and supper clubs.

    --

    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

    (08:22) Why Watch AI Vertical Videos?

    (13:55) Weekly Highbrow And Lowbrow Obsessions

    (20:00) Who Is On Social Media?

    (35:30) Is IRL Really Coming Back?

    (42:04) Where Has Social Time Gone?

    (54:20) Predictions For Culture And Platforms


    AI Cannot Reliably Run a Company for Six Months | Richard Ngo Nov 03, 2026
    Show notes

    Former OpenAI governance and DeepMind safety researcher Richard Ngo analyzes why rapid recursive self-improvement timelines are overhyped and breaks down how frontier labs justify race dynamics. He explains why AI capabilities will remain jagged for years and argues that the alignment field is bottlenecked by conceptual confusion and political groupthink. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

    https://x.com/RichardMCNgo

    --

    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

    (01:01) Resigning From Frontier AI Labs

    (04:36) Failures of AI Alignment Movement

    (12:40) Robustness Bottlenecks and Jagged Capabilities

    (17:26) Alignment as a Capabilities Bottleneck

    (22:17) Strategy for AI Safety Movement

    (27:19) Politics and Rationalist Groupthink

    –

    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.



    Robots Will Proliferate Daily Life in 5 Years | Josh Gruenstein Nov 03, 2026
    Show notes

    Tutor Intelligence co-founder and CEO Josh Gruenstein discusses raising a $75M Series B to build and deploy factory robots across America. He explains why foundation models like GPT Astra unlock real-world physical automation, why 90% of US warehouses still lack a single robot, and how low-cost robotic labor could radically deflate physical goods. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

    https://x.com/joshgruenstein

    --

    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

    (00:40) RuneScape and Robot Tutors

    (03:37) The Factory Deployment Bottleneck

    (07:31) Meet CAISI and Sunny

    (10:51) Why 2026 Enables Physical AI

    (12:47) GPT Astra for Robotics Simulation

    (14:23) Real-World Data Flywheel

    (18:02) The End-Game Physical Economy

    –

    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.


    Autonomous Software Factories Arrive by 2031 | Luke Alvoeiro Nov 03, 2026
    Show notes

    Luke Alvoeiro from Factory breaks down Droid 1.0, introducing a programmatic tool calling engine that generates multi-step scripts to cut context bloat and boost agent reliability. He reveals how Droid secured an 8% lead over Claude Code on Terminal Bench 4 using identical frontier models, and shares his 5-year outlook for fully autonomous software factories. 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

    (00:37) Launching Droid 1.0

    (01:12) Enterprise Coding Challenges

    (02:53) Programmatic Tool Calling Safeguards

    (04:53) Token Minimizing Meta

    (07:22) Terminal Bench 4 Results

    (09:09) What Comes Next

    (10:26) Five-Year Software Outlook

    –

    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 Makes 25% of Workers Less Productive | Russ Fradin Nov 03, 2026
    Show notes

    Larridin co-founder and CEO Russ Fradin breaks down data from their enterprise AI research and Anthropic's S-1 filing, showing how AI spend currently drives massive productivity gains for top engineers while lowering output for bottom performers. He outlines why enterprise agent adoption remains tiny, how companies must audit workflows to justify hundreds of billions in model spend, and when real labor force impacts will hit. 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

    (02:32) Findings From Q3 Research

    (04:18) How to Measure AI Productivity

    (07:15) Why Measurement Is Falling Behind

    (12:22) Reality of Enterprise Agent Adoption

    (14:54) What Drives True AI Adoption

    (19:33) Predictions for Labor Force Impact

    (20:48) What Comes Next for Larridin

    –

    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.



    Frontier AI Needs an Aerospace Flight Halt | Rep. Whitesides Nov 03, 2026
    Show notes

    Representative George Whitesides discusses the reality of recursive self-improvement inside frontier labs, his push to monitor automated AI R&D, and his call for a mandatory one-month pause on frontier model development modeled on aerospace flight halts. He also details congressional battles over funding the Center for AI Safety and Innovation, federal oversight of classroom AI use, and the geopolitical fallout of catastrophic cyber attacks heading into the 2028 election cycle. 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

    (01:01) Banning Wildfire Betting Markets

    (03:12) Regulating AI In Classrooms

    (06:21) Tracking Recursive Self-Improvement

    (10:40) Funding America's AI Safety Regulator

    (12:12) Passing AI Bills Under Trump

    (15:06) Mandating An Aerospace-Style AI Pause

    (18:00) AI As A 2028 Election Issue

    –

    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.



    Space Data Centers Cost Competitive by Early 2030s | Daniel King Nov 02, 2026
    Show notes

    Foundation for American Innovation research fellow Daniel King breaks down the impending race to industrialize outer space through rapid advancements in robotics and AI. He unpacks the real-world economics of orbital data centers, the strategic risks of chokepointed terrestrial launch infrastructure, and the rising push for commercial space titling over speculative galaxy distribution schemes. 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

    (01:56) Bullishness on Space Data Centers

    (03:25) The Reality of Space Warfare

    (05:17) Star Colonization and Space Governance

    (10:24) Monopolizing Access to Orbit

    (12:08) Defensive Strategies for Trailing Actors

    (14:20) The Frontier and RSI Obsession

    (15:26) Scientific Breakthroughs Without RSI

    –

    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 Run Global E-Commerce in 2 Years | Antonio GM Nov 02, 2026
    Show notes

    Base director Antonio García Martínez joins MTS to discuss how on-chain infrastructure is unlocking global access to US equities and fueling autonomous AI agent transactions. He explores the rise of tokenized stocks, why agent-to-agent e-commerce will outpace human retail, and how programmable finance is becoming the native monetary layer for AI. 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

    (00:42) Base Hits $100M Daily Volume

    (02:14) Evolution of Real-World Assets

    (05:15) SEC's Innovation Exemption Policy

    (07:41) Global Access to Tech Upside

    (15:44) AI Agents Programming Money

    (19:40) Next Steps for Tokenized Equities

    (21:32) The Future of Agent Commerce

    –

    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.




    OpenAI and Anthropic Will Pull Away From Rivals | Stephen Grugett and Alex Masmej Nov 01, 2026
    Show notes

    MNX founders Stephen Grugett and Alex Masmej explain how they built a new financial exchange to trade AI valuations, compute futures, and fast-takeoff risk. They break down why OpenAI and Anthropic pull ahead in short timeline scenarios, the market mechanics behind compute commodities, and how decentralized infrastructure responds to cyber threats. 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

    (01:10) AI Cyberattacks and Crypto Security

    (06:05) Futures Exchange Versus Prediction Markets

    (08:54) Trading Nascent Compute Futures

    (13:04) Trades for Short AI Timelines

    (15:52) Intel Drop and Semiconductor Volatility

    (18:11) How to Structure P(Doom) Markets

    (20:08) US Regulation and Fast Takeoff

    –

    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 NVIDIA Hardware Struggles on Large Model Decode | Jason Goodison Nov 01, 2026
    Show notes

    General Compute co-founder and CTO Jason Goodison breaks down their $100M Series A to build a dedicated inference cloud on Cerebras wafers. He explains why fast inference requires moving away from standard GPU racks, how the industry is shifting from a dial-up era to broadband interactivity, and why open-source models will drive the next generation of real-time AI agents. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.



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    –

    Timestamps:

    (00:00) Introduction

    (00:54) The $100M Series A Announcement

    (01:49) Why Fast Inference Needs Custom Silicon

    (03:56) The Broadband Moment for AI

    (05:23) Bringing Fast Inference to Open Source

    (08:07) High-Stakes Use Cases for Speed

    (09:49) When Fast Tokens Become the Norm

    (13:01) What Comes Next for General Compute

    –

    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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