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.

--

https://x.com/HansMokeNiemann

--

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? ⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠

--

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

(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

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.

--

https://x.com/gregisenberg

--

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? ⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠

--

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

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.

--

https://x.com/Willob

--

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? ⁠⁠⁠⁠⁠⁠[email protected]⁠⁠

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

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.

--

https://x.com/geoffreywoo

--

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? ⁠⁠⁠⁠⁠⁠[email protected]⁠⁠

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

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.

--

https://x.com/coldhealing

--

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? ⁠⁠⁠⁠⁠⁠[email protected]⁠⁠

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

Kylie Robinson joins MTS to discuss her takeaways from interviewing Sam Altman and Greg Brockman, including Altman's claim that OpenAI plans to manufacture its own actuators. She also addresses why writers have largely accepted AI training data as a foregone conclusion, and how the AI boom has transformed San Francisco's housing market and social scene.

--

https://x.com/kyliebytes

--

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? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠

--

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

(01:42) Key Takeaways from the Sam Altman and Greg Brockman Interview

(04:11) Analyzing the Elon Musk vs. OpenAI Lawsuit and Jury Selection

(07:16) Transitioning from Legacy Media to New Media at Core Memory

(10:48) Public Perception of AI: Existential Risk vs. the "Slop" and Plagiarism Debate

(14:52) Hard Tech and Deep Tech: American Manufacturing and Hardware Innovation

(16:39) The Evolution of San Francisco: The AI Boom and a Resurgent Social Scene

(20:48) The Future of Journalism: Video, Podcasts, and AI Partnerships

Lyn Alden joins MTS to discuss the semiconductor rally and where value accumulates in the AI buildout, the divergence between Bitcoin and software stocks, and the macro fallout from the Strait of Hormuz crisis.

--

https://x.com/LynAldenContact

--

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? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠

--

Brought to you by:

Granola - The AI notepad. Try it once and never go back. https://granola.ai/mts

Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com

Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com

Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts

AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com

Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts

--

Timestamps:

(00:00) Introduction

(00:01) Analyzing the historic 18-day win streak in the semiconductor index

(09:59) AI displacement of white-collar work and structural economic impacts

(14:38) Hyperscaler CapEx arms race and the shift in return on invested capital

(20:17) The intersection of AI agents, autonomous wallets, and stablecoins

(27:50) Jevons Paradox in software: Assessing AI disruption and pricing power

(33:31) Geopolitical risks: The Strait of Hormuz conflict and global oil prices

(42:40) The K-shaped economy: Wealth concentration and disenfranchised sentiment

(47:25) The Stall Guard Incident: Envisioning a semi-dystopian 2070s tech future

Sheel Mohnot joins MTS to discuss the blocked Meta acquisition of Manus AI, California's jungle primary system and the governor race, and the structural challenges facing ultra low cost carriers like Spirit Airlines.

--

https://x.com/pitdesi

--

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? ⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠

--

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
(00:43) Comparing the Seasons and Temperatures in Melbourne vs San Francisco
(02:23) Meta and the $2 Billion Unwinding of the Manus AI Acquisition
(06:44) Geopolitical Fallout and the Chilling Effect on Chinese National Founders
(14:26) The California Governor Race and the Mechanics of the Jungle Primary
(19:35) Political Strategy and Matt Mahan vs Tom Steyer for Governor
(28:37) Governor Gavin Newsom and the Future of National Democratic Politics
(31:00) The Spirit Airlines Crisis and Potential Nationalization Under Trump

Steven Sinofsky, Aaron Levie, and Martin Casado join MTS to discuss the widening gap between Silicon Valley and enterprise AI adoption, why agents should be treated more like humans than software, and what headless SaaS means for the future of work.

--

https://x.com/stevesi

https://x.com/levie

https://x.com/martin_casado

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

MTS is a live news and interview show covering technology, business, politics, and culture as it happens.

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/⁠

--

Timestamps:

(00:00) Introduction

(00:23) The gap between Silicon Valley engineering and general enterprise knowledge work

(03:55) Challenges of centralizing AI projects in large organizations vs. secular trends

(08:19) Architectural shifts: Integrating AI into products vs. viewing AI as a user/agent

(10:41) Integration hurdles: Permission sets, legacy data systems, and human context

(15:16) Role of systems integrators (SIs) and change management in enterprise AI deployment

(19:23) The "End-to-End" argument: Treating AI agents as employees rather than software

(23:34) Salesforce's move toward headless software and new agentic business models

(37:49) How agentic workflows improve underlying scaffolding and end-user products

(40:54) The productivity trap: Creating more entropy and "fake productive" work through AI

(50:13) Optimism on jobs: Why increased complexity and software creation drive hiring

Shaun Maguire joins MTS to discuss the two positions he calls the most controversial of the past year, pro Israel and pro data centers, covering the strategic read on the Iran conflict, what it signals for China and Taiwan, and why compute for AGI may ultimately move to space.

--

https://x.com/shaunmmaguire

--

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? ⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠

--

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

(00:38) The fundamental principle of debating controversial ideas in a democracy

(05:06) Geopolitical characterization of the war and American interests

(08:54) How the war in Iran reduces the chances of a Chinese invasion of Taiwan

(14:50) Predicting the endgame for Iran and Donald Trump's negotiation style

(21:37) Four strategic outcomes deterring a China-Taiwan operation

(33:42) Blue Origin's NG3 launch and the future of SpaceX competition

(38:44) The thesis for space-based AI inference capacity

(47:55) Reflections on New York City politics and the Momodani administration