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MTS
By MTSTechnology
MTS episodes
- Classical Computing Can't Scale AI | Guillaume Verdon
Guillaume Verdon joins MTS to discuss scaling thermodynamic computing, replacing classical bit architecture with pbits, and building software frameworks for stochastic programming. He outlines the trade-offs between numerical precision and power efficiency when running AI models on low-power chips. Additionally, he shares how thermodynamic systems can co-exist with GPUs to tackle complex frontier problems.
--
https://x.com/GillVerd
--
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:
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/
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
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
--
Timestamps:
(00:00) Introduction
(00:01) Scaling Extropic’s New Z1 Hardware
(00:04) Running Current AI Models on Z1
(00:07) Moving Away From Deterministic Computing
(00:11) Comparing Probabilistic Bits to Qubits
(00:13) Explaining the Torcs Software Framework
(00:15) Future of Classical Computers and GPUs
(00:19) Onboarding Developers onto Extropic Frameworks
--
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.
22 min - Is GDP Failing to Measure AGI? | Phillip Trammell
Phillip Trammell joins MTS to discuss how GDP fails to measure prosperity across technology paths, what happens to the economy when AI automates all work, and why he believes humans should own machines rather than letting them own themselves.
--
https://x.com/pawtrammell
--
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:
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/
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
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 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
--
Timestamps:
(00:00) Introduction
(00:01) Flaws of GDP Metric
(00:03) Measuring Real Human Prosperity
(00:06) Singularity Without GDP Growth
(00:08) Tracking Economic AI Transformation
(00:12) Replacing Labor Versus Complementing
(00:22) Future Market Power Concentration
(00:25) Long-Term Optimism for Abundance
--
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.
29 min - Why AI-Driven Autonomous Attacks Are Forcing A Security Reset
Anand Oswal joins MTS to discuss Palo Alto Networks' PAN-OS 12.2 Ceres release, including advanced virtual patching that creates automated protections in hours, AI-powered security agents with human-in-the-loop verification, and quantum safe cryptographic agility. Oswal shares how Unit 42 discovered over 14,000 previously unknown vulnerabilities in open source projects using frontier AI models, and explains how defenders are using AI to stay ahead of increasingly sophisticated autonomous attacks.
--
https://x.com/aoswal1234
--
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:
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/
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
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 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
--
Timestamps:
(00:00) Introduction
(00:01) Changing Cyber Threat Landscape
(00:02) Speeding Up Patch Delivery
(00:04) Shifting Power To Defenders
(00:10) Preparing For Quantum Computing
(00:13) Uncovering AI Discovered Vulnerabilities
(00:25) Mission Driven Cybersecurity Leadership
--
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.
27 min - The Supply Chain Threat to American AI Startups | Anastasios Angelopoulos
Anastasios Angelopoulos joins MTS to discuss the latest frontier model releases from Chinese labs, price-performance dynamics on the Arena leaderboards, and the business models behind American open source AI.
--
https://x.com/ml_angelopoulos
--
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:
ElevenLabs - AI that communicates at human level across every channel and modality. http://elevenlabs.io/mts
Arena - Measuring AI performance in the real world. https://arena.ai/
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
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 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
--
Timestamps:
(00:00) Introduction
(00:01:05) First Impressions of Qwen 3.8
(00:07:22) How Qwen Performs on Math
(00:10:30) US Economics of Low AI Pricing
(00:17:29) Duration of Anthropic Dominance
--
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.
20 min - Fixing the American Housing Market | Opendoor Team
Kaz Nejatian, Vu Tran, and Yan Guo join MTS in three back-to-back interviews to discuss turning around a public company, building an AI-first corporate culture, and scaling real estate market making using proprietary data and machine learning.
--
https://x.com/nejatian
https://x.com/vu0tran
https://x.com/yang_guo
--
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:
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/
Neon (by Databricks) - Get up to $100K in credits for your startup at https://neon.com/mts
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.comto 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
--
Timestamps:
(00:00) Introduction
(00:01) Status Of Opendoor Turnaround
(00:04) Opendoor's Shift To Software
(00:05) Speed As Core Moat
(00:10) Becoming An AI Pilled Company
(00:29) Joining Opendoor From Meta
(00:46) Career Journey And Returning
--
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.
1 hr - ColdCard Bitcoin Hack EXPLAINED | Haseeb Qureshi
Haseeb Qureshi joins MTS to discuss the economics of frontier-level intelligence as open models drop in price, the changing dynamics of cybersecurity as AI makes vulnerability discovery faster and cheaper, and how AI-native startups are building fundamentally different organizational structures.
--
https://x.com/hosseeb
--
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:
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
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
(00:06) Securing Infrastructure in AI Era
(00:12) Impact on Cash-Strapped Crypto Foundations
(00:15) Legacy Hardware and Infrastructure Risks
(00:17) Government Role in Cyber Defense
(00:21) Relying on Foreign Open-Source Models
(00:23) Economic Impact of Cheaper AI
--
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.
27 min - The Math Behind AGI: Ray Kurzweil’s Timeline & AI Safety Risks | John Clark Levin
John Clark Levin joins MTS to discuss AGI timelines and Ray Kurzweil's 2029 prediction, AI benchmarking and the need for better assessments of long time horizon tasks, and the role of chain of thought in enabling mathematical breakthroughs.
--
https://x.com/JohnClarkLevin
--
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:
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. http://elevenlabs.io/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
(01:20) What Kurzweil Technologies Does
(02:37) The Gaps in Benchmarks
(05:28) Predicting AI Decades Early
(09:09) AI Breakthroughs in Mathematics
(16:07) AI Safety and Risks
(20:44) Essential Unprioritized AI Fields
(24:02) Is 2029 AGI On Track?
--
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.
26 min - Why AI Writing Still Doesn't Pass | Karina Nguyen
Karina Nguyen joins MTS to discuss why post-training is an art rather than a science, how reward hacking is reshaping benchmark design at frontier labs, and why AI writing still sounds robotic to most readers.
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:
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
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) Why Found ThoughtfulLab
(00:03) Art of Post-Training
(00:05) Shaping Claude Character
(00:09) Humanizing Model Crafting
(00:13) Post-Training Bench Learnings
(00:17) Rise of Reward Hacking
(00:26) Challenge of AI Writing
--
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.
32 min - Is AI Ruining Art? Or Saving It? | Cole Lee (@Covacut) | MTS Live
Cole Lee joins MTS to discuss how AI has raised the premium on creativity and taste, why the rise of techfluencers is reshaping brand marketing, and what parts of the creative process AI can never replace.
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:
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
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
(00:02:11) Why Creativity Is a Premium
(00:03:06) Using AI in Video Editing
(00:06:00) What AI Can Never Replace
(00:10:00) The Rise of the Techfluencer
(00:14:14) Why Artists Are Anti-AI
(00:17:40) Advice for Tech Communities
(00:20:30) Future Predictions for Creators
--
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.
24 min - Demonstrating Home Robotics Live on MTS | Tony Zhao
Tony Zhao joins MTS to discuss achieving high reliability in unseen homes with Sunday's Act Two preview, scaling community-driven data collection through memory developers, and running full policy inference directly on device.
--
https://x.com/tonyzzhao
--
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:
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
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
(00:26) Building Full Stack Robotics
(03:38) Personalizing Household Zero-Shot Learning
(05:55) Scaling Memory Developer Communities
(13:39) Deploying On-Device Policy Inference
(16:28) System One vs System Two
(19:27) Demoing Memo Live and Unscripted
(26:28) Strengthening US Hardware Supply Chains
--
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.
29 min
About MTS
From the publisher's feed
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