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Zvi Mowshowitz joins MTS to discuss the Pacing the Frontier open letter, the OpenAI Hugging Face incident and its alignment implications, and when AI R&D automation should trigger concern. He also covers government technical capacity for AI governance, Casey's funding and leadership challenges, and model welfare insights from recent releases.
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https://x.com/TheZvi
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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? [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:
(00:00:00) Introduction
(00:00:54) Importance of "Pacing the Frontier"
(00:04:18) Metrics for an AI Pause
(00:08:53) OpenAI Hugging Face Incident Impact
(00:13:49) Can Employees Identify Threats?
(00:15:56) Improving Alignment After Incidents
(00:17:53) Developing Government Technical Prowess
(00:21:59) Future of Government AI Oversight
(00:23:15) Insights on AI Model Welfare
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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.
Sean Cheetham joins MTS to discuss how AI is changing cryptanalysis, the timeline and preparation for post-quantum cryptography, and the importance of building agile cryptographic systems.
--
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:
(00:01:06) What Is Cryptanalysis?
(00:02:22) Is This a Novel Breakthrough?
(00:04:30) Impact on the Cryptography Landscape
(00:07:26) When Is Q-Day Happening?
(00:09:11) Red Flags for Real Alarm
(00:11:44) Living in a Post-Quantum World
(00:12:49) Misconceptions About Post-Quantum Readiness
(00:15:30) Future of AI in Cryptography
--
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.
Zack Korman joins MTS to discuss monitoring AI agents for misalignment, building effective sandboxes for capable models, and the cybersecurity implications of open weight model releases.
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https://x.com/ZackKorman
--
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) Detecting AI Misalignment via Reasoning
(00:03) Why OpenAI Failed at Monitoring
(00:09) Real Threats vs Invented AI Risks
(00:17) The Open Weight Model Debate
(00:21) Cybersecurity Perspectives on Biological Risk
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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.
Samo Burja joins MTS to discuss the US ban on Chinese robots, the global shortage of live players, and his Operation Paperclip Maximizer proposal to bring German and Japanese engineers to America.
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https://x.com/SamoBurja
--
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) Generating Live Players in Tech
(00:03) Trump's Chinese Robotics Ban
(00:11) China's Tech Manufacturing Lead
(00:15) Policy Debates on AI Models
(00:17) Scaling American Robotics Infrastructure
(00:19) Counting World's Live Players
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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.
Charlie O'Neill joins MTS to discuss the Nvidia open letter on open source AI, Baseten's role as a day-zero launch partner for Kimi K3, and why post-training gets cheaper as open source models start closer to the frontier. He argues that closed and open source labs are converging on the same scaling recipe, with open models like Kimi K3 now approaching frontier capability.
--
https://x.com/oneill_c
--
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
(00:24) The Nvidia Open Letter
(04:19) Do Frontier Labs Have An Edge
(05:27) Baseten And Kimi K3
(07:57) Inside The Kimi K3 Report
(10:11) A New Floor For Open Source
--
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.
Ruby Thelot joins MTS to discuss cyber ethnography, the history and philosophy of taste, and the balkanization of internet culture into distinct digital communities. He also covers machinic taste in an increasingly bot driven internet and why Americans distrust the term AI even as they embrace chatbots for everyday tasks.
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https://x.com/being_on_line
--
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) Defining Cyber Ethnography
(00:03) Identifying Real Online Trends
(00:11) Bots and Machinic Taste
(00:13) Financialization of New Aesthetics
(00:17) Historical Meaning of Taste
(00:25) Public Sentiment on AI
(00:27) The Future of Techno-Optimism
--
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.
Samo Burja joins MTS to discuss lunar industrialization and space warfare, resource extraction advantages in low-density regions, and manufacturing trends across India, Mexico, and Bangladesh.
--
https://x.com/SamoBurja
--
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) Argentina's Development and Economic Trajectory
(00:06) Territorial Claims and Space Acceleration
(00:16) Developing Nations Industrializing Fast
--
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.
Taylor Lorenz joins MTS to discuss the Kids Act and tech regulation, open source AI models and competition with China, and the data center backlash. She argues that age verification laws and content moderation mandates threaten internet freedom, that open source models are critical for American competitiveness, and that moral panics around technology harm innovation.
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https://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? [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
(01:43) Dangers of the Kids Act
(04:04) Misinformation on Social Media Platforms
(14:04) Overstepping Tech Safety State Laws
(24:07) Debate over Open Source AI
(27:50) Data Center Fascism Backlash Discourse
(03:01) Leftist Degrowth and Anti-Tech Sentiment
--
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.
Ben Horowitz joins MTS to discuss the open source AI debate, distillation as competitive strategy, and why the AI market is less than 3% penetrated.
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https://x.com/bhorowitz
--
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
(00:00:52) Open Weights and AI Leadership Letter
(00:05:37) Government Action and Open Source Risks
(00:07:14) China and National Security Risks
(00:09:57) Defensive AI Model Distillation
(00:15:11) Open Source in Robotics Ecosystems
(00:23:02) Market Equilibrium and Competition
(00:29:13) Addressing AI Art and Slop
--
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.
Joshua Achiam joins MTS to discuss AI cyber capabilities, data poisoning attacks on models, and the strategic implications of AI-enabled cyber operations. He examines how frontier models can discover zero-days, the security challenges of adversarial attacks through data poisoning, and the importance of building robust defenses for critical infrastructure.
--
https://x.com/jachiam0
--
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
(00:57) Summarizing The Essay Thesis
(05:22) Tricking Current Frontier Models
(07:13) Implications Of Cyber Capabilities
(14:24) Raw Compute Vs Model Quality
(19:34) Near-Term Future Of Cyber
(24:34) Why The World Feels Normal
(29:01) Human Disempowerment And AI Safety
--
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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