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MTS
By MTSTechnology
MTS episodes
- Samo Burja on NVIDIA, The Catholic Church, and AI | 🟡🔴🔵 MTS Live
Samo Burja joins MTS to discuss global fertility trends, advances in AI hardware like Cerebras, and which institutions are prepared for technological transformation.--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:
ElevenLabs - AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
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 (00:20) History of Bismarck Analysis (03:31) Global Fertility Rate Trends (06:18) The Plausibility of Zero Fertility (11:04) The Shifting Semiconductor Landscape (20:16) Utility of Frontier AI Models (23:18) Institutional Preparation for Technological Shifts (26:38) Final Unpriced Macro Alpha Opportunities
--
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.
31 min - The Moment Dr. Mike Israetel Cried Talking to an AI | 🟡🔴🔵 MTS Live
Dr. Mike Israetel joins MTS to discuss the spectrum of artificial consciousness, strategic health optimization for high-performance work schedules, and how emerging genetic engineering technologies will redefine human vanity.--https://x.com/misraetel--
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
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 (02:05) The Spectrum of Machine Consciousness (06:42) Brain Emulation and Mind Uploading (09:56) Silicon Valley Work and Grind Slop (22:06) Nootropics, Flow State, and ADHD Skepticism (33:55) Longevity, Radical Medical Advancements, and Weight Loss (38:32) The Calorie Head Versus Ingredient Debate (53:56) Looksmaxxing, Vanity, and the Genetic Engineering Horizon
--
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 2 min - Can the US Actually Reshore Its Supply Chain? | Jordan Sanders and David Hansen | 🟡🔴🔵 MTS Live
Jordan Sanders and David Hansen join MTS to discuss Westmag's $11 million seed round, the state of drone motor and robot actuator manufacturing in the US, and building industrial capacity for the robotics industry.
--
https://x.com/boxcardavid
https://x.com/jordansanders0--
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
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
(01:06) Seed Round Announcement
(01:30) State Of US Sourcing
(05:00) Bay Area Hardware Ecosystems
(06:29) Robotics Supply Chain Difficulties
(09:07) Five Year Technology Outlook
(11:47) Future Robotics 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.
15 min - What If Open Source Beat Google's Classified Quantum Algorithm? | 🟡🔴🔵 MTS Live
Sreeram Kannan and Gautham Anant join MTS to discuss coordination technologies for human-agent interaction in a post-AGI world, their work reverse engineering quantum computing solutions to improve Bitcoin security timelines, and building open platforms for agentic science.
--
https://x.com/sreeramkannan
https://x.com/bbuddha_xyz
--
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
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) What Is Human-Agent Coordination?
(05:13) The ecdsa.fail Launch Explained
(06:02) How Gautham Cracked Google's Algorithm
(08:47) What Does This Mean for Bitcoin?
(11:03) Open Agentic Science Vision
--
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.
14 min - Is AI Actually Disinflationary? with Matt Dratch | 🟡🔴🔵 MTS Live
Matt Dratch joins MTS to discuss the AI shadow output gap, how artificial intelligence may create unmeasured productivity gains in the economy, and the implications for monetary policy and inflation measurement.
--
https://x.com/DratchCap
--
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
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) Reading the Sanders Proposal
(04:43) COVID, CARES Act, Emergency Policy
(09:14) Debunking AI Doomerism
(11:18) The AI Access Divide
(20:40) Fixing Wealth Concentration Without Sanders
(23:00) Who Feels Left Behind
--
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.
49 min - Could AI Fix Wealth Inequality? with Max Rose | 🟡🔴🔵 MTS Live
Max Rose joins MTS to discuss Bernie Sanders' proposal to tax AI companies into a sovereign wealth fund, why AI resembles past industrial revolutions more than the social media era, and what a real access agenda for the technology should look like.
--
https://x.com/MaxRose4NY
--
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
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) Reading the Sanders Proposal
(04:43) COVID, CARES Act, Emergency Policy
(09:14) Debunking AI Doomerism
(11:18) The AI Access Divide
(20:40) Fixing Wealth Concentration Without Sanders
(23:00) Who Feels Left Behind
--
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 Tech's "Hardware Optimists" Are Stacking Mac Minis in the Near Term | Steven Sinofsky | 🟡🔴🔵 MTS Live
Steven Sinofsky joins MTS to discuss the ongoing shift from centralized cloud infrastructure to localized device compute, how token cost structures and consumer hardware memory constraints influence the design of next-generation operating systems, and recent industry architecture announcements alongside the historical evolution of graphics processing unit integration.--https://x.com/stevesi
--
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
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
(00:36) Computex: Inside Baseball, Global Reach
(03:19) NVIDIA Spark: New Chip, New Architecture
(05:15) Local Compute: Solving the Token Problem
(05:54) Optimized Local AI Software and CUDA APIs
(14:52) Memory Shortages and Laptop Comparisons
(20:56) Retrospective: Why ARM PCs Always Fail
--
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.
30 min - What Everyone Gets Wrong About Frontier AI Thinking with Dean W. Ball | MTS Live
Dean W. Ball joins MTS to discuss AI safety legislation including Illinois SB 315, the challenges of building effective auditing ecosystems, and what human meaning and purpose might look like in a world with superintelligence. Go and query the notes from this episode here: https://notes.granola.ai/t/1da13399-b52e-488f-b66e-eae86e3a11ee-009c2hma. Granola is the official note-taking partner of MTS.
--
https://x.com/deanwball
--
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
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
(01:33) Build American AI's Policy Pivot
(05:36) Are AI Safety Orgs Too Radical?
(10:02) Pro-AI Political Narratives
(13:11) New York's Woke DOGE
(18:03) The Papal Encyclical on AI
(24:33) Human Meaning Post-Superintelligence--
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.
30 min - What If China's AI Gets Recursive Self-Improvement First | MTS Live
Peter Wildeford joins MTS to discuss AI compute supply constraints, US export controls on semiconductors, and the path to recursive self-improvement in AI systems. Go and query the notes from this episode here: https://notes.granola.ai/t/7997d21c-4eb9-4f76-85e4-95be820e094f-009c2hma. Granola is the official note-taking partner of MTS.
--
https://x.com/peterwildeford
--
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
(00:04) Future Token Supply And Demand
(00:11) The Irony Of Recursive Self-Improvement
(00:14) Physical Bottlenecks In Data Centers
(00:17) Huawei Progress And Chip Smuggling
(00:22) National Security And Government Oversight
--
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 - What Everyone Gets Wrong About UBI with Jordan Schachtel | MTS Live
Jordan Schachtel joins MTS to discuss foreign-linked activism targeting American data centers, the case against preemptive UBI for AI, and how technological progress historically improves employment and quality of life. Go and query the notes from this episode here: https://notes.granola.ai/t/4b6a494d-0e58-4966-9e62-71f5eba28f0a-009c2hma. Granola is the official note-taking partner of MTS.
--
https://x.com/JordanSchachtel
--
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
(01:12) China-Linked Groups Behind Data Center Protests
(04:14) Is Singham Actually Connected to the CCP
(07:44) How Much of Anti-AI Sentiment Is Astroturfed
(09:27) How to Make Data Centers Popular Locally
(12:40) The Case Against Preemptive UBI
(18:30) What If AI Really Does Kill Jobs
(22:37) What Politicians Will Run On in the Midterms--
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
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