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MTS
By MTSTechnology
MTS episodes
- Balaji Srinivasan & Steven Glinert: What If the Internet Replaced the Nation State? | MTS Live
Balaji Srinivasan and Steven Glinert join MTS to discuss the network state concept, semiconductor supply chain realities, and the need for allied coalitions in manufacturing. They examine how geography no longer dictates culture and law, China's production capacity advantage in autonomous warfare materials, and strategies for decentralizing Silicon Valley globally. Go and query the notes from this episode here: https://notes.granola.ai/t/dbbf07cb-f5c9-43c5-b0db-18b1387dacc0-008umkv4
Granola is the official note-taking partner of MTS
--
https://x.com/balajishttps://x.com/StevenGlinert
--
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
(07:25) The Network State Concept
(09:10) The Internet Century
(13:19) Can You Bomb the Network?
(28:37) US Military Supply Chain Vulnerabilities
(37:04) Mapping the Supply Chain
(43:37) Is MAGA a LARP?
(48:22) Who's We, Kemosabe?
(54:29) The Mark Carney Scenario
--
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.
55 min - Why Export Restrictions are the Path to Chinese AI Dominance Now with Neil Chilson | MTS Live
Neil Chilson joins MTS to discuss export controls, AI diffusion strategies, and China's approach to chip development and open source models.--https://x.com/neil_chilson
--
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
(01:05) What Is the AI Overwatch Act
(02:36) Steel-Manning the Hawkish Case
(08:40) The Long-Timeline Danger of Export Controls
(11:26) Does Competition Make Huawei Better
(12:01) Will US Policy Change China's Strategy--
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.
17 min - Why Avi Schiffman Thinks AI Companions Will Follow the Dating App Arc | MTS Live
Avi Schiffman joins MTS to discuss what real-world Friend pendant usage reveals about AI companionship, why he thinks the category will follow the normalization arc of dating apps, and why AI memory and personality still barely work.
--
https://x.com/AviSchiffmann
--
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
(00:19) What Friend Is Doing Now
(02:16) What the User Interviews Reveal
(03:55) Who the Hardcore Users Actually Are
(06:00) The Hard Problem of Ensouling a Companion
(08:16) Will Companions Need Active Personalization
(09:32) What the New York Billboards Taught Him--
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 - Brendan Carr on Low Earth Orbit Satellites, Chinese Drone Bans, and Mobile AI | MTS Live
Brendan Carr joins MTS to discuss the FCC's EchoStar spectrum deal, how new satellite spectrum enables direct-to-cell connectivity, and the agency's two-track approach to drone policy. He also covers the new robocall enforcement strategy and the path to 6G.
--
https://x.com/BrendanCarrFCC
--
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
(00:29) What the FCC Does for Tech
(02:05) The EchoStar Spectrum Deal Explained
(05:00) Broadcast Regulation in a Streaming World
(07:17) Drone Dominance and DJI Restrictions
(10:22) Fighting Robocalls With a New Approach
(13:21) What Is 6G and When Does It Arrive
(15:47) The State of US Connectivity Today--
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.
18 min - Rie Yano on Palantir Japan, SoftBank's Risk Culture, and AI Startups in Tokyo | MTS Live
Rie Yano joins MTS to discuss Palantir's joint venture strategy in Japan, the country's bifurcated risk culture, and how geopolitical tensions are shaping tech adoption. Zach Corman joins to discuss separating hype from reality in AI-powered vulnerability discovery, supply chain attack dynamics, and the information asymmetry problem facing cybersecurity buyers.
--
https://x.com/rieglobe
--
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
(04:55) Palantir's Joint Venture Strategy
(09:44) Alex Karp's Cult Following
(16:32) Cybersecurity Before AI
(20:15) Project Glasswing and Mythos
(28:41) Supply Chain Attack Dynamics
(38:22) Vulnerability Overhang Concept
(45:50) Vendor Information Asymmetry Problem--
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 - Gil Feig & Shensi Ding on Data Fragmentation, AI Gateway, and Production AI Infrastructure | MTS Live
Gil Feig and Shensi Ding join MTS to discuss building connective infrastructure for production AI, multi-model routing strategies, and enterprise security requirements for AI adoption.
--
https://x.com/shensi
https://x.com/GilFeig
--
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) The Story Of Merge
(00:09) Specialized Production Infrastructure
(00:10) No Single Best Model
(00:12) Enterprise ROI And Cost
(00:15) Multi-Model Versus Multi-SaaS--
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.
25 min - Tim Hwang on The Pope's Encyclical, Aquinas on AI Cognition, VirtueBench | MTS Live
Tim Hwang joins MTS to discuss the Pope's recent AI encyclical, why AI alignment is better understood as applied moral philosophy than science, and how religious frameworks might offer more efficient tools for steering model behavior.
--
https://x.com/timhwang
--
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
(00:19) Why the Pope Has Pull
(02:15) AI Labs vs. the Vatican
(06:10) What Exactly Is ICMI
(09:27) New Religious Sects and AI
(11:02) What Religion Are the Models
(22:05) The Alignment Cults Question
(25:00) Dean Ball and Section 99--
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.
33 min - Cremieux on One-Shot Cholesterol Treatment, Lipoprotein Targeting, and Eli Lilly's Acquisitions | MTS Live
Cremieux joins MTS to discuss Eli Lilly's gene therapy for LDL cholesterol reduction, emerging vaccines for shingles and Epstein-Barr virus, and the acceleration of pharma progress driven by new therapeutic modalities and China's rising contribution to global drug development.
--
https://x.com/cremieuxrecueil
--
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
(01:20) Gene Therapy for LDL Cholesterol
(05:43) How PCSK9 Inhibitors Work
(08:42) When This Comes to Market
(15:58) Shingles Vaccine and Dementia Prevention
(16:58) Vaccines for Epstein-Barr and STDs
(20:40) Pharma Progress Over the Last Decade
--
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.
28 min - Lee Robinson on Small Modular Reactors, Fuel Bottlenecks, and Energy Prices | MTS Live
Lee Robinson joins MTS to discuss uranium enrichment capacity, nuclear fuel supply chains for advanced and traditional reactors, and the path to US energy independence.
--
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
(01:25) Why Lee Founded General Matter
(03:15) The Capacity Problem and Separative Work Units
(05:33) What States Like Utah Should Do
(07:20) What the Country Looks Like in 10 Years
(09:40) Building Fuel for Advanced and Traditional Reactors
--
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 - Christopher Koopman on NRC Reform, Data Center Power Demand, and Getting Shovels in the Ground | MTS Live
Christopher Koopman joins MTS to discuss the NRC's shift from 50-year bottleneck to industry partner, why hyperscaler demand is driving the nuclear renaissance, and what restoring domestic uranium enrichment will require.
--
https://x.com/ckoopman
--
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:
--
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.
11 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