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MTS
By MTSTechnology
MTS episodes
- Kayvon Beykpour on Microsoft-Scale Inference, Macroscope, and Tokens as a Vanity Metric | MTS Live
Kayvon Beykpour joins MTS to discuss token efficiency in engineering organizations, AI-powered code review systems, and building tools for code-based understanding at scale.
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https://x.com/kayvz
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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:
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
(01:19) Token Maxing and Efficiency
(03:30) What Macroscope Does
(05:07) High Signal Code Review
(08:23) Origin Story and Twitter Experience
(10:46) Code as Source of Truth
–
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.
16 min - Max Marchione on Retatrutide, a Post-Obesity Society, and Aging Therapeutics | MTS Live
Max Marchione joins MTS to discuss the retatrutide Phase 3 trial results and what nearly one-third body weight loss means for the future of obesity treatment. He covers the growing menu of GLP-1 options, the tradeoffs between fat loss and muscle preservation, and what a post-obesity world might mean for culture, dating, and looksmaxing. He also addresses the longer arc toward genomic medicine as the next major therapeutic frontier.--https://x.com/maxmarchione
--
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
(00:11) Retatrutide Phase 3 Results
(01:19) Muscle Loss vs. Fat Loss Tradeoffs
(04:10) What Comes After Obesity
(06:00) Cultural Effects of a Slim-on-Demand World
(08:04) Why Billionaires Looksmax
(09:22) Looksmaxing as a Structural Trend–
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 - Robin Hanson on Prediction Markets, Why We Do Things, and Grabby Aliens | MTS Live
Robin Hanson joins MTS to discuss the Minnesota law criminalizing prediction markets and what drove it, his long-term vision for decision markets advising everything from corporate leadership to personal dating choices, and why sports gambling dominates trading volume on platforms like Kalshi and Polymarket. He also reflects on his broader intellectual work, including the Elephant in the Brain, grabby aliens, and the Age of Em.
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https://x.com/robinhanson
--
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
(01:04) The Minnesota Prediction Market Ban
(02:39) Convincing the Public Markets Aren't Gambling
(04:16) Kalshi and Polymarket vs. the Real Vision
(08:00) Decision Markets and Personal Life Choices
(13:01) The Value of Sports Gambling
(24:11) Robin's Deepest Insights
(26:38) Age of Em and the Case for Futurism
--
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 - Logan Kilpatrick on Gemini Omni, Antigravity, and the Future of Google Search | MTS Live
Logan Kilpatrick joins MTS to discuss what made Google I/O's Gemini Omni launch compelling, how Antigravity compares to Claude Code and Codex, and where Google Search is headed as users shift toward longer, multimodal queries. He also covers the case for Android XR glasses, the Gemini Spark agent, and why AI video editing tools could reshape content creation.--https://x.com/OfficialLoganK
--
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:
Transcript:(00:00) Introduction(00:51) Google I/O and Gemini Omni(05:03) Google Glass vs. Android XR(07:27) Gemini Spark and Always-On Agents(09:32) Google Flow and Creator Tools(16:15) Antigravity vs. Claude Code and Codex(20:47) OpenAI vs. Google Culture(22:53) The Future of Google Search
--
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.
35 min - Kong CEO Aghi Marietti on Why the Old Internet Is Ending | MTS Live
Kong CEO Aghi Marietti joins MTS to discuss why connectivity infrastructure matters as much as models, how the internet is shifting from pixels to APIs, and how enterprises will govern AI at the traffic layer.
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https://x.com/sonicaghi
--
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
(00:27) Anthropic Acquires Stainless
(04:56) What Is Connectivity Infrastructure
(08:30) The Click and Scroll Internet
(18:15) Human in the Loop Interfaces
(23:23) MCP Adoption in Enterprise
(26:41) What AI Governance Means
(28:37) Kong's Mission and Scale
–
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 - Taylor Lorenz on Google Zero, Vox/Murdoch Deal, and Gen Z Spending
Taylor Lorenz joins MTS to discuss the James Murdoch acquisition of Vox Media, the collapsing business model for digital news in a Google Zero world, and why young people have given up on traditional financial milestones.
MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
https://x.com/TaylorLorenz
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/--Brought to you by:Granola - The AI notepad. Try it once and never go back. https://granola.ai/mtsKong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.comBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comMerge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mtsAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comMacroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts
Timestamps:
(00:00) Introduction
(01:14) Gen Z Economic Nihilism and the Death of Frugality
(05:12) Analyzing the Murdoch-Vox Deal and the Digital Media Crash
(06:55) Reaching Google Zero and the Decline of Search Traffic
(08:37) Independent Opinion Content and the Future of Journalism
(11:03) Jeff Bezos on Tax Reform and Government Inefficiency
(18:42) Synthetic Media and Navigating Information through AI Agents
--
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 - Jeff Bezos Calling Out NYC's School Spending, AI Philanthropy, and the End of Frugality | State of the Timeline
State of the Timeline 20th May 2026
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/--Brought to you by:Granola - The AI notepad. Try it once and never go back. https://granola.ai/mtsKong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.comBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comMerge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mtsAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comMacroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts
Timestamps:
(00:00) Introduction
(08:34) Populist Backlash and the Ethics of Billionaire Wealth
(11:24) Tax Reform and the Inefficiency of Government Distribution
(17:54) The Washington Post and the Relevance of Profitability in Media
(22:21) Evaluating Public Spending and Educational Outcomes in New York City
(23:59) Strategic Philanthropy and Building a Silicon Valley for Public Goods
(31:41) Economic Nihilism and the Death of Frugality in Gen Z Spending
--
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.
42 min - Ramp's Lead Economist on Anthropic, OpenAI, and Why SaaS Isn't Dying | MTS Live
Ara Kharazian joins MTS to discuss business AI adoption patterns, the dynamics of model competition, and what Ramp's spend data reveals about software market transformations.
--
https://x.com/arakharazian
--
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
(00:49) What Ramp Data Shows About SaaSpocalypse
(03:16) Where Real Change Is Happening
(07:39) Model Adoption and Competition Trends
(10:50) Cost Pressures and Model Routing
(18:23) Next Generation of AI Adoption Research
(26:33) Growth Outside Model Companies
(34:09) Legacy Players and Defensive 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.
45 min - Beff Jezos on Building Thermodynamic Computers to Replace GPUs | MTS Live
Guillaume Verdon joins MTS to discuss thermodynamic computing, the energy efficiency advantages of probabilistic hardware, and applications in robotics and edge AI. Verdon explains how Xtropic's TSUs complement existing GPU infrastructure and enable new approaches to physical intelligence.
--
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:
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
(02:48) From Quantum Computing to Thermodynamics
(09:23) The Hardware Ecosystem Today
(17:42) How TSUs Complement GPUs
(25:16) Physical Intelligence and Edge Computing
(31:45) The Path Forward for Thermodynamic Algorithms--
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.
53 min - Cerebras Director on IPO and Inference, Andrej at Anthropic, SaaSpocalypse AI Index | Best Of 5/19/26
The best moments from MTS on May 19: Cerebras running Kimi K 2.6 at 1,000 tokens per second and the shift from training to inference, Ramp Economics data showing SaaSpocalypse is not yet in business spend patterns, and Anthropic surpassing OpenAI in adoption while token-based pricing remains under 1% of SaaS spend.
Timecodes:
- (00:00) Introduction
- (01:19) Cerebras Director James Wang on Cerebras going public, inference architecture, wafer-scale clusters
- (08:59) Monetary Matters on bond yields rising, inflation expectations, Google Blackstone TPU deal
- (16:26) Ara Kharazian from Ramp on SaaS spend patterns, Anthropic adoption, token-based pricing
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/
MTS is 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
59 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