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MTS
By MTSTechnology
MTS episodes
- Harley Finkelstein on Shopify's Q1 Results, Sidekick AI, and Scaling GMV Past $100 Billion | Live on MTS
Harley Finkelstein joins MTS to discuss Shopify's strong Q1 performance, the company's hundred year vision, and how merchant solutions leverage economies of scale to deliver value at unprecedented speed.
--
https://x.com/harleyf
--
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
(00:18) Q1 Earnings and Wall Street Reaction
(02:10) Building a Hundred Year Company
(05:34) Product Decisions and Long-Term Thinking
(11:19) Canadian Tech Ecosystem
(13:08) Role Models and Tall Poppy Syndrome--
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
19 min - Best Of 5/5/26 | White House AI Policy, Shopify Earnings, GameStop Bid for eBay
The best moments from MTS on May 5, 2026: Dean Ball on the Trump administration's shift toward reviewing frontier AI models before release and what a workable government eval regime looks like, Harley Finkelstein on Shopify's Q1 earnings and the discipline of running a 100-year company, Jeff Morris Jr. on treating venture capital as a product and the flight to quality across software, and WallStreetBets on GameStop's bid for eBay and what it signals about meme markets in 2026.
--
https://x.com/deanwball
https://x.com/harleyf
https://x.com/jmj
https://x.com/wallstreetbets
--
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) - Dean Ball
(22:13) - Harley Finkelstein on Shopify's Q1 Earnings
(33:30) - Jeff Morris Jr. and Dana Bryce
(52:25) - WallStreetBets on GameStop's bid for eBay
--
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
58 min - Victor Cardenas on Slash's Latest Raise, AI Productivity Gains, and One Person Companies | Live on MTS
Victor Cardenas joins MTS to discuss how Slash uses AI agents to automate back office operations, the emergence of massive revenue companies with tiny headcounts, and why AI will create more millionaires than the internet.
--
https://x.com/victorcardenas
--
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
(00:52) Coining Culture and the Naming Conventions of the Slash Office
(01:29) Raising a Mega Series C and the Explosive Growth of Slash
(02:12) Automating the Back Office with Agentic Internal Tools
(03:46) The Future of Natural Language Banking and AI Agent Twins
(04:24) Building a Company Brain to Bridge Internal Communication Gaps
(07:21) Empowering the New Class of Small Headcount Billion Dollar Businesses
(08:37) The Golden Age of Entrepreneurship and AI-Driven Wealth Creation
(09:37) Feeding Humanity’s Insatiable Demand for Goods and Services
--
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 - Alex Sammon on Florida's Orange Decline, Real Estate Growth, and Supply Chain Shifts | MTS Live
Alex Sammon joins MTS to discuss the collapse of Florida's orange industry, the shift of production to Brazil, and how Wall Street consolidation and real estate development reshaped the state's agricultural landscape.
--
https://x.com/alex_sammon
--
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
(01:13) The Mystery of Citrus Greening and its Impact on Florida Agriculture
(02:21) Real Estate Pressure and the Conversion of Citrus Groves into Suburbs
(11:55) Analyzing the Impact of Wall Street and Global Capital on the Citrus Industry
(15:22) Relocation of the Citrus Industry to Brazil and its Effect on Local Production
(17:14) The Political Movement to Save the Florida Orange
(21:11) Comparing Industry Declines and the Cultural Shifts in Florida and California
(23:08) Global Supply Chains and the Displacements of Consumer Product Sources
(25:37) The Rise of Retail Theft and Analyzing Modern Trends in Shoplifting
--
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 - Best Of 5/4/26 | Why Florida Oranges Are Dying, GameStop Buying eBay, and the Leanest Fintech in the World
The best moments from MTS on May 4, 2026: the collapse of Florida's orange industry, hyperfinancialization and the case for memory stocks, and how Slash built a $300M revenue fintech with 60 people.
--
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
(00:17) The Florida Orange Crisis and the Mystery of Citrus Greening
(02:21) Real Estate Pressure and the Conversion of Citrus Groves into Suburbs
(11:55) Analyzing the Impact of Wall Street and Global Capital on Florida Agriculture
(17:14) The Political Movement to Save the Florida Orange
(29:57) Hyper-Financialization and the Cultural Shift Toward Universal Gambling
(32:46) Re-evaluating Savings Strategies in an Era of Cash Devaluation
(39:07) Technical Frameworks for Trading Semiconductor and Memory Stocks
(57:51) Deploying Agentic Internal Tools to Build Lean, High-Revenue Startups
--
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 9 min - Balaji Srinivasan and Taylor Lorenz on Creator Economy, Internet Freedom, and Decentralized Media | MTS Live
Balaji Srinivasan and Taylor Lorenz join MTS to discuss the rise of the creator economy, the importance of internet freedom in light of age verification laws, and the need for decentralized cryptographic verification systems. They explore how digital media is evolving, the role of privacy and encryption technology, and how tech platforms are becoming new gatekeepers for online content.
--
https://x.com/balajishttps://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:
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 connect thousands of agents and tools to build AI right. 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
(01:00) Rise of Independent Creators and the Content Creator Industry
(06:55) Identity Verification Laws and Fighting for Internet Freedom
(13:00) Zero Knowledge Technology and Decentralized Proof of Human
(22:33) Digital Borders and the Evolution of Telepresence Robotics
(26:12) Global Free Speech Recession and the Disruption of Media Models
(47:33) Decentralized Community Efforts and the Wikipedia vs Wikipedia Debate
(1:00:00) Techno Democracy and MUTUALLY Binding Social Smart Contracts
(1:15:24) Investigative Reporting vs Privacy and the Ethics of Non Consensual Disclosure--
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 33 min - Gary Leff on Spirit's Cost Structure, Consumer Preferences, and Ultra-Low-Cost Carriers | MTS Live
Gary Leff joins MTS to discuss Spirit Airlines' bankruptcy and the ultra low cost carrier model, how basic economy fares helped legacy airlines compete more effectively, and opportunities in new aircraft technology including electric and short takeoff planes.
--
https://x.com/garyleff
--
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
(01:23) The Liquidation of Spirit Airlines and Failed Government Bailouts
(03:41) Why Low Cost Carriers Lost Their Competitive Edge
(05:58) Basic Economy Fares and How Major Airlines Outmaneuvered Spirit
(08:07) Why the Airline Industry is a Brutally Hard Business
(15:22) JSX and the Rise of Premium Private Terminal Experiences
(20:33) Technology Bottlenecks and Paper Flight Strips in Air Traffic Control
(24:33) Analyzing the Spike and Decline of Unruly Passenger Incidents
(32:08) Reforming the FAA and Separating Service Provision from Regulation
--
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
36 min - Vlad Tenev on Robinhood's Wealth Transfer Strategy, Prediction Markets, and Agentic Trading | MTS Live
Vlad Tenev joins MTS to discuss Robinhood's expansion into prediction markets, the company's strategy for tokenizing private companies and real-world assets, and the rollout of agentic AI trading tools. Tenev also explains the Trump accounts program, Robinhood's partnership with BNY as the sole initial broker, and how the company is positioning itself for the generational wealth transfer.
--
https://x.com/vladtenev
--
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
(00:54) Long Term Trends and Building a Generational Financial Services Company
(03:21) Industry Disruption and the Shift to Zero Commission Trading
(05:24) Robinhood Gold Card and Designing Luxury into Physical Payments
(08:42) Robinhood Cortex and Deploying Agentic AI for Active Traders
(13:55) Prediction Markets as a Differentiated Asset Class and Growth Driver
(23:26) Stock Tokenization and Democratizing Global Access to US Equities
(28:31) Robinhood Ventures and Opening Private Markets to Retail Investors
(30:05) Trump Accounts and National Infrastructure for Newborn Brokerage Funding
--
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 - Hans Niemann on Building Endgame, Chess Streaming, and Tournament Structure | MTS Live
Hans Niemann joins MTS to discuss building Endgame with AI coaching features, the differences between blitz and classical chess, and how government support in countries like India and Uzbekistan is shaping the global chess landscape. He shares his views on chess as an educational tool and the need for a more organized tournament structure in professional chess.
--
https://x.com/HansMokeNiemann
--
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 connect thousands of agents and tools to build AI right. 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) Founding Endgame and Disrupting the Chess Mafia
(02:03) Refuting the Untold Netflix Documentary and Rival Reactions
(04:36) The Art and Intuition of Blitz Chess vs Classical Standards
(06:55) Hyper Specialization and Why Being Too Good at Chess Limits Other Success
(11:14) The Online Chess Boom and the Rise of Twitch Streaming
(13:28) Finding Meaning in the Age of Superhuman AI
(19:54) Chess as a Mandatory Educational Tool for American Schools
(22:09) Developing Advanced AI Coaching and Gamified Improvement Pathways
--
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 - Greg Eisenberg on Codex, Agentic Engineering, and the Chief Clipping Officer | MTS Live
Greg Eisenberg joins MTS to discuss why Codex is becoming a super app, how companies should reverse engineer short form video for distribution, and why one person billion dollar companies will emerge in the next two years through agentic engineering.
--
https://x.com/gregisenberg
--
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
(00:17) Evaluating Codex and the Shift Toward AI Super Apps
(02:58) The Future of Agentic Browsers and Personal Productivity Stacks
(09:32) Building a Second Brain and Leveraging Agentic Workflows
(13:18) The Rise of the Chief Clipping Officer and Short Form Video Strategy
(17:15) AI Content Strategy and Reverse Engineering Viral Hooks
(18:57) The Evolution of Vibe Coding and Agentic Engineering
(22:33) Predicting the First One Person Billion Dollar Company
(24:08) Scalability with Agents vs People in Modern SaaS and Media
--
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
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