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MTS
By MTSTechnology
MTS episodes
- Will O'Brien on the Ocean Drone Gap, US vs China, and the Hamilton Society | MTS Live
Will O'Brien joins MTS to discuss why the ocean lost its cultural cachet as a frontier after the 1960s and how Ulysses is working to revive it, where the US and China currently stand on autonomous underwater vehicles, and why the technological enablers for seasteading are only now becoming viable.
--
https://x.com/Willob
--
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
(01:01) Ulysses: Building an Autonomous Robotics Platform for the "Ocean Company"
(01:52) Vertical Applications: From Reef Conservation to Navy Defense
(04:31) Mine Clearing in the Strait of Hormuz and Local Infrastructure
(07:15) Historical Anomalies: Why Humanity Stopped Exploring the Oceans
(11:46) Geopolitics of the Deep: Undersea Drone Capabilities and Global Competition
(14:35) Seasteading 2.0: Starlink, Autonomous Logistics, and Ocean Habitation
(20:00) The Hamilton Society: Social Institutions and Professional Dignity in SF
(25:00) The Ultimate Vision: Robot Swarms and Fully Instrumented Oceans
--
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 - Geoffrey Woo on Attention Economy, Creator Durability, and Character Building | MTS Live
Geoffrey Woo joins MTS to discuss Anti Fund's investment strategy, the importance of attention and character for founders, and how creators build durability by evolving across platforms and narratives.
--
https://x.com/geoffreywoo
--
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
(01:02) Anti Fund Thesis and Leveraging Generational Talent
(02:23) Barbelling Strategy from First Check to Pre IPO Rounds
(03:52) Attention as a Scarce Commodity in an Automated World
(04:52) Creators as Capital Partners and the Solas Case Study
(05:46) Building Characters to Breakthrough in today’s Media Economy
(08:42) Analyzing Creator Durability and Reinventing Stories
(16:23) Product Storytelling and Turning Founders into Thumb Stopping Characters
(23:08) Balancing Narrative Storytelling with Technical Expertise in 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
25 min - Cold Healing on TikTok Anthropology, Social Media Friendships, and Dimes Square | MTS Live
Cold Healing joins MTS to discuss why young people should still move to big cities, the durability of New York and San Francisco against rivals like Austin and Miami, and what the disorganized state of the American left looks like after the MAGA moment.
--
https://x.com/coldhealing
--
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
(01:07) The New York City transplant discourse and the internet's pull toward big cities
(02:52) Leveraging Twitter and Discord to meet people and build social fabric
(03:51) Gentrification trends and underrated neighborhoods across the five boroughs
(06:17) Evaluating Zohran Mamdani’s mayoralty and the reality of socialist governance in New York
(07:35) Comparing urban density and development: San Francisco's stagnation vs. New York’s growth
(12:19) Alternative American lifestyles: Living in Peoria, Chicago, and the rural Midwest
(15:51) The future of the American Left: Analyzing the "Woke 2.0" phenomenon and its leaders
(18:31) Dime Square and the post-pandemic evolution of downtown New York culture--
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
20 min - Kylie Robinson on Scoops Culture, Hard Tech, and San Francisco's Rental Market | MTS Live
Kylie Robinson joins MTS to discuss her takeaways from interviewing Sam Altman and Greg Brockman, including Altman's claim that OpenAI plans to manufacture its own actuators. She also addresses why writers have largely accepted AI training data as a foregone conclusion, and how the AI boom has transformed San Francisco's housing market and social scene.
--
https://x.com/kyliebytes
--
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
(01:42) Key Takeaways from the Sam Altman and Greg Brockman Interview
(04:11) Analyzing the Elon Musk vs. OpenAI Lawsuit and Jury Selection
(07:16) Transitioning from Legacy Media to New Media at Core Memory
(10:48) Public Perception of AI: Existential Risk vs. the "Slop" and Plagiarism Debate
(14:52) Hard Tech and Deep Tech: American Manufacturing and Hardware Innovation
(16:39) The Evolution of San Francisco: The AI Boom and a Resurgent Social Scene
(20:48) The Future of Journalism: Video, Podcasts, and AI Partnerships
--
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
24 min - Lyn Alden | Semiconductor Bottlenecks, Stablecoin Growth, Stagflation Risk Live on MTS
Lyn Alden joins MTS to discuss the semiconductor rally and where value accumulates in the AI buildout, the divergence between Bitcoin and software stocks, and the macro fallout from the Strait of Hormuz crisis.
--
https://x.com/LynAldenContact
--
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) Analyzing the historic 18-day win streak in the semiconductor index
(09:59) AI displacement of white-collar work and structural economic impacts
(14:38) Hyperscaler CapEx arms race and the shift in return on invested capital
(20:17) The intersection of AI agents, autonomous wallets, and stablecoins
(27:50) Jevons Paradox in software: Assessing AI disruption and pricing power
(33:31) Geopolitical risks: The Strait of Hormuz conflict and global oil prices
(42:40) The K-shaped economy: Wealth concentration and disenfranchised sentiment
(47:25) The Stall Guard Incident: Envisioning a semi-dystopian 2070s tech future
--
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
57 min - Sheel Mohnot on AI Acquisitions, Strategic Voting, and Airline Business Models | MTS Live
Sheel Mohnot joins MTS to discuss the blocked Meta acquisition of Manus AI, California's jungle primary system and the governor race, and the structural challenges facing ultra low cost carriers like Spirit Airlines.
--
https://x.com/pitdesi
--
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
(00:43) Comparing the Seasons and Temperatures in Melbourne vs San Francisco
(02:23) Meta and the $2 Billion Unwinding of the Manus AI Acquisition
(06:44) Geopolitical Fallout and the Chilling Effect on Chinese National Founders
(14:26) The California Governor Race and the Mechanics of the Jungle Primary
(19:35) Political Strategy and Matt Mahan vs Tom Steyer for Governor
(28:37) Governor Gavin Newsom and the Future of National Democratic Politics
(31:00) The Spirit Airlines Crisis and Potential Nationalization Under Trump--
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
43 min - Steven Sinofsky, Aaron Levie, Martin Casado on The Silicon Valley Gap, Agents as Users, Integration Walls | MTS Live
Steven Sinofsky, Aaron Levie, and Martin Casado join MTS to discuss the widening gap between Silicon Valley and enterprise AI adoption, why agents should be treated more like humans than software, and what headless SaaS means for the future of work.
--
https://x.com/stevesi
https://x.com/levie
https://x.com/martin_casado
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
MTS is a live news and interview show covering technology, business, politics, and culture as it happens.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/
--
Timestamps:
(00:00) Introduction
(00:23) The gap between Silicon Valley engineering and general enterprise knowledge work
(03:55) Challenges of centralizing AI projects in large organizations vs. secular trends
(08:19) Architectural shifts: Integrating AI into products vs. viewing AI as a user/agent
(10:41) Integration hurdles: Permission sets, legacy data systems, and human context
(15:16) Role of systems integrators (SIs) and change management in enterprise AI deployment
(19:23) The "End-to-End" argument: Treating AI agents as employees rather than software
(23:34) Salesforce's move toward headless software and new agentic business models
(37:49) How agentic workflows improve underlying scaffolding and end-user products
(40:54) The productivity trap: Creating more entropy and "fake productive" work through AI
(50:13) Optimism on jobs: Why increased complexity and software creation drive hiring
--
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 - Shaun Maguire on Middle East, China, SpaceX | MTS Live
Shaun Maguire joins MTS to discuss the two positions he calls the most controversial of the past year, pro Israel and pro data centers, covering the strategic read on the Iran conflict, what it signals for China and Taiwan, and why compute for AGI may ultimately move to space.
--
https://x.com/shaunmmaguire
--
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
(00:38) The fundamental principle of debating controversial ideas in a democracy
(05:06) Geopolitical characterization of the war and American interests
(08:54) How the war in Iran reduces the chances of a Chinese invasion of Taiwan
(14:50) Predicting the endgame for Iran and Donald Trump's negotiation style
(21:37) Four strategic outcomes deterring a China-Taiwan operation
(33:42) Blue Origin's NG3 launch and the future of SpaceX competition
(38:44) The thesis for space-based AI inference capacity
(47:55) Reflections on New York City politics and the Momodani administration
--
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
57 min - Packy McCormick on Ocean Data Centers, Super Hot Geothermal, and Stranded Energy | MTS Live
Packy McCormick joins MTS to discuss ocean-based data centers, stranded energy assets powering the AI buildout, and the state of tech optimism in 2026.
--
https://x.com/packyM
--
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) The Evolution of Not Boring and the Second Industrial Revolution
(06:22) Assessing the Soul of Apple and the New CEO Leadership
(08:50) Monitoring the Situation and the Return of 24/7 Live Media
(09:42) The West Coast Coffee Sector and Monetizing Local Culture
(14:48) Tracking AI Eval Updates and the Model Performance Obsession
(18:47) Panalasa and the Future of Floating Data Centers at Sea
(23:21) Shape Rotators vs Word Cells and Geometric Alpha
(33:47) Unlocking Stranded Energy and Energy Abundance Through AI Compute--
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
41 min - Signüll on Relationships as Economy, Hinge Streamers, Apple AI | MTS Live
Signüll joins MTS to discuss why modern dating apps are broken, his thesis that the internet tends to reverse pre existing social norms, and what Apple's next chapter looks like as AI reshapes the iPhone.
--
https://x.com/signulll
--
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/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
Interested in sponsoring the show? [email protected]
--
Timestamps:
(00:00) Introduction
(00:17) Analyzing the NYC Speed Dating Crisis and Gender Mismatches
(03:41) Hinge Streamers and the Performance Art of Digital Dating
(06:14) The Failure of Dating App Paradigms and Why Bumble BFF Stalled
(12:03) The Matchmaking Crisis and How the Internet Reverses Cultural Norms
(17:06) Performative Influencers and De-Centering Men on TikTok
(23:06) Why the Apple CEO is More Important Than the President
(29:31) Why AI Won’t Disrupt the iPhone Form Factor
(35:40) Building a Single Stream of Ranked AI Intelligence--
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
38 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