MTS

General Compute co-founder and CTO Jason Goodison breaks down their $100M Series A to build a dedicated inference cloud on Cerebras wafers. He explains why fast inference requires moving away from standard GPU racks, how the industry is shifting from a dial-up era to broadband interactivity, and why open-source models will drive the next generation of real-time AI agents. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

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:

Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc

Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/

Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.

Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠

ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts

Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠

Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com

Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn more

Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com

AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com

Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/

–

Timestamps:

(00:00) Introduction

(00:54) The $100M Series A Announcement

(01:49) Why Fast Inference Needs Custom Silicon

(03:56) The Broadband Moment for AI

(05:23) Bringing Fast Inference to Open Source

(08:07) High-Stakes Use Cases for Speed

(09:49) When Fast Tokens Become the Norm

(13:01) What Comes Next for General 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.

Foundry Robotics founder and CEO Adarsh Kulkarni discusses raising a $100M Series A to build software-defined, AI-orchestrated factories from scratch. He explains why retrofitting legacy sites fails, outlines the four-nines reliability barrier in manufacturing, and predicts 1 million robots will deliver 5 billion work hours annually within 36 months. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

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:

Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc

Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/

Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.

Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠

ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts

Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠

Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com

Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn more

Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com

AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com

Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/

–

Timestamps:

(00:00) Introduction

(01:13) Why Offshoring Left America Unprepared

(02:51) The Production Reality vs Demos

(04:19) The Four-Nines Reliability Challenge

(05:20) Building Net New Factories vs Retrofitting

(07:22) Unlocking Invisible Manufacturing Problems

(09:51) The Impact of Industrial Abundance

(11:58) 36-Month Robotics Deployment Timelines

–

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.

Edison Scientific founder and CEO Sam Rodriques breaks down their new partnership with Pfizer to deploy superintelligence across pharma R&D. He details how their AI scientists Robin and Cosmos are already discovering novel disease treatments, and maps out why drug repurposing will deliver rapid medical breakthroughs before entirely new AI-designed compounds arrive. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

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:

Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc

Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/

Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.

Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠

ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts

Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠

Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com

Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn more

Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com

AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com

Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/

–

Timestamps:

(00:00) Introduction

(00:45) What Pfizer Partnership Means

(01:33) Genetic Medicine Patient Stories

(03:13) How AI Diffuses Into Medicine

(05:10) AI Discoveries And Robin Success

(07:57) Real World Clinical Timelines

(10:24) Drug Repurposing And Future Predictions

–

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.

AMD's Ian Weinberg demos the Ryzen AI Halo developer box live in studio with Sophia Dew, running massive AI workloads locally. He details how 192GB of unified memory unlocks local 300-billion-parameter models and multi-agent workflows, and explains how semantic routing diverts 70% of enterprise reasoning tasks away from frontier models to on-prem silicon. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

--

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:

Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc

Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/

Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.

Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠

ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts

Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠

Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com

Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn more

Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com

AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com

Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/

–

Timestamps:

(00:00) Introduction

(03:05) Launching The Hardware Demo

(07:07) Pre-Installed Developer Playbooks

(12:26) Pushing Past 128GB Memory

(18:51) Who Needs Sovereign AI

(20:24) Local Hardware Market Growth

(23:11) Demo Wrap And Outro

–

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.

Stanford professor and Hoover Institution senior fellow Allison Okamura challenges the current race toward humanoid robots, arguing that single-task and soft vine architectures will transform industries like medicine and eldercare far faster. She warns against applying language-model agentic AI directly to physical robots without safety guarantees, outlining what robotics adoption will actually look like over the next year versus the coming decades. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

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:

Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc

Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/

Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.

Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠

ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts

Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠

Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com

Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn more

Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com

AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com

Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/

–

Timestamps:

(00:00) Introduction

(00:48) Stanford Robotics Research Overview

(03:31) Generalized Versus Specialized Robots

(06:54) Designing New Robot Form Factors

(09:28) Origin of Soft Growing Robots

(11:57) What Truly Defines a Robot

(17:23) Robotics in Older Adult Care

(21:33) One Year Outlook for Robotics

–

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.

Alexander Barry, head of capabilities tracking at Epoch AI, breaks down a new study showing how open-weight AI models can reverse engineer software patches into zero-day browser exploits. He discusses testing GLM 5.3 against Firefox, the shrinking patch gap, and whether upcoming models like Kimi K3.1 Pro threaten frontier cyber security. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

https://x.com/AlexBarry4

--

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:

Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc

Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/

Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.

Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠

ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts

Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠

Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com

Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn more

Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com

AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com

Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/

–

Timestamps:

(00:00) Introduction

(01:12) Finding Zero-Day Browser Exploits

(04:07) What the Patch Gap Means

(05:56) Implications for Enterprise Software Security

(09:51) Economics and Cost of Attacks

(12:22) Frontier Models and Kimi Capabilities

(14:03) Why Chrome Avoided the Exploit

(17:36) Macro Cyber Predictions for 2027

–

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.

Harmonic co-founder and CEO Tudor Achim discusses expanding their Aristotle formal verification system from math proofs to C code and chip design. He explains why AI-powered cyber attacks make code verification an urgent national security priority for critical infrastructure, and how formal verification eliminates entire classes of exploits. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

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:

Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc

Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/

Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.

Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠

ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts

Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠

Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com

Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn more

Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com

AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com

Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/

–

Timestamps:

(00:00) Introduction

(01:34) What Is Code Verifiability?

(02:46) How Verifying Code Prevents Exploits

(06:24) Modeling C Code in Math

(10:26) Should All Software Be Verified?

(12:15) Securing Critical Government Infrastructure

(14:28) The Bridge Analogy for Cybersecurity

–

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.

Cohere Chief AI Officer Joelle Pineau discusses the company's massive Series E fundraise, expanding enterprise deployments, and building frontier AI models outside the US and China. She also breaks down Cohere's acquisition of Prague-based cybersecurity harness startup Aisle and the imperative for organizations to use AI for defense. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

https://x.com/joellepineau

--

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:

Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc

Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/

Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.

Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠

ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts

Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠

Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com

Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn more

Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com

AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com

Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/

–

Timestamps:

(00:00) Introduction 

(00:57) Cohere's Massive Series E 

(02:04) Enterprise Versus Frontier Labs 

(04:53) Canadian Sovereign AI Push 

(07:11) Frontier Models Outside US 

(08:52) AI-Driven Cybersecurity Defenses 

(11:11) Training Models With Allies

–

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.

Sarah Constantin of Principles of Intelligence explores the blind spots in AI agent evaluation and why fast doom scenarios misjudge physical science. She also unpacks why current US tort law fails to hold companies liable for unintentional AI cyberattacks, alongside reflections on rationalist culture. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

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:

Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc

Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/

Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.

Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠

ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts

Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠

Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com

Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn more

Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com

AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com

Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/

–

Timestamps:

(00:00) Introduction

(00:54) Knowing When AI Agents Fail

(02:56) Where AI Models Still Struggle

(04:59) Liability for Unintentional Cyberattacks

(09:00) What Rationalism Gets Wrong

(12:07) The Culture of Rationalist Communities

(14:27) Skepticism Around Rapid AGI Doomsday

–

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.

Mistral CRO Marjorie Janiewicz joins MTS to break down the open-weight release of Mistral Large 4. She discusses how the frontier model matches closed-source coding and cyber defense capabilities at a fraction of competitors' compute investment, while laying out why enterprise sovereignty and model customization will render generic chatbots obsolete within a year. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.

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:

Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc

Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/

Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.

Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠

ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts

Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠

Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com

Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn more

Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com

AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com

Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/

–

Timestamps:

(00:00) Introduction

(01:07) Mistral Large 4 Launch

(01:59) Open Weights and Cybersecurity

(04:56) Enterprise Sovereignty and Customization

(11:42) Competing With Fewer Resources

(13:36) Why Open Source Is Essential

(17:13) European Perspective on AI

(22:28) One-Year Predictions and ROI

–

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.