MTS

Episoder

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  How Private Institutions Can Solve AI Tail Risk | Brendan McCord 12.10.2026 20min

  Brendan McCord discusses why current AI safety pacing proposals fail due to ill-defined power and enforcement against defectors. He outlines a three-layer governance model built on liability, mutual insurance pools, and pre-specified public rules, while advocating for "philosopher builders" creating market-based AI institutions. 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/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠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/nycLovable - 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/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - 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.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/--Timestamps:(00:00) Introduction(00:50) Critiquing Nick Bostrom (03:51) Debating Pacing and Safety (06:28) Three-Layer Governance Model (08:31) Backing Philosopher Builders (10:29) Speed of Private Institutions (12:25) Reviving Big Philosophical Ideas (15:47) Decoupling and Decentralizing AI--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.
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  Why Small Businesses Use AI to Hire Faster | Nich Tremper 12.10.2026 13min

  Gusto Senior Economist Nich Tremper discusses new findings showing that small businesses adopting AI expanded headcount 7% faster than peers, with the strongest growth concentrated in firms with under 10 employees. He outlines how productivity gains from AI are driving hiring across non-tech industries like community services, healthcare, and trade contracting rather than displacing workers. 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/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠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/nycLovable - 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/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - 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.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/--Timestamps:(00:00) Introduction (00:54) Small Business AI Headcount Gains (02:35) AI Hiring Across Sectors (05:14) How AI Productivity Drives Growth (06:27) Record High Small Business Formation (08:50) Future Outlook On US Jobs --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.
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  Why US Infrastructure Lags 10 Years Behind | Ben Schifman 12.10.2026 17min

  Institute for Progress Senior Technology Fellow Ben Schifman discusses the bipartisan American Affordability and Jobs Act (BAJA). He breaks down how the bill imposes hard permitting review timelines, speeds up federal litigation, and alters electrical grid transmission rules to accelerate US infrastructure. 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/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠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/nycLovable - 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/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - 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.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/--Timestamps:(00:00) Introduction(00:33) Bipartisan BAJA Legislation(01:16) Impact Of Permitting Reform(04:26) Odds Of Congressional Passage(05:54) Regulatory Changes Versus Statutory Reform(08:34) Construction Timelines Under BAJA(11:28) Permitting Certainty And Anti-Revocation(13:23) Bipartisan Momentum For Infrastructure --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.
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  Theoretical Physicist Quits String Theory for AI | Dr. Mario Martone 12.10.2026 25min

  Applied Research Lead and former theoretical physicist Dr. Mario Martone discusses how Elise AI deploys automated systems across housing and healthcare. He breaks down managing real-time voice latency for 5 million monthly calls, fine-tuning open-source models, and why LLMs aren't the answer for renewal risk predictions. 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/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠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/nycLovable - 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/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - 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.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/--Timestamps:(00:00) Introduction (00:40) From String Theory To AI (03:31) Machine Learning Versus LLM Stack (05:23) Why LLMs Fail At Determinism (09:58) Managing Real-Time Voice Latency (14:51) High Stakes Of Automated Decisions (18:02) Automating Housing Leasing Operations (19:32) Lowering Affordable Housing Tech Costs --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.
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  Machine Learning Engineering Is the Ultimate RL Task | Jennifer Zhao 12.10.2026 15min

  Jennifer Zhao, co-founder and CEO of Preference Model, discusses coming out of stealth with a $16M seed raise led by Andreessen Horowitz and open sourcing Karrot. She explains why training models on RL environments to perform machine learning engineering and alignment is the highest-leverage path to safe AI development. 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/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠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/nycLovable - 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/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - 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.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/--Timestamps:(00:00) Introduction (01:32) Origin Story of Preference Model (02:42) AI Performing Machine Learning Research (03:59) Considerations for AI Alignment (04:55) Preventing Reward Hacking in Models (06:23) Why Environments Need Depth (07:45) Bottlenecks in Recursive Self-Improvement (10:33) Predictions for AI Research Progress --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.
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  The End of 30-Year Mortgage Servicing | Valon 11.10.2026 16min

  Andrew Wang and Linda Du explain why Valon sold its mortgage servicing business to focus entirely on software, how AI agents require operational context rather than raw intelligence to manage complex financial contracts, and how low-friction servicing will enable new products like income-sharing agreements and farm loan servicing. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.https://x.com/xlindadu--MTS is a live news and interview show covering technology, business, politics, and culture as it happens.Follow MTS: X | ⁠https://twitter.com/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠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/nycLovable - 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/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - 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.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/--Timestamps:(00:00) Introduction (00:38) Why Valon Sold Mortgage Servicing (02:44) Context Bottlenecks For AI Agents (05:09) AI Impact On Macroeconomics (08:44) Rebuilding Future Financial Infrastructure (11:15) Emerging Agent-Serviced Financial Products--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.
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  General Robots Will Be Solved by 2028 | Jay Chooi 11.10.2026 27min

  Robocurve co-founder Jay Chooi discusses real-world safety benchmarking for robotics, revealing how GPT-6 Astra and Claude differ when tested with the RoboHarm framework. He outlines why general-purpose robotics could be solved by 2028 and details the economic threats of gradual AI disempowerment. 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/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠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/nycLovable - 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/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - 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.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/--Timestamps:(00:00) Introduction(01:16) The Goal Of AI Forecasting(03:19) Testing Real World Robot Safety(08:15) The Current State Of Robotics Benchmarks(10:42) Solving General Purpose Robots By 2028(13:30) Measuring AI Induced Disempowerment(22:00) AI Governance And Multi Agent Democracy--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.
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  AI R&D Is Approaching an Explosive Feedback Loop | Tom Davidson 11.10.2026 26min

  Forethought Senior Research Fellow Tom Davidson discusses P Zero Research's "Tasteval" benchmark, which shows AI systems doubling in research taste every three months. The conversation explores recursive self-improvement (RSI), distinguishing fast takeoff "foom" scenarios from "fizzle" dynamics, and examining how AI R&D automation impact lab progress and national security. 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/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠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/nycLovable - 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/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - 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.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/--Timestamps:(00:00) Introduction (00:50) AI Research Taste Benchmarks (06:59) Automating AI Research Workflows (08:52) Research Variety vs Mode Collapse (10:32) Impact on Researcher Compensation (11:48) RSI vs FOOM Dynamics (20:51) Political and National Security Responses --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.
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  Why AI Agents Need Human Harnesses | Robert Vis 11.10.2026 17min

  Bird CEO Robert Vis discusses expanding communication infrastructure to AI agents using MCP and CLI harnesses, cutting headcount from 1,000 to 120 via automation, and executing a $450M debt financing round for dividend recapitalization. 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/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠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/nycLovable - 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/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - 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.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/--Timestamps:(00:00) Introduction (00:57) Origin Story Behind Bird (01:46) How AI Agents Communicate (02:41) Keeping Humans in the Loop (04:44) Biggest Shifts Over 15 Years (06:18) Cutting Headcount With AI Automation (09:39) $450 Million Debt Financing Round (12:35) Predictions for Future AI Agent--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.
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  Frontier AI Models Will Run Local in 6 Months | Zain Javaid 11.10.2026 19min

  Ghost CEO Zain Javaid discusses coming out of stealth with $11M in funding and launching Core, a $3,500 dedicated personal AI computer built to process private user context locally. He explains why hardware platforms like laptops and phones constrain 24/7 autonomous agents, the rapid progression of open-weight models, and why personal AI demands a local form factor. 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/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠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/nycLovable - 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/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - 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.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/--Timestamps:(00:00) Introduction (00:51) Problems with Current Consumer AI (02:46) Trade-offs of Running Local AI (05:08) Consumer Demand for Local Models (08:11) Apprehension Surrounding Personal AI Privacy (10:34) Value Proposition of Local AI (12:51) Future Use Cases for Personal AI--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.
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  AI Implementation Is Making Employees More Lonely | Cesar Carvalho 11.10.2026 12min

  Wellhub CEO Cesar Carvalho discusses a new report with Project Healthy Minds revealing how AI implementation is driving employee stress, anxiety, and workplace loneliness. He outlines why worker wellbeing is now a critical business investment necessary to unlock AI productivity gains. 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/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠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/nycLovable - 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/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - 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.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/--Timestamps:(00:00) Introduction (00:00) New Report On AI And Wellbeing (02:18) Changing Employee Performance Expectations (03:57) Navigating The Jevons Paradox (05:14) Wellness As A Business Investment (06:43) Personalizing Wellbeing At Scale (08:16) Advice For Leadership On Mental Health--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.
• 
  AI Agents Will Handle Mortgage Origination | Mike Yu 11.10.2026 11min

  Vesta CEO Mike Yu discusses the company's $30M Series B raise led by Conversion Capital with customer participation. He breaks down how AI agents are taking over 40% of mortgage origination tasks, why the mortgage market is uniquely suited for enterprise AI labor transfer, and Vesta's plans to build personal AI assistants to manage task-level 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/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠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/nycLovable - 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/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - 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.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/--Timestamps:(00:00) Introduction (00:25) Raising $30M Series B (01:26) Market Shift In 2026 (03:27) Tasks AI Agents Handle (05:44) Customer Participation In Round (07:13) Vesta's Future Growth 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.
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  Minimum Viable Superintelligence Is 5 to 10 Years Away | Steve Newman 11.10.2026 22min

  Golden Gate Institute President Steve Newman discusses the rapid evolution of The Curve conference, why AI timelines and consensus views are shifting rapidly among tech and policy elites, and how minimum viable superintelligence could reshape society within five to ten years. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.https://x.com/snewmanpv--MTS is a live news and interview show covering technology, business, politics, and culture as it happens.Follow MTS: X | ⁠https://twitter.com/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠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/nycLovable - 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/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - 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.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/--Timestamps:(00:00) Introduction (01:28) Origins of Golden Gate Institute (03:01) Creation of The Curve Conference (05:49) Bridging Bubble and Public Perspectives (08:39) Shifts in AI Timeline Predictions (18:04) Golden Gate's Theory of Change (19:14) Expanding The Curve to DC--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.
• 
  Why AI Has Not Changed the Economy Yet | Callum Williams 11.10.2026 15min

  The Economist's Callum Williams analyzes why generative AI hasn't transformed the broader economy after four years, pointing to historic technology diffusion delays, low business adoption, and a lack of labor market reallocation. He discusses corporate AI budget constraints, why pandemic-era predictions of mass labor automation failed, and what leading indicators would actually signal economic growth from AI. 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/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠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/nycLovable - 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/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - 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.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/--Timestamps:(00:00) Introduction(00:49) Why Has AI Not Changed the Economy?(01:49) Why AI Diffusion Is Slower Than Expected(03:26) How Much Do People Actually Use AI?(05:11) What Triggers Widespread AI Adoption?(06:33) What Signs Signal AI Economic Growth?(08:52) What Is Really Driving Tech Layoffs?(12:21) Which Economic Doom Predictions Came True? --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.
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  Programmable Biology Will Systematically Eradicate Disease | AJ Scaramucci 10.10.2026 22min

  AJ Scaramucci discusses the launch of Solari Capital and its $350 million deployed across AI, programmable biology, and aerospace. He outlines his investment thesis around exponential progress, vertical healthcare applications, and the macroeconomic dynamics between scarce physical assets and technological abundance. 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/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠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/nycLovable - 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/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - 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.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/--Timestamps:(00:00) Introduction (01:06) Solari Capital Thesis (02:36) Engineering Programmable Biology (06:06) AI Application Bets (10:37) Influence of Peter Diamandis (14:26) Incubating Radial and Collectibles (18:20) Monetary Debasement and Scarcity--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.
• 
  Why Simulation Fails for Dexterous Robots | Brian Potter 10.10.2026 22min

  Brian Potter of Construction Physics and the Institute for Progress discusses the history and failure of plasma displays, why Vision-Language-Action (VLA) models and cheap hardware like UMI are changing robotics, and why prefab housing remains exceptionally difficult to scale without general-purpose automation. 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/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠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/nycLovable - 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/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - 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.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/--Timestamps:(00:00) Introduction (00:48) Rise and Fall of Plasma (04:40) Vision-Language-Action Models Explained (06:30) What Part of Robotics Is Hardest to Scale? (09:35) How UMI Data Solves Manipulation (11:54) How to Learn Complex Real-World Systems (16:42) Why Prefab Housing Remains So Difficult (19:07) Will General-Purpose Robots Enable Prefab?--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.
• 
  The Lab Data Proves the Intelligence Explosion Is a Myth | Ramez Naam 10.10.2026 30min

  Investor and computer scientist Ramez Naam argues that recursive self-improvement and AI intelligence explosions face steep diminishing returns based on data from OpenAI and Anthropic system cards. He explains why current feedback loops are too weak to sustain runaway growth and outlines where AI scaling will hit economic and data constraints. 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/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠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/nycLovable - 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/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - 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.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/--Timestamps:(00:00) Introduction (01:36) Where Is the Intelligence Explosion? (03:54) Reaching a Self-Sustaining Loop (05:11) Why Labs Claim Runaway Growth (08:41) Compute and Data Bottlenecks (12:27) Five-Year AI Outlook (16:00) Reaching True Superintelligence (24:39) Why Swarm Scaling Fails--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.
• 
  Why General LLMs Will Control Physical Robots | Thijs Simonian 10.10.2026 22min

  Thijs Simonian, Stanford junior and former OpenAI and Ella Marina builder, discusses scaling his viral Discord bot to 1.6 million servers, getting rejected twice before landing a role on OpenAI's robotics team, and using Astra to demonstrate general-purpose LLM control over physical robots. 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/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠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/nycLovable - 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/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - 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.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/--Timestamps:(00:00) Introduction (01:48) First Viral AI Builds (04:00) Advice for Young Builders (05:53) Current Stanford Builder Culture (08:13) Getting Hired at OpenAI (09:59) Getting Into AI Robotics (13:30) General LLMs Controlling Robots (15:26) Staying in School vs Dropping Out --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.
• 
  Why AI Data Centers Need a New Class of Switch | Jeff Holden (61 chars) 10.10.2026 17min

  Jeff Holden discusses Atomic Machines emerging from six years in stealth with a $250M raise and the introduction of the Matter Compiler—a physical manufacturing system that builds micromachines directly from code. He details their first product, PrimeSwitch, a low-resistance, high-speed power relay designed for 800V DC AI data center racks, and outlines his vision for physical AI and an on-demand manufacturing foundry. 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/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠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/nycLovable - 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/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - 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.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/--Timestamps:(00:00) Introduction (01:08) Emerging From Stealth (01:36) Understanding Matter Compiler (03:42) AI Native Micro Manufacturing (06:18) Launching The PrimeSwitch (09:15) AI Design Foundry Model (12:02) Command Of Matter Vision --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.
• 
  Why Open Source AI Lags Behind China | Ioannis Antonoglou 09.10.2026 23min

  Reflection AI CTO Ioannis Antonoglou discusses Beam, their new 501B parameter open-weight model trained on 10,500 GPUs with zero distillation. He breaks down their massive RL scaling run, agentic generalizability, and how Western labs can compete with China's frontier model velocity. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.--https://x.com/real_ioannisMTS is a live news and interview show covering technology, business, politics, and culture as it happens.Follow MTS: X | ⁠https://twitter.com/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠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/nycLovable - 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/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - 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.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/--Timestamps:(00:00) Introduction (00:53) Why Reflection AI Built Beam (03:24) Competing With Chinese Open Model Labs (07:15) Lessons From Scaling Reinforcement Learning (09:25) How General Capabilities Transfer Across Tasks (12:17) Squeezing Capabilities From Smaller Model Sizes (15:35) Lessons From Pioneers Of Deep RL (20:13) Predictions For Autonomous 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.