MTS

Episodet

• 
  Why MCP Protocol Alone Won't Fix AI Agents | Ayan Barua 08.10.2026 13min

  Ampersand CEO Ayan Barua breaks down why traditional unified APIs and Model Context Protocol (MCP) aren't enough to connect AI agents to legacy enterprise systems, and how real-time translation layers are solving the reliability bottleneck. 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) Solving Enterprise AI Integration (02:06) Replacing Unified API Models (03:59) Shift to Real-Time Data (05:47) Limitations of MCP Protocols (08:18) Overcoming AI Reliability Bottlenecks (09:19) Expansion Across Enterprise Verticals--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 Agents Won't Take Over Enterprise Yet | Tarek Alaruri 08.10.2026 15min

  Tarek Alaruri, co-founder and CEO of Stu, discusses their new $52.5M Series B round and how the platform automates accounts receivable for enterprise clients. He outlines why enterprise AI adoption faces human and workflow bottlenecks, challenges the narrative of rapid autonomous agent adoption, and explains why legacy systems keep enterprise transition grounded. 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) Unlocking Growth With Series B (01:45) What Changed In Ten Months (02:55) AI Agents In Production Challenges (05:02) Bottlenecks Beyond Model Capabilities (07:38) Applying First Principles To Finance (09:19) Hot Takes On AI Enterprise Adoption --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.
• 
  Your Camera Roll Is the Ultimate AI Context Layer | Marissa Mayer 08.10.2026 21min

  Marissa Mayer, founder and CEO of Dazzle and former CEO of Yahoo, discusses launching her new photo-based personal AI assistant. She explains how leveraging camera roll context provides personalized AI assistance, tasks automation, human-in-the-loop workflows, and novel privacy protections. 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:--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.
• 
  Millions of Small AIs Could Beat One Giant Model | Andrew Trask 07.10.2026 27min

  Andrew Trask, Senior Research Scientist at Google DeepMind and Executive Director of OpenMind, discusses the limits of embedded evaluators, double-blind frontier model testing via confidential compute, and why ensemble routing could decentralize the AI landscape. 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) Scaling Embedded Evaluators (03:54) Addressing Evaluator Bias (08:22) Day-to-Day Evaluator Workflows (12:08) Preventing Benchmark Gaming (17:45) Solving the Evaluator Talent Bottleneck (22:14) Ensemble Routing vs. Scaling Laws--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.
• 
  Personal Agents Are Replacing the Human Consumer | James Cadwallader 07.10.2026 25min

  James Cadwallader, co-founder and CEO of Profound, discusses raising $180 million at a $1.8 billion valuation to build the AI-native marketing stack. He breaks down how autonomous personal agents are transforming consumers into agentic shoppers, and how enterprise brands are shifting to agent-first marketing strategies. 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) Future Of Buying (04:00) Building Agentic Growth Tools (07:07) Gaming AI Search Algorithms (10:39) Rise Of Personal Agents (12:49) Transforming Enterprise Marketing (17:24) Expanding Beyond Marketing (21:11) AI Marketing 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.
• 
  Game Controllers Are the Universal Robot Interface | Pim de Witte 07.10.2026 22min

  General Intuition Co-Founder and CEO Pim de Witte discusses their $220M Series A raise at a $6.2B valuation, proving sim-to-real transfer to real-world robotics using game controllers, and their thesis on scaling world models natively in pixel space. 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(00:53) Scaling Sim-To-Real Robotics(02:31) Hardest Challenges Building World Models(03:49) Origin Of General Intuition(05:22) Do World Models Learn Physics?(08:28) Effectiveness Of Bot-Generated Data(14:00) Next Breakthrough In Sim-To-Real(15:00) Predictions For Embodied 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.
• 
  How Anthropic Schismed From OpenAI | Kevin Roose 07.10.2026 14min

  Kevin Roose discusses his new book The AGI Chronicles, detailing Dario Amodei's early 2019 scaling roadmap, eureka moments in AI history, and the internal schism at OpenAI that led to the founding of Anthropic. 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 (01:00) Dario’s 2019 Scaling Memo (03:04) Why Scaling Was Ignored (05:35) Pivotal Eureka Moments In AGI (07:47) Documenting AI Before It Decays (09:10) How Anthropic Schismed From OpenAI (11:31) Feasibility Of A Government Project--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 Design Is the New Code | Dylan Field 06.10.2026 16min

  Figma Co-Founder and CEO Dylan Field discusses the general availability release of Figma's design agent, explaining how AI is lowering the floor for creation while preserving the value of human craft and judgment. He also shares his long-term vision for code as a canvas material and the future of human-AI collaboration. 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 (00:39) Figma Design Agent Launch (03:10) Improving AI Design Systems (05:58) Lowering Floor vs Raising Ceiling (08:54) AI Impact On Humanity (11:01) Design Is The New Code (12:10) Predictions For The Next Decade (13:23) What To Expect From Figma--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 Specialized AI Beats Frontier Models | Anthony Pompliano 06.10.2026 24min

  Anthony Pompliano discusses his new book "How to Live an Extraordinary Life," timeless principles of agency, and how his company Sylvia built specialized fine-tuned AI models that outperform frontier models at 97% lower cost. 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 (00:46) How to Live an Extraordinary Life (04:19) Summary of Favorite Book Letters (06:56) Loss of Timeless Principles (13:31) Building Sylvia AI Finance Tool (17:45) Building Specialized AI Products (20:42) US Interest Rates Impact (21:18) Bitcoin Bull Market Drivers--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.
• 
  Frontier AI Models Now Fit on Your MacBook | Sigil Wen 06.10.2026 8min

  Sigil Wen, founder of Conway Research and Thiel Fellow, discusses launching Underdog—a private, local AI running directly on personal devices—and how autonomous agents will transform internet commerce by rendering traditional advertising obsolete. 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 (01:49) Pivoting Conway To Underdog (05:41) Closing Remarks And Wrap Up --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.
• 
  How Game Design Primitives Prepare Us for AI | Bing Gordon 06.10.2026 24min

  Advisor Bing Gordon and Night Horse Productions President Chloe Gordon discuss game design primitives, emotional alignment, user-generated economies, and how positive-sum gaming frameworks apply to consumer products and 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 (01:08) Game Design Thinking for AI (03:32) Creating Positive-Sum Games (05:14) Impact of Generative Games (09:29) Social Media vs. Video Games (13:09) Predicting Player Retention (20:09) Perfection of User-Created Economies --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 Washington Gets Open Source AI Wrong | Matt White 06.10.2026 27min

  Matt White, Founding Executive Director of the Open Intelligence Foundation and former Linux Foundation CTO, joins MTS to discuss AI policy in Washington, why legislators fundamentally misunderstand open source AI, compute concentration among closed labs, and the push for open public compute 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 (01:06) What Legislators Misunderstand (02:40) What Kill Switches Mean (06:38) Benefits Of Open Source (09:08) Decentralized AI Superintelligence Safety (14:17) Why China Leads Open Source (18:00) How Compute Constrains Academia (22:48) Funding Public Compute 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.
• 
  Why NVIDIA Acquired Hugging Face for $12.9B | Thomas Wolf 06.10.2026 22min

  Hugging Face Chief Science Officer Thomas Wolf discusses NVIDIA's $12.93B acquisition of Hugging Face, the rapid enterprise adoption of open-weights models like Gemma, and the launch of the company's Open Alignment team to tackle AI safety and interpretability. 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 (00:52) NVIDIA Acquires Hugging Face (03:20) Rise of Open-Weights Models (07:24) Launching Open Alignment Team (11:51) Science vs Engineering Alignment (14:07) Evaluators Program and Collaboration (17:13) Frontier AI Regulation Shift--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 the US Is Moving AI Policy Behind Closed Doors 06.10.2026 33min

  Carnegie Endowment Fellow Anton Leicht discusses the alignment consensus at Curve, the national security pivot in AI governance, and the strategic positioning of middle powers like Australia and France. 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 (00:42) Impressions From The Curve (05:04) Superintelligence Task Force Analysis (07:50) Neglected AI Economic Risks (13:58) Midterm Elections Political Dynamics (18:05) Independent AI Evaluator Ecosystem (25:24) Middle Power AI Strategies (29:17) Israel AI Potential Analysis--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 70% of Enterprise AI Seats Sit Idle | Russ Fradin 06.10.2026 27min

  Larridin CEO Russ Fradin breaks down how enterprises measure real AI usage and return on investment[cite: 1]. He discusses why Silicon Valley's AI adoption vastly differs from the rest of America, why most Copilot seats sit idle, and why organizational transformation and HR will prove more critical than agentic workforce hype. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.--https://x.com/rfradin--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 (00:58) Measuring AI Return On Investment (04:10) Understanding Enterprise Work Context (07:23) Tracking Developer Code Quality (09:14) Agentic Versus Human Headcount (14:34) Real Enterprise AI Adoption Rates (20:10) Bottlenecks In AI Diffusion (23:54) Predictions For Enterprise 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.
• 
  Why 60% of Global Losses Go Uninsured | Jamie Cuffe 05.10.2026 24min

  Pace Founder and CEO Jamie Cuffe explains how AI agents are transforming back-office insurance operations, closing the $9 trillion protection gap, and disrupting $400 billion in BPO spend. He breaks down how computer use agents navigate legacy mainframes, streamline commercial underwriting, and reshape the economics of global risk management. 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 (02:03) What AI Makes Possible (03:10) AI for Predicting Future Risk (06:29) Changing the Broker Landscape (08:58) AI Across Insurance Operations (14:00) Expanding Global Risk Capacity (17:00) Legacy Tech to Agentic Workforces (21:00) Closing the Protection Gap--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.
• 
  How Double-Blind Tests Could Secure Frontier AI | Patricia Paskov 05.10.2026 21min

  Patricia Paskov, Director of Standards at AVERI, discusses the growing need for independent frontier AI auditing, the talent shortage in model evaluation, and pilot double-blind evaluations run with Google DeepMind and Openmind. 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 (00:53) What Does AVERI Do Right Now? (02:23) How Many Qualified AI Auditors Exist? (05:20) Addressing Conflict of Interest Concerns (09:57) Gemini Double-Blind Evaluation Pilot (12:38) How Do You Audit Model Alignment? (15:54) Formal Verification and International Standards--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 Competition Forces Labs to Race | Dan Robinson 05.10.2026 19min

  Paradigm Head of Research Dan Robinson joins to demo Pace, a game modeling the game theory, prisoner's dilemmas, and equilibrium dynamics between competing AI labs pacing the frontier. He breaks down why fog of war drives acceleration, how recursive self-improvement hits real-world bottlenecks, and Paradigm's next economic game on AI labor diffusion. 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(00:28) Explaining the AI Pacing Game(01:45) Game Theory Behind AI Pacing(03:33) Streaming the Game Live(07:19) Voluntary Coordination and Fog of War(08:50) International Coordination and China Dynamics(14:38) Bottlenecks in Recursive Self-Improvement(16:11) Upcoming Games on Labor Diffusion--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 LLMs Need a Collective Memory Layer | Pablo Stern-Plaza 05.10.2026 23min

  MongoDB CPO of AI & Engineering Pablo Stern-Plaza reveals the company’s new Atlas Agent Engine and explains why data gravity makes MongoDB the natural memory layer for AI agents. He discusses enterprise security guardrails, running models locally across hybrid environments, and how multi-agent networks rely on shared memory to drive real-world actions. 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 (00:53) Launching Atlas Agent Engine (01:38) Key Pain Points From Customers (07:08) Governance For Long-Horizon Agents (12:11) Evolution Of Non-Coding Workflows (14:11) The Emerging Golden Skillset (18:07) Data Gravity As A Moat (21:00) Scalable Agent Production Requirements --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 401ks Will Access Private Markets | Davis Thacker 04.10.2026 27min

  Carta Chief Strategy Officer Davis Thacker breaks down current private market macro trends, from seed valuation bifurcations and IPO backlogs to the surge in LP secondaries. He reveals Carta’s expansion into private equity and explains how enterprise AI adoption like Claude Desktop and AI agents are redefining software infrastructure and equity management. 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(02:16) Macro Trends In Startup Venture Capital (05:10) Insights On LP Venture Fund Dynamics (07:44) Carta Addressing Private Market Infrastructure (11:11) Future Of Retail Capital In Private Markets (14:55) Impact Of AI On Internal Workflows (21:13) Expansion Into Private Equity Sector (25:03) Predictions For Future IPO Growth --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.