MTS

Епизоде

• 
  AI Safety Language Is Destroying the Debate | Steven Sinofsky 20.09.2026 30мин

  Former Windows President Steven Sinofsky breaks down why treating AI failures as "alignment issues" rather than software bugs is damaging the industry. Drawing from decades of software history—from early computer virus panic to Excel bugs—he argues AI labs need standard operational logging and telemetry rather than legislative mandates. 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.com--Timestamps:(00:00) Introduction (01:21) Historical Context of Tech Regulation (04:32) Reframe AI Alignment as Software Bugs (09:14) The Need for Engineering Rigor and Telemetry (18:57) Comparing AI Alignment to Y2K (22:26) Harmful Anthropomorphic Language in AI (26:42) The Evolution of Software Bug Tracking (28:57) Operational Security vs Consciousness --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 Data Centers Are Building Private Grids | Travis Fisher 19.09.2026 17мин

  Cato Institute’s Travis Fisher details how data center operators are bypassing grid queue delays by building private off-grid networks and behind-the-meter generation. He discusses short-term emissions increases, state-level rate impacts, and DOE-led nuclear and geothermal innovations. 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.com--Timestamps:(00:00) Introduction (01:25) Shift in Energy Priorities (03:13) Rise of Private Power Networks (06:06) Keeping Electricity Rates Down (08:07) Short-Term Data Center Carbon Emissions (11:09) Should We Privatize the Grid (14:01) Top Energy Book Recommendations --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 Will Drop the Work Week to 35 Hours | Sen. Bernie Moreno 19.09.2026 9мин

  US Senator Bernie Moreno discusses how his office uses AI to automate routine tasks, why he believes AI can dramatically boost productivity to allow for a 30-to-35-hour work week, and why he opposes over-regulating AI out of existential fear. He also advocates for mandatory watermarks on AI-generated media and urges tech companies to self-regulate rather than wait for slow-moving legislation. 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.com–Timestamps:(00:00) Introduction (00:33) Using AI in Senate Offices (01:19) Senate Restrictions on AI Integration (02:18) Believing in the Promise of AGI (03:15) Addressing AI Safety Skeptics (04:39) Policy Frameworks and Watermarking AI (05:25) Why Tech Companies Must Self-Regulate –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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  China Trains Top AI Models With 20x Less Compute | Konstantin Pilz 19.09.2026 26мин

  Center for Technology and Statecraft (CTS) co-founder Konstantin Pilz breaks down why China's top AI labs operate on 20x less compute than US leaders, how distillation drives their progress, and why restricting DUV lithography exports is the US's strongest lever to slow Chinese AI hardware advancement.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.com--Timestamps:(00:00) Introduction (01:48) Measuring Pace and China Compute (06:58) Pacing Frontiers and Compute Overhang (11:56) Scaling Laws and Compute Growth (15:04) China Retaliation and Supply Chain (17:47) Cold War Nuclear Diplomacy Lessons (21:23) Human Role in Automated Econom--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 the FCC Is Banning Foreign-Made Drones | Brendan Carr 19.09.2026 16мин

  FCC Chairman Brendan Carr discusses the agency's "Build America Agenda," banning foreign-made drones, robotics, and routers to spur domestic manufacturing, freeing up spectrum for commercial space operations, and tightening rules to curb robocalls. 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.com--Timestamps:(00:00) Introduction (01:01) Priorities of the Build America Agenda (02:27) Banning Foreign Robotics and Drones (03:43) Unlocking Spectrum for Space Operations (06:46) FCC's New Levers Against Robocalls (08:26) Addressing AI Cybersecurity Threats (09:52) Ensuring American Leadership in AI Policy (12:16) Regulating TV Broadcast Neutrality --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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  NASA Chief: How To Reach Another Star System | Jared Isaacman 17.09.2026 21мин

  NASA Administrator Jared Isaacman discusses the high-stakes race to put astronauts on the Moon by 2029, competing with China's lunar timeline. He lays out plans for the newly commissioned U.S. Space Academy, NASA's shift to nuclear-powered spaceships, and how space infrastructure relates to AI and the orbital economy. 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.com–Timestamps:(00:00) Introduction (00:42) Plans for United States Space Academy (02:52) How NASA Retains Top Talent (05:11) SpaceX Alignment on Lunar Base Goals (06:33) NASA Strategy for Interstellar Space Travel (08:00) Lessons for AI Developers From NASA (15:05) The Role of Nuclear Power in Space (17:44) Geopolitical Stakes of the Space Race –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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  Violent Crime Costs US Cities $7 Trillion | Cremieux 17.09.2026 24мин

  Cremieux explains why dropping PISA scores disappear after adjusting for measurement variance, breaks down the true cost of urban violent crime on economic agglomeration, and discusses the high manufacturing barriers for newly approved myostatin inhibitors. 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.com--Timestamps:(00:00) Introduction (00:53) What Is The PISA Exam? (01:51) Are Declining PISA Scores Real? (08:32) How To Maintain Epistemic Standards (10:49) First FDA-Approved Myostatin Inhibitor (14:26) How Crime Destroys City Agglomeration (21:14) Why People Oppose AI Data Centers--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 Universities Must Evaluate Frontier AI | Chris Manning 17.09.2026 31мин

  Sophia Dew interviews Stanford NLP Group founder Chris Manning on why universities are uniquely suited to be independent AI safety evaluators, the risks of client capture with existing IVOs like METR, and how Moonlake is combining code-based physics simulation with neural rendering for physical 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.com--Timestamps:(00:00) Preview & Introduction (02:03) Why Universities Should Evaluate AI (03:49) How Stanford Differs From METR (07:46) Should AI Safety Research Be Public? (09:58) The Problem Of Client Capture (14:58) Why AI Professors Leave Academia (20:28) Building Physical AI At Moonlake (26:26) Comparing LLMs To Human 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.
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  Factory COO: Why Big Tech Must Own Their Own AI Intelligence | Francesca LaBianca 16.09.2026 15мин

  Francesca LaBianca joins MTS to discuss Factory's approach to self-improving software, sovereign intelligence for enterprise deployment, and model-agnostic systems that give developers choice across frontier and open source models. 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.com--Timestamps:(00:00) Introduction (01:22) What Factory Is Building (02:01) Five-Month Valuation Surge (04:20) Defining Sovereign Intelligence (05:43) Enterprise Model Mix Trends (10:27) Future Vision and Scale (11:36) Investor to COO Journey--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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  Anthropic & OpenAI Are Hardening Cisco Infrastructure | Jeetu Patel 16.09.2026 15мин

  Jeetu Patel joins MTS to discuss Cisco's partnerships with Anthropic and OpenAI on AI-powered vulnerability detection, the shift from human-scale to machine-scale cybersecurity defense, and how AI automation is changing engineering bottlenecks from coding to taste and judgment. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.https://x.com/jpatel41--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.com--Timestamps:(00:00) Introduction (01:06) Frontier AI Partnerships (02:05) Attacking Own Software (04:20) Anthropic vs OpenAI (07:23) Human-in-the-Loop Bottlenecks (08:53) Autonomous Agent Limits (11:08) Flipping Security Advantage--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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  Fake AI Safety Experts Are Stealing Real Cyber Contracts | Brian Chau 15.09.2026 22мин

  Brian Chau joins MTS to discuss his investigation into Irregular's role in recent AI cybersecurity incidents, the involvement of effective altruism organizations in AI evaluation firms, and the need for traditional cybersecurity expertise in AI testing. 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.com--Timestamps:(00:00) Potemkin AI Expertise(00:38) Investigating Irregular Security Flaws(03:17) Effective Altruism Narrative Push(07:03) Establishing Lab Criminal Liability(09:26) Real Model vs Eval Alignment(10:48) Draw Lines on AI Cyber Evals(13:04) EA Monoculture and Paid Media(16:04) Independent Cybersecurity Eval Alternatives--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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  We Can Get 2x More Energy Out of the Existing Grid | Ben Hilborn 15.09.2026 26мин

  Ben Hilborn joins MTS to discuss grid capacity constraints, the case for keeping AI data centers connected to local power grids, and strategies for achieving true solar-driven energy 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.com–Timestamps:(00:00) Introduction (01:05) Compute Is Energy, Energy Is Compute (02:18) The Core Problems in Energy Infrastructure (03:55) Distributed Energy Agents and Grid Control (08:50) The Distribution Grid Bottleneck (14:48) Real-Time Grid Mapping and Flexibility (16:56) Why Data Centers Belong on the Grid (20:44) Predictions for Energy Abundance–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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  Make AI Labs Pay For Mass Damages | Judge Glock 14.09.2026 16мин

  Judge Glock joins MTS to discuss regulating AI through tort liability instead of top-down bureaucracies, how companies can internalize harms to drive alignment, and the fiscal benefits of data centers at the local level. 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.com–Timestamps:(00:00) Introduction (00:51) Proposal for AI Tort Liability (02:59) Existing Regulators vs. Tort System (05:03) Handling Cyber Incidents Without Damages (07:56) Preparing for Non-Gradual AI Harms (11:13) Negligence vs. Strict Liability Standard (12:33) Local Fiscal Benefits of Data Centers–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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  Defense Agents Will Beat Rogue Swarms | Rohit Krishnan 13.09.2026 20мин

  Rohit Krishnan joins MTS to discuss AI's ability to solve Millennium Prize problems, the gap between mathematical capabilities and practical automation, and how societies adapt to technological disruption through defensive mechanisms and 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.com–Timestamps:(00:00) Introduction (01:05) Address Doom Skeptics (06:55) Counter Argument to Doom (09:36) AI Bureaucracy Risks (12:44) Superintelligence & Cyber Risks (16:45) AI Optimism in Youth–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.
• 
  Pure Math Breakthroughs Won't Speed Up the Economy | Stephen Hsu 13.09.2026 23мин

  Stephen Hsu joins MTS to discuss his documentary Machine God about the race to ASI, the concepts of techno capital and recursive self-improvement, and how gradual disempowerment will shape humanity's relationship with AI. Hsu also discusses human enhancement through genomics, AI capabilities in mathematics, and the timeline for AGI's real-world impact. 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.com–Timestamps:(00:00) Introduction (00:50) Documenting the Race to ASI (01:48) Three Concepts Shaping the Future (04:29) Can Human Enhancement Combat Obsolescence? (08:27) Inside the Mindset of Dreamers and Doomers (11:00) Is AI Obsolescence Voluntary or Avoidable? (17:04) Does Solving Math Breakthroughs Grow the Economy? –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.
• 
  US Export Restrictions Are Handing Global AI to Huawei | Steven Glinert 12.09.2026 24мин

  Steve Glinert joins MTS to discuss Huawei's competitive position in global AI infrastructure, US export policy and the diffusion rule tier system, and the slow takeoff view of AI productivity growth. 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.com–Timestamps:(00:00) Introduction(01:14) Huawei's Threat to Nvidia(03:18) Why Nations Choose Huawei(04:53) Missing the Frontier Edge(06:48) US Restrictions on Nations(08:59) Value of Other Nations(13:59) The Biden Diffusion Rule(19:49) Restricting AI Model Access–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.
• 
  Social Platforms Are Flooded With AI Slop | Misbah & Farah Uraizee 12.09.2026 16мин

  Misbah and Farah Uraizee join MTS to discuss how consumer behavior is shifting across social platforms, how brands can measure marketing ROI in the age of user-generated content, and how AI is helping scale brand voice and verify content quality. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.--https://x.com/misbahuz--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.com–Timestamps:(00:00) Introduction(00:51) Origin of Nectar Social (03:15) Transition to the Black Box Era (06:45) Scaling Brand Voice with AI (08:37) Marketing Spend and ROI Attribution (011:05) Post-Feed Winners and AI Slop –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 Frontier AI Labs Are Terrified of Open-Source | Ahmad Osman 12.09.2026 39мин

  Ahmad Osman joins MTS to discuss running AI models on hardware you control, the evolution of local inference capabilities, and why open source model development matters for individual agency and data sovereignty. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.--https://x.com/TheAhmadOsman--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.com--Timestamps:(00:00) Introduction (02:51) Catching Up to Frontier Intelligence (08:33) Local Routing and Enterprise Fallbacks (12:24) Open-Source AI vs. Regulatory Capture (18:19) Pushing Hardware Limits on DGX (26:27) Big Tech’s Battle for Open Source (34:09) How to Start Running Local 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.
• 
  AI Costs Will Drop 90%+ in 12 Months | Ben Cera 11.09.2026 14мин

  Ben Cera joins MTS to discuss building AI agents that run businesses autonomously, how open source models are driving down costs, and why distribution and taste still matter in an AGI world. 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.com--Timestamps:(00:00) Introduction(00:59) Naming Polsia "AI Slop" (00:02:34) Autonomous Agents in Practice (00:04:28) Why Software Moats Are Dead (00:07:49) Finding AI Startup Opportunities (00:10:49) AI Cost Collapse 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.
• 
  $7.9 Trillion AI Hardware Boom Stalls at Data Center | Sam Ramji 11.09.2026 16мин

  Sam Ramji joins MTS to discuss the challenges of deploying AI hardware at scale, the role of agentic software in managing data center operations, and how data structured for agents creates defensible value in the infrastructure layer. 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.com--Timestamps:(00:00) Introduction(00:55) The Core AI Bottleneck (02:08) Sailplane’s Agentic Software Stack (04:20) Identifying the Market Opportunity (07:03) Managing Finicky AI Hardware (09:35) Building Trust in Agents (10:39) Hardware Market Expansion Predictions (13:05) Structured Context as the Moat --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.