MTS

Daytona CEO Ivan Burazin breaks down why debt markets are freezing out NeoClouds, how founders are trapped chasing saturated hype flywheels like sandboxes and vibe coding, and why the vast majority of agent spend actually goes to CPUs rather than model inference. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS chronicles the singularity, live. Monitori...

Nick Khami of Morph breaks down the economics of AI compute, debunking the idea that there is infinite demand for raw inference. He explains how the Neocloud credit crunch will play out, why open-source models reaching frontier level creates a need for verifiable inference, and how inference clusters differ from training clusters. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into...

Will Depue joins Theo Jaffee to discuss using Claude and Codex to comb through public telescope data for new asteroids and dwarf planets, which inspired his new nonprofit Macro Grants. They also dig into his viral tweets on human obsolescence, why he thinks functional human skills will be wiped out in 15 to 20 years, and his evolutionary concerns about AI as a fitter species. Check out our sponsor...

Redwood Research CEO Buck Shlegeris joins Theo and Sofia to unpack his recent post predicting a 33% chance that AI companies build superintelligence within the next year. They examine the modeling behind rapid recursive self-improvement (RSI), how capabilities on verifiable tasks generalize to real-world domains like robotics, potential AI takeover scenarios, and why algorithmic secrecy matters as...

Tempus AI founder and CEO Eric Lefkofsky discusses how his company aggregates 600 petabytes of multimodal clinical and molecular data across over 8,000 US hospitals to personalize cancer care and accelerate drug discovery. He explains why general frontier models fail on raw medical data like ECGs and DNA sequences without heavy post-training, shares the personal origin of Tempus following his wife...

David Gal, VP of Product and Engineering for Connected Equipment at Samsara, discusses how physical AI is transforming industrial operations across airports, mines, warehouses, and construction sites. He breaks down the launch of the ruggedized Samsara 360 AI camera—deployed by customers like Alaska Airlines to prevent tarmac accidents—and explains how Samsara leverages trillions of data points fr...

Databricks Senior Director of Product Management Ken Wong discusses the launch of Always On Genie, an autonomous enterprise data agent, alongside Genie Ontology and new co-work features. He explains why missing organizational context—not frontier model intelligence—is the primary bottleneck keeping AI agents from automating real-world knowledge work, and outlines how Databricks uses autonomous age...

Kong CEO Augie Marietti shares enterprise AI gateway data showing that Fortune 500 companies still spend overwhelmingly on frontier labs like OpenAI and Anthropic rather than open-weight models. He explains why true end-to-end enterprise agents are still five years away due to API connectivity bottlenecks, and predicts that companies will increasingly run dozens of internal models like mini neo-la...

Canva Head of AI Research Stefano Corazza discusses how generative AI is reshaping creativity, the human-machine interface, and content production. He explains how Canva trains models like Craft to learn design taste, plan layouts before rendering pixels, and turn real-time user edits across 250 million monthly users into reinforcement learning signals, while predicting a 100x drop in video genera...

Nate Soares, president of the Machine Intelligence Research Institute (MIRI) and co-author of If Anyone Builds It, Everyone Dies, joins MTS to discuss MIRI’s pivot from technical alignment to public advocacy and their new theater ad campaign, Do Not Accept. He argues that AI labs are building superhuman systems they cannot control, warns that current reactive safety fixes will fail past a critical...

Melvin Johnson, VP of research leading Gemini post-training at Google DeepMind, joins MTS to unpack the rapid rollout of the Gemini 4 model family—Argon, Carbon, and today’s workhorse release, Hydrogen. He breaks down how Hydrogen outperforms flagship models on key benchmarks, why Google’s vertical integration with TPUs and massive distribution keeps frontier labs ahead of open-weight models, and...

Vercel AI Product Lead Harpreet Arora shares enterprise adoption trends from Vercel’s AI Gateway, revealing how teams are shifting toward Anthropic models, decision models, and voice workflows. He also discusses the slowdown in open-weight model quality improvements relative to frontier labs, NVIDIA’s role in the open-source ecosystem, and predicts video models will become reliable for repeatable...

Horizon3 co-founder and CEO Snehal Antani discusses the launch of the company’s Adversarial Intelligence Frontier Lab and how AI agents are changing offensive and defensive cybersecurity. He explains why frontier AI models fail against basic cyber deception, why private behind-the-firewall training data is the real moat over compute, and why attackers rely on machine-speed execution of basic flaws...

Google DeepMind research engineer Ege Erdil explains why he is bearish on $1T+ AI lab valuations, comparing frontier labs to low-margin, high-CapEx airlines rather than traditional software monopolies. He also challenges short-timeline forecasts like the AI 2027 intelligence explosion thesis, arguing that AI progress remains bottlenecked by compute and data rather than self-accelerating software r...

Runway co-founder and CEO Anastasis Germanidis explains why the video generation lab open-sourced Praxis-1, its new world action model topping NVIDIA’s RoboLab 120 benchmark. He breaks down the race with China on physical AI, why predicting pixels trains real-world robot control, and his forecast for robot deployments moving into production by next year. Check out our sponsor Lovable: https://lova...

Former White House AI advisor Ben Buchanan details the geopolitical battle for AI dominance, how chip export controls are starving China of frontier compute, and what happens if the US faces superhuman AI by 2028. He explains the Biden administration’s behind-the-scenes strategy to keep the frontier lead and why computing power remains the ultimate bottleneck. Check out our sponsor Lovable: https:...

ElevenLabs Field CTO Alex Holt breaks down their major Eleven Eleven Summit launches, including the new Interaction Engine, agent orchestration, and the NVIDIA Nemotron partnership. He explains why voice delivery is the hardest bottleneck in enterprise AI and forecasts that voice agents will replace traditional IVR by the end of next year. Check out our sponsor Lovable: https://lovable.dev. Turn i...

ElevenLabs Chief Revenue Officer Ashley Kramer joins MTS at the ElevenLabs Summit to break down how voice agents are moving from enterprise pilots into full production. She shares real-world deployments across healthcare, telecommunications, and hospitality, including Clover Health’s Medicare rollout, KPN’s Dutch verification system, and Deutsche Telekom’s real-time network translation layer. Chec...

Planetary VC investor Ramez Naam pushes back on runaway recursive self-improvement models and short AGI timelines, arguing that empirical lab data shows steep diminishing returns rather than exponential feedback loops. He compares theoretical benchmarks to real-world task horizons at OpenAI and Anthropic, explaining why fully autonomous AI researchers remain constrained by data, taste, and verific...

Alberto Arrighi and Max Poff from Stack AI break down what it actually takes to push enterprise AI agents into production at scale. They discuss moving beyond simple chat demos, securing air-gapped deployments for defense contractors, and their timeline for embodied intelligence. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a live news and interv...

Factory’s Varin Nair joins Sophia Dew to explain how open-weight models and agent harnesses like Artex and HexStrike have automated cyberattacks at nation-state scale. He outlines Factory’s pivot into offensive security with War Games and breaks down why defensive engineering must shift into a deterministic, automated triage loop. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into...

Mercor co-founder and co-CEO Brendan Foody discusses the company’s $750 million Series D at a $20 billion valuation and why post-training evaluations have become the primary bottleneck for frontier AI development. He outlines why reinforcement learning quickly saturates benchmarks, explains why he is “AGI long, but ASI short,” and breaks down why models have stalled at becoming virtual coworkers....

Ryan Fedasiuk of the Foundation for American Innovation joins MTS to discuss why Nvidia CEO Jensen Huang faces calls to resign over an alleged covert relationship with a suspected Chinese intelligence asset. They break down Nvidia’s alleged efforts to thwart a Commerce Department investigation into Megaspeed, corporate governance risks at a $4 trillion company, and legislative battles over trackin...

BlueDot Impact co-founder and CEO Dewi Erwan breaks down the bottleneck in AI safety talent, the prospect of superintelligence landing within two years, and why the field desperately needs founders and government advocates rather than more machine learning researchers. He outlines BlueDot’s model of issuing $50,000 grants and opening a dedicated campus to accelerate career pivots into existential...

Nominal co-founder and CEO Cameron McCord joins MTS to discuss raising $240 million at a $3 billion valuation to bring frontier AI agents to hardware engineering. He explains why hardware validation is becoming the primary bottleneck for models like GPT-6 Astra, how the industrial sector lags in AI diffusion, and how agentic workflows are reshaping aerospace and defense supply chains. Check out ou...