MTS
MTS
MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Welcome to the situation room.https://x.com/MTSlive
Be sure to visit the podcast's website and support the creator: mts.now
Where to listen?
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Episodes
Nico Laqua on Corgi, Raising $100M Pre-Revenue, and AI Coverage | MTS Live 07.05.2026 34:13
Nico Laqua joins MTS to discuss building Corgi as a full-stack insurance carrier, raising capital to navigate heavy regulation, and launching coverage for AI liability. He explains why insurance is the biggest words-based industry and how LLMs unlock new opportunities in underwriting and risk pooling. -- https://x.com/nico_laqua -- MTS is a live news and interview show covering technology, busines...
Anthropic Is So Desperate for Compute They Took Elon's GPUs 07.05.2026 30:01
Gerrit De Vynck joins MTS to discuss Anthropic's compute constraints, Claude Code's rapid growth in usage and revenue, and the company's strategy for securing GPU access. -- https://x.com/GerritD -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | https://twitter.com/MTSlive YouTube | https://www.yo...
Best Of 5/6/26 | Elon v. Altman Trial Revelations, DeepSeek Funding, and Insurance AI 07.05.2026 1:09:46
The best moments from MTS on May 6: Gerrit De Vink on courtroom revelations from the Musk v. Altman trial including Greg Brockman's diary and Ilya's Tesla painting, Niko Pashakis on why Corgi raised $110M to become a regulated insurance carrier instead of selling software, and Danny Werfel on how AI will transform tax administration and compliance. Timestamps: (00:00) Gerrit De Vink on Musk v. Alt...
WallStreetBets on GameStop's eBay Bid, Michael Burry, and Speculation | MTS Live 06.05.2026 25:10
WallStreetBets joins MTS to discuss GameStop's eBay acquisition offer, Ryan Cohen's strategy, and market dynamics between AI growth and oil supply shocks. WallStreetBets shares insights on options volume, lockout rallies, and indicators for market irrationality. -- https://x.com/wallstreetbets -- MTS is a live news and interview show covering technology, business, politics, and culture as...
Harley Finkelstein on Shopify's Q1 Results, Sidekick AI, and Scaling GMV Past $100 Billion | Live on MTS 06.05.2026 18:21
Harley Finkelstein joins MTS to discuss Shopify's strong Q1 performance, the company's hundred year vision, and how merchant solutions leverage economies of scale to deliver value at unprecedented speed. -- https://x.com/harleyf -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | https://twitter.com/MTSlive YouTub...
Best Of 5/5/26 | White House AI Policy, Shopify Earnings, GameStop Bid for eBay 06.05.2026 57:41
The best moments from MTS on May 5, 2026: Dean Ball on the Trump administration's shift toward reviewing frontier AI models before release and what a workable government eval regime looks like, Harley Finkelstein on Shopify's Q1 earnings and the discipline of running a 100-year company, Jeff Morris Jr. on treating venture capital as a product and the flight to quality across software, and...
Victor Cardenas on Slash's Latest Raise, AI Productivity Gains, and One Person Companies | Live on MTS 06.05.2026 10:05
Victor Cardenas joins MTS to discuss how Slash uses AI agents to automate back office operations, the emergence of massive revenue companies with tiny headcounts, and why AI will create more millionaires than the internet. -- https://x.com/victorcardenas -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | h...
Alex Sammon on Florida's Orange Decline, Real Estate Growth, and Supply Chain Shifts | MTS Live 06.05.2026 28:05
Alex Sammon joins MTS to discuss the collapse of Florida's orange industry, the shift of production to Brazil, and how Wall Street consolidation and real estate development reshaped the state's agricultural landscape. -- https://x.com/alex_sammon -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | ...
Best Of 5/4/26 | Why Florida Oranges Are Dying, GameStop Buying eBay, and the Leanest Fintech in the World 05.05.2026 1:08:12
The best moments from MTS on May 4, 2026: the collapse of Florida's orange industry, hyperfinancialization and the case for memory stocks, and how Slash built a $300M revenue fintech with 60 people. -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | https://twitter.com/MTSlive YouTube | ...
Balaji Srinivasan and Taylor Lorenz on Creator Economy, Internet Freedom, and Decentralized Media | MTS Live 04.05.2026 1:32:27
Balaji Srinivasan and Taylor Lorenz join MTS to discuss the rise of the creator economy, the importance of internet freedom in light of age verification laws, and the need for decentralized cryptographic verification systems. They explore how digital media is evolving, the role of privacy and encryption technology, and how tech platforms are becoming new gatekeepers for online content. -- https://...
Gary Leff on Spirit's Cost Structure, Consumer Preferences, and Ultra-Low-Cost Carriers | MTS Live 04.05.2026 35:01
Gary Leff joins MTS to discuss Spirit Airlines' bankruptcy and the ultra low cost carrier model, how basic economy fares helped legacy airlines compete more effectively, and opportunities in new aircraft technology including electric and short takeoff planes. -- https://x.com/garyleff -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. F...
Vlad Tenev on Robinhood's Wealth Transfer Strategy, Prediction Markets, and Agentic Trading | MTS Live 01.05.2026 32:48
Vlad Tenev joins MTS to discuss Robinhood's expansion into prediction markets, the company's strategy for tokenizing private companies and real-world assets, and the rollout of agentic AI trading tools. Tenev also explains the Trump accounts program, Robinhood's partnership with BNY as the sole initial broker, and how the company is positioning itself for the generational wealth transf...
Hans Niemann on Building Endgame, Chess Streaming, and Tournament Structure | MTS Live 01.05.2026 26:56
Hans Niemann joins MTS to discuss building Endgame with AI coaching features, the differences between blitz and classical chess, and how government support in countries like India and Uzbekistan is shaping the global chess landscape. He shares his views on chess as an educational tool and the need for a more organized tournament structure in professional chess. -- https://x.com/HansMokeNiemann --...
Greg Eisenberg on Codex, Agentic Engineering, and the Chief Clipping Officer | MTS Live 30.04.2026 26:45
Greg Eisenberg joins MTS to discuss why Codex is becoming a super app, how companies should reverse engineer short form video for distribution, and why one person billion dollar companies will emerge in the next two years through agentic engineering. -- https://x.com/gregisenberg -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS...
Will O'Brien on the Ocean Drone Gap, US vs China, and the Hamilton Society | MTS Live 29.04.2026 27:50
Will O'Brien joins MTS to discuss why the ocean lost its cultural cachet as a frontier after the 1960s and how Ulysses is working to revive it, where the US and China currently stand on autonomous underwater vehicles, and why the technological enablers for seasteading are only now becoming viable. -- https://x.com/Willob -- MTS is a live news and interview show covering technology, business, p...
Geoffrey Woo on Attention Economy, Creator Durability, and Character Building | MTS Live 29.04.2026 24:53
Geoffrey Woo joins MTS to discuss Anti Fund's investment strategy, the importance of attention and character for founders, and how creators build durability by evolving across platforms and narratives. -- https://x.com/geoffreywoo -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | https://twitter.com/MTSlive YouTube...
Cold Healing on TikTok Anthropology, Social Media Friendships, and Dimes Square | MTS Live 29.04.2026 19:27
Cold Healing joins MTS to discuss why young people should still move to big cities, the durability of New York and San Francisco against rivals like Austin and Miami, and what the disorganized state of the American left looks like after the MAGA moment. -- https://x.com/coldhealing -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow M...
Kylie Robinson on Scoops Culture, Hard Tech, and San Francisco's Rental Market | MTS Live 29.04.2026 23:14
Kylie Robinson joins MTS to discuss her takeaways from interviewing Sam Altman and Greg Brockman, including Altman's claim that OpenAI plans to manufacture its own actuators. She also addresses why writers have largely accepted AI training data as a foregone conclusion, and how the AI boom has transformed San Francisco's housing market and social scene. -- https://x.com/kyliebytes -- MTS i...
Lyn Alden | Semiconductor Bottlenecks, Stablecoin Growth, Stagflation Risk Live on MTS 29.04.2026 56:55
Lyn Alden joins MTS to discuss the semiconductor rally and where value accumulates in the AI buildout, the divergence between Bitcoin and software stocks, and the macro fallout from the Strait of Hormuz crisis. -- https://x.com/LynAldenContact -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | https://twit...
Sheel Mohnot on AI Acquisitions, Strategic Voting, and Airline Business Models | MTS Live 28.04.2026 42:51
Sheel Mohnot joins MTS to discuss the blocked Meta acquisition of Manus AI, California's jungle primary system and the governor race, and the structural challenges facing ultra low cost carriers like Spirit Airlines. -- https://x.com/pitdesi -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | https://twitter....
Steven Sinofsky, Aaron Levie, Martin Casado on The Silicon Valley Gap, Agents as Users, Integration Walls | MTS Live 27.04.2026 57:20
Steven Sinofsky, Aaron Levie, and Martin Casado join MTS to discuss the widening gap between Silicon Valley and enterprise AI adoption, why agents should be treated more like humans than software, and what headless SaaS means for the future of work. -- https://x.com/stevesi https://x.com/levie https://x.com/martin_casado Brought to you by: Granola - The AI notepad. Try it once and never go back. h...
Shaun Maguire on Middle East, China, SpaceX | MTS Live 26.04.2026 56:58
Shaun Maguire joins MTS to discuss the two positions he calls the most controversial of the past year, pro Israel and pro data centers, covering the strategic read on the Iran conflict, what it signals for China and Taiwan, and why compute for AGI may ultimately move to space. -- https://x.com/shaunmmaguire -- MTS is a live news and interview show covering technology, business, politics, and cultu...
Packy McCormick on Ocean Data Centers, Super Hot Geothermal, and Stranded Energy | MTS Live 25.04.2026 40:15
Packy McCormick joins MTS to discuss ocean-based data centers, stranded energy assets powering the AI buildout, and the state of tech optimism in 2026. -- https://x.com/packyM -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | https://twitter.com/MTSlive YouTube | https://www.youtube.com/@mtsituation Spotify | https:...
Signüll on Relationships as Economy, Hinge Streamers, Apple AI | MTS Live 25.04.2026 37:28
Signüll joins MTS to discuss why modern dating apps are broken, his thesis that the internet tends to reverse pre existing social norms, and what Apple's next chapter looks like as AI reshapes the iPhone. -- https://x.com/signulll -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | https://twitter.com/MTSlive You...
10x Engineer on Claude vs Codex, Open Source Models, The End of LeetCode | MTS Live 25.04.2026 28:38
10x Engineer joins MTS to discuss the backlash over Anthropic's silent token limit test, the tradeoffs between Claude Code and Codex for daily development, and why vibe coding should replace LeetCode in the engineering interview process. -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | https://twitter.com/MTS...
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