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
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Episodes
Balaji Srinivasan & Steven Glinert: What If the Internet Replaced the Nation State? | MTS Live 29.05.2026 54:49
Balaji Srinivasan and Steven Glinert join MTS to discuss the network state concept, semiconductor supply chain realities, and the need for allied coalitions in manufacturing. They examine how geography no longer dictates culture and law, China's production capacity advantage in autonomous warfare materials, and strategies for decentralizing Silicon Valley globally. Go and query the notes from...
Why Export Restrictions are the Path to Chinese AI Dominance Now with Neil Chilson | MTS Live 29.05.2026 16:16
Neil Chilson joins MTS to discuss export controls, AI diffusion strategies, and China's approach to chip development and open source models.-- https://x.com/neil_chilson -- 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://...
Why Avi Schiffman Thinks AI Companions Will Follow the Dating App Arc | MTS Live 28.05.2026 13:03
Avi Schiffman joins MTS to discuss what real-world Friend pendant usage reveals about AI companionship, why he thinks the category will follow the normalization arc of dating apps, and why AI memory and personality still barely work. -- https://x.com/AviSchiffmann -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | https:/...
Brendan Carr on Low Earth Orbit Satellites, Chinese Drone Bans, and Mobile AI | MTS Live 28.05.2026 17:46
Brendan Carr joins MTS to discuss the FCC's EchoStar spectrum deal, how new satellite spectrum enables direct-to-cell connectivity, and the agency's two-track approach to drone policy. He also covers the new robocall enforcement strategy and the path to 6G. -- https://x.com/BrendanCarrFCC -- MTS is a live news and interview show covering technology, business, politics, and culture as it ha...
Rie Yano on Palantir Japan, SoftBank's Risk Culture, and AI Startups in Tokyo | MTS Live 28.05.2026 13:34
Rie Yano joins MTS to discuss Palantir's joint venture strategy in Japan, the country's bifurcated risk culture, and how geopolitical tensions are shaping tech adoption. Zach Corman joins to discuss separating hype from reality in AI-powered vulnerability discovery, supply chain attack dynamics, and the information asymmetry problem facing cybersecurity buyers. -- https://x.com/rieglobe --...
Gil Feig & Shensi Ding on Data Fragmentation, AI Gateway, and Production AI Infrastructure | MTS Live 27.05.2026 24:54
Gil Feig and Shensi Ding join MTS to discuss building connective infrastructure for production AI, multi-model routing strategies, and enterprise security requirements for AI adoption. -- https://x.com/shensi https://x.com/GilFeig -- 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 | ...
Tim Hwang on The Pope's Encyclical, Aquinas on AI Cognition, VirtueBench | MTS Live 27.05.2026 32:47
Tim Hwang joins MTS to discuss the Pope's recent AI encyclical, why AI alignment is better understood as applied moral philosophy than science, and how religious frameworks might offer more efficient tools for steering model behavior. -- https://x.com/timhwang -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | https:/...
Cremieux on One-Shot Cholesterol Treatment, Lipoprotein Targeting, and Eli Lilly's Acquisitions | MTS Live 27.05.2026 27:38
Cremieux joins MTS to discuss Eli Lilly's gene therapy for LDL cholesterol reduction, emerging vaccines for shingles and Epstein-Barr virus, and the acceleration of pharma progress driven by new therapeutic modalities and China's rising contribution to global drug development. -- https://x.com/cremieuxrecueil -- MTS is a live news and interview show covering technology, business, politics,...
Lee Robinson on Small Modular Reactors, Fuel Bottlenecks, and Energy Prices | MTS Live 24.05.2026 13:08
Lee Robinson joins MTS to discuss uranium enrichment capacity, nuclear fuel supply chains for advanced and traditional reactors, and the path to US energy independence. -- 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://open....
Christopher Koopman on NRC Reform, Data Center Power Demand, and Getting Shovels in the Ground | MTS Live 24.05.2026 10:22
Christopher Koopman joins MTS to discuss the NRC's shift from 50-year bottleneck to industry partner, why hyperscaler demand is driving the nuclear renaissance, and what restoring domestic uranium enrichment will require. -- https://x.com/ckoopman -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS: X | https://twitter.com/...
Kayvon Beykpour on Microsoft-Scale Inference, Macroscope, and Tokens as a Vanity Metric | MTS Live 24.05.2026 15:08
Kayvon Beykpour joins MTS to discuss token efficiency in engineering organizations, AI-powered code review systems, and building tools for code-based understanding at scale. -- https://x.com/kayvz -- 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/@mtsituati...
Max Marchione on Retatrutide, a Post-Obesity Society, and Aging Therapeutics | MTS Live 23.05.2026 14:27
Max Marchione joins MTS to discuss the retatrutide Phase 3 trial results and what nearly one-third body weight loss means for the future of obesity treatment. He covers the growing menu of GLP-1 options, the tradeoffs between fat loss and muscle preservation, and what a post-obesity world might mean for culture, dating, and looksmaxing. He also addresses the longer arc toward genomic medicine as t...
Robin Hanson on Prediction Markets, Why We Do Things, and Grabby Aliens | MTS Live 22.05.2026 32:10
Robin Hanson joins MTS to discuss the Minnesota law criminalizing prediction markets and what drove it, his long-term vision for decision markets advising everything from corporate leadership to personal dating choices, and why sports gambling dominates trading volume on platforms like Kalshi and Polymarket. He also reflects on his broader intellectual work, including the Elephant in the Brain, gr...
Logan Kilpatrick on Gemini Omni, Antigravity, and the Future of Google Search | MTS Live 22.05.2026 34:29
Logan Kilpatrick joins MTS to discuss what made Google I/O's Gemini Omni launch compelling, how Antigravity compares to Claude Code and Codex, and where Google Search is headed as users shift toward longer, multimodal queries. He also covers the case for Android XR glasses, the Gemini Spark agent, and why AI video editing tools could reshape content creation.-- https://x.com/OfficialLoganK --...
Kong CEO Aghi Marietti on Why the Old Internet Is Ending | MTS Live 21.05.2026 30:22
Kong CEO Aghi Marietti joins MTS to discuss why connectivity infrastructure matters as much as models, how the internet is shifting from pixels to APIs, and how enterprises will govern AI at the traffic layer. -- https://x.com/sonicaghi -- 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...
Taylor Lorenz on Google Zero, Vox/Murdoch Deal, and Gen Z Spending 21.05.2026 21:36
Taylor Lorenz joins MTS to discuss the James Murdoch acquisition of Vox Media, the collapsing business model for digital news in a Google Zero world, and why young people have given up on traditional financial milestones. MTS is a live news and interview show covering technology, business, politics, and culture as it happens. MTS is a live news and interview show covering technology, business, pol...
Jeff Bezos Calling Out NYC's School Spending, AI Philanthropy, and the End of Frugality | State of the Timeline 21.05.2026 41:43
State of the Timeline 20th May 2026 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://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM Apple | https://podcasts.apple.com/us/podcast/mts/id1891088763...
Ramp's Lead Economist on Anthropic, OpenAI, and Why SaaS Isn't Dying | MTS Live 20.05.2026 44:44
Ara Kharazian joins MTS to discuss business AI adoption patterns, the dynamics of model competition, and what Ramp's spend data reveals about software market transformations. -- https://x.com/arakharazian -- 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.co...
Beff Jezos on Building Thermodynamic Computers to Replace GPUs | MTS Live 20.05.2026 52:49
Guillaume Verdon joins MTS to discuss thermodynamic computing, the energy efficiency advantages of probabilistic hardware, and applications in robotics and edge AI. Verdon explains how Xtropic's TSUs complement existing GPU infrastructure and enable new approaches to physical intelligence. -- https://x.com/GillVerd -- MTS is a live news and interview show covering technology, business, politic...
Cerebras Director on IPO and Inference, Andrej at Anthropic, SaaSpocalypse AI Index | Best Of 5/19/26 20.05.2026 58:32
The best moments from MTS on May 19: Cerebras running Kimi K 2.6 at 1,000 tokens per second and the shift from training to inference, Ramp Economics data showing SaaSpocalypse is not yet in business spend patterns, and Anthropic surpassing OpenAI in adoption while token-based pricing remains under 1% of SaaS spend. Timecodes: - (00:00) Introduction - (01:19) Cerebras Director James Wang on Cerebra...
What Musk's Appeal Means for the OpenAI Lawsuit | MTS Live 19.05.2026 20:45
Nik joins MTS to discuss the Musk v. OpenAI trial verdict, the statute of limitations ruling, and what questions remain unanswered about OpenAI's restructuring from nonprofit to for-profit. -- https://x.com/ns123abc -- 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...
A Founder on Why GC and Lightspeed Backed His Copycat | MTS Live 19.05.2026 36:36
Avi Patel joins MTS to discuss human data marketplaces, fraud detection challenges at scale, and venture capital backing decisions in competitive markets. -- https://x.com/avipat_ -- 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 | ht...
Self-made Founder's setback by VC Nepotism, Sports Proxy Wars, OpenAI’s Verdict | Best Of 5/18/26 19.05.2026 55:08
The best moments from MTS on May 18: Avi Patel, founder of Kled AI calls out General Catalyst and Lightspeed for backing a fraudulent copycat with $31 million, Adam Silver's decade-long decline of the NBA driven by political proxy wars and Twitter obsession, and why Elon Musk's OpenAI trial was dismissed on statute of limitations rather than merit. Timecodes: (00:00) Introduction (00:20) A...
Beehiiv vs Substack: Which Is Better for Newsletters? | MTS Live 18.05.2026 21:27
Josh Kaplan joins MTS to discuss building a pro-tech and pro-market newsletter, the structural inefficiencies in current media sponsorship markets, and his unique process of curating news by monitoring physical reactions to headlines. Originally aired on April 29, 2026, this episode explores the future of independent media and the shift toward high-signal curation. -- https://x.com/joshdcaplan --...
How Japan Is Using AI to Solve Its Biggest Problem | MTS Live 18.05.2026 21:46
Rie Yano joins MTS to discuss why Japan is becoming a hub for physical AI development, the cultural factors behind Japan's enthusiastic adoption of AI and robotics, and how US startups are partnering with Japanese manufacturers to build hardware at scale.-- https://x.com/rieglobe -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow...
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