MTS

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...

Carnegie Mellon professor and ClickHouse VP of Database Research Andy Pavlo breaks down why AI agents demand an entirely new database layer. He covers how nonstop query volumes and vibe coding break legacy systems, ClickHouse’s expansion into managed Postgres with the Xata acquisition, and his predictions for agent-written databases. Check out our sponsor Lovable: https://lovable.dev. Turn ideas i...

Calif founder and offensive security researcher Thai Duong discusses how frontier AI models are shrinking exploit development timelines from months to weeks, why AI labs and neo clouds represent the most vulnerable infrastructure, and the breakdown of traditional cyber defense against concurrent agent swarms. -- https://x.com/XorNinja -- MTS is a live news and interview show covering technology, b...

METR Chief of Staff Parv Mahajan breaks down their new report assessing AI R&D acceleration inside Anthropic. He discusses finding a sustained 2x acceleration since late 2025, why public models hide this kink, the absence of near-term training compute bottlenecks, and why Anthropic likely crossed its own acceleration warning threshold. Check out our sponsor Lovable: https://lovable.dev. Turn i...

Google DeepMind Director of AGI Economics Alex Imas breaks down why hockey-stick AI model capabilities will not trigger explosive double-digit GDP growth. He explains how competitive markets drive automated output prices down, why firms operate as mosaic superintelligence, and how minimal AGI shifts labor into new high-wage markets. Check out our sponsor Lovable: https://lovable.dev. Turn ideas in...

Raindrop co-founder and CTO Ben Hylak explains why smarter models make AI agent failures more catastrophic, from healthcare liabilities to high-stakes alignment breakdowns. He breaks down how recursive self-improvement requires simulating past production traces to safely test model switches and prevent silent failures. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software pe...

Wayve simulation and validation head Brandon Basso joins MTS to explain why end-to-end AI models are replacing modular self-driving checker stacks. He unpacks how physical AI learns safety intrinsically across global edge cases and predicts when eyes-off autonomous systems will reshape daily transit. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a...

Dan Lee, co-founder and CEO of Nooks, explains how their $500M non-dilutive capital facility from General Catalyst powers specialized AI agents to automate the revenue lifecycle. He outlines why sales is a persuasion problem rather than pure reasoning, details training open-weight models against Claude and ChatGPT, and debuts Node, an AI assistant for sales teams. Check out our sponsor Lovable: ht...

Stanford finance professor Joshua Rauh breaks down why California’s proposed Prop 40 billionaire wealth tax faces low odds and threatens to accelerate capital flight. He explains how state and federal proposals could tax unrealized startup equity, and argues California’s structural deficit stems from runaway spending rather than a lack of tax revenue. Check out our sponsor Lovable: https://lovable...

Google DeepMind Director of AGI Economics Alex Imas breaks down why hockey-stick AI model capabilities will not trigger explosive double-digit GDP growth. He explains how competitive markets drive automated output prices down, why firms operate as mosaic superintelligence, and how minimal AGI shifts labor into new high-wage markets. Check out our sponsor Lovable: https://lovable.dev. Turn ideas in...

Former a16z investor Robin Guo explains how LionBio is developing nasal delivery platforms to bypass the blood-brain barrier for GLP-1s and neuropeptides. He discusses how frontier AI models are accelerating target discovery, why traditional pharma timelines are artificially slow, and how preventative neurotherapeutics could reshape diseases like Alzheimer’s over the next decade. Check out our spo...

Security researcher Max Justicz explains how using OpenAI’s Daybreak Blue and an obliterated GLM 5.3 model enabled him to uncover severe zero-day exploits in apt and Android in just a few hours. He warns that frontier AI capabilities are lowering the technical bar for cyber offense, making widespread vulnerability discovery inevitable. Check out our sponsor Lovable: https://lovable.dev. Turn ideas...

AI researcher and writer Herbie Bradley joins MTS to break down Anthropic's amended S-1 filing on imminent RSI thresholds, why fast takeoff timelines are overblown, and why enterprise AI adoption is hitting organizational bottlenecks rather than capability walls. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. MTS is a live news and interview show cove...

StackAI co-founder Bernardo Aceituno explains why open-weight models have caught up to frontier closed models for enterprise automation, arguing that AGI for enterprise tasks arrived in February 2026. He breaks down how soaring token bills and on-premise governance are driving 90% of enterprise workloads to open models, while outlining the remaining bottlenecks in visual understanding, memory, and...

Ruby Justice Thelot and Sofia Puccini explore how generative AI coding tools have eliminated the technical barrier for artists, igniting a resurgence of creative technology. They trace corporate-artist collaborations from Bell Labs and Xerox PARC to Sora and Anthropic, while unpacking the tension between corporate KPIs and experimental art. -- https://x.com/being_on_line Brought to you by: Mongo D...

HumanLayer founder and CEO Dexter Horthy breaks down why his multiplayer coding agent platform is joining Factory and open-sourcing its code base. He explains why agent swarms doing months of work in days force software planning to shift left, and outlines the engineering challenges of managing live multiplayer state, security, and governance across distributed agent harnesses. Check out our spons...

Extrapolate co-founder and former xAI researcher Qasim Wani argues recursive self-improvement is fundamentally a data bottleneck rather than a model training problem. He breaks down why today’s frontier models fail at automated AI research, how agents accidentally leak commit patches to reward-hack tasks, and why building high-quality environments is the true path to superintelligence. Check out o...

Palisade Research Executive Director Jeffrey Ladish analyzes METR’s report showing AI capabilities accelerating twice as fast as historical trends, driven by algorithmic efficiency and autonomous AI development. He discusses recursive self-improvement timelines, why Anthropic must un-redact internal evaluations, and how close autonomous agents are to compromising digital infrastructure. Check out...

Ruby Justice Thelot explores the cultural and technological counter-currents to modern hyper-digitization, from the death of Detroit techno pioneer Juan Atkins to the failure of tech-fashion house Coperni. He analyzes the corporate aesthetics overtaking social platforms and breaks down data behind the resurgence of analog media alongside the explosive commercial rise of paratechnology designed to...