Open Source AI, Memory Shortages, and Talent Scouting | Best Of 5/13/26

MTS · May 14, 2026 · 49m

The best moments from MTS on May 13: Clément Delangue on China's dominance in open source models and the risk of an LLM bubble, Daniel Saeidi on how agentic AI is creating 10,000x inference demand and driving memory prices vertical, and Rich Zou on talent spotting through poker nights and underground university networks.

Timecodes:

- (00:00) Clément Delangue on open source competition, LLM bubble risks, robotics frontier

- (14:51) Rich Zou on talent scouting networks, poker nights, Bo Le Capital

- (36:11) Daniel Saeidi on agentic inference demand, memory shortages, consumer price impacts

MTS…