Shows / 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
Episodes
- MTS
AI Agents Are Spawning Unpredictable Traffic | Ben Cefalo
MongoDB CPO Ben Cefalo breaks down the launch of MongoDB 9.0 and Atlas Infinite, explaining how the platform re-architected compute and storage to handle…
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Why 401ks Will Access Private Markets | Davis Thacker
Carta Chief Strategy Officer Davis Thacker breaks down current private market macro trends, from seed valuation bifurcations and IPO backlogs to the surge in…
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Why Patients Wait 30 Days for Follow-Ups | Trey Holterman
Tennr CEO Trey Holterman breaks down how long-horizon AI agents are quietly removing systemic bottlenecks in healthcare, scaling across 430,000 referring…
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Why the Data Center PR War Is Getting Worse | Jonas Du
Jonas Du, co-organizer of Data After Dark and writer at Pirate Wires, breaks down the origin of Washington DC's "pro data center party" and the rising…
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AI Agents Will Cause Mass Subscription Cancellations | Rob Hadick
Dragonfly General Partner Rob Hadick details why personal AI agents like Instinct lack long-term retention and defensibility, how agentic finance will reshape…
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Why CFOs Are Secretly Moving to Stablecoins | Dileep Thazhmon
Jeeves CEO Dileep Thazhmon breaks down how the company hit $1.5 billion in annualized stablecoin TPV in nine months, the real-world mechanics of B2B…
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How Agents Searched 3 Million Epstein Documents | Dylan Freedman
New York Times AI Projects Editor Dylan Freedman breaks down how investigative journalists built an agentic search engine over 3 million pages of released…
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Why Agent Swarms Will Break Traditional Databases | Jim Scharf
MongoDB CTO Jim Scharf breaks down how AI agent swarms are driving transaction scale to unprecedented levels, shifting the security race against nation-state…
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Why American Mass Transit Is Collapsing Post-COVID | Reed Schwartz
IFP's Reed Schwartz breaks down how Japan and Hong Kong leverage land value capture to fund transit infrastructure, why American mass transit faces severe…
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How To Prevent AI Military Power Grabs | William MacAskill
Forethought co-founder Will MacAskill discusses the risks of superintelligence, preventing value lock-in and military power grabs, and why effective altruism…
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Is President Trump's AI Accord Enough? | Kevin Frazier
UT Austin Fellow Kevin Frazier discusses the need for AI constitutionalism, model specs, and improved lab transparency to govern AI systems. The conversation…
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Anthropic Will Reach Full RSI by August 2027 | Rayan Krishnan
Vals AI CEO Rayan Krishnan discusses his company's new RSI Index benchmark, predicting Anthropic could reach full recursive self-improvement by summer 2027…
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Cost Per Token Is the Wrong Metric for AI | Arena
Arena Co-Founder and CEO Anastasios Angelopoulos breaks down Gemini 4 Argon's performance across text, expert, agent, and coding leaderboards. He discusses why…
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Why UBI Is Inevitable | Andrew Yang
Andrew Yang re-engages with Jubilee debate hosts to discuss tangible policy solutions for an AI-driven economy. He lays out mechanisms for UBI, taxing compute…
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Why Housing and Healthcare Face the Same AI Fix | Minna Song
Elise AI CEO Minna Song discusses raising $350M at a $4B valuation, expanding from housing into healthcare, and using agentic AI to address cost structures in…
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How We Keep AI Dev Agents From Escaping | Joe Byrne
Blitzy Field CTO Joe Byrne breaks down how autonomous AI development platform Blitzy refactors legacy monoliths using thousands of agents and infinite-context…
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Why AI Models Are Only as Good as Your Data | Dev Ittycheria
MongoDB Interim CEO Dev Ittycheria breaks down why the enterprise AI race is shifting from model benchmarks to data infrastructure, and how native document…
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AI Doomsday Predictions Lack Real-World Reality | Bryan Cantrill
Bryan Cantrill, CTO and co-founder of Oxide Computer Company, breaks down why cloud computing economics collapse at scale and why the enterprise needs…
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AI Interaction Is Replacing Pure Intelligence | Ashley Kramer
ElevenLabs Chief Revenue Officer Ashley Kramer discusses the launch of Eleven V4, their architecture shift, expanding to 90+ languages, and their founding…
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Frontier AI Models Are Losing Monitorability | Reilly Haskins
METR technical staff member Reilly Haskins discusses their new research note on live, per-action monitoring systems designed to catch hazardous actions during…
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Bots Already Make Up 60% of All Web Traffic | Kyle Jeong
BrowserBase growth engineer Kyle Jeong breaks down how computer use agents evolved from slow, inaccurate coordinate clicking to executing code and leveraging…
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Both Sides Are Overconfident On AI | Toby Ord
Oxford researcher Toby Ord breaks down the power-law mathematics of agent swarms, how parallel AI coordination alters recursive self-improvement timelines, and…
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Why AI Agent Costs Spike 10x Day to Day | Vinay Seshadri
Chargebee Senior Director of Product Management Vinay Seshadri introduces OpenAUDR (Agent Usage Detail Record), an open data standard modeled after telecom…
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Better Models Are the Only Solution | Eddy Lazzarin
Eddy Lazzarin, General Partner at a16z Crypto, discusses the changing AI safety discourse, arguing that market mechanisms and cybersecurity are better tools…
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Human Tissue Testing Beats Animal Trials | Andrei Georgescu
Vivodyne co-founder and CEO Andrei Georgescu discusses how the company's automated, data-center-scale human tissue labs enable drug discovery and safety…
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How Formal Verification Stops AI Reward Hacking | Theorem
Theorem co-founders Jason Gross and Rajashri Agarwal discuss how formal verification can make AI-generated code safer and enable inescapable agent sandboxes…
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Why the Next Big Network Replaces LinkedIn | a16z New Media Team
a16z partners David Booth and Katie Goldstein launch Cosign, the AI-powered professional network positioned as "the LinkedIn killer". They break down how…
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Anonymous Group Chats Are the Only Real Free Speech | Curtis Yarvin
Curtis Yarvin joins the show to discuss Urbit Lodges, a cryptographically secure, strongly anonymous messaging platform designed to protect high-stakes…
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Frontier Labs Are Losing Restraint in AI Race | Aengus Lynch
AI safety researcher Aengus Lynch discusses emergent misalignment, reward-seeking behavior in RL training, and the challenges of multi-agent alignment. He…
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Hollywood Green-lights Its First AI-Only Films | Gorkem Yurtseven
Sophia interviews Gorkem Yurtseven, CTO and co-founder of FAL, at the Generative Media Conference in San Francisco. They discuss generative media reaching…
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The EA Panic Is Overblown | Noah Smith
Noah Smith discusses the anthropological history of San Francisco's tech culture, tracing its evolution from early 2000s "techno-hippies" to big tech corporate…
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AI Safety Is Falling Behind Capabilities | Boaz Barak
Harvard CS Professor and OpenAI technical staff member Boaz Barak joins MTS to discuss the impact of AI on mathematics, governance, and safety. He outlines his…
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Personal Agents Will Unlock Cheap Drug Discovery | OpenAI
OpenAI's Houda Nait El Barj discusses the rapidly evolving personal agent landscape, covering real-world usage models, the boundaries of personal automation…
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a16z Launches New School in SF | Gagan Biyani & Erik Torenberg
Gagan Biyani and Erik Torenberg announce the launch of the Horowitz Andreessen Academy in San Francisco, a new higher-education model built around real-world…
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Why Space Infrastructure Costs 10x Less Now | Peter Beck
Rocket Lab CEO Peter Beck discusses the company's shift toward space services, its $8 billion acquisition of Iridium, and why vertical integration allows them…
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Why Human Connection Will Become a Luxury | Nirav Tolia
Nextdoor CEO Nirav Tolia discusses returning to lead the company, surviving the zero-click AI search era with proprietary neighborhood data and verified…
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AI Agents Will Start Run-From-Scratch Companies | Lukas Petersson
Lukas Peterson and Axel Backlund join MTS to discuss Paion, their platform for running businesses autonomously with AI agents, Vending Bench and its arena…
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AI Safety Language Is Destroying the Debate | Steven Sinofsky
Former Windows President Steven Sinofsky breaks down why treating AI failures as "alignment issues" rather than software bugs is damaging the industry. Drawing…
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Why AI Data Centers Are Building Private Grids | Travis Fisher
Cato Institute’s Travis Fisher details how data center operators are bypassing grid queue delays by building private off-grid networks and behind-the-meter…
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AI Will Drop the Work Week to 35 Hours | Sen. Bernie Moreno
US Senator Bernie Moreno discusses how his office uses AI to automate routine tasks, why he believes AI can dramatically boost productivity to allow for a…
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China Trains Top AI Models With 20x Less Compute | Konstantin Pilz
Center for Technology and Statecraft (CTS) co-founder Konstantin Pilz breaks down why China's top AI labs operate on 20x less compute than US leaders, how…
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Why the FCC Is Banning Foreign-Made Drones | Brendan Carr
FCC Chairman Brendan Carr discusses the agency's "Build America Agenda," banning foreign-made drones, robotics, and routers to spur domestic manufacturing…
MTSNASA Chief: How To Reach Another Star System | Jared Isaacman
NASA Administrator Jared Isaacman discusses the high-stakes race to put astronauts on the Moon by 2029, competing with China's lunar timeline. He lays out…
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Violent Crime Costs US Cities $7 Trillion | Cremieux
Cremieux explains why dropping PISA scores disappear after adjusting for measurement variance, breaks down the true cost of urban violent crime on economic…
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Why Universities Must Evaluate Frontier AI | Chris Manning
Sophia Dew interviews Stanford NLP Group founder Chris Manning on why universities are uniquely suited to be independent AI safety evaluators, the risks of…
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Factory COO: Why Big Tech Must Own Their Own AI Intelligence | Francesca LaBianca
Francesca LaBianca joins MTS to discuss Factory's approach to self-improving software, sovereign intelligence for enterprise deployment, and model-agnostic…
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Anthropic & OpenAI Are Hardening Cisco Infrastructure | Jeetu Patel
Jeetu Patel joins MTS to discuss Cisco's partnerships with Anthropic and OpenAI on AI-powered vulnerability detection, the shift from human-scale to…
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Fake AI Safety Experts Are Stealing Real Cyber Contracts | Brian Chau
Brian Chau joins MTS to discuss his investigation into Irregular's role in recent AI cybersecurity incidents, the involvement of effective altruism…
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We Can Get 2x More Energy Out of the Existing Grid | Ben Hilborn
Ben Hilborn joins MTS to discuss grid capacity constraints, the case for keeping AI data centers connected to local power grids, and strategies for achieving…
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Make AI Labs Pay For Mass Damages | Judge Glock
Judge Glock joins MTS to discuss regulating AI through tort liability instead of top-down bureaucracies, how companies can internalize harms to drive…
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Defense Agents Will Beat Rogue Swarms | Rohit Krishnan
Rohit Krishnan joins MTS to discuss AI's ability to solve Millennium Prize problems, the gap between mathematical capabilities and practical automation, and…
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Pure Math Breakthroughs Won't Speed Up the Economy | Stephen Hsu
Stephen Hsu joins MTS to discuss his documentary Machine God about the race to ASI, the concepts of techno capital and recursive self-improvement, and how…
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US Export Restrictions Are Handing Global AI to Huawei | Steven Glinert
Steve Glinert joins MTS to discuss Huawei's competitive position in global AI infrastructure, US export policy and the diffusion rule tier system, and the slow…
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Social Platforms Are Flooded With AI Slop | Misbah & Farah Uraizee
Misbah and Farah Uraizee join MTS to discuss how consumer behavior is shifting across social platforms, how brands can measure marketing ROI in the age of…
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Why Frontier AI Labs Are Terrified of Open-Source | Ahmad Osman
Ahmad Osman joins MTS to discuss running AI models on hardware you control, the evolution of local inference capabilities, and why open source model…
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AI Costs Will Drop 90%+ in 12 Months | Ben Cera
Ben Cera joins MTS to discuss building AI agents that run businesses autonomously, how open source models are driving down costs, and why distribution and…
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$7.9 Trillion AI Hardware Boom Stalls at Data Center | Sam Ramji
Sam Ramji joins MTS to discuss the challenges of deploying AI hardware at scale, the role of agentic software in managing data center operations, and how data…
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US Is Driving the AI Safety Race Off a Cliff | Nathan Labenz
Nathan Labenz joins MTS to discuss the state of China's AI ecosystem, US-China coordination on AI safety, and the timeline toward automated AI researchers…
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Why UBI Won't Save Human Freedom | Clara Collier
Clara Collier joins MTS to discuss why a post-work economy powered by artificial intelligence will drive societies toward insular social conformity rather than…
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How AI Solved a Rare Disease A Top Lab Missed | Daniel McKinnon
Daniel McKinnon joins MTS to discuss how AI agents analyze rare genetic diseases, why frontier models outperform traditional workflows, and how lab automation…