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Does this solve the energy crisis? | Matt Loszak explains

14 min · Ayer
Portada del episodio Does this solve the energy crisis? | Matt Loszak explains

Descripción

Matt Loszak joins MTS to discuss the mass manufacturing of nuclear reactors purpose-built to power artificial intelligence data centers. He explains the recent regulatory evolution from active prevention to advanced reactor licensing pathways. Additionally, he highlights how localized, clean baseload energy generation serves as a fundamental driver of national wealth. -- https://x.com/MattLoszak [https://x.com/MattLoszak] -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS:  X | ⁠ [https://twitter.com/MTSlive]https://twitter.com/MTSlive⁠ [https://twitter.com/MTSlive%E2%81%A0] YouTube | ⁠ [https://www.youtube.com/@mtsituation]https://www.youtube.com/@mtsituation⁠ [https://www.youtube.com/@mtsituation%E2%81%A0] Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ [https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM]  Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ [https://podcasts.apple.com/us/podcast/mts/id1891088763]  Substack | ⁠ [https://mtslive.substack.com/]https://mtslive.substack.com/⁠ [https://mtslive.substack.com/%E2%81%A0] Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ [sponsors@mts.now] -- Brought to you by: Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ [https://neon.com/mts%E2%81%A0] ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mts [http://elevenlabs.io/mts] Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com [https://konghq.com] Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com [https://blitzy.com] Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts [https://merge.dev/mts] AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com [https://adquick.com] Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts [https://macroscope.com/mts] -- Timestamps: (00:00) Introduction (01:23) What Is Reactor Criticality (02:37) Competing Micro Reactor Companies (04:35) Aalo's Nuclear Market Niche (07:15) Modern Nuclear Regulatory Barriers (08:25) Small Nuclear Versus Natural Gas (10:37) Solving Data Center NIMBYism Risks -- Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

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126 episodios

Portada del episodio Does this solve the energy crisis? | Matt Loszak explains

Does this solve the energy crisis? | Matt Loszak explains

Matt Loszak joins MTS to discuss the mass manufacturing of nuclear reactors purpose-built to power artificial intelligence data centers. He explains the recent regulatory evolution from active prevention to advanced reactor licensing pathways. Additionally, he highlights how localized, clean baseload energy generation serves as a fundamental driver of national wealth. -- https://x.com/MattLoszak [https://x.com/MattLoszak] -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS:  X | ⁠ [https://twitter.com/MTSlive]https://twitter.com/MTSlive⁠ [https://twitter.com/MTSlive%E2%81%A0] YouTube | ⁠ [https://www.youtube.com/@mtsituation]https://www.youtube.com/@mtsituation⁠ [https://www.youtube.com/@mtsituation%E2%81%A0] Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ [https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM]  Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ [https://podcasts.apple.com/us/podcast/mts/id1891088763]  Substack | ⁠ [https://mtslive.substack.com/]https://mtslive.substack.com/⁠ [https://mtslive.substack.com/%E2%81%A0] Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ [sponsors@mts.now] -- Brought to you by: Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ [https://neon.com/mts%E2%81%A0] ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mts [http://elevenlabs.io/mts] Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com [https://konghq.com] Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com [https://blitzy.com] Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts [https://merge.dev/mts] AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com [https://adquick.com] Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts [https://macroscope.com/mts] -- Timestamps: (00:00) Introduction (01:23) What Is Reactor Criticality (02:37) Competing Micro Reactor Companies (04:35) Aalo's Nuclear Market Niche (07:15) Modern Nuclear Regulatory Barriers (08:25) Small Nuclear Versus Natural Gas (10:37) Solving Data Center NIMBYism Risks -- Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

Ayer14 min
Portada del episodio How to Live When Money Doesn't Matter Anymore | Dr. Mike Israetel and Jayden Clark

How to Live When Money Doesn't Matter Anymore | Dr. Mike Israetel and Jayden Clark

Dr Mike Israetel joins MTS with Jayden Clark of the hit podcast Mots (formerly Members of Technical Staff) to discuss AI economics and the permanent underclass theory, peptides and GLP-1 drugs for performance and longevity, and why human labor markets may be more resilient to automation than Silicon Valley expects. -- https://x.com/misraetel [https://x.com/misraetel] https://x.com/creatine_cycle [https://x.com/creatine_cycle] -- TS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS:  X | ⁠ [https://twitter.com/MTSlive]https://twitter.com/MTSlive⁠ [https://twitter.com/MTSlive%E2%81%A0] YouTube | ⁠ [https://www.youtube.com/@mtsituation]https://www.youtube.com/@mtsituation⁠ [https://www.youtube.com/@mtsituation%E2%81%A0] Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ [https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM]  Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ [https://podcasts.apple.com/us/podcast/mts/id1891088763]  Substack | ⁠ [https://mtslive.substack.com/]https://mtslive.substack.com/⁠ [https://mtslive.substack.com/%E2%81%A0] Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ [sponsors@mts.now] -- Brought to you by: Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ [https://neon.com/mts%E2%81%A0] ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mts [http://elevenlabs.io/mts] Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com [https://konghq.com] Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com [https://blitzy.com] Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts [https://merge.dev/mts] AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com [https://adquick.com] Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts [https://macroscope.com/mts] -- Timestamps: (00:00) Introduction (14:17) Permanent Underclass Theory (27:00) Mythos and Frontier Model Economics (33:25) Enhanced Games and Peptides (39:39) What Peptides Actually Do (45:42) Anti-Aging Benefits of GLP-1 Drugs -- Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

11 de jul de 202648 min
Portada del episodio Can Hollywood Afford This? | Gaurav Misra

Can Hollywood Afford This? | Gaurav Misra

Gaurav Misra joins MTS to discuss assembly intelligence in video creation, the economics of avatar models versus generalized video generation, and how AI will empower more people to become creators. -- https://x.com/gauravsbuilding [https://x.com/gauravsbuilding] -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS:  X | ⁠ [https://twitter.com/MTSlive]https://twitter.com/MTSlive⁠ [https://twitter.com/MTSlive%E2%81%A0] YouTube | ⁠ [https://www.youtube.com/@mtsituation]https://www.youtube.com/@mtsituation⁠ [https://www.youtube.com/@mtsituation%E2%81%A0] Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ [https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM]  Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ [https://podcasts.apple.com/us/podcast/mts/id1891088763]  Substack | ⁠ [https://mtslive.substack.com/]https://mtslive.substack.com/⁠ [https://mtslive.substack.com/%E2%81%A0] Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ [sponsors@mts.now] -- Brought to you by: Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ [https://neon.com/mts%E2%81%A0] ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mts [http://elevenlabs.io/mts] Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com [https://konghq.com] Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com [https://blitzy.com] Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts [https://merge.dev/mts] AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com [https://adquick.com] Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts [https://macroscope.com/mts] -- Timestamps: (00:00) Introduction (01:22) Pivoting From App To Lab (03:16) Why The Race Hasn't Begun (05:40) Defining Assembly Intelligence (07:42) Human Roles In Agent Workflows (10:05) Reaching Hollywood Quality Video (11:15) The Economics Of Video Inference (13:03) Future Of The Creator Economy -- Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

10 de jul de 202616 min
Portada del episodio Did this just save SpaceXAI? | Matthew Berman

Did this just save SpaceXAI? | Matthew Berman

Matthew Berman joins MTS to discuss the multi-model launch week of GPT 5.6, the emergence of cheap workhorse models, and the competitive landscape between frontier AI labs. -- https://x.com/MatthewBerman [https://x.com/MatthewBerman] -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS:  X | ⁠ [https://twitter.com/MTSlive]https://twitter.com/MTSlive⁠ [https://twitter.com/MTSlive%E2%81%A0] YouTube | ⁠ [https://www.youtube.com/@mtsituation]https://www.youtube.com/@mtsituation⁠ [https://www.youtube.com/@mtsituation%E2%81%A0] Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ [https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM]  Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ [https://podcasts.apple.com/us/podcast/mts/id1891088763]  Substack | ⁠ [https://mtslive.substack.com/]https://mtslive.substack.com/⁠ [https://mtslive.substack.com/%E2%81%A0] Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ [sponsors@mts.now] -- Brought to you by: Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ [https://neon.com/mts%E2%81%A0] ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mts [http://elevenlabs.io/mts] Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com [https://konghq.com] Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com [https://blitzy.com] Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts [https://merge.dev/mts] AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com [https://adquick.com] Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts [https://macroscope.com/mts] -- Timestamps: (00:00) Introduction (00:36) Evaluating The GPT 5.6 Drop (01:17) Sol, Terra, And Luna Benchmarks (06:46) Sol Versus Fable Core Strengths (08:26) Have You Observed Reward Hacking (10:09) Everyday Model Workflows And Defaults (11:29) Takes On Meta And Grok (14:48) Why Is xAI Selling Compute -- Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

10 de jul de 202623 min
Portada del episodio Can You Sue ChatGPT If It Goes Rogue? | Ketan Ramakrishnan

Can You Sue ChatGPT If It Goes Rogue? | Ketan Ramakrishnan

Ketan Ramakrishnan joins MTS to discuss banking supervision as a model for frontier AI regulation, the role of tort liability in handling AI harms, and the need for evidence generation and dynamic auditing regimes that go beyond box-checking compliance. -- https://x.com/ketanrama [https://x.com/ketanrama] -- MTS is a live news and interview show covering technology, business, politics, and culture as it happens. Follow MTS:  X | ⁠ [https://twitter.com/MTSlive]https://twitter.com/MTSlive⁠ [https://twitter.com/MTSlive%E2%81%A0] YouTube | ⁠ [https://www.youtube.com/@mtsituation]https://www.youtube.com/@mtsituation⁠ [https://www.youtube.com/@mtsituation%E2%81%A0] Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ [https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM]  Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ [https://podcasts.apple.com/us/podcast/mts/id1891088763]  Substack | ⁠ [https://mtslive.substack.com/]https://mtslive.substack.com/⁠ [https://mtslive.substack.com/%E2%81%A0] Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠ [sponsors@mts.now] -- Brought to you by: Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ [https://neon.com/mts%E2%81%A0] ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mts [http://elevenlabs.io/mts] Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com [https://konghq.com] Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com [https://blitzy.com] Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts [https://merge.dev/mts] AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com [https://adquick.com] Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts [https://macroscope.com/mts] -- Timestamps: (00:00) Introduction (00:01:19) The Banking Model for AI (00:07:39) FDA Regulation vs. Banking Model (00:14:20) Speed of AI vs. Tort Liability (00:18:22) Can You Sue OpenAI for Harm? (00:23:52) Top Priorities for AI Policy (00:25:40) Obscure Hot Sauce Recommendations -- Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.

8 de jul de 202627 min