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The 7-Year AI Grid Bottleneck with Danielle Fong | đŸŸĄđŸ”ŽđŸ”” MTS Live

35 min · Eilen
jakson The 7-Year AI Grid Bottleneck with Danielle Fong | đŸŸĄđŸ”ŽđŸ”” MTS Live kansikuva

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Danielle Fong joins MTS to discuss grid interconnection queues, data center networking bandwidth, and the scaling limitations of gas turbines. -- https://x.com/DanielleFong [https://x.com/DanielleFong] -- 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: ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mts [http://elevenlabs.io/mts] Granola - The AI notepad. Try it once and never go back. https://granola.ai/mts [https://granola.ai/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) Tuning The Mini Dyson Sphere (06:03) Scaling Up From Micro-Combustors (12:29) Civilian Spillover And Dual-Use Tech (14:53) Nuclear Amplifiers And Safe Fission (21:20) Bypassing The Regulatory Environment (30:42) Cracking The AI Interconnection Queue – 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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jakson The 7-Year AI Grid Bottleneck with Danielle Fong | đŸŸĄđŸ”ŽđŸ”” MTS Live kansikuva

The 7-Year AI Grid Bottleneck with Danielle Fong | đŸŸĄđŸ”ŽđŸ”” MTS Live

Danielle Fong joins MTS to discuss grid interconnection queues, data center networking bandwidth, and the scaling limitations of gas turbines. -- https://x.com/DanielleFong [https://x.com/DanielleFong] -- 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: ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mts [http://elevenlabs.io/mts] Granola - The AI notepad. Try it once and never go back. https://granola.ai/mts [https://granola.ai/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) Tuning The Mini Dyson Sphere (06:03) Scaling Up From Micro-Combustors (12:29) Civilian Spillover And Dual-Use Tech (14:53) Nuclear Amplifiers And Safe Fission (21:20) Bypassing The Regulatory Environment (30:42) Cracking The AI Interconnection Queue – 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.

Eilen35 min
jakson Samo Burja on NVIDIA, The Catholic Church, and AI | đŸŸĄđŸ”ŽđŸ”” MTS Live kansikuva

Samo Burja on NVIDIA, The Catholic Church, and AI | đŸŸĄđŸ”ŽđŸ”” MTS Live

Samo Burja joins MTS to discuss global fertility trends, advances in AI hardware like Cerebras, and which institutions are prepared for technological transformation.--https://x.com/SamoBurja [https://x.com/SamoBurja]-- 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: ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mts [http://elevenlabs.io/mts] Granola - The AI notepad. Try it once and never go back. https://granola.ai/mts [https://granola.ai/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 (00:20) History of Bismarck Analysis (03:31) Global Fertility Rate Trends (06:18) The Plausibility of Zero Fertility (11:04) The Shifting Semiconductor Landscape (20:16) Utility of Frontier AI Models (23:18) Institutional Preparation for Technological Shifts (26:38) Final Unpriced Macro Alpha Opportunities -- 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.

5. kesÀ 202630 min
jakson The Moment Dr. Mike Israetel Cried Talking to an AI | đŸŸĄđŸ”ŽđŸ”” MTS Live kansikuva

The Moment Dr. Mike Israetel Cried Talking to an AI | đŸŸĄđŸ”ŽđŸ”” MTS Live

Dr. Mike Israetel joins MTS to discuss the spectrum of artificial consciousness, strategic health optimization for high-performance work schedules, and how emerging genetic engineering technologies will redefine human vanity.--https://x.com/misraetel [https://x.com/misraetel]-- 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: ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mts [http://elevenlabs.io/mts] Granola - The AI notepad. Try it once and never go back. https://granola.ai/mts [https://granola.ai/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 (02:05) The Spectrum of Machine Consciousness (06:42) Brain Emulation and Mind Uploading (09:56) Silicon Valley Work and Grind Slop (22:06) Nootropics, Flow State, and ADHD Skepticism (33:55) Longevity, Radical Medical Advancements, and Weight Loss (38:32) The Calorie Head Versus Ingredient Debate (53:56) Looksmaxxing, Vanity, and the Genetic Engineering Horizon -- 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.

4. kesÀ 20261 h 1 min
jakson Can the US Actually Reshore Its Supply Chain? | Jordan Sanders and David Hansen | đŸŸĄđŸ”ŽđŸ”” MTS Live kansikuva

Can the US Actually Reshore Its Supply Chain? | Jordan Sanders and David Hansen | đŸŸĄđŸ”ŽđŸ”” MTS Live

Jordan Sanders and David Hansen join MTS to discuss Westmag's $11 million seed round, the state of drone motor and robot actuator manufacturing in the US, and building industrial capacity for the robotics industry. -- https://x.com/boxcardavid [https://x.com/boxcardavid] https://x.com/jordansanders0 [https://x.com/jordansanders0]-- 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: ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mts [http://elevenlabs.io/mts] Granola - The AI notepad. Try it once and never go back. https://granola.ai/mts [https://granola.ai/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 (01:06) Seed Round Announcement (01:30) State Of US Sourcing (05:00) Bay Area Hardware Ecosystems (06:29) Robotics Supply Chain Difficulties (09:07) Five Year Technology Outlook (11:47) Future Robotics Optimism -- 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.

3. kesÀ 202614 min
jakson What If Open Source Beat Google's Classified Quantum Algorithm? | đŸŸĄđŸ”ŽđŸ”” MTS Live kansikuva

What If Open Source Beat Google's Classified Quantum Algorithm? | đŸŸĄđŸ”ŽđŸ”” MTS Live

Sreeram Kannan and Gautham Anant join MTS to discuss coordination technologies for human-agent interaction in a post-AGI world, their work reverse engineering quantum computing solutions to improve Bitcoin security timelines, and building open platforms for agentic science. -- https://x.com/sreeramkannan [https://x.com/sreeramkannan] https://x.com/bbuddha_xyz [https://x.com/bbuddha_xyz] -- 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: ElevenLabs -  AI that communicates at human level across every channel and modality. http://elevenlabs.io/mts [http://elevenlabs.io/mts] Granola - The AI notepad. Try it once and never go back. https://granola.ai/mts [https://granola.ai/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 (00:54) What Is Human-Agent Coordination? (05:13) The ecdsa.fail Launch Explained (06:02) How Gautham Cracked Google's Algorithm (08:47) What Does This Mean for Bitcoin? (11:03) Open Agentic Science Vision -- 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.

3. kesÀ 202613 min