Samo Burja on AI Nationalization, Trillion-Dollar Equity, Frontier Labs | 🟡🔴🔵 MTS Live

Big Tech Wants to Nerf Your AI Models (And How to Stop Them) | 🟡🔴🔵 MTS Live

Nick Frosst joins MTS to discuss the push for sovereign open-source code models that challenge expensive corporate computing structures. He breaks down the differences between auto-regressive task solvers and human intelligence while analyzing how market positioning drives AGI narratives. He highlights why growing capabilities in automated coding are ultimately driving up industry demand for software engineers. -- https://x.com/nickfrosst [https://x.com/nickfrosst] -- 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: (01:02) Introduction (01:40) Launch of Open Source Code Model (04:09) Guarding Against Open Source Risks (06:34) Open Source Versus Frontier Models (09:06) Personal AGI Marketing Claims (12:57) Path to True Autonomous Computing (15:40) Alternate Paradigms for Real AGI (19:30) Silicon Valley Consensus on Timeline – 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.

THIS is Quantum's biggest RISK | 🟡🔴🔵 MTS Live

Josh Levine joins MTS to discuss Bending Spoons' upcoming NASDAQ IPO, the challenges facing European capital markets, and the UK's sovereign AI initiative. Levine examines how European tech companies navigate exits, government investment in frontier AI models, and the energy constraints limiting data center expansion. -- https://x.com/JoshuaTLevine [https://x.com/JoshuaTLevine]-- 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 (00:01:48) Why Quantum Computing Matters Now (00:05:00) The Immediate Threat To Cryptography (00:10:55) State Actors Hoarding Encrypted Data (00:14:36) Signals Of Real Technological Progress (00:18:30) Infrastructure Bottlenecks And Supply Chains (00:23:07) Energy Demands And Cooling Constraints -- 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.

The Brutalist Tech Model: Strip, Hike, and Hold with Seb Johnson | 🟡🔴🔵 MTS Live

Seb Johnson joins MTS to discuss Bending Spoons' upcoming NASDAQ IPO, the UK's sovereign AI initiative including domestic chip companies and frontier model development, and Europe's capital markets challenges that push tech companies to list in the US. -- https://x.com/SebJohnsonUK [https://x.com/SebJohnsonUK] -- 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: ttps://macroscope.com/mts⁠⁠⁠-- Timestamps: (00:00) Introduction (00:02:43) Introducing Bending Spoons (00:04:48) The Coda To Hyper-Growth (00:10:31) Significance Of NASDAQ IPOs (00:13:51) The AI Roll-Up Strategy (00:18:35) UK Sovereign AI Push (00:21:48) Infrastructure and Power Bottlenecks (00:26:59) Future Of European Tech -- 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.

Samo Burja on AI Nationalization, Trillion-Dollar Equity, Frontier Labs | 🟡🔴🔵 MTS Live

Samo Burja joins MTS to discuss AI-driven industrial growth, government equity investment in AI companies, and how functional institutions will adapt to labor automation. -- 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 (00:39) Civilizational Narratives And Religious Materialism (03:21) Protestant Work Ethics And Capitalist Longevity (08:46) Printing Trillion-Dollar Bills For Tech Equity (11:58) Strategic Geopolitical Playbooks Of Frontier Labs (12:25) Full Labor Automation Surviving Capitalist Realities (18:18) Industrial Ecosystems Outperforming Global Knowledge Economies (25:46) Bureaucracy Adaptation In The Functional Institution Era -- 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.

The 7-Year AI Grid Bottleneck with Danielle Fong | 🟡🔴🔵 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.