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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:Ā X | ā [https://twitter.com/MTSlive]https://twitter.com/MTSliveā [https://twitter.com/MTSlive%E2%81%A0] YouTube | ā [https://www.youtube.com/@mtsituation]https://www.youtube.com/@mtsituationā [https://www.youtube.com/@mtsituation%E2%81%A0] Spotify | ā https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rMā [https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM]Ā Apple | ā https://podcasts.apple.com/us/podcast/mts/id1891088763ā [https://podcasts.apple.com/us/podcast/mts/id1891088763]Ā Substack | ā [https://mtslive.substack.com/]https://mtslive.substack.com/ā [https://mtslive.substack.com/%E2%81%A0] Interested in sponsoring the show? ā ā ā ā ā ā sponsors@mts.nowā ā [sponsors@mts.now] -- Brought to you by: ElevenLabs -Ā 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.
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