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Is AI Actually Disinflationary? with Matt Dratch | đŸŸĄđŸ”ŽđŸ”” MTS Live

48 min · I gÄr
episode Is AI Actually Disinflationary? with Matt Dratch | đŸŸĄđŸ”ŽđŸ”” MTS Live cover

Beskrivelse

Matt Dratch joins MTS to discuss the AI shadow output gap, how artificial intelligence may create unmeasured productivity gains in the economy, and the implications for monetary policy and inflation measurement. -- https://x.com/DratchCap -- 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) Reading the Sanders Proposal (04:43) COVID, CARES Act, Emergency Policy (09:14) Debunking AI Doomerism (11:18) The AI Access Divide (20:40) Fixing Wealth Concentration Without Sanders (23:00) Who Feels Left Behind -- 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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Alle episoder

83 Episoder

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

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.

I gÄr14 min
episode What If Open Source Beat Google's Classified Quantum Algorithm? | đŸŸĄđŸ”ŽđŸ”” MTS Live cover

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.

I gÄr13 min
episode Is AI Actually Disinflationary? with Matt Dratch | đŸŸĄđŸ”ŽđŸ”” MTS Live cover

Is AI Actually Disinflationary? with Matt Dratch | đŸŸĄđŸ”ŽđŸ”” MTS Live

Matt Dratch joins MTS to discuss the AI shadow output gap, how artificial intelligence may create unmeasured productivity gains in the economy, and the implications for monetary policy and inflation measurement. -- https://x.com/DratchCap -- 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) Reading the Sanders Proposal (04:43) COVID, CARES Act, Emergency Policy (09:14) Debunking AI Doomerism (11:18) The AI Access Divide (20:40) Fixing Wealth Concentration Without Sanders (23:00) Who Feels Left Behind -- 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.

I gÄr48 min
episode Could AI Fix Wealth Inequality? with Max Rose | đŸŸĄđŸ”ŽđŸ”” MTS Live cover

Could AI Fix Wealth Inequality? with Max Rose | đŸŸĄđŸ”ŽđŸ”” MTS Live

Max Rose joins MTS to discuss Bernie Sanders' proposal to tax AI companies into a sovereign wealth fund, why AI resembles past industrial revolutions more than the social media era, and what a real access agenda for the technology should look like. -- https://x.com/MaxRose4NY [https://x.com/MaxRose4NY] -- 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) Reading the Sanders Proposal (04:43) COVID, CARES Act, Emergency Policy (09:14) Debunking AI Doomerism (11:18) The AI Access Divide (20:40) Fixing Wealth Concentration Without Sanders (23:00) Who Feels Left Behind -- 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.

I gÄr28 min
episode Why Tech's "Hardware Optimists" Are Stacking Mac Minis in the Near Term | Steven Sinofsky | đŸŸĄđŸ”ŽđŸ”” MTS Live cover

Why Tech's "Hardware Optimists" Are Stacking Mac Minis in the Near Term | Steven Sinofsky | đŸŸĄđŸ”ŽđŸ”” MTS Live

Steven Sinofsky joins MTS to discuss the ongoing shift from centralized cloud infrastructure to localized device compute, how token cost structures and consumer hardware memory constraints influence the design of next-generation operating systems, and recent industry architecture announcements alongside the historical evolution of graphics processing unit integration.--https://x.com/stevesi [https://x.com/stevesi] -- 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 (00:36) Computex: Inside Baseball, Global Reach (03:19) NVIDIA Spark: New Chip, New Architecture (05:15) Local Compute: Solving the Token Problem (05:54) Optimized Local AI Software and CUDA APIs (14:52) Memory Shortages and Laptop Comparisons (20:56) Retrospective: Why ARM PCs Always Fail -- 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.

2. juni 202629 min