MTS

Databricks VP and Neon co-founder Nikita Shamgunov explains why cloud hyperscalers offer the wrong primitives for AI agents and how Lakebase solves database state at scale. He breaks down separating compute from storage, the shift to AI software factories, and why competitors like Microsoft are copying Neon's branching architecture.--https://x.com/nikitabase--MTS is a live news and interview show covering technology, business, politics, and culture as it happens.Follow MTS: X | ⁠https://twitter.com/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠[email protected]⁠⁠–Brought to you by:Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nycLovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/–Timestamps:00:00) Introduction (01:07) Viral Post on Database Architecture (07:29) Why Agentic Infrastructure Matters Now (11:30) Future of Agentic Databases (12:44) Wrapping Up and Key Takeaways –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.

Mistral research scientist Sagar Vaze breaks down the open-weight release of Mistral Large 4, a 1-trillion parameter multimodal model trained on 1E25 FLOPS. He explains how on-policy distillation delivers extreme token efficiency, why enterprise fine-tuning beats massive closed models, and how open weights protect cyber defenders from provider lockouts. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.--https://x.com/Sagar_Vaze--MTS is a live news and interview show covering technology, business, politics, and culture as it happens.Follow MTS: X | ⁠https://twitter.com/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠[email protected]⁠⁠–Brought to you by:Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nycLovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/–Timestamps:(00:00) Introduction (01:06) Why Mistral Releases Open Weights (03:30) Fine-Tuning Versus Closed Frontier Models (05:50) Reaching the True AI Frontier (10:01) Inside Mistral Large 4 Architecture (13:10) Token Efficiency and On-Policy Distillation (14:16) Open Weights for Cyber Defense (16:40) Native Multimodality and 3D Generation –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.

Secure AI Project co-founder Nick Beckstead breaks down the push for frontier AI safety laws, arguing why government limits on training run compute are necessary to prevent catastrophic loss of control. He evaluates regulatory gaps exposed by the Hugging Face incident, California's executive order on third-party audits, and the coming impact of automated AI research on timeline speeds. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.MTS is a live news and interview show covering technology, business, politics, and culture as it happens.Follow MTS: X | ⁠https://twitter.com/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠[email protected]⁠⁠–Brought to you by:Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nycLovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/–Timestamps:(00:00) Introduction (00:54) California Special Session Outlook (03:23) Capability To Shut Down Models (04:41) Gaps In Current AI Laws (07:10) Newsom Versus Becerra AI Policy (08:45) Midterms Reshaping AI Policy Landscape (14:15) Limiting Compute Versus Alternative Levers (17:06) AI Policy Predictions Through 2027–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.

Formation Bio co-founder and CEO Benjamin Liu breaks down the company's new $600M fund to license stalled drug candidates and run them through clinical trials with AI. He argues that AI drug discovery is creating massive abundance, while clinical development remains the true bottleneck for saving human lives. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.MTS is a live news and interview show covering technology, business, politics, and culture as it happens.Follow MTS: X | ⁠https://twitter.com/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠[email protected]⁠⁠–Brought to you by:Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nycLovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/–Timestamps:(00:00) Introduction (00:52) The Big Worldview (02:36) Solving the Diffusion Problem (07:18) Accelerating the Clinical Process (14:42) The Asset-Centric Fund Model (20:17) The Long-Term Macro Thesis (25:32) Beyond Capital and Capabilities (27:24) Realistic Timelines for Breakthroughs–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.

FCC Senior National Security Counsel Adam Chan explains the commission's crackdown on hardware containing Chinese surveillance chips and its broader bans on foreign drones, routers, and power inverters. He discusses how frontier AI cyber defense models protect critical telecommunications infrastructure against advanced nation-state threats like Salt Typhoon, and why the US must maintain its lead in superintelligence. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.MTS is a live news and interview show covering technology, business, politics, and culture as it happens.Follow MTS: X | ⁠https://twitter.com/MTSlive⁠YouTube | ⁠https://www.youtube.com/@mtsituation⁠Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠ Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠ Substack | ⁠https://mtslive.substack.com/⁠Interested in sponsoring the show? ⁠⁠⁠⁠⁠⁠[email protected]⁠⁠–Brought to you by:Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nycLovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line.Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mtsArena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.comToday’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn moreBlitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.comAdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.comChargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/–Timestamps:(00:00) Introduction (01:08) Blocking Chinese Surveillance Chips (04:16) Categorical Bans on Foreign Hardware (07:27) AI Cyber Defense in Telecom (12:02) Superintelligence Risks to Critical Infrastructure (14:17) Worst-Case Cyberattack Scenarios (16:11) Defending Networks Against Salt Typhoon (18:40) FCC Priorities for Recursive AI –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.