MTS

Standard Bots co-founder and CEO Evan Beard breaks down why robotics is at its "1973 computer" inflection point. He explains how end-to-end learning and vision models enable untrained factory workers to vibe code industrial robots out of the box, and why automating existing US manufacturing will lower consumer goods prices and restore supply chain independence. 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 (00:46) Standard Bots Latest AI Announcements (02:57) Vibe Coding Physical Robot Hardware (04:11) Frontier Tech Adoption In Manufacturing (05:32) Industrial Robotics Use Cases Today (06:42) Production Timelines And Deployment Speed (08:28) Macro Impact On Consumer Costs (10:45) Reindustrializing Rust Belt Factory Towns --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.

SF Compute co-founder and CEO Evan Conrad explains why a looming debt crunch is locking AI startups out of compute clusters. He breaks down how soaring upfront prepayments and correlated hardware risk could force widespread industry consolidation unless credit markets evolve. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.--https://x.com/evanjconrad--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 (01:01) Why Startups Cannot Buy Compute (05:49) Why the World's Compute Is Sold Out (06:46) Correlated Risk and 2008-Style Contagion (11:09) Survival Advice for Series A Startups (12:39) How the Compute Debt Crisis Gets Solved (14:38) The Threat of Stranded Compute (16:08) SF Compute's Forwards Market Solution --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.

Edward Hu, Head of AI Modeling at Mercor and former OpenAI researcher, explains how the company is evolving from data delivery to open-source model training and economic evaluations. He breaks down why frontier benchmarks fail, how models outmatch junior professionals on retrieval tasks while gaming evaluations, and Mercor's upcoming releases. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love.https://x.com/evanjconrad--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 (02:17) Measuring AI's Economic Impact (04:14) The Frontier Lab Research Gap (05:33) Leading AI Modeling at Mercor (09:19) Overcoming Goodhart's Law in Benchmarks (12:10) Defining Fairness in AI Evaluations (14:56) Surprising Realities of Model Failures (17:32) What's Next for Mercor --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.

ARC Prize Foundation President Greg Kamradt explains why OpenAI's Astra crushed ARC-AGI-3 with 99% accuracy and why current LLM scaling hits a wall before real AGI. He breaks down why open-ended discovery remains uniquely human and what the next generation of ungameable AI benchmarks must look like. 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 (00:44) What Comes After ARC-AGI-3? (03:31) Why Astra Saturated ARC-AGI-3 (05:07) How Labs Hill-Climbed ARC-AGI-3 (10:13) Are We Meaningfully Closer to AGI? (11:32) Can AI Craft Better Benchmarks? (14:48) The Human Moat for Creativity --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 Chairman Brendan Carr discusses White House efforts to prepare national infrastructure for superintelligence-driven cyberattacks. He reveals breaking FCC approval of Amazon's acquisition of Globalstar to challenge SpaceX in direct-to-device satellite connectivity. 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 (00:49) Unleashing Next-Generation Wireless Connectivity (02:22) Securing Critical Networks Against AI Cyberattacks (04:29) Top Priorities For Infrastructure Defense (05:07) Worst-Case Superintelligence Cyber Scenarios (06:26) Approving Amazon's Globalstar Acquisition --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.