MTS is LIVE - here's what we're talking about this morning: - Gemini 4 Argon beats Minecraft - China instilling new export controls on AI and other tech - Taiwan planning $4 billion chip facility in Texas Followed by some great interviews: - @scottaar Professor at UT Austin talking about his recent writing and the rapid rate of AI capabilities growth in mathematics - @logangraham Frontier Red Team lead at Anthropic talking about self-replicating AI and autonomous worms - @RyanFedasiuk and @Satvik_Pen of AEI talking about their recent writing on AI chip restrictions and the race for chips - @SamoBurja Founder of Bismarck Analysis talking about live v. dead players in AI - @founderengineer co-founder of abliteration ai talking about building unrestricted ai - Ahmad Osman founder @OsmanticAI talking about open models & the hardware needed to run it - Suddu Head of Data and AI @Plaid talking about the company's latest breakthroughs in AI - @BernAceituno co-founder of StackAI (acq. by Asana) discussing what it's like building capable enterprise agents - @efarrellgregory Fellow at the Foundation for American Innovation talking about Sinomodernity - Aden Barton head of evals @mercor talking about the company's latest report on the US economy - Masumi Reynders co-founder and COO of Majestic Labs talking about the "memory wall" and what Majestic is working on

MTS is LIVE - here's what we're talking about this morning: - OpenAI's security incident - Modal raises $750m - Physical Intelligence opens its robot foundation models to developers with the Pi API beta Followed by some great interviews: - @dwr Founder of Tempo to talk stablecoins - @nicolasosharp Founder and CEO at Attio talking about Attio's launch of the architecture for agentic revenue - @_Lonis_ Managing Partner at Cambrian Capital talking about the Cambrian Thesis and investing across the AI supply chain - @semiDL Co-founder and CEO at Volantis talking about the company's $88M Series A - @abhishekf96 Vice President of Product at Robinhood talking about Robinhood Agents and how much autonomy investors should give AI with their money - @StephenGrugett Co-founder and CEO and @AlexMasmej CMO at MNX talking about trading futures on the valuations of OpenAI, Anthropic and more - Arnab Bose Chief Product Officer at Asana talking about why software's bottleneck has moved from writing code to alignment and verification - Kevin Tian Co-founder and CEO at Doppel talking about defending against AI-powered impersonation attacks - Nick Schneider President and CEO at Arctic Wolf talking about today's launch of SwarmView and why pure AI autonomy is a myth - Jonathan Winer Founder and CEO at Foundational Industries discussing robots, reindustrialization, and much more

We're live and it's a huge day - here's what's happening: - Nick Bostrom is joining MTS today at 930am PT for a full hour of conversation - Isomorphic Labs in talks to raise at a $40B+ valuation - Google launches the Gemini agent, a universal AI agent for work - Arena AI raises $200m and releases a new Alignment Index - TSMC posts record Q3 revenue, up 50% on AI chip demand Followed by other great interviews throughout the day: - @real_ioannis Co-founder and CTO at Reflection AI talking about Beam, Reflection's latest 501B open-weight model - @nathanbenaich Founder and General Partner at Air Street Capital talking about the State of AI Report 2026, out today - @natolambert Co-founder and Executive Director at Trillium Labs talking about his new nonprofit for open science of frontier AI - @Brendan_McCord Founder at Cosmos Ventures talking about its $77.6M Fund I for philosopher-builders - @sytaylor Founder at Brainfood talking about his essay "Fintech is Dead" - @ml_angelopoulos Co-founder and CEO at Arena talking about their $200m raise at a $3.1b valuation, and the release of their Alignment Index - @nautsimon_ Founding Member of Technical Staff, @a_ramabadran Member of Technical Staff and @tobiges Co-Founder and Head of Reinforcement Learning at Axiom Math talking about DrivingBench, where frontier AI models drive a real car - @BrettHarrison Founder and CEO at Architect talking about Liquid Inference, a live exchange where providers compete on price for every AI prompt - @PrinehaN Professor at UCLA and Operating Partner at DCVC talking about DARPA moving four more teams into the final stage of its Quantum Benchmarking Initiative - @ayushswrites Founder and CEO at Warp talking about Warp 2.0 and AI agents for HR and payroll

We're live right now discussing the following: - Trump and Dario Amodei's first one-on-one - NVIDIA's Open Agent Safety Platform - Red Queen Bio profile in the WSJ Followed by some great interviews: - @willmacaskill senior research fellow @forethought_org on the optimistic case for AI - @tobyordoxford Senior Researcher at Oxford University on swarm scaling: why agent swarms buy speed, not efficiency, and some of the potential scaling laws appearing here - @DavidDuvenaud Associate Professor at University of Toronto on the newest pacing the frontier memo from him and others, as well as his work running Post-AGI workshops - @kylejeong growth engineer at Browserbase joining us live from our studio to discuss how frontier computer use actually works and building browsers for AI agents - @stevekaliski principal software engineer @stripe on agentic commerce, letting AI agents pay safely via the Machine Payments Protocol, and more - @tarunchitra founder & ceo of @gauntlet_xyz on risk-aware AI agents, his recent writing on OpenRouter, and more - @SayreEvan principal at CorePoint Strategies on the supply chain side of the US–China AI race, and why the FCC could restrict Chinese-made optical transceivers used in data centers - Sujal Patel Co-founder & CEO at Nautilus Biotechnology on mapping the "dark proteome" - Janie Lee VP of Product at Abridge on clinical decision support now used monthly by more than half of eligible clinicians, and when AI should interrupt a doctor

We are live! Here's what we're covering today on MTS: - Discussing Bernie Sanders' new legislation calling to BAN artificial superintelligence - Redwood Research's latest analysis of Astra - OpenAI Daybreak usage in Ukraine conflict Followed by some amazing interviews: - @zck talking about data centers as 2028 politics, the historic implications of frontier lab IPOs, and more - @Noahpinion talking about the U.S.–China AI race at altitude — what winning means, chips/energy/allies, and China’s open-model export - @boazbaraktcs of @OpenAI talking about AI's impact on mathematics, some recent price improvements for GPT-6 API, and much more - @jeremiecharris + @harris_edouard of Gladstone AI talking about the coming discussion between Trump and Xi Jinping, as well as general thoughts on the geopolitics of AGI - @wordgrammer talking about recent articles on AI, the question of whether or not AI will be banned, and more @gpuemi + Steven Arellano co-founders of Wafer talking about their $40M Series A and what it takes to build AI that builds AI - @sreeramkannan + @soubhikdeb of Eigen Labs talking about Yukon beating Google’s private quantum circuit in the open, and Gemma ~2x on Apple Silicon - Rob Lefferts CVP at Microsoft Threat Protection, talking about how AI is changing the pace of cybersecurity - @sarahehunt01 President & CEO of the Rainey Center, talking about where AI’s electricity comes from and how we can work to find even more of it in the coming years - Rob Ferguson VP Tech & Strategy at Fireworks, talking about banning Anthropic Fable internally over data-access opt-in and the growing tensions between closed model APIs and proprietary data - Alex Haro CEO of Hubble Network talking about Hubble's satellite network and their latest Series C

Today is a big day - we're live right now and covering some developing stories: - Alibaba's latest ai strategy roadmap - Analyzing updates from the UN general assembly week as top ai leaders meet with heads of government - China continues investigating DeepSeek and Moonshot for alleged leaks to Anthropic Following this up with a really awesome slate of interviews: - @jon_stokes author and CTO at discussing why everyone should maybe be skeptical of AI benchmarks - @eddylazzarin GP at a16z crypto, talking about AI safety discourse and how productive conversations around open vs closed ai development is getting pushed to the side - @Houda_nait Research Lead at OpenAI, on why she believes in p(bloom) > p(doom), and why personal agents are so exciting right now - @gaganbiyani co-founder of Udemy & CEO of Maven, and @eriktorenberg GP at a16z, on the launch of the Horowitz Andreessen Academy - @ByrneHobart writer of The Diff & GP at Anomaly Fund, and @lefttailguy will be joining us to speak on their Arena Mag piece “Forward Deployed” - @ElliotGlazer lead Mathematician at Epoch AI the on Hodge Conjecture rumors and OpenAI’s claim of resolving 100+ longstanding open math problems - @ajratner co-founder & CEO of Snorkel AI, talking about the >$300M raise and why expert data is the scarce input for agentic enterprise AI - Andrei Georgescu CEO & co-founder of Vivodyne, on training world models of human biology on lab-grown tissue at datacenter scale - Nikhil Aggarwal, co-founder and CEO of Corridor, on the company's $25 million raise and how they're leveraging AI to change the healthcare industry

We are streaming live from DC, covering some major stories: - Musk, Zuck, and Jensen come out in opposition against Demis Hassabis' FINRA-style industry body - Updates from King Charles' AI Summit - Crusoe raises $3.9 billion Followed by some great interviews: - @stevesi former president of Windows Division at Microsoft, talking about the recent agent misalignment incident from OpenAI - @KonstantinPilz co-founder of the Center for Technology & Statecraft to tell us about what positive ai policy can look like, why china's ai progress might hinge on US lab capabilities, and the broader goals of @techstatecraft - @neil_chilson head of ai policy @abundanceinst to talk more about the latest in data center opposition & ai safety movement - Congressman Rich McCormick @RepMcCormick joining us to talk about the need to build in America, prioritize technological development, and more - @JoshuaTLevine director of technology and statecraft @joinfai will be talking more about his thoughts on the relationship between our government and technology, development, and more - @PrinehaN professor @UCLA to talk about the latest advancements in quantum tech & how ai for science is leading to accelerated research

We are live and discussing some big stories throughout the day: - Anthropic's economic future explorer tool - Coefficient Giving launches Project Tailwind - Top 1% of employees AI spend is declining, new numbers show - Continued discourse on AI doom scenarios And interviewing some awesome people from all over the internet today: - @BenGoldhaber program officer @coeff_giving to talk about Project Tailwind, a call for founders to start ambitious new ai safety initiatives - @tubbytyinthetub founder of @pi_fyi to talk about tech discourse, why people are choosing to "hopescroll" and why IRL events are so important - @krishnanrohit writer and researcher, will tell us about his thoughts on aligning multi model systems, the importance of environments, and why frontier models haven't truly accelerated economic growth - @danielmckinn0n founder of Gamow Labs, to talk about how we can use AI to accelerate clinical genomics, helps babies, and eliminates rare disease - @danrogers100 CEO @asana to talk about the company's earnings results, recent wins, and more - @labenz host of cognitive revolution, to talk about his recent experience traveling to China and what he learned while there - @sahirjaggi CEO @forus to discuss their $150m raised and how forus is using ai to accelerate medicine - @TheAhmadOsman founder and CEO @OsmanticAI to talk about local / open source AI and demo some things live - @TeddySolomon11 to talk about his experience founding @fizz_app and what the current state of consumer apps looks like - Debo Olaosebikan and Sasikanth Manipatruni co-founders of Kepler Computing to talk more about their company mission & what they're working on

We are live and covering some big stories today: - openai's recurrent depth & looped transformer design decisions for coming astra models, as well as the discourse that's followed from this - the release of gemini 3.8 flash, as we take a closer look at the model's capabilities - elon teasing grok 4.7's release on september 11th - us government siding with openai against the new york times Following this up with some fun interviews: - @kenbwork & arjun banerjee of latch bio, talking about their latest work with @SpaceXAI on Grok 4.6's biological capabilities - @ShanuMathew93 to discuss some of the recent data center pushback, commentary from earnings reports, and some of the recent compute deals happening at frontier labs and neoclouds - @dcbuilder research engineer @worldcoinfnd to talk more about what he's working on, the state of ZK proofs, and the real world utility of this technology - @tgillibrandny founder of american perpetuals to talk about his experience trying to bringing to perps to america, and why it matters - @robertwrighter author of Nonzero and The God Test to tell us more about his new book and the power / narrative behind this ai revolution unfolding in front of us - @mohitaron founder and ceo of SciFin on the $44m seed round and what he's most excited about with this new journey - @AndreyFradkin professor @BUQuestrom, discussing his thoughts on the Cosean Singularity and how he's defining it - @TheRealNamzoo founder and ceo of airbound, on the company's recent $37m series A, the future of flight, and how he's working to push the limits of this technology - Laurel Prime founder of Astravia to talk more about what motivated her to take the leap and become a founder, as well as what Astravia is doing to redefine travel with the help of AI

Happy monday, we're starting off this week monitoring some of today's situations: - Tim Cook's final day as CEO of Apple - CXMT's new HBM3 chips - SB Energy's potential IPO - OpenAI ads hits $1b ARR Followed by some great interviews throughout the day: - @jacobkimmel co-founder and ceo @newlimit, sharing his perspective on how NewLimit is working to change the field of medicine, why now is such an exciting time to be applying ai to medicine development, and more - @NaveenGRao co-founder and ceo @unconvAI discussing unconventional's approach to ai development and much more - @LaurieWired researcher at Google, discussing her perspective on colleges using higher level programming languages for teaching, the internet being "poisoned" with ancient C++, and the latest memory architectures - @SamWinterLevy senior fellow at Carnegie Endowment, discussing his research on compute coalitions and how democracy can evolve to fit our rapidly changing tech landscape - @animesh_garg faculty in AI Robotics at Georgia Tech, sharing his perspective on physical ai scaling laws & what he's most excited about right now - @peterwildeford head of ai policy at AI Policy Network, sharing his thoughts on the recent METR/Redwood Research incident reports & how all of this impacts the future of frontier model development

happy friday, we're live and monitoring: - trump admin working on ruling to curb china's access to chips - south korea offers free ai for all - a16z's $1.1 billion machine age fund - anthropic's win in court and some great guests are joining us today: - @asianometry brilliant researcher and YouTube legend will join us live from the studio to discuss the east versus west ai supply chain situation - @jkhamehl managing partner @a16z to tell us more about the new $1.1b machine age fund & why now is such an exciting time for hardware - @herbiebradley to talk about the future of continual learning & agent swarms - @AnimaAnandkumar and @bjenik co-founders of Accelerated Understanding to talk more about their work, how it came to be, and how they achieved such a massive context window - @bswud founder and editor @WorksInProgMag to talk about industrial policy in China and how things really work - @TheDroneWarrior former special ops intelligence, drone expert, and founder of Powerus will be explaining the state of frontier drone tech, and how his experiences have shaped his experience becoming a founder - @julesyoo general partner @a16z to tell us more about why she thinks healthcare will be the industry that benefits most from ai

After less than 24 hours of finally using Grok Bot, here are some of my thoughts: - The UX is incredible! So simple at face value, but so much underneath the hood & pretty much every integration you could ever want - even superhuman email MCP for premium SH subs, which was my #1# need going into it. Everything about this product was designed with care, and I think it's a blast to use. I've yet to set up every integration I need, but it seems to be this is just as capable as every other coding or work agent right now - it's also nice to have a product that's so easily compatible with Cursor, but for more info on this I recommend other posts, I'm not prompting agents to write code *every* day. - There are 100+ (or more?) startups offering agents for consumer use cases, enterprise, in-between, teams of agents, etc etc etc, but none of these can beat the ease of use that comes from Grok Bot. I really like the style of subagent icons and the ability to name them, give them a description, and have a leader agent assign instructions for them - it makes it feel like managing an actual team or talking to coworkers on Signal, not some over engineered or over stylized UI designed for software developers. - Model doesn't matter, which was a big shock for me. Before this I was using GPT 5.6-sol everyday, and was worried that I might not like Grok or Cursor-Grok running my tasks for me, but I have not noticed really a single difference in quality of output. They could be running a no-name model under the hood that no one has heard of, and it doesn't matter, people just want their tasks done correctly and efficiently! - I've seen numerous examples of people autonomously running "money maker" machines, whether it's prediction market arbitrage, perpetual future pair trades, or ecommerce schemes with their teams of Grok Bot agents. I have no opinion on whether these are real or consistently work for people, but based on my brief experience using Grok Bot, all of this seems possible. - The app & site have some cool features, like recording a task/routine and "teaching" the model yourself for later repeated completion without instruction needed. I haven't tried this yet, but will soon attempt it and see how it works. I'm sure this is possible via submitting a screen recording to other coding/work agents, but this just feels so much more personal, and arguably the most killer usecase or feature of Grok Bot. - Overall 10/10 and highly recommend it for people juggling hundreds of emails, DMs, and conversations each day. Just having some type of virtual assistant that can easily pick up on your routine in a simple UX is incredibly welcome.

It's almost friday, and we're live monitoring some great stories this morning: - HuggingFace's Microduck robot - Barret Zoph joins Google - Meta and Anthropic's proposed $10 billion spend - Gemini Omni 1.1 Flash After 10am, we're bringing on some excellent guests to cover the news and some big announcements: - @vsiv founder and ceo of Emerald AI to talk about the company's Series A, what they're building, and how things are shaping up on the AI & energy demand side - @pablorpalafox co-founder and ceo of @HappyRobot to talk more about their recent Series C funding & why working on agents is so exciting right now - @sayashk incoming assistant prof @UCBerkeley to talk more about his research on agents and whether they are capable of open-ended research - @FakePsyho independent research & eval extraordinaire will talk us through why benchmarks can be so difficult to analyze & how harnesses are more regularly affecting the performance of models on industry benchmarks - @tonysphere & @madelineminshew partners @trueventures to talk about the upcoming connected stack conference - @jenzhuscott co-founder and ceo of Power Dynamics to share her thoughts on the potential Nvidia x HuggingFace deal, as well as why the GLM-5.3-Flash release is such a huge moment for the industry - @edunov CTO of Genesis Molecular AI to talk about various innovations in the design space of LLMs, as well as why AI x Bio is so exciting right now - @styskin ceo and co-founder @KeenableAI to talk us through the latest release of NEEDLE, the benchmark your search engine can't memorize

It's a good day to monitor the situation, join us now to listen in as we cover today's top stories: - Nvidia's development of a powerful open model w/ Poolside - Alpöge and Claude solve a complex geometry problem - Taiwan charges individuals smuggling AI to China - Fable struggling to see enterprise adoption despite top tier intelligence - Citadel sells 80% of its Situational Awareness portfolio - Ken Paxton's data center plan Followed by some fun interviews throughout the day: - @deepfates and @lfschiavo live from our studio to talk about agent ecology and what they're working on @grove_research - @GarrettLord founder & ceo of @joinHandshake interviewed by @brexton to talk about the company's amazing rise, their position in the data landscape, and more - @prz_chojecki ceo of ulam ai to discuss the ai math singularity, recent discoveries from anthropic + oai, and more - @slotkinjr chief medical officer @GeisingerHealth to share some of his recent findings fighting for autonomous vehicles, his experience in D.C., and what it will take to make change happen - Sukhinder Singh Cassidy CEO of @Xero to discuss how ai is reshaping financial software, live from our studio

happy friday, we are live and covering today's biggest stories for the first hour: - datacenter discourse from jasmine sun, andy masley, and more from the timeline - deepseek v4 flash vision - orbital datacenters and starcloud's $250m raise then some awesome interviews until 3pm: - @ilblackdragon co-founder of @NEARProtocol and co-author of Attention Is All You Need, joining us live from the studio to discuss AI, NEAR, and how he's spending his time - @AndyMasley one of my favorite writers, will be sharing his expert perspective on data centers & why this debate is so divisive - @CharlesFLehman senior fellow @ManhattanInst is talking Flock and why this is such a heated debate on both sides of the aisle - @sgjadler co-founder of Guidelight will be sharing the latest work on measuring ai companies' safety practices and how we should be approaching the ai safety conversation - @arthurctellis of @IFP will be talking about DoD adoption of powerful AI, the offense/defense balance in cyber, and what he thinks CAISI should be doing - @LoganDobson vp of @TargetedVictory discussing the datacenter backlash and how tech companies can try to remedy the situation - @bilawalsidhu sharing his thoughts on the latest in world models & spacial intelligence

Happy whitepill wednesday, we are live and covering: - moderna's cancer vaccine - unitree robotics' huge IPO - more datacenter backlash, to no one's surprise - google's option to invest $12b into marvell Followed up by some great interviews throughout the day: - @RuxandraTeslo of @WorksInProgMag will be covering anthropic's latest research on protein binders and how we can make sense of it - @littmath walking us through the relationship between ai and math, as well as how mathematicians can/should adapt - @nicckopp founder and ceo of Rillet to talk about the company's $100m raised and what they're up to - @joshua_saxe to discuss his recent presentation / proposal on how our systems should evolve to meet the challenge of misaligned ai from cybersec perspective - @anpaure will be discussing compute verification & why it's a better time than ever to be working on this - @BlasMoros and @ekuyda of wabi to explain more about what they're working on live from our studio - @beyang member of technical staff @AmpCode to tell us about his thoughts on the near future of cloud agents - @IceSolst going deep on cybersec and the implications of ai - @katiekirsch and @sophiadew to talk about the changing talent landscape in tech

We are live right now discussing: - databricks' $5b haul - anthropic's research on agent swarms - deepseek v4 pricing - the latest in ai policy & what demis hassabis is up to Followed by some great interviews: - @aidan_mclau joining us at our studio later this afternoon to talk about his work, what he's seeing in research, and more - @georgearison interviewed by @creatine_cycle live at our studio at 2pm to discuss grindr's massive vertical health bet & their outperformance in the consumer industry - Mike Flanigan co-founder & CEO of @seasats to tell us more about the company's mission and the amazing work they're doing - @RayanKrishnan to discuss @ValsAI fundraise today and the future of LLM evals - @barakgila live at our studio in 15 minutes to talk about agi politics, his work at sway, and much more - @BEBischof head of ai @Theoryvc to share his thoughts on coding agents, uprooting with internal tooling stack with claude cowork, and more

Huge stream today and so much to cover: - measuring how grok 4.6 stacks up to other frontier models - thrive holdings raises $2b & josh kushner + bob iger purchase the lakers - our take on what deepseek v4 pro could mean for the model pricing debate - lovable raises $400m - nebius +500% quarterly sales increase Following this up with some really great interviews: - @daveholtz professor at @Columbia will discuss his latest economic research paper & talk about the impact ai has on organizations live at 11am - @dschwarz26 co-founder of @FUTURESEARCHAI to give us more context on forecasting and how useful it is for making sense of the future - @hamandcheese chief economist @JoinFAI telling us more about his recent article and making a case against creating the superintelligent slime mold - @poteto and @romanugarte_ will be discussing grok bot, grok 4.6, and more at 330pm today live from our studio - @jessepollak covering what he thinks the future of independent agents transacting on-chain looks like - @steve47285 talking about his work @AsteraInstitute and most recent writing on the four flavors of llm misalignment - @Altimor founder of @getlindy discussing latest release of their teammate product - @exnx on what he's seeing in ai & biotech, as well as his work at radical numerics - @RKacaba talking spacex, its impact on public market investing, and more