MTS

Carnegie Mellon professor and ClickHouse VP of Database Research Andy Pavlo breaks down why AI agents demand an entirely new database layer. He covers how nonstop query volumes and vibe coding break legacy systems, ClickHouse’s expansion into managed Postgres with the Xata acquisition, and his predictions for agent-written databases. 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/MTSlive⁠
YouTube | ⁠https://www.youtube.com/@mtsituation⁠
Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠
–
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/nyc
Lovable - 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/mts⁠
ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
Arena - 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.com
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn more
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
–
Timestamps:
(00:00) Introduction
(00:38) Career Path In Databases
(02:03) What Is ClickHouse?
(04:01) First Months At ClickHouse Labs
(06:42) How Agents Impact Database Traffic
(09:02) Designing An Agent Database From Scratch
(11:29) Breaking Down The Launch Announcements
(18:24) Rapid-Fire Future Predictions
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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.

Calif founder and offensive security researcher Thai Duong discusses how frontier AI models are shrinking exploit development timelines from months to weeks, why AI labs and neo clouds represent the most vulnerable infrastructure, and the breakdown of traditional cyber defense against concurrent agent swarms.
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https://x.com/XorNinja
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MTS is a live news and interview show covering technology, business, politics, and culture as it happens.
Follow MTS: 
X | ⁠https://twitter.com/MTSlive⁠
YouTube | ⁠https://www.youtube.com/@mtsituation⁠
Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠
–
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/nyc
Lovable - 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/mts⁠
ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
Arena - 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.com
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn more
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
–
Timestamps:
(00:00) Introduction
(01:00) Current Vibes on Cyber Risk
(02:26) Likelihood of Hacking Critical Infrastructure
(03:38) Offensive Security Research at Calif
(07:10) Why Aren’t All iPhones Hacked?
(10:27) Self-Replicating Agent Swarms and Botnets
(14:50) Why Neo Clouds Are Vulnerable
(17:23) Cyber Offense Versus Defense Dominance
–
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.

METR Chief of Staff Parv Mahajan breaks down their new report assessing AI R&D acceleration inside Anthropic. He discusses finding a sustained 2x acceleration since late 2025, why public models hide this kink, the absence of near-term training compute bottlenecks, and why Anthropic likely crossed its own acceleration warning threshold. 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/MTSlive⁠
YouTube | ⁠https://www.youtube.com/@mtsituation⁠
Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠
–
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/nyc
Lovable - 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/mts⁠
ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
Arena - 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.com
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn more
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
–
Timestamps:
(00:00) Introduction
(00:53) What the Report Found
(03:12) Evidence for Hyperbolic Growth
(06:51) Near-Term Scaling Bottlenecks
(08:19) Shifting Personal AGI Timelines
(09:30) Anthropic’s Acceleration Warning Threshold
(12:07) Interpreting 10X Uplift Polls
(13:27) What the Public Should Know
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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.

Google DeepMind Director of AGI Economics Alex Imas breaks down why hockey-stick AI model capabilities will not trigger explosive double-digit GDP growth. He explains how competitive markets drive automated output prices down, why firms operate as mosaic superintelligence, and how minimal AGI shifts labor into new high-wage markets. 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/MTSlive⁠
YouTube | ⁠https://www.youtube.com/@mtsituation⁠
Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠
–
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/nyc
Lovable - 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/mts⁠
ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
Arena - 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.com
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn more
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
–
Timestamps:
(00:00) Introduction
(00:54) Thesis of Controlled Autonomy
(03:24) Lessons From Palantir
(07:15) Decisions as Ensembles
(10:15) High Stakes in Defense
(13:25) How Software Work Changes
(18:40) Designing Building Blocks
(25:33) Why Full Automation Fails
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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.

Raindrop co-founder and CTO Ben Hylak explains why smarter models make AI agent failures more catastrophic, from healthcare liabilities to high-stakes alignment breakdowns. He breaks down how recursive self-improvement requires simulating past production traces to safely test model switches and prevent silent failures. 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/MTSlive⁠
YouTube | ⁠https://www.youtube.com/@mtsituation⁠
Spotify | ⁠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? ⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠
–
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/nyc
Lovable - 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/mts⁠
ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts
Arena - 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.com
Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn more
Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com
AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com
Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/
–
Timestamps:
(00:00) Frontier Model Writing Degradation
(00:35) Why AI Agent Monitoring Matters
(03:05) Capitalism-Aligned Safety and Tool Misuse
(04:57) Model Upgrades and Degrading Quality
(05:44) Tracking Memory Storage vs Retrieval
(09:11) Simulating an Agent’s World
(13:41) Adaptation Limits and Model RLHF
(18:26) Recursive Improvement and Simulations
–
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.