ABOUT THIS EPISODE
MNX founders Stephen Grugett and Alex Masmej explain how they built a new financial exchange to trade AI valuations, compute futures, and fast-takeoff risk. They break down why OpenAI and Anthropic pull ahead in short timeline scenarios, the market mechanics behind compute commodities, and how decentralized infrastructure responds to cyber threats. 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.
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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
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Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com to learn more
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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/
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Timestamps:
(00:00) Introduction
(01:10) AI Cyberattacks and Crypto Security
(06:05) Futures Exchange Versus Prediction Markets
(08:54) Trading Nascent Compute Futures
(13:04) Trades for Short AI Timelines
(15:52) Intel Drop and Semiconductor Volatility
(18:11) How to Structure P(Doom) Markets
(20:08) US Regulation and Fast Takeoff
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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.
