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What If China's AI Gets Recursive Self-Improvement First | MTS Live

30 May 2026 28:55 MTS

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About this episode

Peter Wildeford joins MTS to discuss AI compute supply constraints, US export controls on semiconductors, and the path to recursive self-improvement in AI systems. Go and query the notes from this episode here: https://notes.granola.ai/t/7997d21c-4eb9-4f76-85e4-95be820e094f-009c2hma. Granola is the official note-taking partner of MTS.

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Brought to you by:

Granola - The AI notepad. Try it once and never go back. https://granola.ai/mts

Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com

Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com

Merge - OpenAI, Dropbox, and Ramp use Merge to get AI to production faster. https://merge.dev/mts

AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com

Macroscope - AI codebase understanding for engineering leaders. https://macroscope.com/mts

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Timestamps:

00:00) Introduction

(00:04) Future Token Supply And Demand

(00:11) The Irony Of Recursive Self-Improvement

(00:14) Physical Bottlenecks In Data Centers

(00:17) Huawei Progress And Chip Smuggling

(00:22) National Security And Government Oversight

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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.

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