
Hosted by MikeCast · EN

Episode #129 — This episode covers the U.S. Department of Commerce lifting export controls on Anthropic's AI models Fable and Mythos, Anthropic's launch of the Claude Sonnet 5 model, MGX's $49 billion AI-focused fund, Michael Burry shorting Caterpillar, oil price fluctuations due to Iran's diplomatic stance, Apple's leaked roadmap focusing on Siri, AWS's $1 billion AI engineer investment, and a federal judge allowing states to pursue claims against Meta.

Episode #128 — OpenAI's GPT-5.6 release is delayed by U.S. government review, Anthropic offers California a discount on Claude AI, Medicare will cover obesity drugs from Novo Nordisk and Eli Lilly starting July 1, Meta removes its Off-Facebook Activity tool, and South Korea invests $1 trillion in memory chips and humanoid robots by 2028.

Episode #127 — Comcast is splitting its media and technology businesses into two independent companies, Baidu's AI chip unit Kunlunxin is planning a $50 billion IPO in Hong Kong, OpenAI has launched its cybersecurity-focused GPT-5.6 Sol model, and the Yankees lost to the Red Sox but face the Tigers tonight; plus, the Hornets trade Miles Bridges to the Suns.

Episode #126 — This episode covers the U.S. government's partial approval of Anthropic's Mythos AI model, OpenAI's IPO delay, Alphabet's AI chip strategy and restriction on Meta's access to its Gemini models, Iran's targeting of U.S. military facilities, SpaceX's inclusion in the Nasdaq-100, Lime's IPO plans, Tesla's AI chip milestone, Michael Burry's bet on Microsoft, and the Yankees' ongoing series with the Red Sox.

Episode #125 — The episode discusses the U.S. government's cybersecurity review of OpenAI's GPT-5.6 and Anthropic's Mythos 5, impacting AI access, and the market's reaction to strong jobs data with significant stock drops for Tesla, Meta, and Alphabet; Apple raises Mac and iPad prices due to a memory chip shortage, and Netflix faces a 45% stock decline.

Episode #124 — Apple's stock took a hit after raising MacBook and iPad prices due to memory costs, the White House urged OpenAI to delay GPT 5.6's release over safety concerns, JPMorgan appointed Doug Petno and Troy Rohrbaugh as co-presidents, and Meta faces a lawsuit from its former global policy head over a memoir gag order.

Episode #123 — This episode covers OpenAI's collaboration with Broadcom on a custom AI chip named Jalapeno, IBM's breakthrough in chip density with a sub-one-nanometer architecture, Micron's impressive earnings report driven by the AI infrastructure boom, Anthropic's allegations against Alibaba, Amazon's $48 billion investment in India, and LaMelo Ball's potential trade from the Charlotte Hornets.

Episode #122 — This episode covers Anthropic's AI identifying vulnerabilities in classified U.S. government systems, Fox's acquisition of Roku for $22 billion, a significant drop in oil prices to pre-U.S.-Iran war levels, and the NBA Draft where the Brooklyn Nets' pick is highlighted as a defining moment, along with updates on Apple's price increases and Meta's internal security incident.

Episode #121 — This episode covers Groq's $650 million fundraise following a $20 billion talent and technology deal with Nvidia, OpenAI's cybersecurity model launch and partnership with Darktrace, Alibaba Cloud's AI video model upgrade, Alan Greenspan's death at 100, U.S. sanctions waivers on Iranian oil, Amazon Prime Day discounts, and Giannis Antetokounmpo's trade to the Miami Heat.

Episode #120 — This episode covers Apple's iOS 27 AI features beyond Siri, a fatal Tesla Autopilot crash in Texas raising safety concerns, Getty Images' stock surge after a licensing deal with OpenAI, Kevin Warsh's internal overhaul of the Federal Reserve, and NBA Draft updates including the Atlanta Hawks acquiring Aaron Wiggins from the Oklahoma City Thunder.