
Hosted by MikeCast · EN

Episode #87 — Treasury yields have reached levels last seen in 2007, Meta is laying off 8,000 employees as part of its AI transformation, Google DeepMind unveiled the Gemini Omni model, GitHub is investigating unauthorized access to its repositories, and the Knicks made a historic comeback against the Cavaliers in the Eastern Conference Finals.

Episode #86 — This episode covers Google's major announcements at I/O, including the Gemini 3.5 Flash and Gemini Omni AI models, OpenAI's new "Guaranteed Capacity" offering and adoption of Google's SynthID, Meta's strategic workforce shift to AI, market impacts from rising bond yields, and sports updates on the Yankees and Knicks games.

Episode #85 — This episode covers a major data breach at NYC Health and Hospitals affecting 1.8 million people, Amazon's Alexa+ generating AI podcasts, OpenAI facing a lawsuit over ChatGPT's legal advice, potential Federal Reserve rate hikes due to bond vigilantes, market pressures from Middle East tensions, and sports updates on the Giants and Devils.

Episode #84 — This episode covers the closing arguments in the Musk versus OpenAI trial over its shift from nonprofit to for-profit, Anthropic's AI model sparking calls for India's sovereign AI infrastructure, Google DeepMind's new environmental accelerator in Asia Pacific, oil price spikes due to U.S.-Iran tensions, Alphabet's stock performance, Meta's threat to exit New Mexico over a kids' safety bill, and the Yankees' loss to the Mets.

Episode #83 — This episode of MikeCast covers a California bill to keep online games active, a 76% rise in power prices in the Eastern U.S. due to AI data centers, Berkshire Hathaway's $2.6 billion investment in Delta Air Lines, a significant tech stock downturn affecting the Dow, and Walmart and Amazon's competition for rural market dominance.

Episode #82 — Cerebras Systems' IPO saw its stock nearly double, OpenAI is considering legal action against Apple over ChatGPT integration, Spotify adopts Apple's video streaming standard, Fed Governor Miran resigns supporting Kevin Warsh, Bill Ackman's Pershing Square invests in Microsoft, and LinkedIn, Cisco, and Amazon announce layoffs amidst economic pressures.

Episode #81 — This episode covers Clio's milestone of $500 million in annual recurring revenue, Cisco's 17% stock surge amid AI order increases and job cuts, the appointment of Kevin Warsh as Federal Reserve chair, rising oil prices due to U.S.-China talks, record highs for the S&P 500 and Nasdaq, and the Knicks' sweep celebration.

Episode #80 — OpenAI launched ChatGPT 5.5 Instant as the new default model, Alibaba reported an 84% drop in core profitability despite growth in AI and cloud services, Tencent saw increased demand for gaming and AI but weaker-than-expected revenue, SoftBank's Vision Fund gained $46 billion from OpenAI investments, and Tesla's stock fell 4% amid leadership changes.

Episode #79 — This episode of MikeCast covers OpenAI's launch of a $14 billion AI consulting arm, Meta's upcoming layoff of 8,000 employees and a lawsuit over scam ads, GitLab's workforce reduction, Google's prevention of a mass exploitation event, rising oil prices amid the U.S.-Iran standoff, and a business delegation including Tim Cook and Elon Musk accompanying former President Trump to China.

Episode #78 — In this episode, we discuss OpenAI's launch of ChatGPT 5.5 Instant, Maryland's $2 billion power grid upgrade for AI data centers, Sony's AI-driven game production surge, Anthropic's concerns about AI influenced by fictional narratives, Tesla's stock rise and Cybertruck recall, oil price surges due to U.S.-Iran tensions, and the Yankees' close game against the Brewers.