
Hosted by MikeCast · EN

Episode #101 — The episode covers President Trump's executive order for AI oversight, Microsoft's launch of MXC for AI agents, a Stanford study showing AI outperforming law professors, Iranian drone strikes affecting oil markets, Anthropic's IPO filing amidst a major outage, Meta's new subscription plans, and the NBA Finals featuring the Knicks versus the Spurs.

Episode #100 — Alphabet plans to raise $80 billion through stock sales, including a $10 billion investment from Berkshire Hathaway, to fund its AI buildout; Anthropic files for an IPO amid competition with OpenAI, which has partnered with AWS; Florida sues OpenAI over AI risks; Barry Diller eyes a takeover of MGM Resorts; and John Ternus succeeds Tim Cook as Apple's CEO.

Episode #99 — Nvidia unveiled its first Arm-based PC chip, entering the Windows PC market and boosting stocks, while also launching the Cosmos 3 AI model and supporting Runway's London expansion; Berkshire Hathaway acquired Taylor Morrison for $6.8 billion under new CEO Greg Abel; Meta launched paid subscriptions amid a whistleblower controversy; and the San Antonio Spurs reached the NBA Finals.

Episode #98 — Anthropic releases Claude Opus 4.8 and surpasses OpenAI in valuation, Google launches Gemini Spark, Meta develops an AI pendant and shifts to paid apps, SpaceX IPO anticipation drives ETF investments, Iran's blockade affects oil markets, Apple names John Ternus as new CEO, and the Knicks reach the NBA Finals against the Spurs.

Episode #97 — Anthropic has become the world's most valuable AI startup with a $965 billion valuation, surpassing OpenAI; Dell experienced its best trading day ever with a 32% stock jump following a 757% increase in AI server revenue; and Wall Street is closely monitoring U.S.-Iran talks as President Trump meets with Iranian officials.

Episode #96 — Anthropic released Claude Opus 4.8 with significant improvements, Blue Origin faced issues on the launchpad, Snowflake experienced its best stock day ever due to a $6 billion deal with Amazon, Meta introduced paid subscription plans, and the Knicks are set to play in the NBA Finals, while Victor Wembanyama led the Spurs to a Game Seven.

Episode #95 — Nvidia plans to invest $150 billion in Taiwan's AI sector, Snowflake's stock surged 36% after a $6 billion deal with Amazon Web Services, and President Trump announced plans to attend an NBA Finals game at Madison Square Garden, signaling the New York Knicks' participation in the Finals.

Episode #94 — This episode covers Nvidia's $150 billion investment in Taiwan and its impact on chip stocks, Meta's job cuts in Seattle amid an AI overhaul, SK Hynix's market cap milestone, Google's AI-driven search changes sparking a rise in DuckDuckGo installs, Anthropic's transparency on AI security, and the Thunder's playoff lead over the Spurs.

Episode #93 — The episode covers the New York Knicks reaching the NBA Finals for the first time in 27 years, Sam Altman's perspective on AI and job disruption, Microsoft and Uber's unexpected AI costs, Pope Leo's critique of AI development, California's amendment to an age-verification law, U.S. strikes in Iran affecting markets, Uber's acquisition of Delivery Hero, Google's potential EU fine, and Netflix's AI animation investment.

Episode #92 — This episode covers Google's launch of Gemini Omni, a new multimodal AI model, and DeepSeek's release of Reasonix, a coding agent; discusses oil market warnings from Carlyle's Jeff Currie and potential geopolitical shifts involving the Strait of Hormuz; highlights Nvidia's positive news, Zoom's profitable investment in Anthropic, and Microsoft's product changes; and previews the Knicks' potential playoff sweep against the Cavaliers.