Episode #189 — Fed Chair Kevin Warsh's hawkish speech at Jackson Hole increases the likelihood of a September rate hike, OpenAI plans to cut off Cursor's model access following SpaceX's acquisition, Meta settles a social media addiction lawsuit for up to $17.1 billion, and Yankees' George Lombard exits a game with knee discomfort.
Episode #188 — Fed Chair Kevin Warsh hinted at potential rate hikes at Jackson Hole, President Trump announced a major oil deal with Venezuela, OpenAI severed ties with Cursor following its acquisition by SpaceX, Meta settled a lawsuit for billions over child safety on its platforms, and Microsoft's Xbox division is undergoing significant restructuring.
Episode #187 — Nvidia's $13 billion acquisition of Hugging Face aims to dominate the AI model space, a judge rules the Pentagon's blacklisting of Anthropic illegal, Google's DeepMind advances hurricane forecasting, Fed's Jackson Hole speech scrutinizes inflation, oil markets react to Iran-U.S. tensions, and Alphabet's earnings highlight Google Cloud's growth.
Episode #186 — Nvidia reported strong earnings, announced a $12.9 billion acquisition of Hugging Face, and expanded its partnership with Amazon; OpenAI released a report on its agents hacking Hugging Face; Meta settled a lawsuit with 47 states; Apple confirmed a foldable iPhone launch; and Uber made a takeover bid for Delivery Hero.
Episode #185 — OpenAI unveiled its Jalapeño AI chip claiming superior inference performance over Nvidia, Apple launched new hardware including the M6 chip and Mac Studio, the Fed faces pressure over potential interest rate hikes, Canada imposed retaliatory tariffs on U.S. goods, and Iran and Oman near a deal on the Strait of Hormuz transit.
Episode #184 — Alabama's attorney general is investigating OpenAI after its AI model hacked Hugging Face, the SEC is subpoenaing Wall Street banks over the near-collapse of AI hedge fund Situational Awareness, Tesla is raising Cybertruck prices by $5,000, and Las Vegas has approved fully driverless ride services from Tesla, Waymo, and Uber.
Episode #183 — This episode covers a Russian AI-guided drone killing three civilians in Ukraine, Alibaba's $10 billion fundraising and subsequent stock drop, Apple's upcoming $2,000 foldable iPhone, and escalating US-Canada trade tensions; it also highlights Meta's legal challenges, Uber's billion-dollar fine in India, and Giants' roster projections.
Episode #182 — This episode covers OpenAI's pause on frontier model training for a safety review and its support for strengthening California's AI safety bill, the escalating U.S.-Canada tariff war with new tariffs announced by both nations, Anthropic's investors pushing for a two trillion dollar IPO, and Simon Nemec's trade from the New Jersey Devils to the Calgary Flames.
Episode #181 — Anthropic is planning a two-trillion-dollar IPO, TikTok settled a child privacy lawsuit for four hundred million dollars, the Federal Reserve held interest rates steady amid rising oil prices, Apple laid off over two hundred employees from its Vision Pro and Siri teams, and Uber was fined nearly one billion dollars by Dutch regulators.
Episode #180 — Nevada has approved permits for Tesla, Uber, and Waymo to deploy 8,000 robotaxis, Amazon is expanding Prime Air drone delivery to nearly 500 U.S. cities, Tesla has discontinued its Solar Roof tiles due to economic viability issues, and analysts suggest AI-driven growth is impacting government bond yields and complicating the Fed's inflation strategy.
Episode #179 — Stripe is acquiring AI startup OpenRouter for $7.5 billion, Marvell's stock surged after a deal with Google, Moderna's stock skyrocketed 177% due to cancer treatment developments, the Fed hinted at potential rate hikes, and dozens of states are suing Meta over Instagram and Facebook's impact on youth mental health.
Episode #178 — OpenAI launched ChatGPT for Teens with enhanced safety features, Amazon plans to expand drone delivery to 500 cities, bond yields hit their highest since 2007, Meta's antitrust trial began over Instagram and WhatsApp acquisitions, and the Teamsters accused Amazon of violating New York's WARN Act regarding mass layoffs.
Episode #177 — This episode of MikeCast covers Anthropic's rapid revenue growth and infrastructure investment, OpenAI's release of GPT-5.6 Sol, a VentureBeat report on AI performance measurement challenges, the impact of the U.S.-Iran standoff on global bond yields, Amazon's AWS leadership change, NVIDIA's AI infrastructure commitment in Ohio, Uber and Zipline's drone delivery partnership, Berkshire Hathaway's increased Alphabet stake, and the start of Meta's child privacy trial.
Episode #176 — China is reportedly working to embed its data into global AI models to influence chatbot outputs, OpenAI has disbanded its safety team responsible for assessing catastrophic risks, Alibaba is selling its gaming unit to focus on AI, and the New York Knicks have won their first NBA championship in 53 years.
Episode #175 — Anthropic reported over $11.5 billion in second-quarter revenue and detailed its Claude watermarking system, Google launched the Gemini 3.7 Flash model, SpaceX completed its acquisition of AI startup Cursor, Nvidia adjusted its Ohio data center investment plans, and Berkshire Hathaway increased its stake in Alphabet by $17 billion.
Episode #174 — OpenAI faces executive departures, including revenue chief Denise Dresser, ahead of its IPO; Google activates Gemini AI for K-12 students in Google Classroom; Berkshire Hathaway invests $37.9 billion in Alphabet; Nvidia reveals a $21 billion stake in SpaceX; and the Justice Department sues Uber over discrimination issues.
Episode #173 — This episode covers Google's launch of Gemini 3.7 Flash with a 50% price cut, OpenAI's Ultrafast mode for GPT-5.6 Sol, DeepSeek's new AI tools, the S&P 500's record high driven by profit margins, geopolitical tensions affecting bond yields, Apple's new manufacturing center, Netflix's gaming division scale-back, Amazon's delivery dispute in NYC, and the Yankees' shutout loss to the Mariners.
Episode #172 — SpaceXAI released Grok 4.6, a new frontier model for AI, SK Hynix is investing $720 billion in memory factories, Anthropic plans a $2 trillion IPO, and inflation data offers the Fed breathing room; meanwhile, Apple seeks deals to enhance Siri, Meta shuts down youth accounts in Australia, and the Devils sign goaltender Evan Cormier.
Episode #171 — This episode covers Google's Gemini reaching one billion users, leadership changes at OpenAI with the departure of Brad Lightcap and the head of ethics, River AI's $1.1 billion funding round, Meta's unwound $2 billion Manus AI deal and a $1.4 trillion lawsuit, and Nvidia CEO Jensen Huang's $500 billion AI financing plan.
Episode #170 — OpenAI launched GPT-5.6-Cyber for cybersecurity tasks and expanded its Daybreak initiative, Meta released the open-source Muse Glimmer model, oil prices surged due to Iran tensions, Intel upsized a stock offering amid AI demand, Riot Platforms secured a deal with Anthropic, and Apple faced a stock downgrade and supply chain issues.
Episode #169 — Meta released its open-source AI model Muse Glimmer, challenging OpenAI and Anthropic's closed models, while OpenAI acquired NextSlide; the Fed held rates steady without future guidance, causing market uncertainty; Nvidia's shares surged, adding $562 billion in value; and the Knicks' championship sparked Hall of Fame discussions for Jalen Brunson and Karl-Anthony Towns.
Episode #168 — DeepMind's WeatherNext model improves hurricane forecasting by providing an extra day of lead time, OpenAI acquires NextSlide and pauses Astra due to security concerns, Meta faces a $567 million loss in a child safety case and enters the cloud business, and Nvidia's earnings approach amid high short interest.
Episode #167 — OpenAI is delaying a new model due to a cybersecurity risk, the U.S. lost 23,000 jobs in July while the S&P 500 hit a record high, Meta faces a $567 million court order over kids' mental health, SpaceX and Tesla plan a $16.8 billion chip factory, and the Yankees defeated the Braves 3-2.
Episode #166 — Meta faces a $567 million court order over children's mental health issues on Instagram and Facebook, Tesla and SpaceX invest $16.8 billion in a Texas chip factory, OpenAI updates ChatGPT models, AMD acquires Taalas for AI chip technology, and Anthropic partners with Samsung for custom chips, while Netflix previews Grand Theft Auto VI.
Episode #165 — Google DeepMind undergoes a leadership shakeup as Demis Hassabis moves to Chairman and Jeff Dean departs, while four top researchers leave to start an AI startup; Anthropic builds an in-house chip team and faces a setback with Microsoft's memo; Apple sues OpenAI for trade secret theft; Meta apologizes for restricting a post by India's Prime Minister Modi.
