Latest / MikeCast — Daily Briefing
MikeCast #104 — June 06, 2026
Episode #104 — This episode covers Google's massive $920 million monthly deal with SpaceX for AI compute capacity, Microsoft's strategic pivot away from OpenAI, President Trump's executive order on AI in defense, Apple's CEO transition to John Ternus, Meta's potential equity raise, Microsoft's land acquisition in Finland, and the Knicks' narrow victory over the Spurs in the NBA Finals.
The skinny
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