Latest / MikeCast — Daily Briefing

MikeCast #211 — September 21, 2026
Episode #211 — action. Google launched AX, an open AI agent orchestrator; Samsung plans to double HBM4 chip output; the Fed may hike rates twice more this year; Microsoft expands AI infrastructure in India; Costco partners with Uber Eats; and a Hyperloop proposal from Elon Musk's Boring Company connects Austin and San Antonio.
The skinny
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