MikeCast #20 — March 14, 2026

MikeCast — Daily Briefing · Mar 14, 2026 · 1m

Episode #20 — This episode covers Nvidia's unveiling of a new AI chip at the GTC conference, ByteDance's strategic expansion of AI capabilities offshore amidst US sanctions, Sam Altman's concerns about AI's impact on labor-capital balance, the S&P 500's decline due to the Iran oil crisis, and Meta's potential layoffs linked to AI development costs.