Latest / MikeCast — Daily Briefing
MikeCast #144 — July 16, 2026
Episode #144 — TSMC has increased its U.S. investment to $265 billion for its Arizona operations, New York State imposed a moratorium on AI data centers, Stripe and Advent made a $53 billion bid for PayPal, Anthropic is preparing for a potential IPO, and Uber has proposed acquiring Delivery Hero to expand its food delivery services.
The skinny
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