MikeCast #177 — August 18, 2026

MikeCast — Daily Briefing · Aug 18, 2026 · 5m

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.