MikeCast #162 — August 03, 2026

MikeCast — Daily Briefing · Aug 3, 2026 · 6m

Episode #162 — This episode covers Anthropic's IPO filing and subsequent opening of its Claude Mythos model to 150 companies, Oracle's integration of Google's Gemini model, Alibaba's release of Qwen 3.8 Max, the EU AI Act's Article 50 enforcement, oil price drops following President Trump's Iran decision, U.S.-Japan intervention to support the yen, new Fannie Mae and Freddie Mac mortgage rules, Apple's record advertising gains, Tesla's FSD safety intervention, Uber's legal and AI initiatives, and scrutiny over Meta's Gallatin data center water usage.