Latest / MikeCast — Daily Briefing

MikeCast #221 — October 01, 2026
Episode #221 — Google has released its new AI model Gemini 4 Argon, initially limited to cybersecurity firms, while the FTC launches an investigation into AI companies like OpenAI and Anthropic; OpenAI also reports a model-distillation campaign linked to China's Moonshot AI, and Micron's earnings soar amid rising AI demand, as oil prices and bond yields climb.
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