Latest / MikeCast — Daily Briefing
MikeCast #47 — April 10, 2026
Episode #47 — This episode covers Alibaba's $290 million investment in AI startup Shengshu, TSMC's record revenue driven by AI chip demand, OpenAI's critique of Anthropic and new Pro plan, U.S. oil prices surging past $100 per barrel amid Iran tensions, Amazon's $12 billion data center expansion in Mississippi, and Apple's improved MacBook Neo repairability.
The skinny
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