Episode #134 — This episode covers Nvidia's delay of its Kyber AI system to 2028 due to manufacturing issues, Goldman Sachs' bearish outlook on the Japanese yen amid U.S. dollar strength, Meta facing regulatory pressure in India over Instagram ads, Uber halting food delivery expansion in Europe, and the Jets adjusting after trading Sauce Gardner.

Episode #133 — This episode covers the launch of Anthropic's Claude Sonnet 5 amid regulatory scrutiny, Microsoft's integration of GPT-5 into Copilot, and OpenAI's anticipated GPT-5.6 model, alongside a significant financial loss from Trump's TRUMP memecoin, OPEC+'s oil output increase, and Microsoft appointing Ayman AlGhamdi as President of Microsoft Arabia, with updates on the Yankees and Knicks.

Episode #132 — This episode covers Microsoft's entry into the AI super app race with its revamped Copilot and AutoPilot agents, a weak June jobs report impacting Federal Reserve rate cut expectations, Alphabet's market cap nearing five trillion dollars amid unionization talks at DeepMind, and the Knicks signing Andre Drummond following Mitchell Robinson's departure.

Episode #131 — Microsoft is investing $2.5 billion and 6,000 employees in a new AI unit, Amazon is preparing to launch its satellite internet service Leo to compete with Starlink, and the June jobs report shows a steady but softer labor market; additionally, Alphabet joins the Dow Jones, and Meta faces regulatory scrutiny over fraud prevention.

Episode #130 — Anthropic's Claude Fable Five AI model returns to the global market after a U.S. export control reversal, Amazon's Panos Panay announces custom AI chip development, Google loses a €4.1 billion antitrust appeal in the EU, and the Magnificent Seven tech giants face a $2 trillion market cap loss in June.

Episode #129 — This episode covers the U.S. Department of Commerce lifting export controls on Anthropic's AI models Fable and Mythos, Anthropic's launch of the Claude Sonnet 5 model, MGX's $49 billion AI-focused fund, Michael Burry shorting Caterpillar, oil price fluctuations due to Iran's diplomatic stance, Apple's leaked roadmap focusing on Siri, AWS's $1 billion AI engineer investment, and a federal judge allowing states to pursue claims against Meta.

Episode #128 — OpenAI's GPT-5.6 release is delayed by U.S. government review, Anthropic offers California a discount on Claude AI, Medicare will cover obesity drugs from Novo Nordisk and Eli Lilly starting July 1, Meta removes its Off-Facebook Activity tool, and South Korea invests $1 trillion in memory chips and humanoid robots by 2028.

Episode #127 — Comcast is splitting its media and technology businesses into two independent companies, Baidu's AI chip unit Kunlunxin is planning a $50 billion IPO in Hong Kong, OpenAI has launched its cybersecurity-focused GPT-5.6 Sol model, and the Yankees lost to the Red Sox but face the Tigers tonight; plus, the Hornets trade Miles Bridges to the Suns.

Episode #126 — This episode covers the U.S. government's partial approval of Anthropic's Mythos AI model, OpenAI's IPO delay, Alphabet's AI chip strategy and restriction on Meta's access to its Gemini models, Iran's targeting of U.S. military facilities, SpaceX's inclusion in the Nasdaq-100, Lime's IPO plans, Tesla's AI chip milestone, Michael Burry's bet on Microsoft, and the Yankees' ongoing series with the Red Sox.

Episode #125 — The episode discusses the U.S. government's cybersecurity review of OpenAI's GPT-5.6 and Anthropic's Mythos 5, impacting AI access, and the market's reaction to strong jobs data with significant stock drops for Tesla, Meta, and Alphabet; Apple raises Mac and iPad prices due to a memory chip shortage, and Netflix faces a 45% stock decline.