MikeCast #129 — July 01, 2026

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.