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AI hits a trust wall, healthcare costs spike, and Europe locks in deals with India & China instead of the US. In this update, we discuss how leaders in artificial intelligence like Jensen Huang and Sam Altman are navigating significant industry changes. We also examine critical shifts in healthcare, including actions impacting prescription drugs and insurers. Lastly, we touch on broader geopolitics, noting Europe's evolving global strategy and China's biotech progress.What you’ll learn- Why Congress thinks Nvidia has been helping China’s DeepSeek AI & why we need stronger export controls- Why the real issue is corporate incentives vs national security- What it means if the Nvidia–OpenAI mega-partnership is truly on ice- OpenAI’s cash runway problem and why IPO pressure changes behavior- Why TikTok’s ownership shift still leaves the “algorithm control” question open- Yahoo’s AI search strategy and why licensed content is a differentiator- How Medicare’s rate stance translates into real insurer pressure and lobbying- What 872 drug price hikes signal about pricing power and enforcement limits- What the preservative studies suggest, and why regulators are being pressed to respond- Why China’s biotech model is working, and what parity implies for US leadership- How the EU–India deal and sovereign satellites fit into the new bloc era- Why Japan’s maglev is more than a “cool train story”Chapters00:00 – The week’s collision: AI, healthcare, and global realignment00:57 – Nvidia accused of aiding China’s DeepSeek: the letter and the stakes02:47 – Nvidia–OpenAI partnership on ice, OpenAI’s funding clock, and AI talent drama04:50 – TikTok becomes a “US company”: what changed, what did not06:00 – Yahoo’s AI search comeback and the licensed-content model07:14 – Medicare’s rate stance: $90B shock and why insurers will push back10:10 – 872 drug price hikes and where pricing power ends10:25 – Preservatives linked to cancer and diabetes risk: what the studies claim11:46 – China’s biotech blitz and US strategic drift13:59 – Europe rewires: EU–India deal, US–India move, and the sovereignty push15:58 – Google cyber offensive and botnet disruption17:07 – Germany EV credits, EU satellite comms, and the “decoupling” problem18:45 – ECB: the WTO and China as the inflection point20:06 – One good thing: Japan’s 603 km/h maglev21:21 – Wrap

If your electricity bill feels out of control, it’s not your imagination. Power prices are surging, and the quiet reason is the AI boom. This episode explains how tech companies are getting cheap, opaque power deals and why households are picking up the tab.WHAT YOU’LL LEARN IN THIS EPISODEWhy electricity prices jumped 17% for households and are still risingHow AI data centers disrupted utility planning almost overnightWhat a Harvard study found inside secret power pricing dealsWhy regulators often don’t know what tech companies pay for electricityHow Microsoft, Amazon, Google, and OpenAI take very different power strategiesWhy PJM faces a real AI-driven blackout riskThe fight between states and Federal Energy Regulatory Commission (FERC)How tech firms now sell power back to utilities and gain leverageThe central question regulators still haven’t answered: who should pay for AI’s powerTIMESTAMPS00:00 Why Your Power Bill Is Surging00:55 Utilities vs Sudden AI Demand01:53 Secret Power Pricing Deals Explained02:47 Why Regulators Can’t See the Prices03:34 Microsoft, Amazon, Google, OpenAI: Different Power Plays05:52 Grid Stress, Backlogs, and Interconnection Risk06:34 PJM and the AI Blackout Problem07:26 White House, States, and Emergency Power08:23 FERC vs States: Who Sets the Rules09:42 Tech Companies as Power Suppliers10:11 Who Pays for AI’s Electricity11:15 Why Prices Likely Keep Rising👍 Found value? Like, comment, and share. New episodes 2x per week!SOURCES & DATAAI Data Centers Strain US Power Grid, Blackout Risks Rise: https://www.wsj.com/business/energy-oil/ai-data-center-blackouts-electric-grid-1fed9803?mod=hp_lead_pos9AI Data Center Construction Costs, Accounting Challenges: https://www.wsj.com/articles/ai-construction-costs-can-be-an-accounting-black-box-3c197b09AI Power Demand Surge, Electricity Costs 2026 Data: https://www.nytimes.com/2026/01/15/business/energy-environment/data-center-energy-electricity-costs.htmlAI Data Centers Drive Electricity Cost Crisis: https://www.nytimes.com/2025/08/14/business/energy-environment/ai-data-centers-electricity-costs.htmlEIA US Electricity Capacity & Renewable Energy Trends: https://www.eia.gov/electricity/monthly/epm_table_grapher.php?t=epmt_5_6_aData Center Electricity Demand & Utility Profit Study: https://www.sciencedirect.com/science/article/pii/S1040619025000612#ab0015Big Tech, Ratepayer Costs, and Grid Burden Analysis: https://eelp.law.harvard.edu/extracting-profits-from-the-public-how-utility-ratepayers-are-paying-for-big-techs-power/CMU Study: Data Center Growth Raises Energy Bills: https://www.cmu.edu/work-that-matters/energy-innovation/data-center-growth-could-increase-electricity-billsAmazon Data Centers, Power Bills & Grid Impact: https://www.aboutamazon.com/news/sustainability/data-centers-electricity-bills-grid-power-amazonAI Grid Delays & Energy Infrastructure Brief (YouTube): https://youtu.be/NTSwKZXtD1kMicrosoft’s Community-First AI Power Infrastructure Plan: https://blogs.microsoft.com/on-the-issues/2026/01/13/community-first-ai-infrastructure/Alphabet’s $4.75B Solar Power Deal with Intersect: https://www.pv-tech.org/alphabet-acquires-intersect-for-us4-75-billion/OpenAI Stargate: Community Power Initiative Revealed: https://openai.com/index/stargate-community/OpenAI to Self-Fund Stargate Electricity Operations: https://www.datacenterdynamics.com/en/news/openai-pledges-to-pay-its-own-way-to-power-stargate-data-centers/DOE Unlocks 35GW Backup Power for Winter Storm Prep: https://www.energy.gov/articles/energy-secretary-prepares-unleash-backup-generation-ahead-winter-storm-fernTrump Orders Emergency Power Auction, Grid Crisis 2026: https://www.bloomberg.com/news/articles/2026-01-15/trump-to-direct-key-us-grid-operator-to-hold-emergency-auctionFull list:

NATO delivers, Apple picks rival Google for AI, Meta's on trial for endangering kids, Oracle's junk debt tanks Stargate—and maybe Paramount too? Shadow fleets clash while zombie unicorns haunt investors. Get the clarity leaders need now.WHAT YOU’LL LEARN IN THIS EPISODE- Why NATO’s value is misunderstood and why its collapse would benefit adversaries- How shadow fleet enforcement is changing sanctions and energy geopolitics- Why Apple chose Google’s Gemini over OpenAI and what that signals for AI platforms- What zombie unicorns reveal about venture capital’s structural problem- Why Meta’s child safety trial could become a rare accountability moment- How economic inequality is reshaping consumption and policy pressure- Why Canada–U.S. trade relations are entering a dangerous phase- How tech sovereignty is accelerating globally- Why Oracle’s AI spending is flashing early warning signs- One promising breakthrough in the fight against microplasticsTIMESTAMPS00:00 Wins, Fails, and the Future00:45 Win: NATO and Collective Security02:29 Win: Shadow Fleet Enforcement Escalates04:12 Win: Global M&A and AI Deal Concentration05:30 Win: Apple Hands Siri’s AI to Google06:20 Fail: Zombie Unicorns and VC Gridlock07:41 Fail: Meta’s Child Safety Trial08:53 Fail: Inequality, Banking Pressure, and Policy Risk09:32 The Future: U.S.–Canada Trade Fault Lines11:36 The Future: Tech Sovereignty Goes Global13:37 The Future: AI Infrastructure and Oracle’s Debt Risk15:21 One Good Thing: Filtering Microplastics at the Source👍 Found value? Like, comment, and share!SOURCES & DATA:- U.S.–Denmark Tensions & Greenland Geopolitics Explained: https://www.military.com/daily-news/investigations-and-features/2026/01/07/denmark-bled-alongside-american-troops-iraq-and-afghanistan-now-trump-wont-rule-out-taking-greenland.html- Greenland Deep Dive: Arctic Strategy, Resources, and Power Plays: https://youtu.be/IJL99SgYs5E- France Seizes Russian “Shadow Fleet” Oil Tanker – EU Crackdown Escalates: https://www.wsj.com/world/europe/crackdown-on-shadow-fleet-escalates-with-seizure-of-ship-carrying-russian-oil-2a93bb2e- Maritime Defense Weekly – Russia, Sanctions & Sea Routes Update: https://windward.ai/blog/maritime-defense-weekly-week-of-january-26/- CSIS Analysis: How the BELLA 1 Tanker Exposed Sanction Evasion Networks: https://www.csis.org/analysis/what-bella-1-teaches-us-about-targeting-shadow-fleets- China’s Shadow Economy Uncovered: Global Impact on Trade & Security: https://youtu.be/f_-kMZeCXjs- Hybrid War in Europe: MI6 Warnings on Cyber, Disinfo & Espionage: https://youtu.be/pzxiAw9pBaQ- Venture Capital 2025 – Record M&A Exits and Investment Trends: https://pitchbook.com/news/reports/q4-2025-pitchbook-nvca-venture-monitor- Big Tech Alliance: Google & Apple Announce Joint AI Initiative: https://blog.google/company-news/inside-google/company-announcements/joint-statement-google-apple/- Gemini + Apple Intelligence: The Next Siri Revolution Explained: https://www.zdnet.com/article/gemini-apple-intelligence-siri-upgrade/- Trump vs Wall Street: JPMorgan Lawsuit & Political Fallout: https://www.euronews.com/business/2026/01/23/trump-sues-jpmorgan-ceo-who-else-says-left-wing-banks-shut-them-out- Canada Rejects China Trade Deal – Carney Sets New Economic Course: https://www.theguardian.com/world/2026/jan/25/canada-has-no-intention-of-pursuing-free-trade-with-china-says-carney- Europe’s Strategy to Weaponize Innovation vs the U.S.: https://gizmodo.com/report-says-the-e-u-is-gearing-up-to-weaponize-europes-tech-industry-against-the-u-s-2000712327?utm_source=firefox-newtab-en-us- U.S. Treasury Announcement – New Sanctions, Alliances & Global Finance Updates: https://home.treasury.gov/news/press-releases/sb0370- China’s AI Registry: https://www.wired.com/story/china-ai-boom-algorithm-registry/- Fish-Inspired Microplastic Fighter: https://www.sciencedaily.com/releases/2025/12/251222044102.htmFull list: https://youtube.com/shorts/fa0lBhLy_qM?feature=share

Greenland isn’t about land. It’s about rare earths, uranium, Arctic control, and keeping China from locking up the resources that power modern technology and defense. This episode breaks down why Greenland suddenly matters, what dealmaking is happening behind the scenes, and how this fight connects to NATO, global trade, and the future balance of power.WHAT YOU’LL LEARN IN THIS EPISODE- Why Greenland is strategically vital beyond territory- How rare earths and uranium drive U.S. urgency- China’s Arctic ambitions and mineral strategy- The role of Denmark and the European Union- How this fight threatens U.S.–EU trade relations- Why NATO cohesion is at risk- Who benefits most if NATO fractures- The downstream risks of nuclear proliferation- Why this conflict could reshape global alliancesTIMESTAMPS00:00 Why Greenland is suddenly at the center of global power
01:38 Public opposition and political fallout
02:06 Greenland’s size, geography, and strategic location
03:17 Denmark, autonomy, and self-rule
05:51 U.S. military history in Greenland
07:48 Why China and Russia care about Greenland
08:59 Rare earths, uranium, and critical minerals
10:34 The failed U.S.–Greenland mineral agreement
11:31 What Denmark and the EU are offering instead
12:57 NATO’s role and why it matters here
15:03 Who wins if NATO weakens
17:23 China’s growing influence as alliances strain
19:13 Does NATO benefit the U.S.?
21:00 Nuclear risks if NATO fractures
23:21 What happens next for trade and global stability👍 Found value?Like, comment, and share so more leaders see this.SOURCES:- Trump’s Greenland Military Deal Raises Global Debate (Politico): https://www.politico.com/news/2026/01/21/trump-greenland-military-deal-00739427- Wall Street Journal: Russia Cheers NATO Rift Over Greenland: https://www.wsj.com/world/russia/russia-cheers-the-growing-nato-rift-over-greenland-51821b55?mod=WSJ_home_mediumtopper_pos_4- Polls Show Weak Support for Greenland Plan (Politico): https://www.politico.com/news/2026/01/15/trump-greenland-poll-00731009- Fox News: Trump Doubles Down Despite Public Skepticism: https://www.foxnews.com/politics/trump-doubles-down-greenland-push-polls-show-little-public-support- AP News: Trump's Bid Sparks Diplomatic Waves at Davos: https://apnews.com/article/denmark-greenland-trump-bessent-davos-ab05ebfaae6a413d1f8125cb9726a4c5- Euronews: Why Greenland Matters — Energy, Minerals, and Geopolitics: https://www.euronews.com/business/2026/01/15/greenlands-value-explained-could-trump-really-buy-the-danish-island- CSIS Analysis: Rare Earths and Arctic Security Implications: https://www.csis.org/analysis/greenland-rare-earths-and-arctic-security- Denmark.dk: Culture, People, and Greenland’s Role in the Kingdom: https://denmark.dk/people-and-culture/greenland- Official Statute: 1941 U.S.–Denmark Defense Agreement PDF: https://govinfo.gov/content/pkg/STATUTE-55/pdf/STATUTE-55-Pg1245.pdf- CSIS: Trump’s Greenland Strategy—Assertion of U.S. Power: https://www.csis.org/analysis/trumps-greenland-ambition-about-us-power-not-alliances- Atlantic Council: Europe’s Strategic Blind Spot—Greenland: https://www.atlanticcouncil.org/dispatches/greenland-is-europes-strategic-blind-spot-and-its-responsibility/- 🇺🇸⚙️ U.S.–EU Race for Rare Earth Dominance | China’s 90% Advantage Explained: https://youtu.be/WqT6UJXRR5Q- 🚗💰 How China’s Electric Vehicle Boom Fuels Its 5% Growth Target & Global Price War: https://youtu.be/fbOx5HsYMoo- Atlantic Council Dispatch: How U.S. & NATO Can Avoid Greenland Crisis: https://www.atlanticcouncil.org/dispatches/the-us-and-nato-can-avoid-catastrophe-over-greenland-and-emerge-stronger-heres-how/- Congress Report PDF: U.S. Role in NATO Burden Distribution: https://www.congress.gov/crs_external_products/R/PDF/R45652/R45652.3.pdf- CSIS: Debunking the "U.S. Pays 70%" NATO Claim: https://www.csis.org/analysis/nato-and-claim-us-bears-70-burden-false-and-dysfunctional-approach-burdensharingFull list: https://youtu.be/IJL99SgYs5E

Something isn’t adding up. Tariffs meant to punish rivals are hitting consumers instead, AI chip shortages are reshaping global power, and massive CEO pay packages keep missing their mark. This episode looks at the data behind these trends and the uncomfortable direction they’re pushing the economy.🎯 WHAT YOU’LL LEARN- Why tariffs are resurfacing as a geopolitical weapon and who actually pays the price- How U.S.–EU tensions and Davos diplomacy could escalate trade retaliation- What Nvidia, TSMC, and Taiwan’s new chip deal means for global AI dominance- Why China’s AI leaders admit the chip gap is widening- How OpenAI’s ad push could change privacy expectations for AI users- Why nine-figure CEO pay packages often fail shareholders- How giving up on homeownership reshapes economic behavior- What Finland teaches about resisting propaganda- Why microscopic autonomous robots may matter sooner than you think🔍 TIMESTAMPS00:00 Tariffs Return — Trade Tensions and Davos01:15 U.S.–EU Escalation and Greenland Fallout02:04 Post-Brexit Trade Penalties and EU Strategy03:04 Why Tariffs Hit U.S. Consumers04:34 Nvidia, TSMC, and AI Chip Constraints06:15 Taiwan–U.S. Semiconductor Deal07:18 China’s AI Chip Shortage Reality08:08 OpenAI Ads, Privacy, and Growth Pressure09:33 CEO Pay vs Shareholder Returns11:19 Tax Exemptions and Long-Term Risk11:52 Homeownership Collapse and Economic Behavior13:02 Finland’s Fight Against Propaganda14:27 Microscopic Robots and the Future👍 Found value?Like, comment, and share so more leaders see this.📚 SOURCES & DATA:- Europe Reacts to Trump’s Greenland Tariff Escalation: https://apnews.com/article/greenland-denmark-trump-europe-reaction-57db561ff97b038fef951cd9770b5a74- Trump’s Greenland Rift Tests U.S.-Denmark Ties: https://apnews.com/article/greenland-denmark-us-trump-starmer-9b01eb577363ee6e913722fe3d40d68e- Europe & Trade Relations- Europe’s Trade Future on the Line as Tensions Resurface: https://www.ft.com/content/b2872a49-3d43-4a55-a483-de7b19e8e436- Trump’s Greenland Tariff Threat Shakes Global Markets: https://www.pbs.org/newshour/nation/european-leaders-warn-of-downward-spiral-as-trump-threatens-tariffs-over-greenland- EU Demands ‘Nigel Farage Clause’ in Brexit Talks: https://www.brusselstimes.com/1914806/eu-demands-nigel-farage-clause-in-brexit-reset-talks-amid-fears-uk-will-quit-deal- America’s Tariffs Backfire—Who Really Pays the Price?: https://www.kielinstitut.de/publications/americas-own-goal-who-pays-the-tariffs-19398/- The Government Is Quietly Rewriting the Rules: https://youtu.be/TtRGNSkZqBA- Nvidia AI Growth Hits TSMC Production Limits: https://thein.fo/45bP1eoTrump Tariffs Threaten Nvidia’s AI Chip Supply Chain: https://www.theguardian.com/technology/2026/jan/15/trump-tariff-nvidia-ai-chips- Trump Slaps 25% Tariff on Advanced Chip Imports: https://www.reuters.com/world/us/trump-imposes-25-tariff-imports-some-advanced-computing-chips-2026-01-14/- TSMC Expands U.S. Investment Amid Global Chip Race: https://www.wsj.com/tech/taiwan-semiconductor-tscm-us-investment-d96f77f9?mod=hp_lead_pos10- Taiwan’s Chip Giant Plans Future Beyond Borders: https://www.nytimes.com/2026/01/15/business/taiwan-trade-deal.html- China’s Top AI Experts Can’t Beat US Without NVIDIA AI Chips: https://www.wsj.com/tech/ai/china-ai-race-us-chips-9e74b957?mod=hp_lead_pos10 - The Great AI Chip Gamble with China: https://youtu.be/UphXmFOYUU8- OpenAI Tests Ads and Cheaper Plans to Monetize Growth: https://gizmodo.com/openai-launches-cheaper-subscriptions-starts-testing-ads-because-its-time-to-pay-the-piper-2000711284?utm_source=firefox-newtab-en-us- CEO Pay Booms While Shareholder Returns Stall: https://www.wsj.com/business/ceo-pay-package-issues-f8fc7175?mod=hp_featst_pos3- "Giving Up": The Impact of Decreasing Housing Affordability on Consumption, Work Effort, and Investment: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5770722Full list: https://youtu.be/A_MBtTDgUUg

California just launched the most aggressive crackdown yet on data brokers, the FAA handed a historic air traffic overhaul to a private-equity newcomer, and Walmart is scaling drone delivery faster than regulators can keep up. We break down what’s changing, why it matters, and where the risks are hiding.🎯 WHAT YOU’LL LEARN- How California’s new data deletion platform could reshape the data broker industry- Why the FAA’s air traffic overhaul is raising governance and accountability questions- What Walmart’s drone expansion means for airspace, safety, and regulation- Why USPS postmark changes matter in a national election year- How New York’s congestion pricing is outperforming expectations- Where the EPA is pulling back and what that means for public health- Why generics oversight gaps pose real risks to U.S. healthcare- How Hollywood may be reviving profit-sharing in the streaming era🔍 TIMESTAMPS00:00 Intro — Data Privacy, Drones, Media & Regulation00:31 California Data Deletion — Data Brokers Under Pressure01:18 FAA Overhaul — Air Traffic Control Goes Private02:43 Walmart Drones — Retail Meets National Airspace04:14 USPS Postmarks — Election Year Implications05:18 NYC Congestion Pricing — Traffic Down, Revenue Up07:09 EPA Rollbacks — Health vs Economic Tradeoffs09:30 Generic Drugs — FDA Oversight Gaps10:28 Streaming Economics — Profit Sharing Returns12:04 IP Defense — Creators Push Back on AI13:49 Reading Decline — Cultural Shifts in America14:39 Cancer Survival — A Quiet Medical Milestone📚 SOURCES & DATA- California Delete Act Central Data Deletion Platform Overview: https://privacy.ca.gov/drop/- Peraton FAA Air Traffic Control Overhaul Privatization Risks: https://apnews.com/article/faa-duffy-peraton-aviation-air-traffic-control-5541dd9071605c0e0a13ddcfd29046ce- Peraton Wins FAA Air Traffic Control Modernization Contract: https://fedscoop.com/peraton-oversee-multi-billion-dollar-faa-air-traffic-control-modernization/- Walmart Drone Delivery Expansion 2026 Retail Tech Growth: https://abcnews.go.com/GMA/Living/exclusive-1st-walmart-drone-delivery-expansion/story?id=128068889- Walmart Alphabet Wing Drone Program Store Expansion: https://wing.com/news/wing-walmart-expand-drone-delivery-coast-to-coast - USPS Postmark Rule Change Mail Voting Impact Explained: https://www.federalregister.gov/documents/2025/11/24/2025-20740/postmarks-and-postal-possession- NYC Congestion Pricing One Year Later Urban Policy Results: https://www.nytimes.com/interactive/2026/01/05/upshot/congestion-pricing-one-year.html- EPA Perchlorate Drinking Water Standard Weakens Regulations: https://apnews.com/article/epa-perchlorate-drinking-water-safety-limit-explosives-7d56b91dae421d2d8902c67e7f758700- EPA Perchlorate Regulation Court Ordered Drinking Water Limits: https://apnews.com/article/perchlorate-water-trump-brain-damage-epa-0143997558fabea80526c1113b2d4e72- EPA Air Pollution Standards Weakened Power Plants 2026: https://www.epa.gov/newsreleases/epa-finalizes-revisions-air-quality-standards-power-plants- EPA Phthalates Plastics Regulation Drinking Water Updates: https://www.epa.gov/newsreleases/epa-regulates-phthalates-drinking-water-national-primary- Generic Drug Quality FDA Oversight Investigation Exposed: https://www.propublica.org/article/generic-drugs-quality-fda-oversight-report- FDA Generic Drug Supply Chain Safety Oversight Failures: https://www.propublica.org/article/generic-drug-safety-global-supply-chain- Warner Bros Paramount Netflix Proxy Battle Explained: https://www.hollywoodreporter.com/business/business-news/proxy-battle-warner-bros-paramount-netflix-1236473985/- US Reading Habits Decline YouGov Report 2025: https://today.yougov.com/entertainment/articles/53804-most-americans-didnt-read-many-books-in-2025- US Cancer Survival Rate Hits Record 70 Percent 2026: https://ascopost.com/news/january-2026/acs-report-shows-5-year-survival-rate-for-all-cancers-combined-has-reached-70