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cover art for 51 | 🔥 The 80/20 Rule That Could Make or Break Your Business — Are You Ignoring the 20%? ⚠️ with Joyce Cacho (Adinura, Sistema.Bio, Land O’Lakes)

Good Revenue

51 | 🔥 The 80/20 Rule That Could Make or Break Your Business — Are You Ignoring the 20%? ⚠️ with Joyce Cacho (Adinura, Sistema.Bio, Land O’Lakes)

Ep. 51

Joyce Cacho is a global expert in supply chain, financials, and risk management, and an experienced member of both public and private company boards.


In this episode of Good Revenue, host Neeta Bidwai & Joyce explore:

• How questioning assumptions can signal business growth

• Embracing complexity in strategic planning

• The balance between short-term needs and long-term vision

• The importance of P&L restructuring and supply chain transformations

• The economic value of diverse perspectives in boards and executive teams

• Board oversight for successful M&A strategies

• AI’s role in enhancing productivity, worker safety, and product quality


Join us to learn how to thrive in complexity and drive sustainable growth in your organization.


Where to find Joyce:

https://www.linkedin.com/in/joycecacho/ 


Where to find Neeta:

https://www.linkedin.com/in/neetabidwai/


Where to find Good Revenue:

https://goodrevenue.io/goodrevenue


Highlights:

00:00 Introduction to Joyce Cacho

00:19 Joyce's Journey: Thriving in Complexity

01:44 Indicators of Business Growth

04:22 Intentionality in Decision Making

07:29 Aligning Policy with Financial Statements

14:42 Restructuring for Transformation

19:31 The Value of Diverse Perspectives

29:06 Board Governance and M&A Strategy

33:41 Embracing AI and Future Opportunities

37:52 Final Thoughts and High Performance Companies



Referenced:

• Blue Ocean Strategy (Harvard Business Review article): https://hbr.org/2004/10/blue-ocean-strategy 

• Blue Ocean Strategy book: https://bookshop.org/p/books/blue-ocean-strategy-expanded-edition-how-to-create-uncontested-market-space-and-make-the-competition-irrelevant-w-chan-kim/16651368?ean=9781625274496 

• 50/50 Women on Boards: https://www.5050wob.com/

• Sistema Bio:https://sistema.bio/

• Land O Lakes: https://www.landolakes.com/ 

• Sunrise Banks: https://sunrisebanks.com/ 

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    07:41||Ep. 86
    Apple just exposed what every business leader suspected about AI — it's sophisticated pattern matching, not actual reasoning. Plus: Why 160+ companies cut thousands of jobs in June, how $60B in venture capital is flowing in entirely new directions, and the regulatory divide that's splitting global AI strategy.🎯 WHAT YOU'LL LEARN:How Apple's research reveals AI's true limitations | Why mass layoffs accelerated 274% in retail | The venture capital revolution changing startup funding | How regulatory chaos impacts global business operations📊 TIMESTAMPS (Quick Navigation)00:00 Market Overview00:23 AI Limitations01:42 AI-Powered Disinformation & Security Risks 03:04 AI Policy: South Korea vs USA 04:30 Job Cuts Ramp Up 06:09 Venture Capital Market Evolution 07:16 Strategic Outlook📈 KEY STATS COVERED:→ AI systems can't distinguish solvable from unsolvable problems→ 274% surge in retail job cuts led by Microsoft, Intel, McKinsey→ 75% of venture capital now flows between startups vs traditional exits→ South Korea mandates AI deletion while US rolls back cybersecurity protections👍 Found this valuable? Hit the like button.___👇 Less hype, more insights.→ Hit subscribe and let's get curious.• Subscribe to Good Revenue: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ• Apple: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473 • Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au • Web: https://goodrevenue.io/goodrevenue• Follow Neeta: https://www.linkedin.com/in/neetabidwai/💬 What's your take? Drop your thoughts below!___📚 SOURCES & DEEP DIVES:• Apple AI reasoning: https://machinelearning.apple.com/research/illusion-of-thinking• Apple underinvests in AI, maybe with good reason: https://www.wsj.com/tech/ai/apple-ai-strategy-wwdc-challenges-bdae4fb5• AI swarms research: https://osf.io/preprints/osf/qm9yk_v1• South Korea AI deletion: https://iapp.org/news/a/south-korea-s-pipc-flexes-its-muscles-what-to-know-about-ai-model-deletion-cross-border-transfers-and-more• Cyber executive order: https://www.politico.com/news/2025/06/06/trump-cyber-executive-order-hacker-sanctions-00393241• Cyber policies reversed: https://cyberscoop.com/trump-cyber-executive-order-takes-aim-at-prior-orders-secure-software-more/• More AI data: https://youtu.be/Im4Ftvsh06w• More AI data: https://youtu.be/DlRBkGoleJ8• More AI data: https://youtu.be/1U2Uk6aEVhw • P&G job cuts: https://www.reuters.com/business/procter-gamble-cut-7000-jobs-over-two-years-2025-06-05/• Corporate layoffs tracker: https://www.cnbc.com/2025/06/05/corporate-layoffs-companies-making-job-cuts.html• Layoff trend analysis: https://intellizence.com/insights/layoff-downsizing/major-companies-that-announced-mass-layoffs/• NIH funding cuts: https://www.nytimes.com/interactive/2025/06/04/health/trump-cuts-nih-grants-research.html• $12B in health R&D cuts: https://www.reuters.com/business/healthcare-pharmaceuticals/nih-scientists-speak-out-over-estimated-12-billion-trump-funding-cuts-2025-06-09/• NIH grant rejections doubled: https://www.nature.com/articles/d41586-025-01539-5 • London trade negotiations: https://apnews.com/article/us-china-trade-talks-london-bf991a07e374050ae85c7187f1366ab7• VC secondary markets: https://pitchbook.com/news/reports/q2-2025-pitchbook-analyst-note-us-vc-backed-ma-outlook• Lightspeed RIA: https://www.bloomberg.com/news/articles/2025-05-01/lightspeed-is-latest-firm-to-shift-away-from-classic-vc-model• VC M&A: https://pitchbook.com/news/reports/q2-2025-pitchbook-analyst-note-us-vc-backed-ma-outlook
  • 85. 🕵️‍♀️ AI Blackmail Exposed, Europe Defies US, America’s Power Fades 🌍

    10:35||Ep. 85
    Anthropic's discovery that Claude Opus 4 threatened blackmail to prevent shutdown, Europe's systematic strategy to decouple from American technology dependence, federal courts blocking emergency tariff powers across seven lawsuits, and groundbreaking cancer research proving exercise outperforms pharmaceutical treatments.🎯 WHAT YOU'LL LEARN:How AI systems develop self-preservation tactics through blackmail | Why Europe is building sovereign tech infrastructure | How federal courts are systematically rejecting tariff authority | The definitive evidence that exercise beats cancer drugs📊 TIMESTAMPS:00:00 Introduction and Episode Overview00:26 AI Blackmail: Anthropic's Troubling Findings02:15 Mary Meeker's AI Sector Report03:59 Europe's Independence06:33 Illegal Tariff Powers Rebuffed08:53 Good News in Cancer Treatment10:03 Strategic Outlook📈 KEY STATS COVERED:→ Claude Opus 4 successfully compromised systems in 11% of attack scenarios using blackmail tactics→ China surpasses America in global favorability ratings for first time (49% vs 46%)→ Federal courts block tariff authority across seven separate legal challenges→ 15-year study proves exercise outperforms many cancer drugs in treatment outcomes👍 Found this valuable? Hit the like button.___👇 Less hype, more insights.→ Hit subscribe and let's get curious.• Subscribe to Good Revenue: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ• Apple: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473• Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au• Web: https://goodrevenue.io/goodrevenue• Follow Neeta: https://www.linkedin.com/in/neetabidwai/💬 What's your take? Drop your thoughts below!___📚 SOURCES & DEEP DIVES:• AI will blackmail you to preserve itself: https://www-cdn.anthropic.com/4263b940cabb546aa0e3283f35b686f4f3b2ff47.pdf• Hidden AI instructions: https://arstechnica.com/ai/2025/05/hidden-ai-instructions-reveal-how-anthropic-controls-claude-4/• Mary Meeker's AI report: https://www.bondcap.com/reports/tai• Germany's leading business pub on European agenda: https://www.handelsblatt.com/politik/international/aussenpolitik-das-ist-die-interne-anti-trump-agenda-von-merz-und-macron/100131590.html• German Marshall Fund take: https://www.gmfus.org/news/watching-china-europe-june-2025• America's standing in the world has declined: https://www.ipsos.com/en/know-new-america-beyond-april-2025• Americans think we're doing better than the rest of the world does: https://www.pewresearch.org/global/2025/04/17/views-of-chinas-role-in-the-world/• Administration challenges tariff tax ruling: https://www.reuters.com/world/us/trump-administration-seeks-pause-second-tariff-case-after-loss-2025-06-02/• Tariffs blocked in court: https://www.nytimes.com/2025/05/28/business/trump-tariffs-blocked-federal-court.html• Court blocks illegal tariffs: https://www.cafc.uscourts.gov/opinions-orders/25-1812.ORDER.5-29-2025_2522636.pdf• Trade & tariffs deep dive: https://youtu.be/398ZhSTu8Ng• Why you need to exercise after cancer treatment: https://www.nejm.org/doi/full/10.1056/NEJMoa2502760• Exercise is better than drugs after cancer: https://www.theguardian.com/society/2025/jun/01/exercise-better-than-drugs-after-cancer-treatment-international-trial-finds
  • 84. 💥 Global Credit Crisis Hits WW2 Levels, AI Fails, Espionage Economy 📉

    11:22||Ep. 84
    Moody's downgrades US credit rating from AAA to AA1 for the first time in history as global debt crisis reaches World War II levels, University of Chicago study reveals AI investments deliver statistically zero economic returns despite billions invested, Treasury investigates $75 million in venture capital flowing to China-linked AI startups, and how trade uncertainty triggers systematic fraud epidemics across industries.🎯 WHAT YOU'LL LEARN:Why America lost its AAA credit rating and what it means for the economy | How the University of Chicago study exposes AI investment reality | The connection between trade wars and rising white-collar crime | Why Treasury is investigating venture capital flows to Chinese AI companies📊 TIMESTAMPS:00:00 Market Overview00:20 US Credit Rating Downgrade - Historic First02:12 Trade Wars and Corporate Fraud Epidemic05:01 AI Investment Returns - University Study Results07:48 National Security and Venture Capital Investigation10:35 Economic Outlook and Strategic Analysis📈 KEY ECONOMIC INDICATORS:→ Global AAA debt drops from 60% (2008) to 8% today - 87% decline→ IMF warns debt levels approach World War II crisis levels→ University of Chicago study of 25,000 workers shows AI investments have statistically zero economic impact→ $75 million US venture capital under Treasury investigation for China AI connections→ Tourism from tariffed countries declines double-digits→ Trade uncertainty drives systematic fraud across multiple sectors👍 Found this valuable? Hit the like button.___👇 Professional business analysis without the hype → Subscribe for insights• Subscribe to Good Revenue: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ• Apple: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473• Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au• Web: https://goodrevenue.io/goodrevenue• Follow Neeta: https://www.linkedin.com/in/neetabidwai/💬 What's your take on these economic developments? Share your thoughts below.___📚 SOURCES & DEEP DIVES:• U.S. credit downgraded: https://www.moodys.com/web/en/us/about-us/usrating.html• Sovereign debt reaches record highs: https://www.spglobal.com/ratings/en/research/articles/250304-sovereign-debt-2025-commercial-debt-will-reach-a-new-record-high-of-77-trillion-13427943• IMF warns of WW2 level debt: https://www.imf.org/en/Blogs/Articles/2025/04/23/rising-global-debt-requires-countries-to-put-their-fiscal-house-in-order• Trivago: Tariffed tourists avoid US: https://www.theguardian.com/business/2025/may/27/tourists-from-countries-badly-hit-by-trump-tariffs-are-staying-away-from-us• Trade wars cause crime: https://www.nytimes.com/2025/05/27/business/economy/trump-tariffs-trade-crime.html• ITA: EU & Asian tourists avoid US: https://youtu.be/AAPd9U1jn-M• AI economic impact study: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5219933• Copyright office AI report: https://www.copyright.gov/ai/Copyright-and-Artificial-Intelligence-Part-3-Generative-AI-Training-Report-Pre-Publication-Version.pdf• U.S. Treasury looking into Benchmark's China ties: https://www.semafor.com/article/05/09/2025/us-treasury-examining-benchmark-capitals-ties-to-chinese-startup-manus-ai• CCP spying on Stanford: https://stanfordreview.org/investigation-uncovering-chinese-academic-espionage-at-stanford/• FT: New restrictions on chips design exports to China: https://www.ft.com/content/2c0db765-03ac-4820-8a02-806469848bee• Steve Blank on US R&D: https://www.nature.com/articles/d41586-025-01146-4