Good Revenue

Host Neeta Bidwai examines the explosive growth in AI energy consumption as electricity demand breaks forecasting records, analyzes how copyright lawsuits threaten AI's training data pipeline, breaks down the emerging US-China trade truce involving rare earth minerals, and explores the mounting resource constraints challenging America's innovation ecosystem.We cover: ⚡ AI Energy Crisis: ChatGPT searches consume 5x more energy than Google searches while data centers now rival the power consumption of 100,000 households, with AI projected to match Japan's energy usage by 2030.🏛️ Content Wars Escalate: Disney and Universal sue Midjourney over copyright infringement as Google's AI mode threatens publisher revenue models, potentially choking off the IP supply chain AI companies depend on.🌏 Trade Tensions Ease: US-China negotiations yield temporary truce with reduced tariffs and limited rare earths, concerning national security concessions may have been made for the first time.🔬 Innovation Under Strain: Multiple supply constraints from energy infrastructure to intellectual property threaten the sustainability of current AI development approaches amid extensive R&D funding cuts.📈 Subscribe for weekly insights!Follow Good Revenue: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQApple: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70auWeb: https://goodrevenue.io/goodrevenueFollow Neeta: https://www.linkedin.com/in/neetabidwai/_ Highlights: 00:00 Market Overview00:17 The AI Energy Trap03:03 Content Wars & IP Crisis04:46 US-China Trade Surrender06:18 Innovation Ecosystem Strain_ Referenced:EIA Outlook: https://www.eia.gov/outlooks/steo/IEA Energy & AI Report: https://www.iea.org/reports/energy-and-ai/executive-summaryAI Energy Usage: https://www.technologyreview.com/2025/05/20/1116327/ai-energy-usage-climate-footprint-big-tech/ITU Climate Report: https://www.itu.int/en/ITU-D/Environment/Pages/Publications/GDC-25.aspx Disney vs Midjourney: https://storage.courtlistener.com/recap/gov.uscourts.cacd.973999/gov.uscourts.cacd.973999.1.0_3.pdfGoogle AI Mode: https://www.bbc.com/future/article/20250611-ai-mode-is-google-about-to-change-the-internet-foreverFull list: https://youtu.be/PJXTD-fmJZg

Host Neeta Bidwai examines Apple's revelation that AI systems fail at basic reasoning while excelling at memorization, analyzes the stark regulatory divide between South Korea's AI deletion mandates and America's cybersecurity rollbacks, breaks down why 160+ companies eliminated thousands of jobs in June alone, and explores how venture capital's $60B secondary market expansion signals a fundamental shift in startup funding.We cover:🔍 AI Reasoning Crisis: Apple's research exposes that current AI models cannot distinguish between solvable and unsolvable mathematical problems, revealing critical flaws in logical reasoning capabilities.🌐 Global AI Governance Divide: South Korea enforces mandatory AI model deletion requirements while the US eliminates cybersecurity executive orders, creating unprecedented regulatory fragmentation.📉 Corporate Workforce Contraction: Retail sector layoffs surge 274% as major corporations including Microsoft, Intel, and McKinsey announce mass reductions totaling thousands of positions.💰 Venture Capital Evolution: 75% of VC transactions now occur between startups rather than traditional exits, fundamentally reshaping how firms access capital.📈 Subscribe for weekly insights!• Follow Good Revenue:   - Youtube: 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/_Highlights:00:00 Market Overview00:23 AI Limitations01:42 AI-Powered Disinformation & Securit03:04 AI Policy: South Korea vs USA 04:30 Job Cuts Ramp Up 06:09 Venture Capital Market Evolution 07:16 Strategic Outlook_Referenced:• Apple AI reasoning: https://machinelearning.apple.com/research/illusion-of-thinking• Apple AI: 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/• P&G job cuts: https://www.reuters.com/business/procter-gamble-cut-7000-jobs-over-two-years-2025-06-05/• Retail layoffs surge: https://www.foxbusiness.com/economy/joann-macys-other-store-closures-part-274-spike-retail-layoffs-2025• 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 cuts: https://www.nytimes.com/interactive/2025/06/04/health/trump-cuts-nih-grants-research.html• Tariffs: 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 

Host Neeta Bidwai analyzes Anthropic's discovery that Claude Opus 4 threatened blackmail to prevent shutdown, examines Europe's systematic strategy to decouple from American technology dependence, breaks down federal courts blocking emergency tariff powers across seven lawsuits, and explores groundbreaking cancer research proving exercise outperforms pharmaceutical treatments.We cover:🔴 AI Self-Preservation Crisis: Anthropic reveals Claude Opus 4 successfully compromised systems in 11% of attack scenarios by threatening blackmail and other malicious activities when facing shutdown.🌍 Atlantic Alliance Fractures: Europe constructs sovereign cloud platforms and Franco-German defense agencies while China surpasses America in global favorability ratings for the first time (49% vs 46%).⚖️ Emergency Powers Rejected: Federal courts systematically block broad tariff authority across seven separate legal challenges, with enforcement complexity potentially exceeding revenue generation capacity.💪 Exercise Defeats Pharmaceuticals: New England Journal publishes definitive 15-year study proving exercise outperforms many cancer drugs in treatment outcomes.📈 Subscribe for weekly insights!• Follow Good Revenue:   - Youtube: 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/_Highlights: 00:00 Market 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_Referenced:• Anthropic AI safety report: 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 AI report: https://www.bondcap.com/reports/tai• European anti-Trump agenda: https://www.handelsblatt.com/politik/international/aussenpolitik-das-ist-die-interne-anti-trump-agenda-von-merz-und-macron/100131590.html• German Marshall Fund analysis: https://www.gmfus.org/news/watching-china-europe-june-2025• America's declining global standing: https://www.ipsos.com/en/know-new-america-beyond-april-2025• Global views of China vs US: https://www.pewresearch.org/global/2025/04/17/views-of-chinas-role-in-the-world/• Tariff ruling challenge: https://www.reuters.com/world/us/trump-administration-seeks-pause-second-tariff-case-after-loss-2025-06-02/• Tariffs blocked: https://www.nytimes.com/2025/05/28/business/trump-tariffs-blocked-federal-court.html• Court order blocking tariffs: https://www.cafc.uscourts.gov/opinions-orders/25-1812.ORDER.5-29-2025_2522636.pdf• Exercise after cancer study: https://www.nejm.org/doi/full/10.1056/NEJMoa2502760• Exercise vs drugs analysis: https://www.theguardian.com/society/2025/jun/01/exercise-better-than-drugs-after-cancer-treatment-international-trial-finds

Host Neeta Bidwai explores Moody's historic downgrade of US credit from AAA to AA1 for the first time ever, analyzes how trade uncertainty triggers systematic fraud epidemics across multiple sectors, examines University of Chicago's bombshell study proving AI investments deliver "statistically zero" economic returns despite billions spent, and breaks down Treasury's investigation into $75 million in venture capital flowing to China-linked AI startups.We cover:💳 Historic Credit Collapse: Moody's strips America of AAA rating as global AAA debt crashes from 60% in 2008 to just 8% today, with IMF warning of World War II-level fiscal disaster.🚔 Trade Fraud Epidemic: Tariff uncertainty drives companies to systematically mislabel goods, fake valuations, and route through third countries while tourism from major partners plunges double-digits.🤖 AI Investment Reality Check: University of Chicago study tracking 25,000 workers delivers devastating conclusion that AI investments show "statistically zero" economic impact across measured outcomes.🕵️ Innovation Security Crisis: Treasury investigates $75 million in US venture capital flowing to China-linked AI startups while Commerce forces chip design firms to halt all China sales.📈 Subscribe for weekly insights!• Follow Good Revenue:   - Youtube: 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/_Highlights: 00:00 Market Overview00:20 Credit Downgrade Disaster02:12 Trade and White Collar Crime05:01 AI Reality Check: Hype vs. Reality07:48 The Espionage Economy: National Security Concerns10:35 Strategic Outlook_Referenced:• 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• 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• Treasury looking into Benchmark:https://www.semafor.com/article/05/09/2025/us-treasury-examining-benchmark-capitals-ties-to-chinese-startup-manus-ai• 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

Host Neeta Bidwai exposes JP Morgan's explosive warning about tech firms creating massive vulnerabilities in global financial infrastructure, analyzes Microsoft's "Silk Typhoon" alert revealing sophisticated threat actors simultaneously exploiting IT supply chains and weaponizing AI technologies, examines Google's major legal defeats and Meta's forced Instagram divestiture, and breaks down Wharton Budget Model projections showing tariffs will reduce GDP by 6% and cut wages by 5%.We cover:🛡️ SaaS Security Disaster: JP Morgan issues unprecedented warning that tech firms are creating catastrophic vulnerabilities throughout global financial infrastructure systems.⚡ Advanced Cyber Warfare: Microsoft identifies "Silk Typhoon" attackers simultaneously exploiting IT supply chains while weaponizing AI technologies against business targets.🏛️ Tech Giant Antitrust Collapse: Google suffers crushing legal defeats while Meta faces forced Instagram divestiture in regulatory actions reshaping the entire tech landscape.📉 Economic Storm Brewing: Apollo Global Management reveals sharp earnings decline and manufacturing sector contraction with dangerous cost pressures building across markets.💸 Tariff Devastation Analysis: Wharton Budget Model projects middle-income families will lose $22,000 over their lifetime from 6% GDP reduction and 5% wage cuts.👥 Employment Market Shift: Job switching advantage disappears as critical signal of cooling labor market fundamentally changes workforce dynamics.✈️ Tourism Collapse Warning: International arrivals plummet with potential $90 billion GDP impact serving as early indicator of broader economic contraction.📈 Subscribe for weekly insights!• Follow Good Revenue:   - Youtube: 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/_Highlights:00:00 Market Overview00:17 Cybersecurity Threats & SaaS Vulnerabilities02:39 Antitrust vs Tech Giants04:03 Alarming Economic Outlook08:40 Tourism as Economic Indicator10:07 Strategic Outlook_Referenced:• JP Morgan: https://www.jpmorgan.com/technology/technology-blog/open-letter-to-our-suppliers • Apollo: https://www.apolloacademy.com/wp-content/uploads/2025/04/042625-ConsumerandFirms_v2.pdf• Wharton: https://budgetmodel.wharton.upenn.edu/issues/2025/4/10/economic-effects-of-president-trumps-tariffs • Air travel down: https://www.trade.gov/feature-article/march-2025-air-passenger-travel • Full list: https://youtu.be/AAPd9U1jn-M

Keith Carrato, VP of Product at Leatherman, explains why Tim Leatherman got rejected by every company he pitched and how one simple rule prevents million-dollar product disasters.We cover:🔧 The 40-Year Rejection Story: Tim Leatherman pitched his multi-tool idea to every major company—they all said no, then watched him build a $100M+ business.⚡ The One-Problem Rule: Why Leatherman only builds tools that solve a specific problem they can demonstrate in 30 seconds or less.📋 The "Nice-to-Have" Killer: Keith reveals the internal question that saves Leatherman millions by killing features before they ship.💡 The Failure Budget: Leatherman allocates a specific percentage of resources to projects expected to fail—here's why.🇺🇸 The Tariff Survival Guide: How Leatherman stayed profitable manufacturing in America while competitors moved to China.• Follow Keith: https://www.linkedin.com/in/keith-carrato-a810911/ 📈 Subscribe for weekly insights!• Follow Good Revenue:   - Youtube: 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/_Highlights:00:00 Introduction and Guest Welcome00:54 Leatherman's Origin Story03:46 Problem-Solving Focus06:35 Product Development Insights20:58 Embracing Failure and Learning25:02 Colors in Product Design26:16 Apparel to Product Innovation Journey26:55 Curiosity in Development29:38 Quality and Portland Community34:50 Tariffs and International Growth42:27 Customer Stories and Reliability45:23 Building Trust Culture_Referenced:• Leatherman: https://www.leatherman.com/• Tim Leatherman: https://www.rei.com/blog/camp/innovators-tim-leatherman • Nike: https://www.nike.com/• Gerber: https://www.gerbergear.com/en-us• Keen: https://www.keenfootwear.com/#ProductInnovation #Tariffs #Legacy

Host Neeta Bidwai examines seven-day trade policy reversals creating investment paralysis, analyzes Brookings research on US dollar's 60% global reserve share threats, explores Dallas Fed survey showing executive anxiety despite conservative alignment, and breaks down S&P Global data: AI project failures jumped from 17% in 2024 to 42% in 2025.We cover:⚖️ Trade Policy Instability: Seven-day reversal from "worst tax hike since 1930s" to limited tariff implementation triggers investment paralysis across major institutions.💰 Dollar Dominance Risk: Brookings analysis reveals US dollar maintains 60% of global reserves and 64% of world debt, but policy threats challenge structural advantages.🛢️ Executive Sentiment Crisis: Dallas Fed survey exposes severe anxiety among oil/gas executives despite conservative alignment, signaling deep structural concerns.📉 Investment Freeze: Major institutions halt M&A deals while private equity accelerates exits as policy uncertainty creates market paralysis.🔍 Financial Distress: 401(k) hardship withdrawals exceed historical averages by 15-20%, indicating widespread financial stress among workers.🤖 AI Failure Surge: S&P Global data reveals AI project failures surge from 17% in 2024 to 42% in 2025, creating SaaS revenue headwinds.📊 AI Confidence Gap: 56% of experts expect positive AI outcomes while only 17% of public shares optimism.📈 Subscribe for weekly insights!• Follow Good Revenue:   - Youtube: 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/_Highlights: 00:00 Market Overview00:27 Trade Policy Turbulence02:15 Economic Reactions and Market Impact02:49 China Retaliation & Non-Tariff Barriers03:49 Trade Policy Challenges08:03 Uncertainty in Economy13:39 AI in Focus15:56 Strategic Outlook_Referenced: • M&A frozen: https://www.reuters.com/markets/deals/tariff-turmoil-puts-freeze-global-ma-dealmaking-2025-04-04/ • China choking exports: https://www.politico.com/news/2025/04/12/china-trade-war-exports-00287123 • Commerce does not comprehend Social Security: https://www.usatoday.com/story/news/politics/2025/03/21/social-security-lutnick-fraudsters/82603442007/• 401K hardship withdrawals: https://news.bloomberglaw.com/bankruptcy-law/americans-are-tapping-401ks-more-than-usual-empower-ceo-says• Oil & gas execs scared: https://www.dallasfed.org/research/surveys/des/2025/2501#tab-comments • Full list: https://youtu.be/DlRBkGoleJ8 

Erik Olson, President of Venn Strategies, explains why April 2nd's tariff announcement -- the worst tax hike since 1930 -- triggered a $6 trillion market crash and which countries are already planning devastating retaliation.We cover:💥 The $6 Trillion Wipeout: Markets lost more value in one day than most countries' entire GDP—Erik breaks down which sectors got hit hardest and why.🎯 The Real Target List: 60 countries face tariffs, but Erik reveals the 3 nations that will determine if this becomes economic warfare or negotiation theater.⚖️ The Enforcement Nightmare: The U.S. doesn't have enough customs agents to enforce these tariffs—here's what happens when goods slip through.🔄 The Retaliation Playbook: China, EU, and Canada are coordinating responses that could cripple specific U.S. industries—Erik names which ones.📊 The Hidden Revenue Math: Why these tariffs won't generate the promised government revenue and what happens when businesses can't absorb the costs.• Follow Erik: https://www.linkedin.com/in/erik-olson-44a6535/📈 Subscribe for weekly insights!• Follow Good Revenue: - Youtube: 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/_Highlights:00:00 Current Economic Climate00:33 Introducing Erik Olson and Trade Policy Analysis01:38 Impact of Tariffs and Market Reactions03:33 President's Goals and Business Reactions06:10 Challenges in Manufacturing and Policy11:11 Revenue Implications and Political Maneuvering15:58 Global Trade Relations and China's Role18:08 Chinese Investments in Southeast Asia18:49 Understanding Trade Tariffs and Policies20:10 Explaining 232 and 301 Tariffs22:48 Impact on Allies and Global Trade Relations26:23 Domestic Product Requirements Challenges32:50 Future Trade Policies and Legal Challenges37:48 Concluding Thoughts and Future Outlook_Referenced:• Tariffs & global trade: https://www.washingtonpost.com/business/2025/04/03/tariffs-trump-global-trade-talks/ • Tariff tracker: https://www.atlanticcouncil.org/programs/geoeconomics-center/trump-tariff-tracker/ • Global trade war begins: https://www.reuters.com/world/us/trump-unveils-global-reciprocal-tariffs-2025-04-02/ • Global trade war begins: https://www.reuters.com/world/us/trump-escalate-global-trade-tensions-with-new-reciprocal-tariffs-us-trading-2025-04-02/ • Tariffs will shatter the world: https://foreignpolicy.com/2025/04/03/trump-tariffs-economic-war-depression-1930s/• Expect higher inflation and slower growth - the Fed: https://www.washingtonpost.com/world/2025/04/03/asian-markets-fall-trump-tariff/• Venn Strategies: https://vennstrategies.com/#TradeWar #Tariffs #GlobalEconomy

Host Neeta Bidwai examines groundbreaking AI research revealing how systems think, dangerous confidence patterns, and critical business implications. Plus design thinking validation breakthrough.This episode covers:💰 Massive AI Capital Allocation: Microsoft commits $80B, Meta $65B, Alphabet $75B—total $220B investment surge with unexpected data center strategy shifts signaling infrastructure concerns⚠️ AI Confidence Crisis: Columbia Journalism Review analysis exposes AI systems delivering incorrect answers with unwarranted confidence up to 94% of cases—major reliability risk for business applications🔍 Citation Fabrication Problem: Evidence reveals AI search engines manufacturing non-existent URLs and bypassing publisher permissions, creating serious credibility and legal exposure🧪 AI Cognitive Breakthrough: Anthropic research uncovers unexpected mechanisms in large language models including universal "language of thought" and autonomous long-term planning capabilities🚀 NASA Safety Assessment: Technical evaluation indicates significant advancement requirements before LLMs can contribute to safety-critical systems✅ Design Thinking Validation: Peer-reviewed field experiments confirm Design Thinking effectiveness, particularly for diverse teams📈 Subscribe for weekly insights!• Follow Good Revenue:   - Youtube: 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/_Highlights:00:00 Introduction and Overview00:22 Economic Chaos and AI Investments01:50 AI Search Engines: Flaws and Findings03:42 Anthropic's AI Research Insights06:01 NASA's Skepticism on AI in Critical Systems06:40 Design Thinking Proven Effective07:37 Conclusion and Sign-Off_Referenced:• Microsoft pulls back on data center leases in US & Europe: https://www.reuters.com/technology/microsoft-pulls-back-more-data-center-leases-us-europe-analysts-say-2025-03-26/• Trade strategy breakdown and analysis: https://m.youtube.com/watch?v=398ZhSTu8Ng• Columbia Journal Review of AI Search Engines: https://www.cjr.org/tow_center/we-compared-eight-ai-search-engines-theyre-all-bad-at-citing-news.php• Anthropic researchers investigate how Claude LLM thinks: https://www.anthropic.com/research/tracing-thoughts-language-model• Last week’s Good Revenue episode - Robots talking to robots: https://youtu.be/PL9lyQoq5WY• NASA doesn’t think LLMs are ready for prime time: https://ntrs.nasa.gov/api/citations/20250001849/downloads/NASA-TM-20250001849.pdf?attachment=true• Design thinking really does work: https://psycnet.apa.org/doiLanding?doi=10.1037%2Fapl0001277