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TikTok finally has a deal, the Oscars are moving off broadcast TV and onto YouTube, and the AI boom is starting to show real stress as the White House pushes to block states from regulating it. At the same time, the jobs report is weakening, manufacturing and younger workers are feeling the pressure, and falling inflation isn’t bringing the relief many expected as we head toward 2026.🎯 WHAT YOU’LL LEARN* How TikTok’s U.S. deal works and why it may still fail regulatory tests* Why the Oscars moving to YouTube signals a deeper media power shift* What Warner Bros. Discovery’s board sees as red flags in Paramount’s bid* Why AI valuations are slipping and legacy innovators are collapsing* How the White House is trying to stop states from regulating AI* What the latest jobs and inflation data really say about the economy🔍 TIMESTAMPS00:00 Intro — Jobs, Inflation, TikTok, AI & Media00:33 TikTok Deal — Ownership, Algorithms & China Approval02:41 Media Shift — Oscars to YouTube03:14 Warner Bros. vs Paramount — Financing & Foreign Ownership05:43 AI Market Stress — CoreWeave, Oracle & Broadcom07:07 iRobot Collapse — Tariffs & Industrial Fallout08:38 AI Regulation Fight — White House vs States10:48 Jobs Report — Rising Unemployment & Revisions12:45 Inflation Update — Cooling Prices, Rising Risks13:38 Takeaway — A More Fragile Economy👍 Found value?Like, comment, and share so more leaders see this.Subscribe for fact-based, board-level insights.📚 SOURCES & DATA:Oracle, Silver Lake, MGX Circle TikTok Deal: Is a US Takeover Finally Here?: https://www.cnbc.com/2025/09/25/oracle-silver-lake-mgx-tiktok.htmlkffTikTok Deal Signed: https://www.cnn.com/2025/12/18/tech/tiktok-signs-us-sale-deal TikTok Creates New US Joint Venture: https://www.wsj.com/livecoverage/cpi-report-today-inflation-stock-market-12-18-2025/card/tiktok-signs-deal-to-create-new-u-s-joint-venture-Mx6mQFbq3hIrloXa1I2k?mod=hp_lista_pos2 Paramount + WBD in Trouble? Why Old-School TV Networks Are Overpriced in the Streaming Era:https://variety.com/2025/tv/news/paramount-wbd-overvaluing-tv-networks-cnn-tbs-netflix-deal-1236604301/kffWarners Board Rejects Paramount Offer: https://www.reuters.com/legal/transactional/warner-bros-discovery-board-rejects-rival-bid-paramount-2025-12-17/ Roomba Maker iRobot Near Collapse: Can the Robot Vacuum Pioneer Survive Tariffs and Amazon’s Exit?:https://www.barrons.com/articles/irobot-roomba-bankruptcy-stock-price-amazon-c55c5435#:~:text=Intense%20competition%20from%20abroad%20and,george.glover@dowjones.comkffTariffs Crush Roomba: How Trade Wars Pushed iRobot to the Brink of Bankruptcy:https://www.npr.org/2025/12/15/nx-s1-5644772/tariffs-roomba-irobot-bankruptcykffBreaking Jobs Data: New US Employment Report Shows Where the Labor Market Is Really Cooling:https://www.bls.gov/news.release/empsit.nr0.htmkffInside the Latest Jobs Report: November 2025 Employment Data and What It Signals for the Economy:https://www.bls.gov/news.release/archives/empsit_12162025.htmkffWall Street Reacts to November Jobs: What the New Employment Numbers Mean for Rates and Recession Risk:https://www.cnbc.com/2025/12/16/jobs-report-november-2025-.htmlkffLabor Department Jobs Breakdown: The Official Government View on November’s Employment Shake-Up:https://www.dol.gov/newsroom/economicdata/empsit_12162025.pdfkffHot CPI Alert: Latest US Inflation Report: https://www.bls.gov/news.release/cpi.nr0.htmkffAI Executive Order: https://www.cnn.com/2025/12/11/tech/ai-trump-states-executive-order Trump’s New AI Order: How Washington Plans to Regulate Artificial Intelligence and Reshape Big Tech:https://www.nytimes.com/2025/12/11/technology/ai-trump-executive-order.htmlkff

Farmers, automakers, and consumers are feeling the pressure as tariffs, policy reversals, and energy costs collide. This episode breaks down the U.S. government’s $12B farm bailout, Ford’s $19.5B EV write-off, rising winter energy prices, and a surprising Disney–OpenAI deal. We also cover the European Union’s expanding regulatory posture on social media, China, taxation, and geopolitics, and what it all signals heading into 2026.🎯 WHAT YOU’LL LEARN- Why U.S. farmers are receiving emergency support after a brutal trade year- What Ford’s EV write-off signals about the post-subsidy electric vehicle market- How cold weather and fuel prices could hit households this winter- Why Disney’s $1B OpenAI deal is raising shareholder concerns- How the EU is tightening controls on tech, trade, and foreign investment- Where geopolitical tax and trade tensions may escalate next🔍 TIMESTAMPS00:00 Intro — Farmers, EVs, Energy, Disney & EU00:30 U.S. Farm Bailout — $12B Tariff Relief Plan01:33 EV Market Stress — Ford’s $19.5B Write-Off02:17 EV Trends — China Exports vs U.S. Demand03:20 Energy Outlook — Higher Winter Heating Costs04:09 Media Deals — Disney, OpenAI & IP Risk05:50 EU Policy Moves — Social Media, China, Taxes07:15 Geopolitics — Trade Tensions & Global Fallout08:12 Takeaway — Policy Pressure Into 2026👍 Found value?Like, comment, and share so more leaders see this.Subscribe for fact-based, board-level insight every week.📚 SOURCES & DATA- Trump Admin Launches $12B Farmer Relief Amid Trade Fallout: https://www.usda.gov/about-usda/news/press-releases/2025/12/08/trump-administration-announces-12-billion-farmer-bridge-payments-american-farmers-impacted-unfair- Farm Leaders Say $12B Aid “Not Enough” As Costs Rise: https://farmpolicynews.illinois.edu/2025/12/12-billion-farm-aid-package-not-enough-farm-leaders-say/- EV Market 2025: Electric Vehicle Sales Surge & Market Share Update: https://caredge.com/guides/electric-vehicle-market-share-and-salesFord Takes Massive EV Hit: https://www.wsj.com/business/autos/ford-takes-19-5-billion-charge-to-write-down-ev-investments-333a9bc4?mod=hp_lead_pos3- U.S. Power Demand Hits Record Highs As Winter Energy Prices Surge: https://www.eia.gov/todayinenergy/detail.php?id=66864- Denmark Bans Social Media for Kids Under 15: https://apnews.com/article/denmark-social-media-ban-children-7862d2a8cc590b4969c8931a01adc7f4- Denmark Introduces Child Social Media Ban With Parental Exemptions: https://cphpost.dk/2025-11-07/news/round-up/denmark-introduces-social-media-ban-for-children-under-15-with-parental-exemptions/- EU Freezes Russian Assets Indefinitely Under Emergency Powers: https://www.euronews.com/my-europe/2025/12/11/eu-triggers-emergency-clause-to-indefinitely-immobilise-russian-assets- EU Tightens Foreign Investment Screening Amid Security Concerns: https://www.europarl.europa.eu/news/en/press-room/20250502IPR28218/european-parliament-endorses-new-screening-rules-for-foreign-investment-in-eu- China’s Economy Slows As Foreign Investment Fades: https://www.nytimes.com/2025/12/12/business/china-investment-economy.html- Paramount-Warner Bros Deal Could Shake Up Streaming Market: https://www.nytimes.com/2025/12/12/business/paramount-warner-bros-netflix-deal.html- Warner Bros Investors Expect Paramount To Raise Its Offer: https://www.thewrap.com/warner-bros-shareholders-are-betting-paramount-will-make-a-higher-bid/Full episode: https://youtu.be/B84tYj0MCR8

Washington is reversing course on advanced AI chips, allowing Nvidia to sell its H200 into China in exchange for a slice of the revenue. On paper it is a controlled, “vetted customers” program. In practice it hands Beijing a major compute upgrade, plugs its biggest AI vulnerability, and raises real questions about whether the U.S. is trading strategic advantage for short-term chip sales.🎯 WHAT YOU’LL LEARN (SHORT & EXECUTIVE)Why the U.S. is now allowing Nvidia’s H200 into China after years of export bansHow this changes China’s biggest AI weakness: access to high-end computeWhy “25% of sales to the U.S. government” may be far less meaningful than it soundsHow China’s copy-and-conquer playbook, domestic fabs, and energy edge amplify this moveWhat this means for Nvidia’s dominance and rising rivals like Google, Amazon, and Microsoft🔍 TIMESTAMPS00:00 Intro — AI Chips, China & A Wild Policy Reversal00:36 U.S. Approves Nvidia H200 Sales — 25% Revenue Share & “Vetted” Buyers01:26 National Security Risk — Export Controls, AI Arms Race & Military Concerns01:47 China’s AI Ambition — More Threads IPO, Ex-Nvidia Leadership & Sanctions02:41 Compute Gap — Huawei Ascend vs H200, U.S. 70% of Global AI Compute03:33 How One Chip Matters — Networking, System-Level Risk & U.S. Advantage04:19 Tariffs vs Tech — Why This Undercuts a Year of Trade Pain04:52 Nvidia’s China Exposure — 15% Revenue, Weak H200 Forecasts & 25% of “Not Much”05:38 Smuggling & Shadow Access — Grey Markets, Domestic Bans & Blackwell Angle06:46 Copy & Conquer — Forced Tech Transfer, Joint Ventures & Decoupling Risk08:04 China’s Structural Edge — Fabs Expansion & 500 GW of New Power vs U.S. 40 GW09:32 Zero-Sum Rivalry — Trade Truces, Tariffs & Strategic Drift11:12 Nvidia’s Moat Under Fire — TPUs, Trainium & Microsoft’s Fast-Follow Strategy12:04 Takeaways — Have We Just Helped Our Main Rival Catch Up?👍 Found value?Share this with someone on your board, investment committee, or exec team who is thinking about AI strategy, China risk, or national security exposure.📚 SOURCES & DATAUS OKs Nvidia Chip Sales to China: https://www.semafor.com/article/12/09/2025/trump-says-nvidia-can-sell-h200-ai-chips-to-chinaChina Limits Access to Nvidia H200 Despite US Export Approval: https://www.ft.com/content/c4e81a67-cd5b-48b4-9749-92ecf116313dNvidia Expands China H2000 Exports: https://www.wsj.com/tech/nvidia-china-exports-h2000-chips-5943aa48From Chips to Security, China’s Getting What it Wants: https://www.nytimes.com/2025/12/12/world/asia/nvidia-china-trump-security-japan.html CFR: AI Chip Exports Backfire on U.S.: https://www.cfr.org/expert-brief/consequences-exporting-ai-chips-chinaExporting AI Chips Risks U.S. Lead: https://www.atlanticcouncil.org/dispatches/why-exporting-advanced-chips-to-china-endangers-us-ai-leadership/U.S. Chip Export Loopholes Exposed: https://democrats-foreignaffairs.house.gov/2025/11/export-control-loopholes-chipmaking-tools-and-their-subcomponentsExperts Slam 25% U.S. Nvidia Cut: https://arstechnica.com/tech-policy/2025/12/us-taking-25-cut-of-nvidia-chip-sales-makes-no-sense-experts-say/AI Market War: U.S. vs. China Chips: https://youtu.be/nIp8HGLQeNIAI Chip Smuggling Exposed: https://youtu.be/tFp6JtBTjaoData Centers Face AI Compute Crunch: https://youtu.be/NTSwKZXtD1kFord’s China Sales Collapse: https://youtu.be/2RJ9v-ZyZgEInside China’s New 5-Year Plan: https://youtu.be/3F_zislTiKIChina Leads AI Power Expansion: https://www.wsj.com/tech/china-ai-electricity-data-centers-d2a86935?mod=hp_lead_pos7China’s Moore Threads Challenges Nvidia: https://www.scmp.com/tech/tech-trends/article/3335900/chinas-moore-threads-unveil-ai-chip-road-map-rival-nvidias-cuda-systemChina IP Theft & Tech Ambitions: https://www.nbr.org/program/commission-on-the-theft-of-intellectual-property/Full list: https://youtu.be/UphXmFOYUU8

Roundup’s ghostwritten science just got officially retracted, right as Bayer faces tens of thousands of lawsuits and the EPA revisits safety claims. At the same time, Warner Bros Discovery is at the center of a multi-billion dollar bidding war, Meta is under renewed legal and regulatory fire, Anthropic is lining up a blockbuster IPO, China’s trade surplus has crossed $1 trillion, and U.S. defense procurement may be about to change how taxpayer money flows into the Pentagon–tech complex.🎯 WHAT YOU’LL LEARN (EXECUTIVE SUMMARY)How a ghostwritten Roundup study survived 25 years, shaped EPA decisions, and is only now being retracted.Why Warner Bros Discovery has triggered a three-way fight between Netflix, Paramount, and Comcast.How Meta is being squeezed by youth safety laws, litigation, and past internal research.Why Anthropic’s economics look stronger than OpenAI’s, and what Nvidia’s unsigned megadeal signals.How China’s record trade surplus is colliding with global political backlash.Why BrickStorm malware and expanded Pentagon OTA authority raise new questions on cyber risk and defense spending.🔍 TIMESTAMPS00:00 Intro — Roundup, Warner Bros, AI, China & Defense00:45 Roundup Study Retracted — Ghostwriting, WHO Cancer Risk & EPA Review03:40 Warner Bros Discovery — Netflix Deal, Paramount Counterbid & Content Stakes07:20 Meta Under Fire — Australia Youth Ban, Teen Safety & School District Lawsuits08:55 Anthropic vs OpenAI — IPO Plans, Revenue Run-Rate & Chip Strategy10:25 Nvidia–OpenAI Deal — $100B Not Signed & $500B Backlog11:00 AI Pricing Law — New York’s Algorithm Disclosure Requirement11:45 U.S. Auto Dealers — Record-Low Confidence & Profitability12:55 China’s $1 Trillion Trade Surplus — Global Dumping Concerns14:40 BrickStorm Malware — U.S. Declines Sanctions, CISA Warning to Enterprise16:15 Defense Procurement — Expanded OTA Authority & Taxpayer Risk18:00 Takeaways — Strategic Signals for Boards, Investors & Operators👍 Found value?Share this episode with someone on your board, in your investment committee, or on your leadership team who is tracking AI, geopolitics, or regulatory risk.📚 SOURCES & DATARoundup Study Retracted: https://www.sciencedirect.com/science/article/pii/S0273230099913715?via%3DihubGlyphosate Retraction Controversy: https://www.cbc.ca/news/health/glyphosate-retraction-9.7004363EPA PFAS Hearing: https://youtu.be/St0hbKNG-bAParamount $108B WBD Bid: https://www.cnn.com/2025/12/08/business/paramount-hostile-takeover-bid-wbdWBD Takeover Talks: https://www.nytimes.com/2025/10/22/business/dealbook/paramounts-secret-bids-warner-bros-discovery.htmlNetflix Paramount Asset Swaps: https://www.cnbc.com/2025/12/04/wbd-bids-paramount-comcast-netflix-assets.htmlAustralia Teen Social Ban: https://www.theguardian.com/australia-news/2025/dec/04/social-media-ban-instagram-facebook-accounts-shutting-down-closing-teen-under-16-australiaMeta Teen Harm Research: https://www.cnbc.com/2025/11/23/meta-internal-research-social-media-harm-court-filing.htmlFacebook Buried Teen Data: https://www.fastcompany.com/91448117/meta-andy-stone-facebook-depressionInstagram Safety Tools Exposed: https://youtu.be/qUjzUioBjDoAnthropic IPO Prep: https://finance.yahoo.com/news/anthropic-starts-early-ipo-prep-050114949.htmlNYC AI Pricing Law: https://www.nytimes.com/2025/11/29/nyregion/personalized-surveillance-pricing-ai-new-york.htmlNvidia OpenAI $100B Deal: https://www.gurufocus.com/news/3230523/nvidia-says-100-billion-openai-investment-framework-not-yet-finalizedOpenAI Revenue Dispute: https://youtu.be/yJENBZ0GcIgChina $1T Trade Surplus: https://on.ft.com/48KlpWsUS Halts China Sanctions: https://www.ft.com/content/12345678-9abc-def0-1234-56789abcdef0China BrickStorm Malware: https://www.cisa.gov/news-events/alerts/2025/12/04/prc-state-sponsored-actors-use-brickstorm-malware-across-public-sector-and-information-technologyFull list: https://youtu.be/a5dOhY6d9is

OpenAI’s real revenue may be far lower than reported, fraud attacks are becoming highly sophisticated, China’s latest data shows structural economic strain, and automakers are reshaping strategy in response to tariffs and rare-earth pressures. We close with a clear snapshot of U.S. real estate stress heading into 2026.🎯 WHAT YOU’LL LEARNWhy OpenAI’s revenue and inference costs may be wildly misalignedHow Google and Amazon are scaling AI infrastructure at unprecedented speedWhat new fraud data reveals about advanced AI-driven deceptionWhy China’s industrial economy is under renewed pressureHow automakers are responding to tariffs and rare-earth scarcityHow real estate stress is building across foreclosures, delinquencies and underwater homes🔍 TIMESTAMPS00:00 Intro — AI, Fraud, China, Autos & Real Estate01:00 OpenAI Revenue Reality & Inference Cost Spike02:10 Google’s 1000× Compute Goal & $93B AI Spend02:50 Amazon’s Government AI Strategy & Trainium Access03:25 U.S. Genesis AI Initiative — Unifying Federal Data04:10 Fraud Trends — 180% Surge in Advanced Deception05:10 AI Agents Driving End-to-End Fraud Operations05:45 China Slowdown — Property, Investment & Manufacturing07:00 China’s Export Dependence & Negative Growth Signals07:40 Auto Market — Tariffs Push Chinese EV Makers Offshore08:40 Rare-Earth Alternatives — Automakers Shift Designs10:00 Costco Sues for Tariff Refunds10:25 Real Estate — Foreclosures, Underwater Mortgages & Delinquencies11:20 Takeaway — Strategic Outlook for 2026👍 Found this useful? Like, comment, and share to keep more leaders ahead of the curve.📚 SOURCES & DATA:- OpenAI Revenue Far Below $13B Leak: https://www.wheresyoured.at/oai_docs - OpenAI Microsoft Deal Fills Revenue Gap: https://techcrunch.com/2025/11/14/leaked-documents-shed-light-into-how-much-openai-pays-microsoft - Alphabet Nvidia Dominate S&P 500 Gains: https://www.morningstar.com/news/marketwatch/2025120160/alphabet-and-nvidia-alone-make-up-a-third-of-the-sp-500s-gains-this-year-in-a-sign-of-big-techs-dominance - AWS $50B AI Supercomputing Gov Investment: https://www.nextgov.com/emerging-tech/2025/11/aws-invest-50b-ai-and-supercomputing-infrastructure-government-customers/409744/ - Federal AI Initiative Boosts Science Discovery: https://spklr.io/6047BVTS5- 2025 Fraud Surge: Agentic AI Scams Rise: https://sumsub.com/newsroom/sumsubs-annual-report-fraud-shifts-to-complex-multi-step-schemes-in-2025-agentic-ai-scams-poised-to-surge-in-2026/ - China Factory Activity Shrinks November 2025: https://www.reuters.com/world/asia-pacific/chinas-factory-activity-shrinks-again-november-services-activity-cools-2025-11-30/ - China Investment Drop Signals Property Crisis: https://asiatimes.com/2025/11/chinas-investment-drop-highlights-property-driven-pressures/ - China October Data Fading Economic Momentum: https://think.ing.com/articles/china-october-data-shows-fading-momentum/ - China Economy Slows October 2025 Data: https://www.wsj.com/world/china/chinas-economic-growth-momentum-slowed-in-october-b6d2786b - Chinese OEMs Expand Overseas EV Manufacturing: https://www.spglobal.com/automotive-insights/en/blogs/2025/11/chinese-oems-advance-overseas-vehicle-manufacturing - Eliminate Rare Earths EV Motor Supply Chain: https://www.spglobal.com/automotive-insights/en/blogs/2025/11/eliminating-rare-earth-elements-from-ev-motor-supply-chain - Rare Earths Crisis Deep Dive: https://youtu.be/WqT6UJXRR5Q- Costco Sues Trump Tariffs Supreme Court: https://www.cnbc.com/2025/12/01/costco-sues-trump-tariffs-trade-supreme-court.html - 900K New Homeowners Underwater Mortgages: https://www.marketwatch.com/story/nearly-900-000-new-homeowners-are-underwater-on-their-mortgages-signaling-a-troubling-shift-in-the-housing-market-21fce9fc - CMBS Delinquency Drops But Lodging Climbs: https://www.trepp.com/trepptalk/cmbs-delinquency-rate-pulls-back-in-november-but-lodging-industrial-rates-climb Full list: https://youtu.be/yJENBZ0GcIg

U.S. automakers are struggling, EV sales are collapsing without federal credits, consumer sentiment is sliding, and housing delistings just hit a record. We also break down Fitch’s warning on circular AI financing, China’s escalating chip restrictions, global anti-dumping responses, and two promising tech breakthroughs that may change EVs and water access. A fast, wide-angle look at the forces shaping the 2025 economy.🎯 WHAT YOU’LL LEARN (Short & Executive)• Why U.S. auto sales and EV demand are falling sharply• How consumer sentiment and housing delistings signal deeper economic strain• Why Fitch warns AI financing has become dangerously circular• How China is reshaping AI chip access, exports, and model deployment• Why global markets are pushing back on China’s export surge• Two emerging technologies that could reshape EVs and clean water access🔍 TIMESTAMPS00:00 Intro — Autos, Economy, Housing, AI & Trade01:00 Auto Decline — EV Sales Crash, Tesla -35%, Ford’s China Collapse03:00 Consumer Sentiment — Near Historic Lows03:30 Housing Market — Delistings Hit Record High04:00 FDA Talc Rule Rollback — Public Health Concerns05:00 Fitch Warning — Circular AI Financing & Systemic Risk06:00 Meta Buys Google Chips — TPU Financing & Nvidia Pressure07:00 China’s AI Strategy — Domestic Chips, Export Controls, SE Asia Workarounds08:00 Forced-Labor Concerns — Italy Blocks China Tomato Paste09:00 Global Anti-Dumping Push — EU, Australia, India, Japan, South Korea10:00 U.S.–China Trade — Tariffs, Mexico Becomes Top U.S. Partner10:40 Two Good News Stories — Sulfur EV Batteries & MIT Ultrasonic Water Capture11:20 Takeaway — Strategic Outlook Moving Into 2026👍 Found value?Like, comment and share so more leaders see this.📚 SOURCES & DATA- U.S. auto sales drop 8% in November, Cox warns slowdown: https://www.coxautoinc.com/insights-hub/cox-automotive-forecast-nov-2025-u-s-auto-sales-forecast/- Ford’s China arm made $900M but CEO calls EV fight brutal: https://www.reuters.com/business/autos-transportation/fords-china-business-made-900-million-last-year-2025-04-16/- Italy’s rejection of Chinese tomato paste triggers supply shock: https://www.europeanbusinessmagazine.com/business/how-italys-rejection-of-chinese-tomato-paste-triggered-a-global-supply-shock/- FDA proposal rolls back asbestos testing in talc cosmetics: https://www.fda.gov/cosmetics/cosmetics-news-events/fda-issues-proposed-rule-testing-methods-detecting-and-identifying-asbestos-talc-containing-cosmetic- Cancer experts flag risks from talc and asbestos in cosmetics: https://www.cancer.org/cancer/risk-prevention/chemicals/talcum-powder-and-cancer.html- Home sellers yank listings as housing market freezes up: https://www.redfin.com/news/delistings-jump-sellers-pull-homes-off-market/- Consumer sentiment barely budges as shutdown, price fears linger: https://isr.umich.edu/news-events/news-releases/with-end-of-shutdown-and-worries-over-high-prices-consumer-sentiment-shows-minor-variation/- China shifts AI model training overseas to tap Nvidia chips: https://www.ft.com/content/96fe9898-a3a4-4a33-be1d-da06bdb6cb2b- China’s tech giants move AI training offshore to dodge U.S. curbs: https://www.reuters.com/world/china/chinas-tech-giants-move-ai-model-training-overseas-tap-nvidia-chips-ft-reports-2025-11-27/- Beijing orders ByteDance, Alibaba to halt Nvidia chip buys: https://thein.fo/49Ha6jW- China aims to triple AI chip output, cut dependence on Nvidia: https://www.reuters.com/world/china/china-aims-triple-ai-chip-output-reducing-nvidias-dependency-ft-says-2025-08-27/- Regulators block ByteDance from using key foreign AI chips: https://finance.yahoo.com/news/chinese-regulators-block-bytedance-using-132621783.html- Full list: https://youtu.be/2RJ9v-ZyZgE

Rare earths went from a niche topic to a global flashpoint in 2025. China controls nearly the entire supply chain, the US is racing to rebuild its own, and the EU is taking a slower consensus-driven path. With tariffs, export bans, and strategic alliances reshaping the map, the minerals that power defense, autos, tech, and manufacturing are becoming the center of a geopolitical struggle.🎯 DISCOVERWhy China’s dominance over rare earth mining and processing is a strategic threat.How China’s September export restrictions triggered US and EU retaliation.Why the US is pursuing aggressive bilateral deals and direct government investments.How the EU is taking a slower, consensus-based sustainability approach.What Australia, Japan, Greenland and Southeast Asia represent in the minerals race.Why rare earth access is now core to national security heading into 2026.🔍 TIMESTAMPS00:00 Intro — Why Rare Earths Matter00:20 China’s Dominance & 2025 Escalation01:20 Export Bans, Downstream Restrictions & Global Fallout02:27 US and EU Reactions Diverge03:24 US Investments — MP Materials, ReElement, Vulcan, Lithium Americas04:45 Industrial Policy Expansion — Westinghouse, Intel, US Steel05:42 EU Strategy — Slow, Sustainable, Consensus Driven06:10 Global Alliances — Australia, Southeast Asia, Japan07:46 Greenland — Strategic Minerals & Diplomatic Tension08:38 US Speed vs EU Deliberation09:09 Shared Challenge — Reducing Dependence on China09:32 Closing👍 Found value? Like, comment and share so more leaders see this!📚 SOURCES & DATAChina Tightens Rare Earth Export Controls 2025: https://www.reuters.com/world/china/china-tightens-rare-earth-export-controls-2025-10-09/Rare Earth Supply Crisis Explained: https://www.weforum.org/stories/2025/11/rare-earth-antimony-critical-mineral-supply/China’s Rare Earth Export Controls Threaten US Defense: https://www.csis.org/analysis/chinas-new-rare-earth-and-magnet-restrictions-threaten-us-defense-supply-chainsEU Critical Minerals Stockpile Strategy 2025: https://www.politico.eu/article/eu-to-stockpile-critical-minerals-amid-supply-chain-threats/China-Germany Pact to Ease Rare Earth Supply Strains: https://moderndiplomacy.eu/2025/11/24/china-courts-germany-to-ease-rare-earth-strains-and-boost-strategic-ties/US Needs Rare Earth Refining Power, Not Just Supply: https://www.atlanticcouncil.org/blogs/econographics/on-critical-minerals-the-us-needs-more-than-just-supply-it-needs-refining-power/Full list: https://youtu.be/WqT6UJXRR5Q

A sweeping new Lancet analysis shows ultra-processed foods damaging nearly every organ system in the body, even as obesity drugs reshape markets. Pair that with US EPA approving PFAS forever chemicals in food, corporate boards flagging major governance gaps, and a surge in AI-powered cyberattacks from nation states, and you get a picture of an economy and security landscape shifting faster than institutions can respond.🎯 DISCOVER- Shocking health and market implications of new research on ultra-processed foods.- Why weight-loss drugs helped push Eli Lilly into the trillion-dollar tier.- What’s behind the EPA’s latest approvals for PFAS chemicals.- How missing federal data is complicating economic forecasting for the Fed.- Why corporate boards say they’re unprepared for AI and cybersecurity risk.- How geopolitics—from the G20 to US–China relations—are shifting trade dynamics.- How AI is driving both major cyber threats and promising public-sector advances.🔍 TIMESTAMPS00:00 Intro — Food, AI, Cybersecurity & Geopolitics01:00 Ultra-Processed Foods — Lancet Meta-Analysis & Global Health Risks03:00 Eli Lilly Joins the Trillion-Dollar Club04:00 EPA Approves New PFAS Chemical — Food Supply Concerns05:00 Federal Data Blackout — BLS Jobs Report & Fed Flying Blind07:00 Corporate Board Governance — Director Replacements & Skills Gap08:30 Geopolitics — G20, India FDI, Rare Earths, U.S.–China Tensions10:00 AI-Driven Cyber Attacks — Microsoft, Anthropic & Amazon Findings13:30 AI for Public Good — Cities Using AI for Potholes & Waste15:00 Takeaway — AI Risk, Chemical Policy & Data Failure👍 Found value?Like, comment and share so more leaders see this.📚 SOURCES & DATA- Eating Ultra-Processed Foods Risk Health: https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(25)01565-X/abstract- Ultra-Processed Foods Threaten Global Health: https://www.reuters.com/business/healthcare-pharmaceuticals/ultra-processed-foods-are-danger-global-public-health-experts-warn-2025-11-18/- Ultra-Processed Foods and Metabolic Risks: https://www.nature.com/articles/s41574-025-01143-7- California Bans Ultra-Processed School Lunches: https://youtu.be/qUjzUioBjDo- EPA Loves PFAS Forever Chemicals: https://www.regulations.gov/document/EPA-HQ-OPP-2022-0354-0013- Oct 2025 US Jobs Report Canceled by Shutdown: https://www.pbs.org/newshour/economy/labor-department-wont-release-full-october-jobs-report-due-to-43-day-shutdown- Revised 2025 US Labor Stats Release Dates: https://www.bls.gov/bls/2025-lapse-revised-release-dates.htm- US Food Insecurity Survey Canceled: https://hsph.harvard.edu/news/cancellation-of-food-insecurity-survey-a-blow-to-understanding-hunger-in-u-s/- PwC 2025 Board Survey Shows Underperformance: https://www.pwc.com/us/en/services/governance-insights-center/library/annual-corporate-directors-survey.html- NACD 2025 Boardroom Challenges Outlook: https://www.nacdonline.org/all-governance/governance-resources/governance-research/outlook-and-challenges/2025-governance-outlook/- G20 2025 Africa Summit: https://apnews.com/article/g20-south-africa-summit-world-leaders-76e36aa669a8e05ff5ad5495cc1252ed- Global Banks Bet on India 2025: https://www.bloomberg.com/news/articles/2025-10-20/global-banks-bet-billions-on-india-deals-amid-us-credit-jitters- EU Opens Largest Rare Earth Magnet Factory: https://ec.europa.eu/regional_policy/whats-new/newsroom/19-09-2025-eu-funded-europe-s-largest-rare-earth-magnet-factory-opens-in-narva-estonia_en- US-China Soybean Deal Market Impact 2025: https://farmdocdaily.illinois.edu/2025/11/us-china-soybean-deal-comparing-past-export-levels-and-global-market-impacts.html- China Targets 12M mt US Soybeans 2025: https://www.spglobal.com/commodity-insights/en/news-research/latest-news/agriculture/112125-china-eyes-buying-12-mil-mt-us-soybeans-by-end-2025-but-doubts-lingerFull list: https://youtu.be/St0hbKNG-bA

Record profits, new chips, and a trillion-dollar race to build AI infrastructure. Nvidia leads today, Google is changing the rules, and hallucinations are still rampant. The surprise is where AI might go next and how world models could upend everything we’re building now.🎯 DISCOVERHow Google’s TPU-powered Gemini 3 challenges Nvidia’s GPU monopoly by shifting to autonomous task completion.Why top AI models still hallucinate at extreme rates and why accuracy gains worsen error.Why trillions in infrastructure commitments may not produce ROI and why investors are uneasy.How ASIC chip specialization could pressure Nvidia as Microsoft, Google and Amazon build custom architectures.Why hybrid AI and world models could reset robotics, manufacturing and real-world planning.Why Microsoft’s fast-follow system strategy and Broadcom IP access give it leverage even over OpenAI.🔍 TIMESTAMPS00:00 Intro — Wins, Fails and the Future of AI00:00:38 Nvidia’s Record Quarter and GPU Lead00:01:08 Google’s Gemini 3 and TPU Advantage00:02:03 Hallucinations: Accuracy vs Confidently Wrong00:03:51 The AI Investment Bubble and ROI Concerns00:04:42 Trillion-Dollar Infrastructure Commitments00:07:58 Future Shift: World Models and Hybrid AI00:10:55 Robotics, Fast-Follow Strategies and Chip Competition00:14:48 Key Trends to Watch for 2026 and What No One Knows Yet👍 Found value?Like, comment and share so more leaders see this.📚 SOURCES & DATA- AI Reality Check $400B Market: https://youtu.be/32-uTzeRHTw- Nvidia Q3 2025 earnings and AI chip sales: https://www.wsj.com/tech/ai/nvidia-earnings-q3-2025-nvda-stock-9c6a40fe- Google Gemini 3 AI launch and TPU innovation: https://www.reuters.com/business/media-telecom/google-launches-gemini-3-embeds-ai-model-into-search-immediately-2025-11-18/- Top AI chips comparison: Nvidia, Google TPUs, AWS Tranium: https://www.cnbc.com/2025/11/21/nvidia-gpus-google-tpus-aws-trainium-comparing-the-top-ai-chips.html- DeepSeek worst hallucination rates in AI: https://www.nature.com/articles/s43856-025-01021-3- Gemini 3 reliability and hallucination benchmark: https://the-decoder.com/gemini-3-pro-tops-new-ai-reliability-benchmark-but-hallucination-rates-remain-high/- Tech must deploy $500B by 2030: https://www.bain.com/insights/topics/technology-report/- Meta spending $600B on AI data centers: https://www.reuters.com/business/meta-plans-600-billion-us-spend-ai-data-centers-expand-2025-11-07/- China’s $70B AI data center investment: https://www.goldmansachs.com/insights/articles/chinas-ai-providers-expected-to-invest-70-billion-dollars-in-data-centers-amid-overseas-expansion- Additional DeepSeek and AI data center investment context: https://www.nytimes.com/2025/02/08/technology/deepseek-data-centers-ai.html- DeepSeek impact on booming data center market: https://www.cnbc.com/2025/02/14/how-chinas-deepseek-could-boost-the-already-booming-data-center-market.html- AI Chips & China:https://youtu.be/6Juw5ZiL3Es- US-China Truce: Key Issues Unresolved: https://youtu.be/3F_zislTiKI- Microsoft, Nvidia, Anthropic partnership details: https://www.morningstar.com/news/marketwatch/2025111881/microsoft-nvidia-and-anthropic-ink-45-billion-deal-that-furthers-a-big-critique-of-the-ai-trade- World Models AI research comeback: https://www.quantamagazine.org/world-models-an-old-idea-in-ai-mount-a-comeback-20250902/- MIT on LLMs understanding real world: https://news.mit.edu/2025/can-large-language-models-figure-out-real-world-0825Full list: https://youtu.be/nIp8HGLQeNI