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Too Big To Fail AI Bubble, Auto Crisis & IPO Boom: 2025’s Biggest Shocks
Ep. 101
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U.S. auto sector hit by supplier bankruptcies, fading EV sales, new $160B tariffs hiking housing costs, AI circular financing bubbles, California's new AI safety law, and Brickstorm malware threat targets U.S. tech & legal infrastructure.
🎯 WHAT YOU’LL LEARN:
- The ripple effects of auto bankruptcies
- Why new tariff hikes raise housing & home renovation costs
- Emerging risks from AI circular financing in Big Tech & Too-Big-to-Fail AI
- Key contrasts between California’s AI transparency law and EU’s stricter rules
- How China's Brickstorm malware escalates cyber threat risks for U.S. tech firms
- Why Electronic Arts’ $55B buyout sets new private equity record
- Lithium mining’s growing importance to supply chains amid market growth
📊 Timestamps
00:00 Introduction & Market Overview
00:30 Auto Supplier Bankruptcies & EV Tax Credit End
02:10 Tariffs’ Impact on Housing & Renovations
03:20 Nvidia’s AI Investments & Bubble Risks
05:30 California AI Law vs. EU Regulations
08:00 Google & Mandiant Brickstorm Malware Alert
09:15 Private Market Mega-Deals: Gaming & Healthcare
11:45 Lithium Mining Policy & Supply Chain Updates
13:10 IPO Market Surge & Major Filings
16:00 Closing Analysis & Takeaways
👍 Enjoyed the insights? Like, comment your thoughts, and share with your network!
📚 SOURCES & LINKS:
* New CA AI Law: https://arstechnica.com/ai/2025/09/californias-newly-signed-ai-law-just-gave-big-tech-exactly-what-it-wanted/
* EU Act AI vs CA: https://www.euronews.com/next/2024/09/11/a-big-win-for-the-eu-how-californias-ai-legislation-compares-to-the-eu-ai-act
* Nvidia’s Investment Portfolio: https://www.cnbc.com/2025/09/26/nvidias-investment-portfolio.html
* Nvidia’s $100B Bet on OpenAI: https://www.reuters.com/business/nvidia-invest-100-billion-openai-2025-09-22/
* Nvidia-OpenAI Bubble Risk: https://fortune.com/2025/09/28/nvidia-openai-circular-financing-ai-bubble/
* OpenAI’s Tangled Dealmaking: https://www.cnbc.com/2025/09/28/a-look-at-openais-tangled-web-of-dealmaking.html
* Google on Brickstorm Hack: https://cloud.google.com/blog/topics/threat-intelligence/brickstorm-espionage-campaign
* Brickstorm Malware Steals Data: https://www.techradar.com/pro/security/under-the-radar-google-warns-new-brickstorm-malware-was-stealing-data-from-us-firms-for-over-a-year
* Chinese Cyber Campaign: https://cyberscoop.com/chinese-cyberespionage-campaign-brickstorm-mandiant-google/
* Auto Loan Rate Forecast: https://www.bankrate.com/loans/auto-loans/auto-loan-rate-forecast/
* Record Auto Loan Delinquencies: https://www.axios.com/2025/03/07/car-loan-payment-delinquencies-record-high
* Autos in Danger: https://www.wsj.com/business/autos/carmax-profit-plunge-signals-more-pain-ahead-for-tariff-
* Electronic Arts $55B LBO Deal Reuters: https://www.reuters.com/business/media-telecom/electronic-arts-go-private-55-billion-deal-with-pif-silver-lake-2025-09-29/
* IPO Market: https://stockanalysis.com/ipos/2025/
* Lithium Market and Washington Investments AP News: https://apnews.com/article/lithium-mine-nevada-trump-gm-electric-cars-9e343fbe558b57a59697556b41ed840b
* Lithium Equity Stake CNBC: https://www.cnbc.com/2025/09/24/lithium-americas-lac-equity-stake-trump-stock.html
* First Brands Chapter 11 Bloomberg Law: https://news.bloomberglaw.com/bankruptcy-law/americas-distress-daily-first-brands-files-bankruptcy-case
* Trump's TikTok deal could disrupt content creators and the creator economy: https://deadline.com/2025/09/trump-tiktok-deal-content-creators-impact-1236565669/
* Epic vs Abridge AI Rivalry: https://www.businessinsider.com/inside-messiest-relationship-in-healthcare-ai-abridge-epic-2025-9
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109. Housing Deep Freeze, Food Aid Fallout, Auto Surplus & Nuclear Power Revival
12:29||Ep. 109SNAP cuts strike 42 million Americans, autos pile up, housing stalls out. Retail investors quietly hold the line while Washington goes nuclear with its mercantilist agenda—sparking new battles over energy, waste, and weapons testing. 🎯 DISCOVER:- Why 42 million households lost SNAP support, with only partial relief in sight as the longest federal shutdown drags on.- How U.S. automakers face a glut of unsold cars despite record EV sales.- Why housing turnover has collapsed to a 30-year low.- How retail investors on trading apps are quietly shaping market resilience.- What Westinghouse’s $80 billion nuclear deal reveals about America’s new industrial policy and mercantilism trends.- The unresolved crisis of nuclear-waste storage and Yucca Mountain’s collapse.- Why talk of nuclear-weapons testing is back—and what it would mean globally.🔍 TIMESTAMPS:00:00 Intro — Atoms & Anxiety00:00:30 SNAP Benefits Cut for 42 Million Households00:02:00 Auto Glut & Cooling Sales Pressure00:04:00 Housing Market Freezes at 30-Year Low00:05:00 Retail Investors Stabilize Markets00:06:30 New Mercantilism: Westinghouse Nuclear Deal & Industrial Policy00:08:00 The Nuclear Waste Crisis — Yucca Mountain & Storage Limits00:10:00 Nuclear Weapons Testing Debate Returns00:12:00 Historical Costs & Strategic Risks00:12:25 Closing Takeaways👍 Found value? Like, comment & share so more leaders see this.📚 SOURCES & DATA:- SNAP partially restored: https://www.usatoday.com/story/graphics/2025/11/03/trump-fund-snap-benefits-shutdown-map/87063464007/- Companies doing the right thing for SNAP: https://www.pbs.org/newshour/nation/instacart-doordash-and-other-companies-offer-discounts-to-snap-recipients- USDA blocks companies from giving discounts to SNAP recipients: https://bsky.app/profile/crampell.bsky.social/post/3m4o6wa7gk22a- US auto inventory levels rise: https://www.spglobal.com/automotive-insights/en/blogs/us-auto-inventory-levels- Auto loans & Fed Oct 2025: https://www.coxautoinc.com/insights-hub/oct-2025-fed-commentary/- 2025 new car inventory guide: https://caredge.com/guides/new-car-inventory-2025- Q3 2025 EV sales: https://www.coxautoinc.com/insights-hub/q3-2025-ev-sales-report-commentary/- Redfin: Record-low housing turnover: https://www.redfin.com/news/home-turnover-report-2025/- New retail investor findings: https://buildcommonwealth.org/wp-content/uploads/2025/10/CW_Understanding-Todays-Retail-Investor.pdf- Westinghouse $80B nuclear deal: https://www.reuters.com/business/energy/westinghouse-electric-cameco-corp-brookfield-asset-management-80-bln-nuclear-2025-10-28/- JP Morgan & Rare Earths investment: https://www.jpmorgan.com/insights/banking/investment-banking/mp-materials- CRS report on spent nuclear fuel: https://www.congress.gov/crs_external_products/R/PDF/R48364/R48364.2.pdf- CRS report on nuclear waste: https://www.congress.gov/crs-product/RL33461- NRC 2025 regulatory updates: https://www.nrc.gov/reading-rm/doc-collections/prev-additions/additions-2025- Iodine-131 radiation risks: https://www.cancer.gov/about-cancer/causes-prevention/risk/radiation/i-131- New NNSA head Senate testimony: https://www.armed-services.senate.gov/imo/media/doc/williams_apq_responses.pdf- Nevada Test Site overview: https://www.dnfsb.gov/doe-sites/nevada-national-security-site- Baneberry nuclear test 1970: https://en.wikipedia.org/wiki/Operation_Emery- Nuclear test that changed everything: https://www.warhistoryonline.com/coldwar/baneberry-test-operation-emery.html- CSIS analysis on nuclear testing: https://www.csis.org/analysis/can-united-states-immediately-return-nuclear-testing108. 950K Jobs Cut, Premiums Spike, US-China Fake Truce & OpenAI's Big Move
25:16||Ep. 108950,000 U.S. jobs cut this year—the steepest since 2020. Moody’s flags 22 states nearing recession, healthcare premiums spike 30%, US-China geopolitics stoke fresh conflict, and Microsoft’s OpenAI bet pays off big.🎯 DISCOVER:- Why 2025’s job cuts marks the steepest labor contraction since the pandemic.- How 22 U.S. states and D.C. now sit in recession-risk zones representing one-third of U.S. GDP.- Why average health-insurance premiums are rising 30 percent in 2026 and how expired ACA subsidies could double family costs.- What Deloitte’s survey of 800 directors reveals about board priorities for 2025-26 — geopolitical risk, cybersecurity, and digital transformation.- How OpenAI’s public-benefit restructure and Microsoft’s $155 billion stake are reshaping AI.- Why China’s new five-year plan pivots from tech supremacy to industrial resilience — and what it means for foreign operators and supply chains.- How the U.S.–China trade truce on rare earths and tariffs sets up the next round of economic conflict.🔍 TIMESTAMPS:00:00 Intro — Jobs and Recession Signals00:22 Layoffs at Amazon, UPS, Meta & More02:00 Moody’s State-Level Recession Data04:30 Healthcare Premium Shock for 202606:53 Broken Incentives in U.S. Healthcare08:25 Deloitte Board Survey — Volatility & Cyber Risk11:47 OpenAI Restructure & Microsoft’s $4 Trillion Week15:52 Meta Quits the Metaverse for AI16:18 AI Competition Collapse — SambaNova vs Nvidia17:32 China’s Five-Year Plan — Industrial Shift & EV Oversupply21:27 U.S.–China Trade Truce — Rare Earths & Tariffs23:07 Unresolved Flashpoints — AI Chips, Taiwan, Supply Chains24:20 Takeaway — Strategic Outlook for 202625:09 Closing👍 Found value? Like, comment & share so more leaders see this.📚 SOURCES & DATA:- Record US Job Cuts Data: https://www.challengergray.com/blog/category/job-cuts-report/- Amazon and Target Announce Major Layoffs: https://www.reuters.com/business/world-at-work/amazon-targets-many-30000-corporate-job-cuts-sources-say-2025-10-27/- Layoff Trends Among Top US Employers: https://finance.yahoo.com/news/layoffs-hit-amazon-ups-target-and-more--whats-fueling-the-cuts-165130359.html- Moody’s 2025 State Recession Outlook: https://fortune.com/2025/10/09/america-feels-recession-state-dependent-income-cohort-moody-zandi/- ACA Premiums Could Double in 2026: https://www.kff.org/affordable-care-act/aca-marketplace-premium-payments-would-more-than-double-on-average-next-year-if-enhanced-premium-tax-credits-expire/- US Breast Cancer Treatment: https://www.nbcnews.com/news/us-news/us-women-are-increasingly-shut-breast-cancer-treatment-valued-world-rcna229395- Board Governance 2025: https://corpgov.law.harvard.edu/2025/10/22/how-board-and-c-suite-collaboration-can-build-organizational-resilience/- Microsoft, OpenAI Finalize New Deal: https://www.reuters.com/business/microsoft-openai-reach-new-deal-allow-openai-restructure-2025-10-28/- Top AI Researchers: No AGI Soon: https://youtu.be/PL9lyQoq5WY- Meta Dumps Metaverse for AI: https://www.businessinsider.com/meta-cto-andrew-bosworth-reshuffling-metaverse-unit-read-the-memo-2025-10 - AI Chip Startups Struggle Against Nvidia’s Dominance: SambaNova Considers Sale Amid Funding Challenges: https://thein.fo/47bzz3e- Made in China 2025 Industrial Strategy Deep Dive: https://www.csis.org/analysis/made-china-2025Full list: https://youtu.be/jFnqT4y7NlM107. US Farm Crisis, SNAP Cuts, Fed Flying Blind, $38 Trillion Debt
11:45||Ep. 107Millions face food insecurity as SNAP benefits near November 1 cliff, while the Federal Reserve struggles to steer the economy without critical data. Farmers grapple with soaring debt and trade wars as the U.S. national debt hits a record $38 trillion.🎯 IN THIS EPISODE:- U.S. federal debt breaks record at $38 trillion; inflation steady at 3%.- SNAP benefits face cutoff on Nov 1, impacting 42 million struggling households.- Federal Reserve's economic decision-making hampered by data blackout and shutdown.- Grocery spending drops 6-8% due to GLP-1 weight-loss drugs changing consumer behavior towards wellness and travel.- Meta and Blue Owl's $27 billion AI data center deal risks creating stranded costs for local communities.- Reddit’s lawsuit targets AI firms over scraped user content, intensifying copyright debates.- Surge in 195,000 smishing scam domains impersonating tolls, banks, healthcare, and social media platforms.- Farm income projected to rise nearly 41% to $180 billion in 2025, driven largely by a 300% increase in federal disaster aid amid rising costs and debt, even as the U.S. loses over 200,000 family farms—the lowest level since the Civil War—and soybean exports to China collapse 73% due to tariffs, causing billions in losses.- U.S.-China trade tensions heat up with agriculture access, rare earth minerals, AI chips, and TikTok under scrutiny; Argentina's bailout aims to counter Chinese economic influence.🔍 TIMESTAMPS:00:00 – Intro & Overview00:28 – Inflation, Debt & Fed Data Issues01:21 – SNAP Cuts & Rising Healthcare Costs02:07 – The GLP-1 Economy: Shifting Spending Patterns02:55 – AI & Energy: Blue Owl–Meta Deal and Implications03:54 – Copyright Conflict: Reddit vs AI Data Scrapers05:08 – Smishing Attacks on Critical Services06:28 – U.S. Farming Crisis: Aid, Costs & Trade Challenges09:41 – Global Trade Dynamics: U.S.-China & Argentina11:25 – Outro & Thanks👍 Found value? Like, comment & share so more people see this!📚 SOURCES & DATA:SNAP cuts loom: https://www.nytimes.com/2025/10/26/us/food-banks-snap-shutdown-hunger-trump.html$38 trillion record US debt: https://www.crfb.org/press-releases/gross-national-debt-reaches-38-trillionFed loses private jobs data access: https://prospect.org/2025/10/21/fed-making-key-economic-decisions-without-data/PWC GLP Study: https://www.pwc.com/us/en/industries/consumer-markets/library/glp-1-weight-loss.htmlAlarming loss of family farms: https://www.fb.org/news-release/new-census-shows-alarming-loss-of-family-farmsPalo Alto Networks track surge in high-level Smishing Triad activity: https://cyberscoop.com/unit-42-chinese-language-phishing-operation-smishing-triad/Full list: https://youtu.be/6VNMS4-9oFI106. PE Storms US Military Contracts, ChatGPT vs Google & TikTok and $11 Insulin Revolution
12:52||Ep. 106OpenAI’s new Atlas browser and Sora2 video tools compete directly with Google, TikTok, and Meta, while private equity advances into US utilities, college sports, and defense technology. California shakes up Big Pharma with $11 insulin. #AI #Economy #NationalSecurity 🎯 DISCOVER:- How Too-Big-to-Fail AI challenges Big Tech and Wall Street.- How Sora2 disrupts TikTok and Meta by generating AI-powered videos effortlessly.- Open AI's secretive Project Mercury automates investment banking, threatening white-collar jobs.- Why OpenAI’s adult content policy is reshaping platform governance ahead of 2026.- How private equity’s strategic moves into energy utilities, Big Ten sports, and the US Army's modernization could upend everything, including military contracting.- EU–US intel rifts and new Russia sanctions that are reshaping global power dynamics.- How California’s CalRx $11 insulin is undercutting Big Pharma and spurring biosimilar innovation.📊 TIMESTAMPS:00:00 Market overview and introduction00:35 OpenAI’s Atlas, Project Mercury, Sora2, adult content05:50 Private equity targets utilities, sports, and military sectors10:40 Geopolitical tensions: EU–US intel sharing and Russia sanctions11:08 Healthcare disruption: California’s insulin pricing reforms12:22 Final analysis and executive takeaways👍 Found value? Like, comment & share so more people see this!📚 SOURCES:- OpenAI going after Google: https://www.wired.com/story/openai-atlas-browser-chrome-agents-web-browsing/- OpenAI launches Atlas browser: https://www.axios.com/2025/10/21/openai-atlas-new-ai-web-browser-release-date- OpenAI going after bankers: https://www.bloomberg.com/news/articles/2025-10-21/openai-looks-to-replace-the-drudgery-of-junior-bankers-workload?- OpenAI allows adult content: https://www.reuters.com/business/openai-allow-mature-content-chatgpt-adult-verified-users-starting-december-2025-10-14/- Blackstone buys TXNM Energy: https://www.blackstone.com/news/press/txnmenergy-enters-agreement-to-be-acquired-by-blackstone-infrastructure/- BlackRock expands Minnesota Power: https://www.nytimes.com/2025/07/17/business/energy-environment/blackrock-minnesota-power.html- PE is coming for sports: https://pitchbook.com/news/articles/uc-investments-big-10-offer-allows-teams-to-buy-down-ownership-stakes- UC bets $2.4B on Big Ten: https://news.bloomberglaw.com/california-brief/university-of-california-wants-to-bet-2-4-billion-on-big-10-1- Big Ten private capital deal stalls: https://www.espn.com/college-sports/story/_/id/46620086/proposed-big-ten-private-capital-deal-holding-pattern- Silicon Valley meets defense: https://www.ft.com/content/0e9228db-9fa5-4f90-ab8a-93aadcb62d57Army secretary challenges primes: https://breakingdefense.com/2025/05/army-secretary-says-it-will-be-success-if-prime-contactor-dies-on-his-watch/- Europe cuts intel ties with US: https://www.politico.eu/article/europe-intelligence-spies-donald-trump-russia-security-politics/- Dutch intel limits info sharing: https://www.volkskrant.nl/binnenland/nederlandse-diensten-delen-minder-informatie-met-de-vs-soms-vertellen-we-dingen-niet-meer~b4882f19/- New US sanctions on Russian oil: https://www.reuters.com/world/europe/trump-sanctions-russian-oil-majors-prompting-oil-price-rise-india-jitters-2025-10-23/- New EU sanctions on Russia: https://commission.europa.eu/news-and-media/news/eu-adopts-new-sanctions-against-russia-2025-10-23_en- CA sells insulin: https://nurse.org/news/california-low-cost-insulin-2026/- Affordable insulin without Big Pharma: https://www.fastcompany.com/91423622/california-just-made-insulin-affordable-without-big-pharmas-help105. Autos Top $50K, Airline Fees Return, Freight Rail Costs, Europe's Stock Market & Nvidia US AI Chips
11:19||Ep. 105Cars soar past $50K, airlines roll back refunds, freight rail costs to rise post $85B Union Pacific merger. Europe aims for a single stock market as Nvidia builds energy-saving AI chips, and Walmart leads with battery-free IoT driving tech AI ROI.🎯 DISCOVER:- Why U.S. car prices, China’s EV flood, and rising loan defaults point to deeper auto industry stress.- How loosened airline refund rules impact travelers and competition.- What the $85B UP–NS rail merger means for freight costs and supply chain power.- Europe’s plan for a unified stock market to rival the U.S. and Asia.- Nvidia’s Blackwell chip breakthrough and Walmart’s smart retail ecosystem.- Why shrinking chip margins matter for the $400B cloud market.📊 TIMESTAMPS:00:00 Intro & Market Moves00:30 Autos: $50K+ Prices, EV Credits, China Exports03:10 Airlines: Refund Rollbacks, Transparency Cuts05:10 Rail: $85B Merger & Logistics Fallout06:45 Europe: Stock Exchange Unification Push07:40 AI Hardware: Nvidia Blackwell & Arizona Expansion08:45 Walmart: IoT at Scale & Supply Chain ROI10:00 Cloud: Margins & Infrastructure Spend11:15 Key Takeaways👍 Found value? Like, comment & share so more people see this!📚 SOURCES:- Record average new car price hits $50,000: https://www.kbb.com/car-news/new-record-average-new-car-prices-surpasses-50000/- Tariffs impact US auto industry 2025: https://youtu.be/cM7Bu2DJvTw- China EV exports doubled in September 2025: https://abcnews.go.com/Business/wireStory/chinas-exports-electric-vehicles-doubled-september-competition-home-126500518- China EV market report H1 2025: https://carnewschina.com/2025/07/21/report-china-ev-market-situation-in-first-half-of-2025/- Fitch Ratings auto loan ABS trends 2025: https://www.fitchratings.com/structured-finance/abs/auto-indices#u.s.-auto-indices- US airline passenger protections rollback: https://www.usatoday.com/story/travel/columnist/2025/09/22/airlines-passenger-protections/86244531007/- Trump rescinds US airline passenger rules: https://www.travelagewest.com/Industry-Insight/Opinion/trump-rescinds-air-passenger-protection-rule- US air travel delays worse than Europe 2024: https://www.airhelp.com/en/blog/us-passengers-flight-delays-and-cancellations-in-2024/- Airline bailouts impact US economy: https://www.mercatus.org/research/policy-briefs/2020-bailouts-left-airlines-economy-and-federal-budget-worse-shape- US rail union backs UP-NS merger 2025: https://www.reuters.com/legal/litigation/largest-us-rail-union-endorses-union-pacific-norfolk-southern-merger-after-job-2025-09-22/- Chemical industry opposes UP-NS merger: https://www.freightwaves.com/news/the-chemicals-industry-hates-the-up-ns-merger- Global stock exchanges overview 2025: https://www.investopedia.com/financial-edge/1212/stock-exchanges-around-the-world.aspx- Euronext backs single European stock exchange: https://www.euronews.com/business/2025/10/17/euronext-backs-german-push-for-single-european-stock-exchange- Calls for European stock exchange 2025: https://www.ft.com/content/040f4829-e2b2-4324-9162-436739a04842- Merz urges European stock exchange vs US, Asia: https://www.bloomberg.com/news/articles/2025-10-16/merz-calls-for-european-stock-exchange-to-compete-with-us-asia- Walmart deploys millions of IoT sensors: http://f-st.co/MMTtfvV- AI cloud margins shrink in 2025 market: https://thein.fo/3KSwtsa- “Chip War” book on semiconductor tech battle: https://bookshop.org/p/books/chip-war-the-fight-for-the-world-s-most-critical-technology-chris-miller/fcd9dd8f9f462852?ean=9781982172008&next=t104. 7 Wild Months: US-China Trade War Explained (Oct 2025 Update) 🔥
06:27||Ep. 104US-China 2025: AI chip smuggling, tariffs & tech bans shake global markets—6‑min breakdown of trade war, supply chain & security fallout.NEW US-China Update (17:32–25:09): https://youtu.be/jFnqT4y7NlM🎯 DISCOVER:- The impact of 130% tariffs on agriculture, semiconductors, and defense- China’s rare earth export controls and their strategic implications- The $2 billion AI chip smuggling network and export control gaps- The fragile trade truce and ongoing geopolitical tensions- US regulatory actions against banned Chinese tech products🔍TIMESTAMPS:0:00 Intro: U.S.-China Trade War0:13 Tariff Increase & Retaliation0:39 Emergency Tariffs1:12 Tariffs Peak at 145%1:46 TikTok & AI Chip Talks2:18 China’s Rare Earth Ban3:22 Supply Chain Impact3:47 Export Control Loopholes4:05 $2B AI Chip Smuggling5:16 U.S. Regulatory Crackdown: FCC👍 Found value? Like, comment & share so more people see this!💬 What’s your take ? Share your insights below!📚 SOURCES & DATA:- China tariffs update: https://apnews.com/article/trump-xi-china-cc47e258cfc6336dfddcc20fa67a3642- Ambassador Marantis: https://youtu.be/398ZhSTu8Ng- Commerce probes Nvidia chip smuggling aiding China: https://www.nytimes.com/2025/10/09/technology/nvidia-chips-china-megaspeed.html- AI chip smuggling: https://youtu.be/tFp6JtBTjao- FCC removes illegal tech: https://www.reuters.com/sustainability/boards-policy-regulation/major-us-online-retailers-remove-listings-millions-prohibited-chinese-2025-10-10/- Export control limits on chips: https://www.csis.org/analysis/limits-chip-export-controls-meeting-china-challenge- Smuggling AI chips to China https://carnegieendowment.org/emissary/2025/05/ai-chip-trump-gulf-uae-saudi-security-risk-good-deal?lang=en- AI Chips smuggling through SE Asia: https://foreignpolicy.com/2025/09/16/china-ai-smuggling-trump-southeast-asia/- Senators raise Middle East AI alarm: https://www.reed.senate.gov/news/releases/lawmakers-raise-alarm-over-trumps-middle-east-ai-giveaway- TikTok joint venture: https://www.npr.org/2025/09/22/nx-s1-5550152/tiktok-deal-joint-venture- Trackable AI chips: https://techhq.com/news/the-us-congress-is-demanding-trackable-ai-chips-under-the-new-chip-security-act/- Chinese Cyber Campaign: https://cyberscoop.com/chinese-cyberespionage-campaign-brickstorm-mandiant-google/- Chinese hackers impersonate congressman in trade talks: https://www.wsj.com/politics/national-security/china-trade-talks-spy-5c4801ca- Chinese tech risk: https://carnegieendowment.org/research/2025/01/managing-the-risks-of-chinas-access-to-us-data-and-control-of-software-and-connected-technology?lang=en- IC3 report on Chinese state-sponsored hacking: https://www.ic3.gov/CSA/2025/250827.pdf- NVDIA Tells Suppliers to Stop Work on China AI Chips: https://www.euronews.com/next/2025/08/22/nvidia-reportedly-orders-suppliers-to-stop-work-on-china-ai-chip-but-says-new-chip-in-the-- China Nervous About AI Chips: https://www.wsj.com/tech/nvidias-roller-coaster-for-china-ai-chips-takes-a-new-turn-833173e7103. Too Big to Fail AI, Trade War, School Lunch Ban & Instagram Teen Crisis
17:18||Ep. 103America’s economy is flashing red—job mobility plunges, credit cracks widen, and AI hype props up GDP as gold hits historic highs and a “Too Big to Fail” AI bubble forms. Meanwhile, the US–China trade war escalates, Meta faces backlash over teen safety, and California bans ultra-processed school lunches.🎯 WHAT YOU’LL LEARN* Five U.S. economic red flags—from collapsing job mobility to a historic gold frenzy.* How OpenAI’s $10T chip web and latest 26 GW deals could shake markets.* Where green energy pullbacks clash with AI’s soaring power demand.* US–China flashpoints: tariffs, export bans, chip smuggling, and retaliation.* The new frontier of regulation: youth markets, Meta’s convenient conscience gaps, and food policy shifts.🔍TIMESTAMPS:00:00 Introduction and Overview00:40 5 Economic Warning Signs06:10 AI’s Circular Financing10:15 Energy vs. AI Power Strain13:00 US–China Trade Scorecard16:10 Selling to Kids: Safety & Food Policy18:10 Takeaways👍 Found value? Like, comment & share so more people see this!📚 SOURCES & DATA:- Historic lows in Americans moving or switching jobs: https://www.wsj.com/economy/american-job-housing-economic-dynamism-d56ef8fc- Jamie Dimon worried about serious market correction: https://www.bbc.co.uk/news/articles/cg5ej03p604o- PIMCO flags corporate credit market cracks: https://www.cnbc.com/2025/10/02/borrowers-face-funding-trade-off-as-pimco-flags-debt-market-cracks.html- AI-driven data center investment and GDP: https://finance.yahoo.com/news/without-data-centers-gdp-growth-171546326.html- OpenAI-Broadcom multibillion-dollar chip development deal: https://www.wsj.com/tech/ai/openai-broadcom-forge-multibillion-dollar-chip-development-deal-58d930d1?mod=hp_lead_pos3- Commerce Department probe into Nvidia chip smuggling aiding China: https://www.nytimes.com/2025/10/09/technology/nvidia-chips-china-megaspeed.html- China tariff and export control tensions update: https://apnews.com/article/trump-xi-china-cc47e258cfc6336dfddcc20fa67a3642- AI chip smuggling: https://youtu.be/tFp6JtBTjao - Ambassador Marantis on China trade & geopolitics: https://youtu.be/398ZhSTu8Ng - FCC removes illegal tech: https://www.reuters.com/sustainability/boards-policy-regulation/major-us-online-retailers-remove-listings-millions-prohibited-chinese-2025-10-10/- BLM cancels major Nevada solar project: https://eplanning.blm.gov/eplanning-ui/project/2020804/510- Feds cancel Nevada’s largest solar project: https://thenevadaindependent.com/article/feds-appear-to-cancel-vegas-sized-solar-project-planned-in-rural-nevada- DOE cancels green energy projects: https://www.cnbc.com/2025/10/02/energy-department-cancels-green-projects-in-united-states.html- New report exposes Instagram teen safety failures: https://fairplayforkids.org/wp-content/uploads/2025/09/Teen-Accounts-Broken-Promises-How-Instagram-is-failing-to-protect-minors.pdf- Meta $115B revenue heavily reliant on youth ad spend: https://news.harvard.edu/gazette/story/2024/01/social-media-platforms-make-11b-in-ad-revenue-from-u-s-teens/- Denmark social media ban for kids under 15: https://www.theguardian.com/world/2025/oct/07/danish-pm-plans-to-ban-social-media-for-under-15s-warning-it-is-stealing-childhood- California bans ultra-processed foods in schools: https://www.theguardian.com/us-news/2025/oct/09/california-ultra-processed-foods-gavien-newsom- Congressional report on school nutrition programs: https://www.congress.gov/crs-product/R48549- Campaign to protect processed food industry, Big Soda, and petroleum-based dyes: https://www.theguardian.com/us-news/2025/oct/19/inside-the-republican-network-behind-big-sodas-bid-to-pit-maga-against-maha102. Jobs Cool, Food Bites, Sora 2 Drops & AI’s Power Problem 💡⚡
13:06||Ep. 102The U.S. job market is cooling fast, grocery bills are skyrocketing, and OpenAI just dropped a viral AI video tool that’s stirring legal and ethical firestorms. Meanwhile, behind the scenes, AI's ravenous appetite for power threatens our energy grid—and your wallet. This episode unpacks what you need to know NOW.🎯 What You’ll Learn:* Why September saw the largest private-sector job drop in two years, with layoffs near 1M and 2025 hiring plans down 58%.* How grocery prices are ~30% higher than 2020—and why the affordability crunch is structural, not temporary.* What Sora 2 can do, and why its “opt-out” copyright approach is igniting legal fights and creator pushback.* How OpenAI’s Nvidia + AMD deals (up to 6 GW chips by 2026) deepen the AI infrastructure race.* Why utilities see AI as a 30x power demand shock by 2035—and the grid, permitting, and transmission hurdles ahead.📊 Timestamps:00:00 Introduction & US Job Market Overview – September 202500:35 US Job Market: Declines, Layoffs, Openings, Unemployment03:20 Food Prices: 2025 Grocery/Dining Costs & Why It’s Structural05:05 Sora 2 Launch: Copyright “Opt-Out,” Safety & Deception Risks08:10 OpenAI x Nvidia + AMD: Chips, Warrants, and Energy Implications09:30 AI & Energy: 30x Demand, 5–7 Year Transmission Delays, Costs12:40 Takeaway: ROI vs. Grid Limits in the AI Buildout📈 Key Takeaways:* Jobs: Largest monthly decline in 2 years; openings down; unemployment up; layoffs near 2020 highs; small businesses squeezed.* Food: Grocery + dining prices up; 2025 levels ~30% above 2020; affordability crunch persists.* Sora 2: Invite-only in US/Canada; IP “opt-out” backlash; misinformation/evasion risks under scrutiny.* Chips & partners: OpenAI’s Nvidia + AMD tie-ups deepen circular dependencies.* Energy: 30x AI power demand by 2035; 5–7 year transmission delays; permitting, costs, tariffs, and rate pressure.* Bottom line: AI’s ROI faces real-world constraints—power, policy, and protection of IP.👍 Found value? Like, comment & share so more people see this!👇 Subscribe for sharp insights!YouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQApple Podcasts: 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/📚 SOURCES & DATA:US Jobs Drop 32K: https://mediacenter.adp.com/2025-10-01-ADP-National-Employment-Report-Private-Sector-Employment-Shed-32,000-Jobs-in-September-Annual-Pay-was-Up-4-5US Layoffs Rise as Hiring Slows: https://www.businessinsider.com/job-market-layoffs-firing-hiring-slowdown-recession-job-listings-2025-10What is the BLS and why it matters for US jobs data: https://youtu.be/5fDKy7xxuYsGovernment Shutdown Halts Jobs Report: https://www.bloomberg.com/news/articles/2025-10-03/us-government-shutdown-stops-jobs-report-but-labor-market-seen-slowingUSDA Food Inflation Trends: https://www.ers.usda.gov/data-products/food-price-outlook/summary-findingsFull list: