Good Revenue

🤖 $400B AI Paradox (Deep Dive!) | No P&L ROI, Huge Cyber Risks, & One Big Opportunity ✨

Ep. 98

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Wednesday, September 3, 2025

AI investment has surpassed $400 billion, but the hype hides hard truths. Industries saw a 41% ROI early on—yet AI failures have doubled, cyber risks are exploding, and data centers will drain 12% of U.S. power by 2028. Why are top firms still stumbling? Could healthcare AI breakthroughs finally crack the code on real returns for other sectors?

📊 TIMESTAMPS:

00:00 AI investment surge ($400B)

01:00 ROI gains vs. project failures

02:30 Data centers, energy impact & climate

04:00 AI security risks & ethical misuse

06:00 Healthcare AI breakthroughs in cancer & drugs

07:30 Walmart enterprise AI rollout & scaling lessons

09:00 Expert skepticism: ROI, regulation & AGI limits

12:00 Hybrid AI-human workforce future

📈 KEY DATA COVERED: → 42% AI project failures in 2025, up from 17% in 2023 → AI data centers consume 4% of power use, will 3X by 2028 → 65% failure rate on complex AI tasks in 2025 → 78% of experts doubt current AI path will yield AGI → 99.3% drug response prediction accuracy → 35% growth in AI‑assisted patents in 2024

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📚 SOURCES & DATA:

- Apple: https://machinelearning.apple.com/research/illusion-of-thinking

- Anthropic Claude: https://www-cdn.anthropic.com/4263b940cabb546aa0e3283f35b686f4f3b2ff47.pdf

- Hidden AI: https://arstechnica.com/ai/2025/05/hidden-ai-instructions-reveal-how-anthropic-controls-claude-4/

- AI Thinking: https://www.anthropic.com/research/tracing-thoughts-language-model

- AGI Skepticism: https://aaai.org/wp-content/uploads/2025/03/AAAI-2025-PresPanel-Report-Digital-3.7.25.pdf

- Mary Meeker: https://www.bondcap.com/report/pdf/Trends_Artificial_Intelligence.pdf

- AI Failures: https://www.gartner.com/en/newsroom/press-releases/2025-06-25-gartner-predicts-over-40-percent-of-agentic-ai-projects-will-be-canceled-by-end-of-2027

- NASA AI Safety: https://ntrs.nasa.gov/api/citations/20250001849/downloads/NASA-TM-20250001849.pdf

- S&P: https://telecomreseller.com/2025/03/13/sp-global-2/

- Salesforce: https://arxiv.org/pdf/2505.18878

- WEF AI Agents: https://www.weforum.org/publications/navigating-the-ai-frontier-a-primer-on-the-evolution-and-impact-of-ai-agents/

- MIT Energy: https://www.technologyreview.com/2025/05/20/1116327/ai-energy-usage-climate-footprint-big-tech/

- Critical Thinking Study: https://www.mdpi.com/2075-4698/15/1/6

- Cognition & Memory: https://onlinelibrary.wiley.com/doi/10.1002/brx2.30

- AI Chatbots: https://pmc.ncbi.nlm.nih.gov/articles/PMC11020077/

- OpenAI Misalignment: https://cdn.openai.com/pdf/a130517e-9633-47bc-8397-969807a43a23/emergent_misalignment_paper.pdf

- AI Swarms: https://osf.io/preprints/osf/qm9yk_v1

- AI Cheaters: https://asia.nikkei.com/Business/Technology/Artificial-intelligence/Positive-review-only-Researchers-hide-AI-prompts-in-papers

Full list: https://youtu.be/32-uTzeRHTw

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118. Auto Sales Crash 8%, China Rewires AI Chips, AI Debt Trap Exposed
12:06| Tuesday, December 2, 2025|Ep. 118
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116. Ultra-Processed Foods WRECK Organs (Lancet), PFAS on Food & China AI Attacks
15:20| Tuesday, November 25, 2025|Ep. 116
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 01:00 Ultra-Processed Foods03:00 Eli Lilly Joins the Trillion-Dollar Club04:00 EPA Approves New PFAS Chemical 05:00 Federal Data Blackout 07:00 Corporate Board Governance 08:30 G20, India FDI, Rare Earths, U.S.–China Tensions10:00 AI-Driven Cyber Attacks13:30 AI for Public Good 📚 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 Focus: https://apnews.com/article/g20-south-africa-summit-world-leaders-76e36aa669a8e05ff5ad5495cc1252ed- Global Banks Bet Big 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’s Soybean Purchases Boost US Farmers: https://www.reuters.com/world/china/deals-farmer-aid-chinese-soybean-purchases-coming-within-weeks-usda-chief-says-2025-11-24/- 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
115. AI 2026: World Models, AI Chips Power Struggle & the Robotic Takeover
17:09| Friday, November 21, 2025|Ep. 115
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114. China Sanctions Cheat EXPOSED, AI Theft, Google Sues Hackers & $3.8T M&A Boom
11:33| Tuesday, November 18, 2025|Ep. 114
China leads U.S. sanctions evasion for Russia, Iran & North Korea, with Hong Kong as the shadow economy hub. Google sues a China-based phishing network. AI IP battles rage, $3.8T M&A booms, and EPA plans controversial PFAS forever chemicals rollback in 2025.🎯 WHAT YOU’LL LEARNHow China is enabling sanctions evasion for Russia, Iran, and North Korea and why Hong Kong is central.Why Google is suing China-based phishing network tied to toll-booth SMS scams.How Common Crawl, AI scraping practices, and the New York Times lawsuit signal a major IP showdown in AI.Why Nvidia is pushing small-scale language models and what this means for efficiency and compute strategy.How potential PFAS rule rollbacks could disrupt national environmental protections.Why Goldman Sachs is dominating a $3.8T M&A market and what new Philadelphia Fed data shows about consumer credit and delinquencies.🔍 TIMESTAMPS00:00 Intro — Geopolitics, Cyber Crime, AI & Markets00:24 China Sanctions Evasion — Shadow Fleets & Tech01:47 N. Korean Cybercrime & Chinese Networks02:09 Google Sues Lighthouse — Phishing & RICO03:48 AI Scraping & NYT IP Fight05:43 Nvidia Small Models06:52 PFAS Rollback Risk08:13 M&A Snapshot — Goldman Sachs Market Share09:05 Sector Trends — Tech, Healthcare, Finance10:11 Philly Fed — Credit, Spending & Delinquencies11:14 Wrap-up — Strategic Outlook👍 Found value?Like, comment and share so more leaders see this.📚 SOURCES & DATAChina’s Sanctions Evasion Network Exposed by USCC: https://www.uscc.gov/research/chinas-facilitation-sanctions-and-export-control-evasionHow China Secretly Pays Iran for Oil & Avoids US Sanctions: https://www.wsj.com/world/middle-east/how-china-secretly-pays-iran-for-oil-and-avoids-u-s-sanctions-b6f1b71e Google Lawsuit Targets “Phishing-for-Dummies” Text Scammers: https://cyberscoop.com/google-files-lawsuit-against-lighthouse-phishing-for-dummies-text-scammersGoogle Crackdown on Global Scammers: https://blog.google/outreach-initiatives/public-policy/legal-action-and-legislation-fight-scammers/AI and Data Scraping: https://www.theatlantic.com/technology/2025/11/common-crawl-ai-training-data/684567/OpenAI Challenges Courts: https://www.reuters.com/business/media-telecom/openai-fights-order-turn-over-millions-chatgpt-conversations-2025-11-12/Stanford Reveals PFAS Health Risks: https://med.stanford.edu/news/insights/2024/07/pfas-forever-chemicals-health-risks-scientists.htmlFull list: https://youtu.be/f_-kMZeCXjs
113. AI Data Centers: Savage Power Bills, Grid Implosion & Big Tech’s Cash Crisis (Deep Dive)
15:09| Saturday, November 15, 2025|Ep. 113
AI data centers are exploding across the United States, driving unprecedented electricity demand, straining grids, and forcing utilities and tech firms into $1.1T buildouts while households grapple with pricey electricity bills. AI now consumes up to 15% of U.S. electricity, projected to reach 35–50% by 2030 amid long interconnection queues, shrinking chip lifecycles, and Big Tech’s $364B AI buildout plan. Beneath it all sits a potential AI bubble with an $800 billion revenue gap.🎯 DISCOVER:- What separates AI data centers from enterprise and hyperscale facilities.- Why AI data centers require nonstop operation, high-density GPUs, and extreme cooling.- Which states dominate US data center deployment (and why Virginia leads with 666 sites).- Why AI’s electricity demand could reach half of US generation by 2030.- How water use for cooling could hit 33 billion gallons annually, equal to NYC’s monthly consumption.- Why interconnection wait times now average five years with 40,000 pending requests.- How regionalized grids, transmission bottlenecks, and utility congestion are becoming existential constraints.- Why Big Tech’s 2025 spending plan tops $364B across Microsoft, Google, Amazon, Meta, and Nvidia.- How OpenAI’s Azure commitment jumps from $2B this year to $60B by 2030.- Why chip lifecycles of just 1–3 years threaten financial assumptions and depreciation schedules.- Why analysts see an $800B annual AI revenue gap by 2030 and rising risks of a systemic AI bubble.- How utilities are spending $1.1T by 2029 while residential energy bills rise 30 percent since 2020.🔍 TIMESTAMPS00:00 Introduction & Episode Setup00:26 What Is an AI Data Center01:12 Scale, Size & Server Density02:03 America’s 4,200 Data Centers & State Rankings03:15 Energy Demand: AI’s Growing Electricity Footprint04:12 Water Use, Cooling Loads & Power Mix05:04 AI Chips: Power Hunger & Server Load05:41 Utility Challenges: Interconnection, Grid Bottlenecks & Transmission07:50 Demand Uncertainty & Diverging 2030 Projections09:22 Big Tech’s $364B AI Buildout & OpenAI’s Azure Commitments11:14 Chip Lifecycles, Depreciation Risks & Potential AI Bubble13:04 Utilities’ $1.1T Forecast & Rising Consumer Electricity Costs15:00 Market Outlook👍 If this episode is useful, like, comment and share so more leaders see it!📚 SOURCES & DATA:- AI Data Center Map of America: https://www.datacentermap.com/usa/- US Data Centers’ Soaring Electricity Demand Explained: https://www.wri.org/insights/us-data-centers-electricity-demand- How AI Is Driving Global Energy Demand: https://www.iea.org/reports/energy-and-ai/energy-demand-from-ai- Interconnection Delays and Grid Congestion 2025: https://www.interconnection.fyi/?year=2025- Data Center Power Demand to Triple by 2030: https://www.spglobal.com/commodity-insights/en/news-research/latest-news/electric-power/101425-data-center-grid-power-demand-to-rise-22-in-2025-nearly-triple-by-2030- Why AI Data Centers Burn Out GPUs Fast: https://www.tomshardware.com/pc-components/gpus/datacenter-gpu-service-life-can-be-surprisingly-short-only-one-to-three-years-is-expected-according-to-unnamed-google-architect- AI Boom Needs $2 Trillion in New Revenue: https://www.bain.com/about/media-center/press-releases/20252/$2-trillion-in-new-revenue-needed-to-fund-ais-scaling-trend---bain--companys-6th-annual-global-technology-report/Full list: https://youtu.be/NTSwKZXtD1k
112. US-China Trickery, AI Fallout & Corporate Bad Actors Surge
17:40| Tuesday, November 11, 2025|Ep. 112
October’s 153,000 job cuts mark the worst layoffs since 2003, pushing total U.S. layoffs in 2025 to 1.1 million. First-time homebuyers now average age 40, while small firms battle tariffs as the US–China truce frays over soybeans, rare earths, AI chips, and pharmaceuticals. OpenAI floats a taxpayer bailout; Microsoft’s fast-follower AI chip strategy and Meta profits from scam-linked ads. Major food giants clash over healthy food laws, IRS ends free tax filing, and Ozempic drug price negotiations could reshape healthcare.🎯 DISCOVER:- How October’s job cuts impact the economy and markets- How first-time homebuyer demographics redefine housing trends- What a Supreme Court ruling on tariffs may mean for small businesses and trade- Why US–China trade talks remain volatile over critical minerals, agriculture, and drugs- The latest on Nvidia B30A chips and US export controls- OpenAI’s taxpayer bailout debate and systemic risk- Why Microsoft and Meta’s AI and ad strategies drive enterprise and consumer risk- How IRS Direct File changes and GLP-1 drug pricing shift personal finance🔍 TIMESTAMPS00:00 Intro – Today’s Key Market & Policy Stories00:26 Welcome + Quick Format Overview00:53 Jobs Report – Worst October Since 200301:17 Housing Market Shift – Older, Fewer Homebuyers01:54 Small Business vs IEEPA Rules Explained02:19 What Happens If IEEPA Falls?03:06 U.S.–China Trade Truce: What’s Next?03:41 Soybean Exports & Farm Trade Outlook04:32 China’s Rare Earth Strategy05:32 “Poison Pill” in US Trade Deals05:56 Pharma Precursors & Supply Chain Risks06:46 Nexperia & EU-US-China Tensions09:50 Nvidia B30A – Next Front in China Chip War10:41 OpenAI Bailout Breakdown11:45 Microsoft’s New AI Strategy14:06 Meta Scams Customers16:24 IRS Ends Free File16:52 GLP-1 Drugs Pricing17:52 Outlook📚 SOURCES & DATA:- 150K Job Cuts in October 2025: https://www.challengergray.com/blog/october-challenger-report-153074-job-cuts-on-cost-cutting-ai/- First-Time Homebuyers Age Hits 40: https://www.nar.realtor/research-and-statistics/research-reports/highlights-from-the-profile-of-home-buyers-and-sellers- Small Businesses Challenge Trump Tariffs : https://www.scotusblog.com/2025/10/small-businesses-and-states-urge-court-to-strike-down-trumps-tariffs/- Inside Trump-Xi Meeting: https://www.brookings.edu/articles/what-happened-when-trump-met-xi/- China Buys Brazilian Soybeans : https://www.reuters.com/world/china/chinese-buyers-purchase-brazilian-soybeans-prices-ease-over-us-china-trade-thaw-2025-11-03/- Nexperia Chips & Semiconductor Dispute: https://apnews.com/article/china-netherlands-nexperia-chips-semiconductors-df33017565dc09cada05b06cc25705dc- Microsoft’s New AI Fast Follow Post OpenAI: https://finance.yahoo.com/news/microsoft-freed-relying-openai-joins-140000071.html- Processed Food Firms Fight State Ingredient Laws: https://www.nytimes.com/2025/11/06/health/rfk-big-food-companies-maha.html- IRS Ends Free Direct Tax Filing: https://apnews.com/article/irs-direct-file-not-available-2026-04f2d0c31bec80b55d122a0e76e08c36- Meta Earns Billions from Scams, Fraud & Ads: https://www.reuters.com/investigations/meta-is-earning-fortune-deluge-fraudulent-ads-documents-show-2025-11-06/Full list: https://youtu.be/6Juw5ZiL3Es
111. Nuclear Testing Returns: Risks, Geopolitics & Global Fallout Explained
10:05| Friday, November 7, 2025|Ep. 111
Nuclear testing is back, and the stakes couldn’t be higher. What does this mean for global security, deterrence, and geopolitics? We break down the science, strategy, and fallout. 🎯 WHAT YOU’LL LEARN:- How the U.S. built its nuclear weapons arsenal to today’s 3,700 active warheads.- Why America’s test data dominance means further testing adds no strategic value.- How the 1963 test bans reshaped deterrence and policy.- What the 1970 Baneberry leak taught us about underground testing risk.- Why the Comprehensive Test Ban Treaty remains unsigned and why that matters now.- The human cost: radiation exposure, RECA compensation, and long-term cancer impact.- Why renewed testing would strengthen adversaries more than the U.S.🔍 TIMESTAMPS:00:00 Intro — Why Nuclear Testing Is Back in Focus00:00:19 The Manhattan Project & U.S. Arsenal Origins00:00:45 Building the World’s Second-Largest Stockpile00:00:54 Arms Control & Military Advocacy for Limits00:01:58 Why Arsenal Size No Longer Matters00:02:24 Modern Testing & Stockpile Stewardship00:02:56 Simulations and Verification of Arsenal Reliability00:03:29 Global Testing Data — U.S., Russia, China00:04:17 Why America Already Knows Enough00:04:46 Lessons from Atmospheric and Underground Tests00:05:18 The 1970 Baneberry Test & Policy Shift00:06:09 Comprehensive Test Ban Treaty — Signed but Not Ratified00:06:31 Why Resuming Tests Helps Rivals More Than Us00:06:45 Radiation Consequences & RECA Compensation00:07:41 Who Qualifies as Downwinders and Why It’s Not Enough00:08:01 Radiation’s Spread & I-131 Health Impact00:08:58 National Security as Responsibility, Not Rhetoric00:09:27 Final Takeaway — Testing Is High Risk with Low Reward00:09:47 Closing — Thanks for Listening📚 SOURCES & DATA:U.S. Department of Energy, National Nuclear Security Administration (NNSA): https://www.energy.gov/nnsaNuclear weapons testing and Stockpile Stewardship Program: https://sd.llnl.gov/nuclear-deterrence/stockpile-stewardship New NNSA head Senate testimony: https://www.armed-services.senate.gov/imo/media/doc/williams_apq_responses.pdf Baneberry Nuclear Test 1970: https://en.wikipedia.org/wiki/Operation_EmeryU.S. Department of Justice RECA Program: https://www.justice.gov/civil/common/reca Iodine-131 radiation risks, National Cancer Institute: https://www.cancer.gov/about-cancer/causes-prevention/risk/radiation/i-131 Federation of American Scientists (FAS) Nuclear Notebook 2025: https://fas.org/issues/nuclear-weapons/status-world-nuclear-forces/Full list: https://youtu.be/g0RM9WZ0ybg

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