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Anthropic Crushes SaaS, AI Agents Socialize, Copilot Drops & Gemini Rises
AI is accelerating disruption across markets. Anthropic's newest model, Claude Opus 4.6, is a shock to the system with its ability to organize autonomous AI agents, while investors fret about Big Tech's $650B AI infrastructure investment in our AI news update.
WHAT YOU’LL LEARN IN THIS EPISODE
- Why Claude’s new autonomous agent capabilities are unsettling investors
- How a $650B AI infrastructure buildout compares to past tech investment cycles
- Where Microsoft’s Copilot is gaining traction and where it is falling short
- Why Gemini’s momentum matters more than headline adoption numbers
- How Nvidia stepping back from OpenAI affects Oracle’s long-term risk
- What AI inference chips signal about cloud competition
- Why an AI-only social network raises new questions about agent behavior
- The difference between real AI coordination and perceived intelligence
TIMESTAMPS / CHAPTERS
00:00 – Claude’s autonomous AI agents and the market reaction
00:35 – Why investors are rethinking competitive risk
00:56 – $650B in AI infrastructure spending explained
01:31 – Where the money is actually going: chips, data centers, servers
01:46 – Microsoft Copilot adoption: seats vs usage reality
02:17 – Gemini vs Copilot and shifting user preference
02:52 – Microsoft’s new Maya 200 inference chip
03:19 – Oracle’s exposure to OpenAI and Nvidia’s pullback
03:49 – Why Oracle’s AI cloud bet looks fragile
04:15 – The rise of AI-only social networks
04:47 – Are AI agents communicating or just mimicking interaction
05:13 – What this means for the next phase of AI competition
SOURCES
- AI infrastructure spending to hit $650B in 2026: https://finance.yahoo.com/news/big-tech-set-to-spend-650-billion-in-2026-as-ai-investments-soar-163907630.html
- Maia 200: Microsoft’s new AI inference accelerator: https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/
- COPILOT challenges: Microsoft’s pivotal AI product struggles: https://www.wsj.com/tech/ai/microsofts-pivotal-ai-product-is-running-into-big-problems-ce235b28?mod=hp_lead_pos4
- AI social network hits 16M users: https://abcnews.go.com/Technology/ai-social-network-now-16m-users-heres/story?id=129848780
- Google/Alphabet Q4 results: AI bets and fundamentals: https://apnews.com/article/google-alphabet-fourth-quarter-results-73922dd5d0c2398e1d4f23ddfccd0277
- Anthropic/Claude: AI, trillion-dollar implications: https://finance.yahoo.com/news/anthropic-claude-triggered-trillion-dollar-155856460.html
- AI infrastructure funding landscape: private credit strain: https://www.nytimes.com/2026/02/04/business/private-credit-blue-owl-ai.html
- Oracle risk in AI partnership with OpenAI/NVIDIA: https://www.wsj.com/tech/ai/what-oracle-has-to-lose-from-openai-and-nvidias-rocky-relationship-b1ec1e9d?mod=hp_lead_pos10
- Google’s business reality vs unicorn dreams: https://apnews.com/article/google-alphabet-fourth-quarter-
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140. Layoffs Surge Circa 2009, Manufacturing Retreats, and New Nuclear Threat
05:56||Ep. 140The data is not subtle. Layoffs are spiking, the dollar is weakening, travel is slowing, private credit is cooling, and nuclear arms control just took a step backward. Here is what that means.WHAT YOU’LL LEARN IN THIS EPISODE- Why January layoffs reached their highest level since 2009- What post-tariff manufacturing losses reveal about policy outcomes- How a weakening dollar affects markets and consumers- Why international travel to the U.S. is declining- What cooling private credit markets signal for AI and tech- What Gallup’s global survey reveals about economic anxiety- Why the expiration of the START treaty matters- What nuclear proliferation risks look like in 2026- Why reports of Russian satellite interception are concerningTIMESTAMPS00:00 – Global macro stress and policy backdrop00:24 – January layoffs hit highest level since 200900:54 – Manufacturing retreat post tariffs01:22 – Dollar decline and implications01:43 – International travel downturn02:08 – Private credit cooling and AI exposure02:35 – Global economic anxiety from Gallup survey03:10 – START treaty expiration explained04:06 – Nuclear proliferation risks04:26 – Russia and European satellite interception05:21 – Closing thoughtsECONOMY- Challenger report on record January 2026 layoffs: https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record/ - Public concerns: democracy, economy, inflation, housing: https://apnews.com/article/poll-gallup-top-issue-democracy-economy-inflation-housing-2b04063cf966a7227715b85410fbd4fa- New START collapse amid global nuclear arms race: https://www.nytimes.com/2026/02/05/us/politics/new-start-nuclear-arms-control.html- Manufacturing retreat persists despite tariffs: https://www.wsj.com/economy/u-s-manufacturing-is-in-retreat-and-trumps-tariffs-arent-helping-d2af4316 - Travel to US fell: deep dive into travel economics: https://www.ft.com/content/8f6d4196-6f61-4be9-8cb7-1d93253e4e8b- Dollar crashing: https://finance.yahoo.com/news/dollar-hits-two-week-low-093834356.html - Nuclear arms control era ends: implications: https://www.nytimes.com/2026/02/05/us/politics/new-start-nuclear-arms-control.html- Russia intercepts European satellites: space security update: https://www.ft.com/content/cd08c49c-658e-49c9-9a15-234f2bfc2074- Why restarting nuclear testing is a terrible idea: https://youtu.be/g0RM9WZ0ybg
139. Canada Bets on China's EV Tech While the US Locks the Door
06:34||Ep. 139Electric vehicles have become the new geopolitical fault line in North America. Canada’s sweeping EV subsidies collide with U.S. bans on Chinese auto tech, while Waymo faces fresh regulatory scrutiny. Cars are increasingly rolling computers, and governments are scrambling to keep up.WHAT YOU’LL LEARN IN THIS EPISODE- Why Canada is accelerating EV subsidies and charging infrastructure- How Canada’s EV strategy explicitly prioritizes domestic manufacturing- What Canada’s growing openness to China and South Korea signals- Why the U.S. is banning Chinese software from connected vehicles- How automakers are scrambling to remove Chinese-authored code- Why the resignation of a key U.S. auto security official raised eyebrows- What new rules mean for 2027 and 2030 model-year vehicles- Why Waymo’s reliance on overseas remote operators is drawing scrutiny- How autonomous vehicles are creating new regulatory blind spotsTIMESTAMPS / CHAPTERS00:00 – Canada and the U.S. take diverging auto paths00:27 – Canada’s EV subsidies and rebate structure01:02 – Favoring Canadian-made vehicles01:29 – EV adoption targets through 204002:02 – Canada’s openness to China and South Korea02:54 – U.S. connected car software ban explained03:36 – Automakers race to remove Chinese code04:14 – Policy leadership shake-up inside the U.S. government04:35 – Timeline for software and hardware bans05:09 – Waymo’s robotaxi expansion05:33 – Remote operators and regulatory concerns05:58 – What lawmakers are questioning nextSOURCES- Canada EV strategy and policy shifts: https://pm.gc.ca/en/news/news-releases/2026/02/05/prime-minister-carney-launches-new-strategy-transform-canadas-auto- Carmakers rush to remove Chinese code under new US federal rules: https://www.autoblog.com/news/carmakers-rush-to-remove-chinese-code-under-new-federal-rules- Trump administration ousts official who banned Chinese vehicles: https://www.reuters.com/world/asia-pacific/trump-administration-pushes-out-official-whose-unit-banned-chinese-vehicles-2026-01-23/- BYD January sales plunge highlight China EV tax credit expiry impact: https://insideevs.com/news/786553/byd-sales-plunged-in-january/- Waymo operators in Philippines expose human-driven fleet: https://futurism.com/advanced-transport/waymos-controlled-workers-philippines- Travel to US sees few surprises amid shifting travel and economy: https://www.ft.com/content/8f6d4196-6f61-4be9-8cb7-1d93253e4e8b- Canada’s EV push reshapes auto trade and policy: https://www.nytimes.com/2026/02/05/world/canada/carney-canada-electric-vehicles-trump-trade.html
137. Big Tech Secretly Helps Your Kids Ditch Parental Controls
10:11||Ep. 137The fight over child safety isn’t just about what’s allowed online—it’s about how platforms are designed to interact with kids. This episode breaks down the pivot in tech litigation: suing platforms for “defective design.” We explore how algorithms and recommendation loops are being treated like faulty brakes in court, why the “Age 13” supervision gap matters, and what this means for revenue models built on engagement.What you’ll learn:- Why child-safety arguments are moving from content to platform design- Core design features under scrutiny: infinite scroll, autoplay, notifications, recommendations- Major US legal fronts that could affect Big Tech business models: Los Angeles cases, Northern California cases, New Mexico case, Roblox in San Francisco- How regulators are targeting addictive-product mechanics beyond moderation- The importance of access to research for safety and accountability- What the evolving US state policy patchwork suggests for federal actionChapters (with timestamps):00:00 Why Google is emailing kids directly and why it matters00:58 How Family Link works before 1301:49 What changes at 13: supervision ends, location and blocks can disappear02:15 Payments and purchase risk inside supervised accounts02:43 The design question: consent, communication, and incentives02:57 Section 230 and the shift to “design harm” claims04:00 The Los Angeles MDL: YouTube and Meta in court, core allegations05:00 Northern California federal case: addiction and unhealthy behaviors05:37 New Mexico case: exploitation and predator allegations06:04 Roblox MDL in San Francisco: consolidated suits and child safety claims06:30 Global enforcement and bans: Europe’s approach and the DSA focus06:58 TikTok pushback, outages, censorship claims, and research limitations07:55 Under-16 moves: Spain, France, UK, Denmark (as referenced)08:23 US state patchwork: parental approval, limits, and age verification08:53 Why federal action still lags, and what could change it09:24 Closing: where this fight goes nextSources: - TikTok Addictive Design vs EU Law: EU Commission Safety and Privacy Implicationshttps://www.euronews.com/next/2026/02/06/tiktoks-addictive-design-breaches-eu-law-commission-says - TikTok Censorship Report: Transparency Gaps and Youth Mental Healthhttps://www.npr.org/2026/02/04/nx-s1-5701409/tiktok-censorship-report-epstein - Social Media Addiction Lawsuits: LA Trial Highlights Meta and YouTubehttps://www.nbcnews.com/tech/tech-news/social-media-addiction-lawsuit-los-angeles-trial-meta-youtube-rcna256209 - Spain Teen Social Media Ban: Tech Giants and Australia Responsehttps://www.cnbc.com/2026/02/03/spain-teen-social-media-ban-tech-giants-australia.html - Google Parental Controls: Key Safety Tools for Parentshttps://cybernews.com/tech/google-parental-controls-email/ - Roblox Safety and Child Exploitation Lawsuits: What It Means for Platformshttps://www.reuters.com/legal/government/child-sexual-exploitation-lawsuits-against-roblox-centralized-san-francisco-2025-12-12/
136. Nvidia vs US, Europe Moves On & China Seems Less Bad?
21:24||Ep. 136AI hits a trust wall, healthcare costs spike, and Europe locks in deals with India & China instead of the US. In this update, we discuss how leaders in artificial intelligence like Jensen Huang and Sam Altman are navigating significant industry changes. We also examine critical shifts in healthcare, including actions impacting prescription drugs and insurers. Lastly, we touch on broader geopolitics, noting Europe's evolving global strategy and China's biotech progress.What you’ll learn- Why Congress thinks Nvidia has been helping China’s DeepSeek AI & why we need stronger export controls- Why the real issue is corporate incentives vs national security- What it means if the Nvidia–OpenAI mega-partnership is truly on ice- OpenAI’s cash runway problem and why IPO pressure changes behavior- Why TikTok’s ownership shift still leaves the “algorithm control” question open- Yahoo’s AI search strategy and why licensed content is a differentiator- How Medicare’s rate stance translates into real insurer pressure and lobbying- What 872 drug price hikes signal about pricing power and enforcement limits- What the preservative studies suggest, and why regulators are being pressed to respond- Why China’s biotech model is working, and what parity implies for US leadership- How the EU–India deal and sovereign satellites fit into the new bloc era- Why Japan’s maglev is more than a “cool train story”Chapters00:00 – The week’s collision: AI, healthcare, and global realignment00:57 – Nvidia accused of aiding China’s DeepSeek: the letter and the stakes02:47 – Nvidia–OpenAI partnership on ice, OpenAI’s funding clock, and AI talent drama04:50 – TikTok becomes a “US company”: what changed, what did not06:00 – Yahoo’s AI search comeback and the licensed-content model07:14 – Medicare’s rate stance: $90B shock and why insurers will push back10:10 – 872 drug price hikes and where pricing power ends10:25 – Preservatives linked to cancer and diabetes risk: what the studies claim11:46 – China’s biotech blitz and US strategic drift13:59 – Europe rewires: EU–India deal, US–India move, and the sovereignty push15:58 – Google cyber offensive and botnet disruption17:07 – Germany EV credits, EU satellite comms, and the “decoupling” problem18:45 – ECB: the WTO and China as the inflection point20:06 – One good thing: Japan’s 603 km/h maglev21:21 – Wrap
135. Why Your Power Bill Keeps Getting Worse & AI Isn't Paying More
11:56||Ep. 135If your electricity bill feels out of control, it’s not your imagination. Power prices are surging, and the quiet reason is the AI boom. This episode explains how tech companies are getting cheap, opaque power deals and why households are picking up the tab.WHAT YOU’LL LEARN IN THIS EPISODEWhy electricity prices jumped 17% for households and are still risingHow AI data centers disrupted utility planning almost overnightWhat a Harvard study found inside secret power pricing dealsWhy regulators often don’t know what tech companies pay for electricityHow Microsoft, Amazon, Google, and OpenAI take very different power strategiesWhy PJM faces a real AI-driven blackout riskThe fight between states and Federal Energy Regulatory Commission (FERC)How tech firms now sell power back to utilities and gain leverageThe central question regulators still haven’t answered: who should pay for AI’s powerTIMESTAMPS00:00 Why Your Power Bill Is Surging00:55 Utilities vs Sudden AI Demand01:53 Secret Power Pricing Deals Explained02:47 Why Regulators Can’t See the Prices03:34 Microsoft, Amazon, Google, OpenAI: Different Power Plays05:52 Grid Stress, Backlogs, and Interconnection Risk06:34 PJM and the AI Blackout Problem07:26 White House, States, and Emergency Power08:23 FERC vs States: Who Sets the Rules09:42 Tech Companies as Power Suppliers10:11 Who Pays for AI’s Electricity11:15 Why Prices Likely Keep Rising👍 Found value? Like, comment, and share. New episodes 2x per week!SOURCES & DATAAI Data Centers Strain US Power Grid, Blackout Risks Rise: https://www.wsj.com/business/energy-oil/ai-data-center-blackouts-electric-grid-1fed9803?mod=hp_lead_pos9AI Data Center Construction Costs, Accounting Challenges: https://www.wsj.com/articles/ai-construction-costs-can-be-an-accounting-black-box-3c197b09AI Power Demand Surge, Electricity Costs 2026 Data: https://www.nytimes.com/2026/01/15/business/energy-environment/data-center-energy-electricity-costs.htmlAI Data Centers Drive Electricity Cost Crisis: https://www.nytimes.com/2025/08/14/business/energy-environment/ai-data-centers-electricity-costs.htmlEIA US Electricity Capacity & Renewable Energy Trends: https://www.eia.gov/electricity/monthly/epm_table_grapher.php?t=epmt_5_6_aData Center Electricity Demand & Utility Profit Study: https://www.sciencedirect.com/science/article/pii/S1040619025000612#ab0015Big Tech, Ratepayer Costs, and Grid Burden Analysis: https://eelp.law.harvard.edu/extracting-profits-from-the-public-how-utility-ratepayers-are-paying-for-big-techs-power/CMU Study: Data Center Growth Raises Energy Bills: https://www.cmu.edu/work-that-matters/energy-innovation/data-center-growth-could-increase-electricity-billsAmazon Data Centers, Power Bills & Grid Impact: https://www.aboutamazon.com/news/sustainability/data-centers-electricity-bills-grid-power-amazonAI Grid Delays & Energy Infrastructure Brief (YouTube): https://youtu.be/NTSwKZXtD1kMicrosoft’s Community-First AI Power Infrastructure Plan: https://blogs.microsoft.com/on-the-issues/2026/01/13/community-first-ai-infrastructure/Alphabet’s $4.75B Solar Power Deal with Intersect: https://www.pv-tech.org/alphabet-acquires-intersect-for-us4-75-billion/OpenAI Stargate: Community Power Initiative Revealed: https://openai.com/index/stargate-community/OpenAI to Self-Fund Stargate Electricity Operations: https://www.datacenterdynamics.com/en/news/openai-pledges-to-pay-its-own-way-to-power-stargate-data-centers/DOE Unlocks 35GW Backup Power for Winter Storm Prep: https://www.energy.gov/articles/energy-secretary-prepares-unleash-backup-generation-ahead-winter-storm-fernTrump Orders Emergency Power Auction, Grid Crisis 2026: https://www.bloomberg.com/news/articles/2026-01-15/trump-to-direct-key-us-grid-operator-to-hold-emergency-auctionFull list:
134. NATO Wins, Apple Surrenders, Meta Trials & VC's Broken
16:20||Ep. 134NATO delivers, Apple picks rival Google for AI, Meta's on trial for endangering kids, Oracle's junk debt tanks Stargate—and maybe Paramount too? Shadow fleets clash while zombie unicorns haunt investors. Get the clarity leaders need now.WHAT YOU’LL LEARN IN THIS EPISODE- Why NATO’s value is misunderstood and why its collapse would benefit adversaries- How shadow fleet enforcement is changing sanctions and energy geopolitics- Why Apple chose Google’s Gemini over OpenAI and what that signals for AI platforms- What zombie unicorns reveal about venture capital’s structural problem- Why Meta’s child safety trial could become a rare accountability moment- How economic inequality is reshaping consumption and policy pressure- Why Canada–U.S. trade relations are entering a dangerous phase- How tech sovereignty is accelerating globally- Why Oracle’s AI spending is flashing early warning signs- One promising breakthrough in the fight against microplasticsTIMESTAMPS00:00 Wins, Fails, and the Future00:45 Win: NATO and Collective Security02:29 Win: Shadow Fleet Enforcement Escalates04:12 Win: Global M&A and AI Deal Concentration05:30 Win: Apple Hands Siri’s AI to Google06:20 Fail: Zombie Unicorns and VC Gridlock07:41 Fail: Meta’s Child Safety Trial08:53 Fail: Inequality, Banking Pressure, and Policy Risk09:32 The Future: U.S.–Canada Trade Fault Lines11:36 The Future: Tech Sovereignty Goes Global13:37 The Future: AI Infrastructure and Oracle’s Debt Risk15:21 One Good Thing: Filtering Microplastics at the Source👍 Found value? Like, comment, and share!SOURCES & DATA:- U.S.–Denmark Tensions & Greenland Geopolitics Explained: https://www.military.com/daily-news/investigations-and-features/2026/01/07/denmark-bled-alongside-american-troops-iraq-and-afghanistan-now-trump-wont-rule-out-taking-greenland.html- Greenland Deep Dive: Arctic Strategy, Resources, and Power Plays: https://youtu.be/IJL99SgYs5E- France Seizes Russian “Shadow Fleet” Oil Tanker – EU Crackdown Escalates: https://www.wsj.com/world/europe/crackdown-on-shadow-fleet-escalates-with-seizure-of-ship-carrying-russian-oil-2a93bb2e- Maritime Defense Weekly – Russia, Sanctions & Sea Routes Update: https://windward.ai/blog/maritime-defense-weekly-week-of-january-26/- CSIS Analysis: How the BELLA 1 Tanker Exposed Sanction Evasion Networks: https://www.csis.org/analysis/what-bella-1-teaches-us-about-targeting-shadow-fleets- China’s Shadow Economy Uncovered: Global Impact on Trade & Security: https://youtu.be/f_-kMZeCXjs- Hybrid War in Europe: MI6 Warnings on Cyber, Disinfo & Espionage: https://youtu.be/pzxiAw9pBaQ- Venture Capital 2025 – Record M&A Exits and Investment Trends: https://pitchbook.com/news/reports/q4-2025-pitchbook-nvca-venture-monitor- Big Tech Alliance: Google & Apple Announce Joint AI Initiative: https://blog.google/company-news/inside-google/company-announcements/joint-statement-google-apple/- Gemini + Apple Intelligence: The Next Siri Revolution Explained: https://www.zdnet.com/article/gemini-apple-intelligence-siri-upgrade/- Trump vs Wall Street: JPMorgan Lawsuit & Political Fallout: https://www.euronews.com/business/2026/01/23/trump-sues-jpmorgan-ceo-who-else-says-left-wing-banks-shut-them-out- Canada Rejects China Trade Deal – Carney Sets New Economic Course: https://www.theguardian.com/world/2026/jan/25/canada-has-no-intention-of-pursuing-free-trade-with-china-says-carney- Europe’s Strategy to Weaponize Innovation vs the U.S.: https://gizmodo.com/report-says-the-e-u-is-gearing-up-to-weaponize-europes-tech-industry-against-the-u-s-2000712327?utm_source=firefox-newtab-en-us- U.S. Treasury Announcement – New Sanctions, Alliances & Global Finance Updates: https://home.treasury.gov/news/press-releases/sb0370- China’s AI Registry: https://www.wired.com/story/china-ai-boom-algorithm-registry/- Fish-Inspired Microplastic Fighter: https://www.sciencedaily.com/releases/2025/12/251222044102.htmFull list: https://youtube.com/shorts/fa0lBhLy_qM?feature=share
133. The Greenland Crisis We Didn't Need
24:01||Ep. 133Greenland isn’t about land. It’s about rare earths, uranium, Arctic control, and keeping China from locking up the resources that power modern technology and defense. This episode breaks down why Greenland suddenly matters, what dealmaking is happening behind the scenes, and how this fight connects to NATO, global trade, and the future balance of power.WHAT YOU’LL LEARN IN THIS EPISODE- Why Greenland is strategically vital beyond territory- How rare earths and uranium drive U.S. urgency- China’s Arctic ambitions and mineral strategy- The role of Denmark and the European Union- How this fight threatens U.S.–EU trade relations- Why NATO cohesion is at risk- Who benefits most if NATO fractures- The downstream risks of nuclear proliferation- Why this conflict could reshape global alliancesTIMESTAMPS00:00 Why Greenland is suddenly at the center of global power 01:38 Public opposition and political fallout 02:06 Greenland’s size, geography, and strategic location 03:17 Denmark, autonomy, and self-rule 05:51 U.S. military history in Greenland 07:48 Why China and Russia care about Greenland 08:59 Rare earths, uranium, and critical minerals 10:34 The failed U.S.–Greenland mineral agreement 11:31 What Denmark and the EU are offering instead 12:57 NATO’s role and why it matters here 15:03 Who wins if NATO weakens 17:23 China’s growing influence as alliances strain 19:13 Does NATO benefit the U.S.? 21:00 Nuclear risks if NATO fractures 23:21 What happens next for trade and global stability👍 Found value?Like, comment, and share so more leaders see this.SOURCES:- Trump’s Greenland Military Deal Raises Global Debate (Politico): https://www.politico.com/news/2026/01/21/trump-greenland-military-deal-00739427- Wall Street Journal: Russia Cheers NATO Rift Over Greenland: https://www.wsj.com/world/russia/russia-cheers-the-growing-nato-rift-over-greenland-51821b55?mod=WSJ_home_mediumtopper_pos_4- Polls Show Weak Support for Greenland Plan (Politico): https://www.politico.com/news/2026/01/15/trump-greenland-poll-00731009- Fox News: Trump Doubles Down Despite Public Skepticism: https://www.foxnews.com/politics/trump-doubles-down-greenland-push-polls-show-little-public-support- AP News: Trump's Bid Sparks Diplomatic Waves at Davos: https://apnews.com/article/denmark-greenland-trump-bessent-davos-ab05ebfaae6a413d1f8125cb9726a4c5- Euronews: Why Greenland Matters — Energy, Minerals, and Geopolitics: https://www.euronews.com/business/2026/01/15/greenlands-value-explained-could-trump-really-buy-the-danish-island- CSIS Analysis: Rare Earths and Arctic Security Implications: https://www.csis.org/analysis/greenland-rare-earths-and-arctic-security- Denmark.dk: Culture, People, and Greenland’s Role in the Kingdom: https://denmark.dk/people-and-culture/greenland- Official Statute: 1941 U.S.–Denmark Defense Agreement PDF: https://govinfo.gov/content/pkg/STATUTE-55/pdf/STATUTE-55-Pg1245.pdf- CSIS: Trump’s Greenland Strategy—Assertion of U.S. Power: https://www.csis.org/analysis/trumps-greenland-ambition-about-us-power-not-alliances- Atlantic Council: Europe’s Strategic Blind Spot—Greenland: https://www.atlanticcouncil.org/dispatches/greenland-is-europes-strategic-blind-spot-and-its-responsibility/- 🇺🇸⚙️ U.S.–EU Race for Rare Earth Dominance | China’s 90% Advantage Explained: https://youtu.be/WqT6UJXRR5Q- 🚗💰 How China’s Electric Vehicle Boom Fuels Its 5% Growth Target & Global Price War: https://youtu.be/fbOx5HsYMoo- Atlantic Council Dispatch: How U.S. & NATO Can Avoid Greenland Crisis: https://www.atlanticcouncil.org/dispatches/the-us-and-nato-can-avoid-catastrophe-over-greenland-and-emerge-stronger-heres-how/- Congress Report PDF: U.S. Role in NATO Burden Distribution: https://www.congress.gov/crs_external_products/R/PDF/R45652/R45652.3.pdf- CSIS: Debunking the "U.S. Pays 70%" NATO Claim: https://www.csis.org/analysis/nato-and-claim-us-bears-70-burden-false-and-dysfunctional-approach-burdensharingFull list: https://youtu.be/IJL99SgYs5E
132. Mega CEO Pay Doesn't Pay Off & China Admits It Needs US AI Chips
15:23||Ep. 132Something isn’t adding up. Tariffs meant to punish rivals are hitting consumers instead, AI chip shortages are reshaping global power, and massive CEO pay packages keep missing their mark. This episode looks at the data behind these trends and the uncomfortable direction they’re pushing the economy.🎯 WHAT YOU’LL LEARN- Why tariffs are resurfacing as a geopolitical weapon and who actually pays the price- How U.S.–EU tensions and Davos diplomacy could escalate trade retaliation- What Nvidia, TSMC, and Taiwan’s new chip deal means for global AI dominance- Why China’s AI leaders admit the chip gap is widening- How OpenAI’s ad push could change privacy expectations for AI users- Why nine-figure CEO pay packages often fail shareholders- How giving up on homeownership reshapes economic behavior- What Finland teaches about resisting propaganda- Why microscopic autonomous robots may matter sooner than you think🔍 TIMESTAMPS00:00 Tariffs Return — Trade Tensions and Davos01:15 U.S.–EU Escalation and Greenland Fallout02:04 Post-Brexit Trade Penalties and EU Strategy03:04 Why Tariffs Hit U.S. Consumers04:34 Nvidia, TSMC, and AI Chip Constraints06:15 Taiwan–U.S. Semiconductor Deal07:18 China’s AI Chip Shortage Reality08:08 OpenAI Ads, Privacy, and Growth Pressure09:33 CEO Pay vs Shareholder Returns11:19 Tax Exemptions and Long-Term Risk11:52 Homeownership Collapse and Economic Behavior13:02 Finland’s Fight Against Propaganda14:27 Microscopic Robots and the Future👍 Found value?Like, comment, and share so more leaders see this.📚 SOURCES & DATA:- Europe Reacts to Trump’s Greenland Tariff Escalation: https://apnews.com/article/greenland-denmark-trump-europe-reaction-57db561ff97b038fef951cd9770b5a74- Trump’s Greenland Rift Tests U.S.-Denmark Ties: https://apnews.com/article/greenland-denmark-us-trump-starmer-9b01eb577363ee6e913722fe3d40d68e- Europe & Trade Relations- Europe’s Trade Future on the Line as Tensions Resurface: https://www.ft.com/content/b2872a49-3d43-4a55-a483-de7b19e8e436- Trump’s Greenland Tariff Threat Shakes Global Markets: https://www.pbs.org/newshour/nation/european-leaders-warn-of-downward-spiral-as-trump-threatens-tariffs-over-greenland- EU Demands ‘Nigel Farage Clause’ in Brexit Talks: https://www.brusselstimes.com/1914806/eu-demands-nigel-farage-clause-in-brexit-reset-talks-amid-fears-uk-will-quit-deal- America’s Tariffs Backfire—Who Really Pays the Price?: https://www.kielinstitut.de/publications/americas-own-goal-who-pays-the-tariffs-19398/- The Government Is Quietly Rewriting the Rules: https://youtu.be/TtRGNSkZqBA- Nvidia AI Growth Hits TSMC Production Limits: https://thein.fo/45bP1eoTrump Tariffs Threaten Nvidia’s AI Chip Supply Chain: https://www.theguardian.com/technology/2026/jan/15/trump-tariff-nvidia-ai-chips- Trump Slaps 25% Tariff on Advanced Chip Imports: https://www.reuters.com/world/us/trump-imposes-25-tariff-imports-some-advanced-computing-chips-2026-01-14/- TSMC Expands U.S. Investment Amid Global Chip Race: https://www.wsj.com/tech/taiwan-semiconductor-tscm-us-investment-d96f77f9?mod=hp_lead_pos10- Taiwan’s Chip Giant Plans Future Beyond Borders: https://www.nytimes.com/2026/01/15/business/taiwan-trade-deal.html- China’s Top AI Experts Can’t Beat US Without NVIDIA AI Chips: https://www.wsj.com/tech/ai/china-ai-race-us-chips-9e74b957?mod=hp_lead_pos10 - The Great AI Chip Gamble with China: https://youtu.be/UphXmFOYUU8- OpenAI Tests Ads and Cheaper Plans to Monetize Growth: https://gizmodo.com/openai-launches-cheaper-subscriptions-starts-testing-ads-because-its-time-to-pay-the-piper-2000711284?utm_source=firefox-newtab-en-us- CEO Pay Booms While Shareholder Returns Stall: https://www.wsj.com/business/ceo-pay-package-issues-f8fc7175?mod=hp_featst_pos3- "Giving Up": The Impact of Decreasing Housing Affordability on Consumption, Work Effort, and Investment: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5770722Full list: https://youtu.be/A_MBtTDgUUg