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š Tariffs Wreck Autos (Deep Dive!), plus $34.5B Google Chrome Power Play š»
Tariffs battered the U.S. auto sector with $12B in losses, pushing average car prices to a record $50,000 and saddling automakers with $25B in new costs. Consumers now pay $5,200 extra per car as supply chains splinter and tech giants circle Google Chrome. Is this the turning point? Dive in for the numbers behind the chaos!
šÆ WHAT YOU'LL LEARN: Why your next car might cost more | How tariffs disrupt auto giants and EV dreams | The cross-border trade maze shaping car prices | Why Google Chrome is suddenly up for grabs | How global tech and auto rivalries are heating up
š TIMESTAMPS:
00:00 Welcome & Whatās Happening in the Auto Sector
02:12 Tariffs and Supply Chain Shockwaves
03:45 The U-S-M-C-A Trade Maze Explored
05:21 Sticker Shock: Car Prices & Rising Insurance
07:09 How Tariffs Hit Ford, GM, Toyota & More
10:03 EV Incentives Vanish and What It Means
12:14 BYD vs. Tesla: Global EV Shakeup
14:32 Big Techās Bold Moves for Google Chrome
š KEY DATA COVERED:ā $16.5ā$64B expected in government tariff revenue this yearā U.S. car imports now add $5,200 in cost per vehicleā Ford reports $3B tariff losses, even with 80% domestic productionā BYD clocked 3 million+ EV sales globally, topping Tesla last yearā Tesla shares have dropped 7% as U.S. EV subsidies are stripped away
š Found value? Like, comment, share.
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š SOURCES & LINKS:
- Auto Tariffs Impact, WSJ: https://www.wsj.com/business/autos/auto-industry-trump-tariff-impact-955ca0bf
- Tariff Costs on Automakers, NPR: https://www.npr.org/2025/07/30/nx-s1-5482857/automakers-eating-tariff-costs
- Auto Tariffs & Forecast, S&P Global: https://www.spglobal.com/automotive-insights/en/theme/automotive-industry-forecast/automotive-tariffs-impact
- Trump Tariff Updates, Cox Auto: https://www.coxautoinc.com/market-insights/the-trump-tariff-stance-has-shifted-where-are-we-now/
- US Auto Sales Trends, S&P Global: https://www.spglobal.com/automotive-insights/en/blogs/2025/07/us-auto-sales
Full list:
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110. Nuclear Testing Returns: Why It Matters Now
10:05||Ep. 110Nuclear testing is back, and the stakes couldnāt be higher. What does this revival mean for global security, deterrence, and geopolitics? Neeta Bidwai draws on 8 years in nuclear policy to break down the science, strategy, and fallout.šÆ WHAT YOUāLL LEARN:- How the U.S. built its nuclear weapons arsenal to todayās 3,700 active warheads.- Why Americaās 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.š TIMESTAMPS:00:00 Intro ā Why Nuclear Testing Is Back in Focus00:00:19 The Manhattan Project & U.S. Arsenal Origins00:00:45 Building the Worldās 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 ā 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 ā 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 Itās Not Enough00:08:01 Radiationās Spread & I-131 Health Impact00:08:58 National Security as Responsibility, Not Rhetoric00:09:27 Final Takeaway ā Testing Is High Risk with Low Reward00:09:47 Closing ā Thanks for Listeningš 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-stewardshipĀ New NNSA head Senate testimony: https://www.armed-services.senate.gov/imo/media/doc/williams_apq_responses.pdfĀ Baneberry Nuclear Test 1970: https://en.wikipedia.org/wiki/Operation_EmeryU.S. Department of Justice RECA Program: https://www.justice.gov/civil/common/recaĀ Iodine-131 radiation risks, National Cancer Institute: https://www.cancer.gov/about-cancer/causes-prevention/risk/radiation/i-131Ā Federation of American Scientists (FAS) Nuclear Notebook 2025: https://fas.org/issues/nuclear-weapons/status-world-nuclear-forces/Full list: https://youtu.be/g0RM9WZ0ybg
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 agendaāsparking new battles over energy, waste, and weapons testing. šÆ 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 Westinghouseās $80 billion nuclear deal reveals about Americaās new industrial policy and mercantilism trends.- The unresolved crisis of nuclear-waste storage and Yucca Mountainās collapse.- Why talk of nuclear-weapons testing is backāand what it would mean globally.š TIMESTAMPS:00:00 Intro ā 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 ā Yucca Mountain & Storage Limits00:10:00 Nuclear Weapons Testing Debate Returns00:12:00 Historical Costs & Strategic Risks00:12:25 Closing Takeawaysš Found value? Like, comment & share so more leaders see this.š 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:Ā 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-testing
108. 950K Jobs Cut, Premiums Spike, US-China Fake Truce & OpenAI's Big Move
25:16||Ep. 108950,000 U.S. jobs cut this yearāthe steepest since 2020. Moodyās flags 22 states nearing recession, healthcare premiums spike 30%, US-China geopolitics stoke fresh conflict, and Microsoftās OpenAI bet pays off big.šÆ DISCOVER:- Why 2025ās 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 Deloitteās survey of 800 directors reveals about board priorities for 2025-26 ā geopolitical risk, cybersecurity, and digital transformation.- How OpenAIās public-benefit restructure and Microsoftās $155 billion stake are reshaping AI.- Why Chinaās new five-year plan pivots from tech supremacy to industrial resilience ā and what it means for foreign operators and supply chains.- How the U.S.āChina trade truce on rare earths and tariffs sets up the next round of economic conflict.š TIMESTAMPS:00:00 Intro ā Jobs and Recession Signals00:22 Layoffs at Amazon, UPS, Meta & More02:00 Moodyās State-Level Recession Data04:30 Healthcare Premium Shock for 202606:53 Broken Incentives in U.S. Healthcare08:25 Deloitte Board Survey ā Volatility & Cyber Risk11:47 OpenAI Restructure & Microsoftās $4 Trillion Week15:52 Meta Quits the Metaverse for AI16:18 AI Competition Collapse ā SambaNova vs Nvidia17:32 Chinaās Five-Year Plan ā Industrial Shift & EV Oversupply21:27 U.S.āChina Trade Truce ā Rare Earths & Tariffs23:07 Unresolved Flashpoints ā AI Chips, Taiwan, Supply Chains24:20 Takeaway ā Strategic Outlook for 202625:09 Closingš Found value? Like, comment & share so more leaders see this.š 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- Moodyās 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:Ā 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:Ā https://www.businessinsider.com/meta-cto-andrew-bosworth-reshuffling-metaverse-unit-read-the-memo-2025-10 - AI Chip Startups Struggle Against Nvidiaās Dominance:Ā SambaNova Considers Sale Amid Funding Challenges:Ā https://thein.fo/47bzz3e- Made in China 2025 Industrial Strategy Deep Dive:Ā https://www.csis.org/analysis/made-china-2025Full list: https://youtu.be/jFnqT4y7NlM
107. 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.šÆ 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.- Redditās 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 farmsāthe lowest level since the Civil Warāand 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.š TIMESTAMPS:00:00 ā Intro & Overview00:28 ā Inflation, Debt & Fed Data Issues01:21 ā SNAP Cuts & Rising Healthcare Costs02:07 ā The GLP-1 Economy: Shifting Spending Patterns02:55 ā AI & Energy: Blue OwlāMeta Deal and Implications03:54 ā Copyright Conflict: Reddit vs AI Data Scrapers05:08 ā Smishing Attacks on Critical Services06:28 ā U.S. Farming Crisis: Aid, Costs & Trade Challenges09:41 ā Global Trade Dynamics: U.S.-China & Argentina11:25 ā Outro & Thanksš Found value? Like, comment & share so more people see this!š 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/6VNMS4-9oFI
106. PE Storms US Military Contracts, ChatGPT vs Google & TikTok and $11 Insulin Revolution
12:52||Ep. 106OpenAIās 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 šÆ 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 OpenAIās adult content policy is reshaping platform governance ahead of 2026.- How private equityās strategic moves into energy utilities, Big Ten sports, and the US Army's modernization could upend everything, including military contracting.- EUāUS intel rifts and new Russia sanctions that are reshaping global power dynamics.- How Californiaās CalRx $11 insulin is undercutting Big Pharma and spurring biosimilar innovation.š TIMESTAMPS:00:00 Market overview and introduction00:35 OpenAIās Atlas, Project Mercury, Sora2, adult content05:50 Private equity targets utilities, sports, and military sectors10:40 Geopolitical tensions: EUāUS intel sharing and Russia sanctions11:08 Healthcare disruption: Californiaās insulin pricing reforms12:22 Final analysis and executive takeawaysš Found value? Like, comment & share so more people see this!š 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-help
105. 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.šÆ DISCOVER:- Why U.S. car prices, Chinaās EV flood, and rising loan defaults point to deeper auto industry stress.- How loosened airline refund rules impact travelers and competition.- What the $85B UPāNS rail merger means for freight costs and supply chain power.- Europeās plan for a unified stock market to rival the U.S. and Asia.- Nvidiaās Blackwell chip breakthrough and Walmartās smart retail ecosystem.- Why shrinking chip margins matter for the $400B cloud market.š 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 Takeawaysš Found value? Like, comment & share so more people see this!š 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- āChip Warā 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=t
104. 7 Wild Months: US-China Trade War Explained (Oct 2025 Update) š„
06:27||Ep. 104US-China 2025: AI chip smuggling, tariffs & tech bans shake global marketsā6āmin breakdown of trade war, supply chain & security fallout.NEW US-China Update (17:32ā25:09): https://youtu.be/jFnqT4y7NlMšÆ DISCOVER:- The impact of 130% tariffs on agriculture, semiconductors, and defense- Chinaās 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 productsšTIMESTAMPS:0:00 Intro: U.S.-China TradeĀ War0:13 Tariff Increase &Ā Retaliation0:39 EmergencyĀ Tariffs1:12 Tariffs PeakĀ at 145%1:46 TikTok & AIĀ Chip Talks2:18 Chinaās RareĀ Earth Ban3:22 Supply ChainĀ Impact3:47Ā Export ControlĀ Loopholes4:05 $2B AI ChipĀ Smuggling5:16 U.S. RegulatoryĀ Crackdown: FCCš Found value? Like, comment & share so more people see this!š¬ Whatās your take ? Share your insights below!š 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-833173e7
103. Too Big to Fail AI, Trade War, School Lunch Ban & Instagram Teen Crisis
17:18||Ep. 103Americaās economy is flashing redājob mobility plunges, credit cracks widen, and AI hype props up GDP as gold hits historic highs and a āToo Big to Failā AI bubble forms. Meanwhile, the USāChina trade war escalates, Meta faces backlash over teen safety, and California bans ultra-processed school lunches.šÆ WHAT YOUāLL LEARN* Five U.S. economic red flagsāfrom collapsing job mobility to a historic gold frenzy.* How OpenAIās $10T chip web and latest 26 GW deals could shake markets.* Where green energy pullbacks clash with AIās soaring power demand.* USāChina flashpoints: tariffs, export bans, chip smuggling, and retaliation.* The new frontier of regulation: youth markets, Metaās convenient conscience gaps, and food policy shifts.šTIMESTAMPS:00:00 Introduction and Overview00:40 5 Economic Warning Signs06:10 AIās Circular Financing10:15 Energy vs. AI Power Strain13:00 USāChina Trade Scorecard16:10 Selling to Kids: Safety & Food Policy18:10 Takeawaysš Found value? Like, comment & share so more people see this!š 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 Nevadaās 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-maha
102. Jobs Cool, Food Bites, Sora 2 Drops & AIās Power Problem š”ā”
13:06||Ep. 102The U.S. job market is cooling fast, grocery bills are skyrocketing, and OpenAI just dropped a viral AI video tool thatās stirring legal and ethical firestorms. Meanwhile, behind the scenes, AI's ravenous appetite for power threatens our energy gridāand your wallet. This episode unpacks what you need to know NOW.šÆ What Youāll 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 2020āand why the affordability crunch is structural, not temporary.* What Sora 2 can do, and why its āopt-outā copyright approach is igniting legal fights and creator pushback.* How OpenAIās 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 2035āand the grid, permitting, and transmission hurdles ahead.š Timestamps:00:00 Introduction & US Job Market Overview ā September 202500:35 US Job Market: Declines, Layoffs, Openings, Unemployment03:20 Food Prices: 2025 Grocery/Dining Costs & Why Itās Structural05:05 Sora 2 Launch: Copyright āOpt-Out,ā Safety & Deception Risks08:10 OpenAI x Nvidia + AMD: Chips, Warrants, and Energy Implications09:30 AI & Energy: 30x Demand, 5ā7 Year Transmission Delays, Costs12:40 Takeaway: ROI vs. Grid Limits in the AI Buildoutš 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 āopt-outā backlash; misinformation/evasion risks under scrutiny.* Chips & partners: OpenAIās Nvidia + AMD tie-ups deepen circular dependencies.* Energy: 30x AI power demand by 2035; 5ā7 year transmission delays; permitting, costs, tariffs, and rate pressure.* Bottom line: AIās ROI faces real-world constraintsāpower, policy, and protection of IP.š Found value? Like, comment & share so more people see this!š 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/š 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:Ā 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: