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🏴‍☠️ Data Pirates, SEC Failures, & Transparency Under Siege 🛡️

Ep. 99
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Quarterly reports may vanish soon — is that long overdue reform or Wall Street’s biggest transparency loss yet? The SEC is rolling back protections, opening the door to white‑collar crime and consumer abuse. Combine that with billion‑dollar AI lawsuits and Chinese hackers in Congress, and the system has never looked more fragile.


🎯 In this episode of Good Revenue, we dig into the collision of finance, AI, and cybersecurity that could define the next decade.


What You’ll Learn

- Why the SEC’s rollback of quarterly reporting could be good or very, very bad

- How billion‑dollar AI copyright lawsuits are reshaping innovation stakes for OpenAI, Meta, and Anthropic

- Why Congress hacks and cyber failures expose growing U.S. vulnerabilities

- How collapsing trust in governance impacts markets, policy, and global stability


📊 TIMESTAMPS:

00:00 Investor Confidence Collapse 2025

00:46 End of Quarterly Reporting: Wall Street in the Dark

03:45 SEC Crackdowns & Investor Protections Slashed

07:51 AI Copyright Wars — Meta, OpenAI, Anthropic in Court

11:44 Hacking Congress: Cybersecurity Meltdown Escalates

15:00 Global Trust Crisis

17:58 Takeaways for Investors & Leaders


📈 KEY DATA & INSIGHTS:

- EU dropped quarterly reporting in 2013

- AI copyright lawsuits now top $1.5B+

- U.S. cyber incident rule delayed until May 2026

- 76% of Americans demand reform—yet half think change is impossible

- 80% say political polarization is at “extreme” levels


👉 If you care about where finance, AI, and cybersecurity intersect—like, subscribe, and comment below. Does ending quarterly reporting help efficiency, or destroy accountability?


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___

📚 SOURCES & LINKS:

* POTUS pushes to scrap quarterly financial reports: https://www.reuters.com/sustainability/boards-policy-regulation/trump-renews-calls-ending-quarterly-reports-companies-2025-09-15/

* The Man Who Broke Capitalism: https://bookshop.org/p/books/the-man-who-broke-capitalism-how-jack-welch-gutted-the-heartland-and-crushed-the-soul-of-corporate-america-and-how-to-undo-his-legacy-david-gelles/2fd03e52ed460c9f?ean=9781982176426&next=t

* Jack Welch & quarterly reports transcript: https://www.npr.org/transcripts/1101505691

* U Chicago report on quarterly reports: https://www.chicagobooth.edu/review/should-companies-report-annually-instead-quarterly

* SEC cancels 14 investor protection regulations: https://www.proskauer.com/alert/sec-withdraws-fourteen-rule-proposals

* CISA delays major cyber incident reporting rule: https://cyberscoop.com/cisa-pushes-final-cyber-incident-reporting-rule-to-may-2026/

* Meta, OpenAI’s AI training on pirated books: https://www.theatlantic.com/technology/archive/2025/03/libgen-meta-openai/682093/

* Disney & Universal battle AI & Midjourney: https://youtu.be/PJXTD-fmJZg

* Chinese hackers impersonate congressman in trade talks: https://www.wsj.com/politics/national-security/china-trade-talks-spy-5c4801ca

* Carnegie Endowment on 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

Full list: https://www.youtube.com/watch?v=RCLLk3Ju-pM

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  • 112. US-China, Trade Trickery, AI Tensions & Corporate Bad Actors Surge

    17:40||Ep. 112
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  • 111. Nuclear Testing Returns: High Stakes for Security & Geopolitics in 2025

    10:05||Ep. 111
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  • 110. US-China Truce & China’s New Five-Year Plan (Nov 2025) 🔥

    07:55||Ep. 110
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Sweeping tariffs are on hold, but nearly all critical fault lines — AI supremacy, advanced chips, rare earths, export controls, and supply chains — remain open. 7-min executive briefing on China’s 15th Five-Year Plan goals, AI tech rivalry, EV market turmoil, and emerging national security & geopolitical risks.🎯 DISCOVER:- How the US-China trade truce temporarily pauses tariffs, including fentanyl duties and rare earth export restrictions- The core shifts in China’s 15th Five-Year Plan toward industrial resilience and tech self-reliance (AI, semiconductors, biotech)- Why turmoil in the EV market is sparking Beijing’s government consolidation push- Rising challenges and opportunities for foreign firms operating in China’s increasingly protected market- The unresolved flashpoints still stoking tension: Taiwan, advanced AI chip export controls, TikTok scrutiny🔍TIMESTAMPS:00:00 China's 15th Five-Year Plan: A New Focus00:24 Industrial Modernization and Tech Self-Reliance01:19 Balancing Economic Growth and Domestic Consumption01:53 Involution: The Challenge of Excessive Competition03:05 Foreign Business in China: Risks and Opportunities03:45 US-China Trade Talks: Key Takeaways05:20 Unresolved Issues in US-China Relations06:34 Supply Chains and Logistics: The Ongoing Challenge07:18 Conclusion and Farewell👍 Found value? Like, comment & share so more people see this!📚 SOURCES & DATA:- 7 Wild Months: US-China Trade War Explained (Oct 2025 Update): https://youtu.be/YLkMmGgmluo- China’s Five-Year Economic Plan: https://www.nytimes.com/2025/10/29/world/asia/trump-xi-china-industrial-plan.html- US Response to China’s Rare Earths: https://www.nytimes.com/2025/10/22/us/politics/china-trump-rare-earths.html- Critical Minerals Strategy and Rare Earths: https://secureenergy.org/the-ambassador-alfred-hoffman-jr-center-for-critical-minerals-strategy/- Winners and Losers in China’s Next Five-Year Plan: https://www.atlanticcouncil.org/blogs/new-atlanticist/the-winners-and-losers-from-chinas-next-five-year-plan/- Made in China 2025 Industrial Strategy Deep Dive: https://www.csis.org/analysis/made-china-2025

  • 109. Auto Glut, SNAP Gone, Housing Freeze, Nuclear Surge — 2025 Crisis?

    12:29||Ep. 109
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  • 108. 950K Jobs Cut, Premiums Spike, US-China Fake Truce & OpenAI's Big Move

    25:16||Ep. 108
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  • 107. US Farm Crisis, SNAP Cuts, Fed Flying Blind, $38 Trillion Debt

    11:45||Ep. 107
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  • 106. PE Storms US Military Contracts, ChatGPT vs Google & TikTok and $11 Insulin Revolution

    12:52||Ep. 106
    OpenAI’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-help

  • 105. Autos Top $50K, Airline Fees Return, Freight Rail Costs, Europe's Stock Market & Nvidia US AI Chips

    11:19||Ep. 105
    Cars 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=t
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