Good Revenue News

$12B farm bailout thanks to tariffs, Ford's $19.5B EV write-off & surging record winter energy prices across the US. Disney's risky $1B OpenAI deal and EU cracks down on social media for teens, China exports & investments, and Russian assets as war on Ukraine drags on.🎯 WHAT YOU’LL LEARN- Why U.S. farmers are receiving emergency support after a brutal trade year- What Ford’s EV write-off signals about the post-subsidy electric vehicle market- How cold weather and fuel prices could hit households this winter- Why Disney’s $1B OpenAI deal is raising shareholder concerns- How the EU is tightening controls on tech, trade, and foreign investment- Where geopolitical tax and trade tensions may escalate next🔍 TIMESTAMPS00:00 Intro — Farmers, EVs, Energy, Disney & EU00:30 U.S. Farm Bailout — $12B Tariff Relief Plan01:33 EV Market Stress — Ford’s $19.5B Write-Off02:17 EV Trends — China Exports vs U.S. Demand03:20 Energy Outlook — Higher Winter Heating Costs04:09 Media Deals — Disney, OpenAI & IP Risk05:50 EU Policy Moves — Social Media, China, Taxes07:15 Geopolitics — Trade Tensions & Global Fallout08:12 Takeaway — Policy Pressure Into 2026👍 Found value?Like, comment, and share so more leaders see this.Subscribe for fact-based, board-level insight every week.📚 SOURCES & DATA- Trump Admin Launches $12B Farmer Relief Amid Trade Fallout: https://www.usda.gov/about-usda/news/press-releases/2025/12/08/trump-administration-announces-12-billion-farmer-bridge-payments-american-farmers-impacted-unfair- Farm Leaders Say $12B Aid “Not Enough” As Costs Rise: https://farmpolicynews.illinois.edu/2025/12/12-billion-farm-aid-package-not-enough-farm-leaders-say/- EV Market 2025: Electric Vehicle Sales Surge & Market Share Update: https://caredge.com/guides/electric-vehicle-market-share-and-salesFord Takes Massive EV Hit: https://www.wsj.com/business/autos/ford-takes-19-5-billion-charge-to-write-down-ev-investments-333a9bc4?mod=hp_lead_pos3 - U.S. Power Demand Hits Record Highs As Winter Energy Prices Surge: https://www.eia.gov/todayinenergy/detail.php?id=66864- Denmark Bans Social Media for Kids Under 15: https://apnews.com/article/denmark-social-media-ban-children-7862d2a8cc590b4969c8931a01adc7f4- Denmark Introduces Child Social Media Ban With Parental Exemptions: https://cphpost.dk/2025-11-07/news/round-up/denmark-introduces-social-media-ban-for-children-under-15-with-parental-exemptions/- EU Freezes Russian Assets Indefinitely Under Emergency Powers: https://www.euronews.com/my-europe/2025/12/11/eu-triggers-emergency-clause-to-indefinitely-immobilise-russian-assets- EU Tightens Foreign Investment Screening Amid Security Concerns: https://www.europarl.europa.eu/news/en/press-room/20250502IPR28218/european-parliament-endorses-new-screening-rules-for-foreign-investment-in-eu- China’s Economy Slows As Foreign Investment Fades: https://www.nytimes.com/2025/12/12/business/china-investment-economy.html- Paramount-Warner Bros Deal Could Shake Up Streaming Market: https://www.nytimes.com/2025/12/12/business/paramount-warner-bros-netflix-deal.html- Warner Bros Investors Expect Paramount To Raise Its Offer: https://www.thewrap.com/warner-bros-shareholders-are-betting-paramount-will-make-a-higher-bid/Full episode: https://youtu.be/B84tYj0MCR8

US shockingly reverses AI chip bans, letting Nvidia sell #2 H200 to "vetted" Chinese buyers for 25% US revenue share. Boosts China's lagging compute gap, copycat fabs, military AI, and undercuts US national security for nothing.🎯 DISCOVERWhy the U.S. is now allowing Nvidia’s H200 into China after years of export bansHow this changes China’s biggest AI weakness: access to high-end computeWhy “25% of sales to the U.S. government” may be far less meaningful than it soundsHow China’s copy-and-conquer playbook, domestic fabs, and energy edge amplify this moveWhat this means for Nvidia’s dominance and rising rivals like Google, Amazon, and Microsoft🔍 TIMESTAMPS00:00 Intro — AI Chips, China & A Wild Policy Reversal00:36 US Approves Nvidia H200 Sales — 25% Revenue Share & “Vetted” Buyers01:26 National Security Risk — Export Controls, AI Arms Race & Military Concerns01:47 China’s AI Ambition — More Threads IPO, Ex-Nvidia Leadership & Sanctions02:41 Compute Gap — Huawei Ascend vs H200, US 70% of Global AI Compute03:33 How One Chip Matters — Networking, System-Level Risk & U.S. Advantage04:19 Tariffs vs Tech — Why This Undercuts a Year of Trade Pain04:52 Nvidia’s China Exposure — 15% Revenue, Weak H200 Forecasts & 25% of “Not Much”05:38 Smuggling & Shadow Access — Grey Markets, Domestic Bans & Blackwell Angle06:46 Copy & Conquer — Forced Tech Transfer, Joint Ventures & Decoupling Risk08:04 China’s Structural Edge — Fabs Expansion & 500 GW of New Power vs US 40 GW09:32 Zero-Sum Rivalry — Trade Truces, Tariffs & Strategic Drift11:12 Nvidia’s Moat Under Fire — TPUs, Trainium & Microsoft’s Fast-Follow Strategy12:04 Takeaways — Have We Just Helped Our Main Rival Catch Up?👍 Found value?Share this with someone on your board, investment committee, or exec team who is thinking about AI strategy, China risk, or national security exposure.👇 Subscribe for board-level insight:YouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQSpotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70auApple: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473Web: https://goodrevenue.io/goodrevenueFollow Neeta: https://www.linkedin.com/in/neetabidwai/📚 SOURCES & DATAUS OKs Nvidia Chip Sales to China: https://www.semafor.com/article/12/09/2025/trump-says-nvidia-can-sell-h200-ai-chips-to-chinaChina Limits Access to Nvidia H200 Despite US Export Approval: https://www.ft.com/content/c4e81a67-cd5b-48b4-9749-92ecf116313dNvidia Expands China H2000 Exports: https://www.wsj.com/tech/nvidia-china-exports-h2000-chips-5943aa48From Chips to Security, China’s Getting What it Wants: https://www.nytimes.com/2025/12/12/world/asia/nvidia-china-trump-security-japan.html CFR: AI Chip Exports Backfire on U.S.: https://www.cfr.org/expert-brief/consequences-exporting-ai-chips-chinaExporting AI Chips Risks U.S. Lead: https://www.atlanticcouncil.org/dispatches/why-exporting-advanced-chips-to-china-endangers-us-ai-leadership/U.S. Chip Export Loopholes Exposed: https://democrats-foreignaffairs.house.gov/2025/11/export-control-loopholes-chipmaking-tools-and-their-subcomponentsExperts Slam 25% U.S. Nvidia Cut: https://arstechnica.com/tech-policy/2025/12/us-taking-25-cut-of-nvidia-chip-sales-makes-no-sense-experts-say/AI Market War: U.S. vs. China Chips: https://youtu.be/nIp8HGLQeNIAI Chip Smuggling Exposed: https://youtu.be/tFp6JtBTjaoData Centers Face AI Compute Crunch: https://youtu.be/NTSwKZXtD1kFord’s China Sales Collapse: https://youtu.be/2RJ9v-ZyZgEInside China’s New 5-Year Plan: https://youtu.be/3F_zislTiKIChina Leads AI Power Expansion: https://www.wsj.com/tech/china-ai-electricity-data-centers-d2a86935?mod=hp_lead_pos7China’s Moore Threads Challenges Nvidia: https://www.scmp.com/tech/tech-trends/article/3335900/chinas-moore-threads-unveil-ai-chip-road-map-rival-nvidias-cuda-systemChina IP Theft & Tech Ambitions: https://www.nbr.org/program/commission-on-the-theft-of-intellectual-property/Full list: https://youtu.be/UphXmFOYUU8

Roundup’s ghostwritten “safety science” just got retracted, as Netflix and Paramount battle for Warner Bros Discovery, China’s $1 trillion trade surplus shocks markets, and Meta’s teen‑safety lies blow up in court.🎯 WHAT YOU’LL LEARN (EXECUTIVE SUMMARY)- How a ghostwritten Roundup study steered EPA policy for 25 years before being retracted.- Why Warner Bros Discovery sparked a three‑way bidding war between Netflix, Paramount, and Comcast.- How Meta’s youth‑safety crisis is colliding with lawsuits, legislation, and buried internal research.- Why Anthropic’s economics outpace OpenAI’s—and what Nvidia’s unsigned $100B deal really signals.- How China’s $1 trillion trade surplus is fueling political and market backlash worldwide.- Why the U.S. isn’t sanctioning China over the BrickStorm cyberattack—and what that restraint reveals.- How BrickStorm malware and new Pentagon contracting rules could reshape defense‑tech funding.- Whether U.S. defense procurement changes will alter how taxpayer money flows into the Pentagon–tech complex.🔍 TIMESTAMPS00:00 Intro — Roundup, Hollywood, AI, China, Defense00:45 Roundup Retracted — Ghostwriting & WHO Risk03:40 Warner Bros — Netflix vs Paramount07:20 Meta Under Fire — Youth Bans & Lawsuits08:55 Anthropic vs OpenAI — IPO & Chips10:25 Nvidia–OpenAI — $100B Deal Unset11:00 AI Law — NYC Algorithm Rules11:45 Auto Dealers — Confidence Crash12:55 China Surplus — $1T Trade Shock14:40 BrickStorm — No Sanctions, CISA Alert16:15 Defense Spend — OTA Rules & Risk18:00 Takeaways — Strategic Signals👍 Found value? Like, comment & share so more people see this!📚 SOURCES & DATARoundup Study Retracted: https://www.sciencedirect.com/science/article/pii/S0273230099913715?via%3DihubGlyphosate Retraction Controversy: https://www.cbc.ca/news/health/glyphosate-retraction-9.7004363EPA PFAS Hearing: https://youtu.be/St0hbKNG-bAParamount $108B WBD Bid: https://www.cnn.com/2025/12/08/business/paramount-hostile-takeover-bid-wbdWBD Takeover Talks: https://www.nytimes.com/2025/10/22/business/dealbook/paramounts-secret-bids-warner-bros-discovery.htmlNetflix Paramount Asset Swaps: https://www.cnbc.com/2025/12/04/wbd-bids-paramount-comcast-netflix-assets.htmlAustralia Teen Social Ban: https://www.theguardian.com/australia-news/2025/dec/04/social-media-ban-instagram-facebook-accounts-shutting-down-closing-teen-under-16-australiaMeta Teen Harm Research: https://www.cnbc.com/2025/11/23/meta-internal-research-social-media-harm-court-filing.htmlFacebook Buried Teen Data: https://www.fastcompany.com/91448117/meta-andy-stone-facebook-depressionInstagram Safety Tools Exposed: https://youtu.be/qUjzUioBjDoAnthropic IPO Prep: https://finance.yahoo.com/news/anthropic-starts-early-ipo-prep-050114949.htmlAnthropic Chip Advantage: https://www.theinformation.com/articles/anthropic-projects-cost-advantage-openaiNYC AI Pricing Law: https://www.nytimes.com/2025/11/29/nyregion/personalized-surveillance-pricing-ai-new-york.htmlNvidia OpenAI $100B Deal: https://www.gurufocus.com/news/3230523/nvidia-says-100-billion-openai-investment-framework-not-yet-finalizedOpenAI Revenue Dispute: https://youtu.be/yJENBZ0GcIgU.S. Auto Dealer Confidence: https://www.coxautoinc.com/insights-hub/q4-2025-cadsi/China $1T Trade Surplus: https://on.ft.com/48KlpWsUS Halts China Sanctions: https://www.ft.com/content/12345678-9abc-def0-1234-56789abcdef0China BrickStorm Malware: https://www.cisa.gov/news-events/alerts/2025/12/04/prc-state-sponsored-actors-use-brickstorm-malware-across-public-sector-and-information-technologyPentagon Procurement Overhaul: https://www.armscontrol.org/act/2025-12/news/pentagon-congress-push-military-acquisition-changesFull list: https://youtu.be/a5dOhY6d9is

AI’s revenue myth shatters as OpenAI’s numbers fail to add up, China’s slowdown deepens, fraud spikes 180%, and tariffs reshape global autos and trade.🎯 WHAT YOU’LL LEARN- Why OpenAI’s “$13B revenue” claim doesn’t match Microsoft data- The rising cost crisis in AI inference and infrastructure- How Google’s $93B AI bet reshapes the next phase of competition- Why China’s economy and property slump signal global risk- How automakers dodge tariffs through new overseas plants- The rare earth shortage driving EV redesigns worldwide- Why fraud cases fell—but got 3x smarter and AI-driven🔍 TIMESTAMPS00:00 Intro — AI, Fraud, China, Autos & Real Estate01:00 OpenAI Revenue Reality & Inference Cost Spike02:10 Google’s 1000× Compute Goal & $93B AI Spend02:50 Amazon’s Government AI Strategy & Trainium Access03:25 U.S. Genesis AI Initiative — Unifying Federal Data04:10 Fraud Trends — 180% Surge in Advanced Deception05:10 AI Agents Driving End-to-End Fraud Operations05:45 China Slowdown — Property, Investment & Manufacturing07:00 China’s Export Dependence & Negative Growth Signals07:40 Auto Market — Tariffs Push Chinese EV Makers Offshore08:40 Rare-Earth Alternatives — Automakers Shift Designs10:00 Costco Sues for Tariff Refunds10:25 Real Estate — Foreclosures, Underwater Mortgages & Delinquencies11:20 Takeaway — Strategic Outlook for 2026👍 Found this useful? Like, comment, and share to keep more leaders ahead of the curve.📚 SOURCES & DATA:- OpenAI Revenue Far Below $13B Leak: https://www.wheresyoured.at/oai_docs - OpenAI Microsoft Deal Fills Revenue Gap: https://techcrunch.com/2025/11/14/leaked-documents-shed-light-into-how-much-openai-pays-microsoft - Alphabet Nvidia Dominate S&P 500 Gains: https://www.morningstar.com/news/marketwatch/2025120160/alphabet-and-nvidia-alone-make-up-a-third-of-the-sp-500s-gains-this-year-in-a-sign-of-big-techs-dominance - AWS $50B AI Supercomputing Gov Investment: https://www.nextgov.com/emerging-tech/2025/11/aws-invest-50b-ai-and-supercomputing-infrastructure-government-customers/409744/ - Federal AI Initiative Boosts Science Discovery: https://spklr.io/6047BVTS5- 2025 Fraud Surge: Agentic AI Scams Rise: https://sumsub.com/newsroom/sumsubs-annual-report-fraud-shifts-to-complex-multi-step-schemes-in-2025-agentic-ai-scams-poised-to-surge-in-2026/ - China Factory Activity Shrinks November 2025: https://www.reuters.com/world/asia-pacific/chinas-factory-activity-shrinks-again-november-services-activity-cools-2025-11-30/ - China Investment Drop Signals Property Crisis: https://asiatimes.com/2025/11/chinas-investment-drop-highlights-property-driven-pressures/ - China October Data Fading Economic Momentum: https://think.ing.com/articles/china-october-data-shows-fading-momentum/ - China Economy Slows October 2025 Data: https://www.wsj.com/world/china/chinas-economic-growth-momentum-slowed-in-october-b6d2786b - Chinese OEMs Expand Overseas EV Manufacturing: https://www.spglobal.com/automotive-insights/en/blogs/2025/11/chinese-oems-advance-overseas-vehicle-manufacturing - Eliminate Rare Earths EV Motor Supply Chain: https://www.spglobal.com/automotive-insights/en/blogs/2025/11/eliminating-rare-earth-elements-from-ev-motor-supply-chain - Rare Earths Crisis Deep Dive: https://youtu.be/WqT6UJXRR5Q- Costco Sues Trump Tariffs Supreme Court: https://www.cnbc.com/2025/12/01/costco-sues-trump-tariffs-trade-supreme-court.html - 900K New Homeowners Underwater Mortgages: https://www.marketwatch.com/story/nearly-900-000-new-homeowners-are-underwater-on-their-mortgages-signaling-a-troubling-shift-in-the-housing-market-21fce9fc  - CMBS Delinquency Drops But Lodging Climbs: https://www.trepp.com/trepptalk/cmbs-delinquency-rate-pulls-back-in-november-but-lodging-industrial-rates-climb Full list: https://youtu.be/yJENBZ0GcIg

U.S. automakers are struggling, EV sales are collapsing without federal credits, consumer sentiment is sliding, and housing delistings just hit a record. We also break down Fitch’s warning on circular AI financing, China’s escalating chip restrictions, global anti-dumping responses, and two promising tech breakthroughs that may change EVs and water access.🎯 WHAT YOU’LL LEARN• Why U.S. auto sales and EV demand are falling sharply• How consumer sentiment and housing delistings signal deeper economic strain• Why Fitch warns AI financing has become dangerously circular• How China is reshaping AI chip access, exports, and model deployment• Why global markets are pushing back on China’s export surge• Two emerging technologies that could reshape EVs and clean water access🔍 TIMESTAMPS00:00 Intro — Autos, Economy, Housing, AI & Trade01:00 Auto Decline — EV Sales Crash, Tesla -35%, Ford’s China Collapse03:30 Housing Market — Delistings Hit Record High04:00 FDA Talc Rule Rollback — Public Health Concerns05:00 Fitch Warning — Circular AI Financing & Systemic Risk07:00 China’s AI Strategy — Domestic Chips, Export Controls, SE Asia Workarounds08:00 Forced-Labor Concerns — Italy Blocks China Tomato Paste09:00 Global Anti-Dumping Push — EU, Australia, India, Japan, South Korea10:00 U.S.–China Trade — Tariffs, Mexico Becomes Top U.S. Partner10:40 Two Good News Stories — Sulfur EV Batteries & MIT Ultrasonic Water Capture👍 Found value? Like, comment and share so more leaders see this!📚 SOURCES & DATA- U.S. auto sales drop 8% in November, Cox warns slowdown: https://www.coxautoinc.com/insights-hub/cox-automotive-forecast-nov-2025-u-s-auto-sales-forecast/- Ford’s China arm made $900M but CEO calls EV fight brutal: https://www.reuters.com/business/autos-transportation/fords-china-business-made-900-million-last-year-2025-04-16/- Italy’s rejection of Chinese tomato paste triggers supply shock: https://www.europeanbusinessmagazine.com/business/how-italys-rejection-of-chinese-tomato-paste-triggered-a-global-supply-shock/- FDA proposal rolls back asbestos testing in talc cosmetics: https://www.fda.gov/cosmetics/cosmetics-news-events/fda-issues-proposed-rule-testing-methods-detecting-and-identifying-asbestos-talc-containing-cosmetic- Cancer experts flag risks from talc and asbestos in cosmetics: https://www.cancer.org/cancer/risk-prevention/chemicals/talcum-powder-and-cancer.html- Home sellers yank listings as housing market freezes up: https://www.redfin.com/news/delistings-jump-sellers-pull-homes-off-market/- Consumer sentiment barely budges as shutdown, price fears linger: https://isr.umich.edu/news-events/news-releases/with-end-of-shutdown-and-worries-over-high-prices-consumer-sentiment-shows-minor-variation/- China shifts AI model training overseas to tap Nvidia chips: https://www.ft.com/content/96fe9898-a3a4-4a33-be1d-da06bdb6cb2b- China’s tech giants move AI training offshore to dodge U.S. curbs: https://www.reuters.com/world/china/chinas-tech-giants-move-ai-model-training-overseas-tap-nvidia-chips-ft-reports-2025-11-27/- Beijing orders ByteDance, Alibaba to halt Nvidia chip buys: https://thein.fo/49Ha6jW- China aims to triple AI chip output, cut dependence on Nvidia: https://www.reuters.com/world/china/china-aims-triple-ai-chip-output-reducing-nvidias-dependency-ft-says-2025-08-27/- Regulators block ByteDance from using key foreign AI chips: https://finance.yahoo.com/news/chinese-regulators-block-bytedance-using-132621783.html- Full list: https://youtu.be/2RJ9v-ZyZgE

Rare earths went from a niche topic to a global flashpoint in 2025. China controls nearly the entire supply chain, the US is racing to rebuild its own, and the EU is taking a slower consensus-driven path. With tariffs, export bans, and strategic alliances reshaping the map, the minerals that power defense, autos, tech, and manufacturing are becoming the center of a geopolitical struggle.🎯 DISCOVERWhy China’s dominance over rare earth mining and processing is a strategic threat.How China’s September export restrictions triggered US and EU retaliation.Why the US is pursuing aggressive bilateral deals and direct government investments.How the EU is taking a slower, consensus-based sustainability approach.What Australia, Japan, Greenland and Southeast Asia represent in the minerals race.Why rare earth access is now core to national security heading into 2026.🔍 TIMESTAMPS00:00 Intro — Why Rare Earths Matter00:20 China’s Dominance & 2025 Escalation01:20 Export Bans, Downstream Restrictions & Global Fallout02:27 US and EU Reactions Diverge03:24 US Investments — MP Materials, ReElement, Vulcan, Lithium Americas04:45 Industrial Policy Expansion — Westinghouse, Intel, US Steel05:42 EU Strategy — Slow, Sustainable, Consensus Driven06:10 Global Alliances — Australia, Southeast Asia, Japan07:46 Greenland — Strategic Minerals & Diplomatic Tension08:38 US Speed vs EU Deliberation09:09 Shared Challenge — Reducing Dependence on China09:32 Closing👍 Found value? Like, comment and share so more leaders see this!📚 SOURCES & DATAChina Tightens Rare Earth Export Controls 2025: https://www.reuters.com/world/china/china-tightens-rare-earth-export-controls-2025-10-09/Rare Earth Supply Crisis Explained: https://www.weforum.org/stories/2025/11/rare-earth-antimony-critical-mineral-supply/China’s Rare Earth Export Controls Threaten US Defense: https://www.csis.org/analysis/chinas-new-rare-earth-and-magnet-restrictions-threaten-us-defense-supply-chainsEU Critical Minerals Stockpile Strategy 2025: https://www.politico.eu/article/eu-to-stockpile-critical-minerals-amid-supply-chain-threats/China-Germany Pact to Ease Rare Earth Supply Strains: https://moderndiplomacy.eu/2025/11/24/china-courts-germany-to-ease-rare-earth-strains-and-boost-strategic-ties/US Needs Rare Earth Refining Power, Not Just Supply: https://www.atlanticcouncil.org/blogs/econographics/on-critical-minerals-the-us-needs-more-than-just-supply-it-needs-refining-power/Full list: https://youtu.be/WqT6UJXRR5Q

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

Nvidia commands over 90% of the GPU market as fierce competition intensifies. Google launches Gemini 3, a complex reasoning LLM powered by custom TPUs, and Microsoft and Amazon roll out robust end-to-end AI strategies with their own AI chips. Amid soaring AI infrastructure costs and persistent LLM hallucinations, world models may be poised to revolutionize AI: enabling cause-and-effect reasoning, real-world predictions, and autonomous robots.🎯 DISCOVER- How Google’s TPU-powered Gemini 3 challenges Nvidia’s GPU monopoly with autonomous AI tasks.- Why LLM hallucinations persist and accuracy improvements often deepen errors.- Why multi-trillion-dollar AI infrastructure investments risk low ROI and unsettle investors.- How ASIC chip specialization by Microsoft, Google, and Amazon could disrupt Nvidia’s lead.- Why hybrid AI and world models could revolutionize robotics, manufacturing, and planning.- How Microsoft’s fast-follow AI and exclusive OpenAI Broadcom chip access boost its edge.🔍 TIMESTAMPS0:00 Intro — Wins, Fails and the Future of AI0:38 Nvidia’s Record Quarter and GPU Lead1:08 Google’s Gemini 3 and TPU Advantage2:03 Hallucinations: Accuracy vs Confidently Wrong3:51 The AI Investment Bubble and ROI Concerns4:42 Trillion-Dollar Infrastructure Commitments7:58 Future Shift: World Models and Hybrid AI10:55 Robotics, Fast-Follow Strategies and Chip Competition14:48 Key Trends to Watch for 2026 and What No One Knows Yet👍 Found value?
Like, comment and share so more leaders see this.📚 SOURCES & DATA- AI Reality Check $400B Market: https://youtu.be/32-uTzeRHTw- Nvidia Q3 2025 earnings and AI chip sales: https://www.wsj.com/tech/ai/nvidia-earnings-q3-2025-nvda-stock-9c6a40fe- Google Gemini 3 AI launch and TPU innovation: https://www.reuters.com/business/media-telecom/google-launches-gemini-3-embeds-ai-model-into-search-immediately-2025-11-18/- Top AI chips comparison: Nvidia, Google TPUs, AWS Tranium: https://www.cnbc.com/2025/11/21/nvidia-gpus-google-tpus-aws-trainium-comparing-the-top-ai-chips.html- DeepSeek worst hallucination rates in AI: https://www.nature.com/articles/s43856-025-01021-3- Gemini 3 reliability and hallucination benchmark: https://the-decoder.com/gemini-3-pro-tops-new-ai-reliability-benchmark-but-hallucination-rates-remain-high/- Tech must deploy $500B by 2030: https://www.bain.com/insights/topics/technology-report/- Meta spending $600B on AI data centers: https://www.reuters.com/business/meta-plans-600-billion-us-spend-ai-data-centers-expand-2025-11-07/- China’s $70B AI data center investment: https://www.goldmansachs.com/insights/articles/chinas-ai-providers-expected-to-invest-70-billion-dollars-in-data-centers-amid-overseas-expansion- Additional DeepSeek and AI data center investment context: https://www.nytimes.com/2025/02/08/technology/deepseek-data-centers-ai.html- DeepSeek impact on booming data center market: https://www.cnbc.com/2025/02/14/how-chinas-deepseek-could-boost-the-already-booming-data-center-market.html- AI Chips & China:https://youtu.be/6Juw5ZiL3Es- US-China Truce: Key Issues Unresolved: https://youtu.be/3F_zislTiKI- Microsoft, Nvidia, Anthropic partnership details: https://www.morningstar.com/news/marketwatch/2025111881/microsoft-nvidia-and-anthropic-ink-45-billion-deal-that-furthers-a-big-critique-of-the-ai-trade- World Models AI research comeback: https://www.quantamagazine.org/world-models-an-old-idea-in-ai-mount-a-comeback-20250902/- MIT on LLMs understanding real world: https://news.mit.edu/2025/can-large-language-models-figure-out-real-world-0825Full list: https://youtu.be/nIp8HGLQeNI

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