OpenAI $13B Myth, Inference Crisis, China Slows & 180% Fraud

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

🔍 TIMESTAMPS

00:00 Intro — AI, Fraud, China, Autos & Real Estate

01:00 OpenAI Revenue Reality & Inference Cost Spike

02:10 Google’s 1000× Compute Goal & $93B AI Spend

02:50 Amazon’s Government AI Strategy & Trainium Access

03:25 U.S. Genesis AI Initiative — Unifying Federal Data

04:10 Fraud Trends — 180% Surge in Advanced Deception

05:10 AI Agents Driving End-to-End Fraud Operations

05:45 China Slowdown — Property, Investment & Manufacturing

07:00 China’s Export Dependence & Negative Growth Signals

07:40 Auto Market — Tariffs Push Chinese EV Makers Offshore

08:40 Rare-Earth Alternatives — Automakers Shift Designs

10:00 Costco Sues for Tariff Refunds

10:25 Real Estate — Foreclosures, Underwater Mortgages & Delinquencies

11:20 Takeaway — Strategic Outlook for 2026

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📚 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

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