Good Revenue

950,000 U.S. jobs cut this year—the steepest since 2020. Moody’s flags 22 states nearing recession, healthcare premiums spike 30%, US-China geopolitics stoke fresh conflict, and Microsoft’s OpenAI bet pays off big.🎯 DISCOVER:- Why 2025’s 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 Deloitte’s survey of 800 directors reveals about board priorities for 2025-26 — geopolitical risk, cybersecurity, and digital transformation.- How OpenAI’s public-benefit restructure and Microsoft’s $155 billion stake are reshaping AI.- Why China’s new five-year plan pivots from tech supremacy to industrial resilience — and what it means for foreign operators and supply chains.- How the U.S.–China trade truce on rare earths and tariffs sets up the next round of economic conflict.🔍 TIMESTAMPS:00:00 Intro — Jobs and Recession Signals00:22 Layoffs at Amazon, UPS, Meta & More02:00 Moody’s State-Level Recession Data04:30 Healthcare Premium Shock for 202606:53 Broken Incentives in U.S. Healthcare08:25 Deloitte Board Survey — Volatility & Cyber Risk11:47 OpenAI Restructure & Microsoft’s $4 Trillion Week15:52 Meta Quits the Metaverse for AI16:18 AI Competition Collapse — SambaNova vs Nvidia17:32 China’s Five-Year Plan — Industrial Shift & EV Oversupply21:27 U.S.–China Trade Truce — Rare Earths & Tariffs23:07 Unresolved Flashpoints — AI Chips, Taiwan, Supply Chains24:20 Takeaway — Strategic Outlook for 202625:09 Closing👍 Found value? Like, comment & share so more leaders see this.👇 Subscribe for board-level insight:- YouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ- Follow Neeta: https://www.linkedin.com/in/neetabidwai/📚 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.htmlKFF 2026 ACA Open Enrollment Watch: https://www.kff.org/affordable-care-act/8-things-to-watch-for-the-2026-aca-open-enrollment-period/US Breast Cancer Treatment Report: https://www.nbcnews.com/news/us-news/us-women-are-increasingly-shut-breast-cancer-treatment-valued-world-rcna229395CSIS Analysis: Made in China 2025 Industrial Strategy Deep Dive: https://www.csis.org/analysis/made-china-2025Full list: https://youtu.be/jFnqT4y7NlMFollow Good Revenue for sharp, data-driven insights on AI, tariffs, M&A, and the forces reshaping the global economy. 🔔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/ Hosted on Acast. See acast.com/privacy for more information.

Millions 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.🎯 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.- Reddit’s 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 farms—the lowest level since the Civil War—and 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.🔍 TIMESTAMPS:00:00 – Intro & Overview00:28 – Inflation, Debt & Fed Data Issues01:21 – SNAP Cuts & Rising Healthcare Costs02:07 – The GLP-1 Economy: Shifting Spending Patterns02:55 – AI & Energy: Blue Owl–Meta Deal and Implications03:54 – Copyright Conflict: Reddit vs AI Data Scrapers05:08 – Smishing Attacks on Critical Services06:28 – U.S. Farming Crisis: Aid, Costs & Trade Challenges09:41 – Global Trade Dynamics: U.S.-China & Argentina11:25 – Outro & Thanks👍 Found value? Like, comment & share so more people see this!👇 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/📚 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.html Alarming 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/6VNMS4-9oFIFollow Good Revenue for sharp, data-driven insights on AI, tariffs, M&A, and the forces reshaping the global economy. 🔔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/ Hosted on Acast. See acast.com/privacy for more information.

OpenAI escalates the AI wars as ChatGPT takes on Google, TikTok, and Wall Street—while private equity quietly snaps up power grids, college sports, and even military tech contracts. Meanwhile, California shakes up Big Pharma with $11 insulin that rewrites drug pricing.🎯 Discover:- Watch how Too-Big-to-Fail AI takes on everyone—Big Tech, social networks, and Wall Street.- Compare ChatGPT Atlas & Perplexity Comet vs Google Chrome—who wins the browser war?- See how Sora2 shakes up TikTok and Meta with effortless AI-generated video.- Learn how Project Mercury automates investment banking and squeezes white-collar jobs.- Find out why OpenAI’s adult content move reshapes platform rules before 2026.- Uncover how private equity targets energy utilities, Big Ten sports, and the military next.- Track how EU–US intel rifts and Russia sanctions rewrite global power maps.- Explore how California’s $11 CalRx insulin undercuts Big Pharma and drives new biosimilars.📊 Timestamps:00:00 Intro & Market Overview00:35 OpenAI’s Atlas, Project Mercury, Sora 2, Adult Content05:50 Private Equity: Utilities, Sports, and the U.S. Army10:40 Geopolitics: EU–US Intel Strains, Russia Sanctions11:08 Healthcare: California’s $11 Insulin & Next Steps12:22 Final Takeaways👍 Found value? Like, comment & share so more people see this!👇 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/📚 Sources:OpenAI going after Google: https://www.wired.com/story/openai-atlas-browser-chrome-agents-web-browsing/BlackRock expands Minnesota Power: https://www.nytimes.com/2025/07/17/business/energy-environment/blackrock-minnesota-power.htmlPE coming for sports: https://pitchbook.com/news/articles/uc-investments-big-10-offer-allows-teams-to-buy-down-ownership-stakesPE coming for Army: https://www.ft.com/content/0e9228db-9fa5-4f90-ab8a-93aadcb62d57Europe cuts intel ties with US: https://www.politico.eu/article/europe-intelligence-spies-donald-trump-russia-security-politics/CA sells insulin: https://nurse.org/news/california-low-cost-insulin-2026/Full list: https://youtu.be/yQQdYKD9wCIFollow Good Revenue for sharp, data-driven insights on AI, tariffs, M&A, and the forces reshaping the global economy. 🔔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/ Hosted on Acast. See acast.com/privacy for more information.

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.🎯 IN THIS EPISODE:- 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!👇 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/📚 SOURCES & DATA: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/cM7Bu2DJvTwChina EV exports doubled in September 2025: https://abcnews.go.com/Business/wireStory/chinas-exports-electric-vehicles-doubled-september-competition-home-126500518Fitch Ratings auto loan ABS trends 2025: https://www.fitchratings.com/structured-finance/abs/auto-indices#u.s.-auto-indicesUS airline passenger protections rollback: https://www.usatoday.com/story/travel/columnist/2025/09/22/airlines-passenger-protections/86244531007/US air travel delays worse than Europe 2024: https://www.airhelp.com/en/blog/us-passengers-flight-delays-and-cancellations-in-2024/Chemical industry opposes UP-NS merger: https://www.freightwaves.com/news/the-chemicals-industry-hates-the-up-ns-mergerFull list: https://youtu.be/HlRFGr66rl4Follow Good Revenue for sharp, data-driven insights on AI, tariffs, M&A, and the forces reshaping the global economy. 🔔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/ Hosted on Acast. See acast.com/privacy for more information.

US-China 2025: AI chip smuggling, tariffs & tech bans shake global markets—6‑min breakdown of trade war, supply chain & security fallout.NEW US-China Update (17:32–25:09): https://youtu.be/jFnqT4y7NlM🎯 DISCOVER:- The impact of 130% tariffs on agriculture, semiconductors, and defense- China’s 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 products🔍TIMESTAMPS:0:00 Intro: U.S.-China Trade War0:13 Tariff Increase & Retaliation0:39 Emergency Tariffs1:12 Tariffs Peak at 145%1:46 TikTok & AI Chip Talks2:18 China’s Rare Earth Ban3:22 Supply Chain Impact3:47 Export Control Loopholes4:05 $2B AI Chip Smuggling5:16 U.S. Regulatory Crackdown: FCC👍 Found value? Like, comment & share so more people see this!👇 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/💬 What’s your take ? Share your insights below!📚 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-833173e7Follow Good Revenue for sharp, data-driven insights on AI, tariffs, M&A, and the forces reshaping the global economy. 🔔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/ Hosted on Acast. See acast.com/privacy for more information.

America’s economy is flashing red—job mobility plunges, credit cracks widen, and AI hype props up GDP as gold hits historic highs and a “Too Big to Fail” AI bubble forms. Meanwhile, the US–China trade war escalates, Meta faces backlash over teen safety, and California bans ultra-processed school lunches.🎯 WHAT YOU’LL LEARN* Five U.S. economic red flags—from collapsing job mobility to a historic gold frenzy.* How OpenAI’s $10T chip web and latest 26 GW deals could shake markets.* Where green energy pullbacks clash with AI’s soaring power demand.* US–China flashpoints: tariffs, export bans, chip smuggling, and retaliation.* The new frontier of regulation: youth markets, Meta’s convenient conscience gaps, and food policy shifts.🔍TIMESTAMPS:00:00 Introduction and Overview00:40 5 Economic Warning Signs
06:10 AI’s Circular Financing
10:15 Energy vs. AI Power Strain
13:00 US–China Trade Scorecard
16:10 Selling to Kids: Safety & Food Policy
18:10 Takeaways👍 Found value? Like, comment & share so more people see this!👇 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/💬 What’s your take ? Share your insights below!📚 SOURCES & DATA:Historic lows in Americans moving or switching jobs: https://www.wsj.com/economy/american-job-housing-economic-dynamism-d56ef8fcPIMCO corporate credit market cracks: https://www.cnbc.com/2025/10/02/borrowers-face-funding-trade-off-as-pimco-flags-debt-market-cracks.htmlAI-driven data center investment and GDP: https://finance.yahoo.com/news/without-data-centers-gdp-growth-171546326.htmlCommerce Department probe into Nvidia chip smuggling aiding China: https://www.nytimes.com/2025/10/09/technology/nvidia-chips-china-megaspeed.htmlFCC 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/2020804/510Full List: https://youtu.be/qUjzUioBjDoFollow Good Revenue for sharp, data-driven insights on AI, tariffs, M&A, and the forces reshaping the global economy. 🔔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/ Hosted on Acast. See acast.com/privacy for more information.

The U.S. job market is cooling fast, grocery bills are skyrocketing, and OpenAI just dropped a viral AI video tool that’s stirring legal and ethical firestorms. Meanwhile, behind the scenes, AI's ravenous appetite for power threatens our energy grid—and your wallet. This episode unpacks what you need to know NOW.🎯 What You’ll 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 2020—and why the affordability crunch is structural, not temporary.* What Sora 2 can do, and why its “opt-out” copyright approach is igniting legal fights and creator pushback.* How OpenAI’s 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 2035—and the grid, permitting, and transmission hurdles ahead.📊 Timestamps:00:00 Introduction & US Job Market Overview – September 202500:35 US Job Market: Declines, Layoffs, Openings, Unemployment03:20 Food Prices: 2025 Grocery/Dining Costs & Why It’s Structural05:05 Sora 2 Launch: Copyright “Opt-Out,” Safety & Deception Risks08:10 OpenAI x Nvidia + AMD: Chips, Warrants, and Energy Implications09:30 AI & Energy: 30x Demand, 5–7 Year Transmission Delays, Costs12:40 Takeaway: ROI vs. Grid Limits in the AI Buildout📈 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 “opt-out” backlash; misinformation/evasion risks under scrutiny.* Chips & partners: OpenAI’s Nvidia + AMD tie-ups deepen circular dependencies.* Energy: 30x AI power demand by 2035; 5–7 year transmission delays; permitting, costs, tariffs, and rate pressure.* Bottom line: AI’s ROI faces real-world constraints—power, policy, and protection of IP.👍 Found value? Like, comment & share so more people see this!👇 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/📚 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: 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: Follow Good Revenue for sharp, data-driven insights on AI, tariffs, M&A, and the forces reshaping the global economy. 🔔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/ Hosted on Acast. See acast.com/privacy for more information.

Bankruptcies shake U.S. automakers as EV sales keep the sector afloat. Tariffs drive up housing costs, while AI investments raise bubble concerns. California passes a lighter AI law than the EU, Brickstorm malware threatens U.S. tech, and private markets heat up with mega-deals. Plus: a $55B Electronic Arts buyout, lithium mining policy moves, and a roaring IPO surge.🎯 Highlights* EV bankruptcies, auto loans, and housing tariff shocks* AI funding frenzy—circular financing or bubble?* California’s new AI law vs. strict EU rules* Brickstorm malware cyber threat escalation* Private market mega deals: healthcare, gaming, TikTok* EA’s $55B buyout, lithium mining, IPO boom📊 Timestamps00:00 Welcome & Overview00:28 Auto Bankruptcies & EV Tax Credits02:02 Tariff Shocks on Housing Costs02:52 Nvidia’s AI Investments & Bubble Risks05:37 California AI Law vs. EU08:12 Brickstorm Malware Risks09:43 Healthcare AI, Gaming & TikTok Deals12:29 Lithium Mining & Supply Chain Policy13:41 IPO Market Revival & Major Filings17:05 Closing Thoughts📈 Key Data (Quick Take)* $45K avg new car price, up 10–15% with tariffs* Auto loan rates: 7.6% new, 15% used → defaults rising* Nvidia’s $100B+ AI bet fuels circular funding fears* Brickstorm malware undetected for 393 days* EA’s $55B buyout sets private equity record* 255 IPOs filed in 2025, up 75% YoY👍 Enjoyed the insights? Like, comment your thoughts, and share with your network!👇 For even more deep dives, Subscribe to Good Revenue and join the conversation!* YouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ* Apple Podcasts: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473* Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au* Web: https://goodrevenue.io/goodrevenue* Follow Neeta: https://www.linkedin.com/in/neetabidwai/📚 SOURCES & LINKS:* New CA AI Law: https://arstechnica.com/ai/2025/09/californias-newly-signed-ai-law-just-gave-big-tech-exactly-what-it-wanted/* EU Act AI vs CA: https://www.euronews.com/next/2024/09/11/a-big-win-for-the-eu-how-californias-ai-legislation-compares-to-the-eu-ai-act* Nvidia’s Investment Portfolio: https://www.cnbc.com/2025/09/26/nvidias-investment-portfolio.html* Nvidia’s $100B Bet on OpenAI: https://www.reuters.com/business/nvidia-invest-100-billion-openai-2025-09-22/* Nvidia-OpenAI Bubble Risk: https://fortune.com/2025/09/28/nvidia-openai-circular-financing-ai-bubble/* OpenAI’s Tangled Dealmaking: https://www.cnbc.com/2025/09/28/a-look-at-openais-tangled-web-of-dealmaking.html* Google on Brickstorm Hack: https://cloud.google.com/blog/topics/threat-intelligence/brickstorm-espionage-campaign* Brickstorm Malware Steals Data: https://www.techradar.com/pro/security/under-the-radar-google-warns-new-brickstorm-malware-was-stealing-data-from-us-firms-for-over-a-year* Chinese Cyber Campaign: https://cyberscoop.com/chinese-cyberespionage-campaign-brickstorm-mandiant-google/* Auto Loan Rate Forecast: https://www.bankrate.com/loans/auto-loans/auto-loan-rate-forecast/* Record Auto Loan Delinquencies: https://www.axios.com/2025/03/07/car-loan-payment-delinquencies-record-high* Autos in Danger: https://www.wsj.com/business/autos/carmax-profit-plunge-signals-more-pain-ahead-for-tariff-* Electronic Arts $55B LBO Deal Reuters: https://www.reuters.com/business/media-telecom/electronic-arts-go-private-55-billion-deal-with-pif-silver-lake-2025-09-29/* IPO Market: https://stockanalysis.com/ipos/2025/Follow Good Revenue for sharp, data-driven insights on AI, tariffs, M&A, and the forces reshaping the global economy. 🔔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/ Hosted on Acast. See acast.com/privacy for more information.

Big Tech is under fire. From Google’s $200B antitrust trial and Amazon’s FTC battle to Nvidia’s $4.3T AI dominance fueling U.S.–China tensions, trillion-dollar power struggles are reshaping global markets. Visa restrictions, trade wars, and FDA crackdowns add even more volatility. Who’s winning—and who’s about to lose billions?🎯 In this episode of Good Revenue, we break down the biggest tech and market battles driving the future of AI, advertising, e-commerce, healthcare, and geopolitics.🎯 WHAT YOU’LL LEARN:* How Nvidia’s AI empire is driving the U.S.–China chip war* Why Google’s monopoly trial could upend the $200B ad market* What Amazon’s FTC fight means for subscription giants* How TikTok’s U.S. deal—with Oracle and Murdoch—reshapes data power* Why the FDA’s crackdown threatens $6B in pharma advertising📊 TIMESTAMPS:00:00 Intro – Tech Power on Trial
00:32 Google’s Monopoly Battle
02:27 Amazon FTC Subscription Clash
04:32 Visa Fees, Tech Labor, and Geopolitics
06:14 Nvidia vs. China – Global AI Chess
09:38 TikTok, Oracle & Algorithm Wars
11:22 Federal Reserve’s Hidden Influence
15:44 EV Trade Wars with China
16:47 FDA vs Pharma Ads
18:22 Takeaways📈 KEY DATA:* Nvidia → $100B OpenAI deal, $4.3T valuation* Google → 92% of global ad servers* H1B visa hikes → $100K per applicant* China → 2M unsold EVs flooding markets* FDA → $6B pharma ad crackdown👉 If this breakdown helped, hit like, subscribe, and comment with your take on Big Tech vs regulators. Do you think antitrust or AI battles change the balance of power?👇 Subscribe for sharp insights from Good Revenue!  - Youtube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ   - Apple: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473   - Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au   - Web: https://goodrevenue.io/goodrevenue - Follow Neeta: https://www.linkedin.com/in/neetabidwai/📚 SOURCES & DATA:- DOJ push to force Chrome sale: https://apnews.com/article/google-search-monopoly-penalty-justice-department-84e07fec51c5c59751d846118cb900a7- Amazon Prime fight: https://www.theverge.com/policy/782197/amazon-prime-ftc-consumer-protection-trial- Smuggling AI chips to China https://carnegieendowment.org/emissary/2025/05/ai-chip-trump-gulf-uae-saudi-security-risk-good-deal?lang=en - 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 - FDA warning letters on ads: https://www.statnews.com/2025/09/17/fda-warning-letters-prescription-drug-ad-crackdown-staffing/Full list: https://youtu.be/tFp6JtBTjaoFollow Good Revenue for sharp, data-driven insights on AI, tariffs, M&A, and the forces reshaping the global economy. 🔔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/ Hosted on Acast. See acast.com/privacy for more information.

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 202500:46 End of Quarterly Reporting: Wall Street in the Dark03:45 SEC Crackdowns & Investor Protections Slashed07:51 AI Copyright Wars — Meta, OpenAI, Anthropic in Court11:44 Hacking Congress: Cybersecurity Meltdown Escalates15:00 Global Trust Crisis17:58 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?👇 Subscribe for sharp weekly insights you can’t afford to miss.Youtube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ Apple: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473 Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au Web: https://goodrevenue.io/goodrevenue Follow Neeta: https://www.linkedin.com/in/neetabidwai/___📚 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.pdfFull list: https://www.youtube.com/watch?v=RCLLk3Ju-pMFollow Good Revenue for sharp, data-driven insights on AI, tariffs, M&A, and the forces reshaping the global economy. 🔔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/ Hosted on Acast. See acast.com/privacy for more information.