

Good Revenue
Neeta Bidwai
Sharp, data-driven takes on AI, tariffs, M&A, the economy, and business trends—no hype, just what’s really happening behind the headlines. Hosted on Acast. See acast.com/privacy for more information.
Episodes
Mentioned books

Sep 17, 2025 • 19min
💥 Ending Quarterly Reports, AI Lawsuits Explode, & Cyber Threats Escalate 🛡️
Trust in business and government is crumbling — while AI piracy, cyberattacks, and regulatory rollbacks accelerate. What does this mean for investors, consumers, and citizens? Dive in to get the latest on quarterly reporting debates, AI copyright lawsuits, cybersecurity threats, and global political distrust.🎯 WHAT YOU'LL LEARN:Why quarterly reporting could disappear — and what it means for your investments | How AI companies face billions in IP theft lawsuits | Why cyber defenses are weakening amid rising hacks | The raw truth behind global distrust in leaders📊 TIMESTAMPS:00:00 Corporate Trust Crumbling00:46 Quarterly Reports: Less Paperwork or More Risk?03:45 SEC Shakeup Impact on Investors07:51 AI Copyright Lawsuits: Meta & OpenAI11:44Cybersecurity: Hacks Rising, Defenses Falling15:00 Pew Survey: Global Political Distrust17:58 Conclusion and Final Thoughts📈 KEY DATA & INSIGHTS:→ 2013: EU mostly switched to semi-annual reporting→ $1.5B Anthropic settlement blocked by court, lawsuits continue→ Cyber incident reporting rule delayed to May 2026→ 76% Americans demand political reform; half skeptical it will happen→ 80% Americans see extreme political polarization👍 Like, comment, and share if you want deeper insights and join the conversation!___👇 Subscribe for weekly business and tech news you can’t afford to miss:Follow 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 & LINKS: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 CISA delays cyber reporting: https://cyberscoop.com/cisa-pushes-final-cyber-incident-reporting-rule-to-may-2026/Meta training on pirated books: https://www.theatlantic.com/technology/archive/2025/03/libgen-meta-openai/682093/Full list: https://www.youtube.com/watch?v=RCLLk3Ju-pM Hosted on Acast. See acast.com/privacy for more information.

Sep 3, 2025 • 15min
🤖 $400B AI Paradox (Deep Dive!) | No P&L ROI AND Huge Cyber Risks ⚠️ vs 🔑 One Big Opportunity ✨
AI investment has surpassed $400 billion, but the hype hides hard truths. Industries saw a 41% ROI early on—yet AI failures have doubled, cyber risks are exploding, and data centers will drain 12% of U.S. power by 2028. Why are top firms still stumbling? Could healthcare AI breakthroughs finally crack the code on real returns for other sectors?🎯 WHAT YOU'LL LEARN: AI investment growth | ROI winners vs. failures | Data centers & energy impact | Security & ethical risks | Small data breakthroughs | Hybrid human‑AI workforce future📊 TIMESTAMPS:00:00 AI investment surge ($400B)01:00 ROI gains vs. project failures02:30 Data centers, energy impact & climate04:00 AI security risks & ethical misuse06:00 Healthcare AI breakthroughs in cancer & drugs07:30 Walmart enterprise AI rollout & scaling lessons09:00 Expert skepticism: ROI, regulation & AGI limits12:00 Hybrid AI-human workforce future📈 KEY DATA COVERED: → 42% AI project failures in 2025, up from 17% in 2023 → AI data centers consume 4% of power use, will 3X by 2028 → 65% failure rate on complex AI tasks in 2025 → 78% of experts doubt current AI path will yield AGI → 99.3% drug response prediction accuracy → 35% growth in AI‑assisted patents in 2024👍 Found this insightful? Like, comment, and share to join the conversation!___👇 Subscribe for deep insights from Good Revenue!• Follow 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/💬 What do you think of AI’s future? Share below!___📚 SOURCES & DATA:- Apple: https://machinelearning.apple.com/research/illusion-of-thinking- Anthropic Claude: https://www-cdn.anthropic.com/4263b940cabb546aa0e3283f35b686f4f3b2ff47.pdf- Hidden AI: https://arstechnica.com/ai/2025/05/hidden-ai-instructions-reveal-how-anthropic-controls-claude-4/- AI Thinking: https://www.anthropic.com/research/tracing-thoughts-language-model- AGI Skepticism: https://aaai.org/wp-content/uploads/2025/03/AAAI-2025-PresPanel-Report-Digital-3.7.25.pdf- Mary Meeker: https://www.bondcap.com/report/pdf/Trends_Artificial_Intelligence.pdf- AI Failures: https://www.gartner.com/en/newsroom/press-releases/2025-06-25-gartner-predicts-over-40-percent-of-agentic-ai-projects-will-be-canceled-by-end-of-2027- NASA AI Safety: https://ntrs.nasa.gov/api/citations/20250001849/downloads/NASA-TM-20250001849.pdf- S&P: https://telecomreseller.com/2025/03/13/sp-global-2/- Salesforce: https://arxiv.org/pdf/2505.18878- WEF AI Agents: https://www.weforum.org/publications/navigating-the-ai-frontier-a-primer-on-the-evolution-and-impact-of-ai-agents/- MIT Energy: https://www.technologyreview.com/2025/05/20/1116327/ai-energy-usage-climate-footprint-big-tech/- Critical Thinking Study: https://www.mdpi.com/2075-4698/15/1/6- Cognition & Memory: https://onlinelibrary.wiley.com/doi/10.1002/brx2.30- AI Chatbots: https://pmc.ncbi.nlm.nih.gov/articles/PMC11020077/- OpenAI Misalignment: https://cdn.openai.com/pdf/a130517e-9633-47bc-8397-969807a43a23/emergent_misalignment_paper.pdf- AI Swarms: https://osf.io/preprints/osf/qm9yk_v1- AI Cheaters: https://asia.nikkei.com/Business/Technology/Artificial-intelligence/Positive-review-only-Researchers-hide-AI-prompts-in-papersFull list: https://youtu.be/32-uTzeRHTw Hosted on Acast. See acast.com/privacy for more information.

Aug 27, 2025 • 17min
⚠️🔍 AI Chip Wars: US Grabs 10% of Intel as Nvidia China Exports Falter, Plus Pump & Dump Schemes on the Rise! 📉
U.S. takes 10% of Intel as industrial policy pours $600 billion into chipmaking, yet generative AI drives financial disappointment with 95% of projects unprofitable. Plus, rising AI agent cybersecurity risks expose critical enterprise vulnerabilities, microcap public company fraud risks rise shockingly, and venture capital fundraising slows sharply in a tough tech investment climate. What does this mean for AI, chips, and markets?🎯 WHAT YOU'LL LEARN: How U.S. government investments are reshaping semiconductors | The legal battle behind Nvidia and AMD export fees | China’s drive for self-reliance in AI chips | Why most generative AI projects are falling short | The resurgence of pump-and-dump schemes on public markets📊 TIMESTAMPS:00:00 Introduction and Today’s Topics01:01 US Industrial Policy and AI Chip Wars07:03 MIT’s GenAI Efficacy Research Insights11:27 AI Agent Security Threats Explained13:16 Market Update: Pump-and-Dump Schemes Exposed16:19 Venture Capital Fundraising Challenges17:34 Conclusion and Farewell📈 KEY DATA COVERED: → $600 billion invested in semiconductor projects across 28 states → Pentagon becomes largest shareholder in U.S. rare earth mine → Micron pledges $200 billion in R&D and manufacturing → MIT finds only 5% of 300 AI projects yield positive financial returns → Only 33% of first-time venture fund managers (2021 vintage) raised second funds; just 12% for 2022👍 Found this useful? Like, comment, and share to keep the discussion going!___👇 More in-depth analysis? Subscribe to Good Revenue!- 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- Website: https://goodrevenue.io/goodrevenue- Follow Neeta on LinkedIn: https://www.linkedin.com/in/neetabidwai/💬 What caught your attention? Drop your thoughts below!_📚 SOURCES & DATA:- US Takes Equity in Intel: https://www.wired.com/story/trump-announce-intel-deal-equity-stake/- 10% Stake in Intel: https://www.investopedia.com/trump-strikes-deal-giving-us-government-10-percent-stake-in-intel-11796059 - Industrial policy, deep dive into US history & Pentagon investment in rare earths mine: https://youtu.be/ml9YqIQ2Y4k- Industrial policy, US takes a 15% cut: https://youtu.be/AZSXObEpt6o- Deloitte report on semiconductors: https://www.deloitte.com/us/en/Industries/tmt/articles/2025-global-semiconductor-industry-outlook.html - 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: https://www.wsj.com/tech/nvidias-roller-coaster-for-china-ai-chips-takes-a-new-turn-833173e7- No Backdoors: https://blogs.nvidia.com/blog/no-backdoors-no-kill-switches-no-spyware/- MIT GenAI Divide report: https://mlq.ai/media/quarterly_decks/v0.1_State_of_AI_in_Business_2025_Report.pdf- Fortune MIT report: https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo/ - AI Agents Security Risk Zenity: https://zenity.io/research/agentflayer-vulnerabilities - New Pump & Dump Scheme FT: https://www.ft.com/content/499d6417-7062-4e20-a18a-14365d3949e5 - Podcast: https://podcasts.apple.com/cy/podcast/the-new-pump-and-dumps/id1691284824?i=1000722997358&l - 1st Funds Slump: https://pitchbook.com/news/articles/1st-time-vcs-face-2nd-fund-slump- Secondary Markets Booming & Stalled: https://youtu.be/JvncVE5dB0U- Zombie Unicorns Floundering: https://youtu.be/vvX5e9rtnIc Full list: https://youtu.be/AHzDvISdKq8 Hosted on Acast. See acast.com/privacy for more information.

Aug 20, 2025 • 16min
🚗💥 Tariffs Wreck Autos (Deep Dive!), plus $34.5B 💻 Google Chrome Power Play ⚡
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!🎯 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📊 TIMESTAMPS:00:00 Welcome & What’s Happening in the Auto Sector02:12 Tariffs and Supply Chain Shockwaves03:45 The U-S-M-C-A Trade Maze Explored05:21 Sticker Shock: Car Prices & Rising Insurance07:09 How Tariffs Hit Ford, GM, Toyota & More10:03 EV Incentives Vanish and What It Means12:14 BYD vs. Tesla: Global EV Shakeup14:32 Big Tech’s Bold Moves for Google Chrome📈 KEY DATA COVERED:→ $16.5–$64B expected in government tariff revenue this year→ U.S. car imports now add $5,200 in cost per vehicle→ Ford reports $3B tariff losses, even with 80% domestic production→ BYD clocked 3 million+ EV sales globally, topping Tesla last year→ Tesla shares have dropped 7% as U.S. EV subsidies are stripped away👍 Found value? Like, comment, share.___👇 More insights? → Subscribe to the show!Subscribe to Good Revenue: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQApple: 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? Drop your thoughts below.___📚 SOURCES & LINKS:Auto Tariffs Impact, WSJ: https://www.wsj.com/business/autos/auto-industry-trump-tariff-impact-955ca0bfTariff Costs on Automakers, NPR: https://www.npr.org/2025/07/30/nx-s1-5482857/automakers-eating-tariff-costsAuto Tariffs & Forecast, S&P Global: https://www.spglobal.com/automotive-insights/en/theme/automotive-industry-forecast/automotive-tariffs-impactTrump 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-salesFull list: Hosted on Acast. See acast.com/privacy for more information.

Aug 13, 2025 • 14min
⚡ Huge 401k Shake-Up, U.S. Grabs 15% Cut, AI Warfare & Tariff Wars Explode! 🔥
The US took an unprecedented 15% cut of AI chip exports to China from Nvidia and AMD — a $23B market — in a shift that could ripple through tech & other industries. Sweeping 401k changes may turn everyday investors into the cash exit for stalled private equity deals & secondary markets. Plus, AI warfare ramps up and new US tariffs hit 60+ countries, redrawing the global trade map.🎯 WHAT YOU'LL LEARN: Why Washington’s tech export deal breaks norms | Risks for 401k investments | How AI is changing espionage faster than defense | Logic behind expanding tariff targets | A financial backdoor that could touch your retirement📊 TIMESTAMPS:00:00 Welcome & What’s Ahead00:39 US Revenue Sharing Deal with Big Tech03:29 401k Shake-Up — Private Equity & Crypto Enter Retirement07:59 AI Warfare — Global Espionage & Pentagon Response10:41 Tariffs on 60+ Countries — US Trade Shift13:43 Wrapping Up — Key Takeaways & What to Watch📈 KEY DATA: → Nvidia China revenue: $17B; AMD: $6.2B/year → US Treasury gets ~$3.5B from AI chips share → Avg tariff: 18.6% for 60+ countries → Brazil & India hit with 50% tariffs 👍 Found value? Like, comment, share._👇 More insights? → Subscribe!Subscribe to Good Revenue: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQApple: 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? Drop your thoughts._📚 SOURCES & DEEP DIVES:Nvidia & AMD Deal: https://www.ft.com/content/a42115df-b599-4d48-8838-8aea6b448250US Cut of China Chip Sales: https://www.ft.com/content/cd1a0729-a8ab-41e1-a4d2-8907f4c01cacNvidia, AMD to Pay US: https://www.reuters.com/world/china/nvidia-amd-pay-15-china-chip-sale-revenues-us-official-says-2025-08-10/Production Sharing Contracts: https://digitalcommons.law.ou.edu/cgi/viewcontent.cgi?article=1408&context=onejPrivate Equity Secondary Markets: https://youtu.be/JvncVE5dB0URisks of Private Equity in 401(k)s: https://www.bankrate.com/retirement/trump-pushes-for-private-equity-in-401ks-opening-the-door-to-riskier-retirement-bets/Full list of sources: Hosted on Acast. See acast.com/privacy for more information.

Aug 6, 2025 • 13min
⚠️ Jobs Report Deep Dive: What It Means for the Economy’s Future 📉
BLS slashes 258,000 jobs in biggest revision since COVID, with May jobs cut by 125,000 and June jobs dropping by 133,000. July sees slowest monthly job growth in nearly 5 years as survey response rates plummet, putting critical economic data under pressure. How will this reshape Federal Reserve policy, business strategy, and market forecasts? Tune in to Good Revenue for sharp insights! 🔍📉🎯 WHAT YOU'LL LEARN: Why BLS revisions derail job growth expectations | How falling survey response rates distort data accuracy | What drives routine job report revisions | Why reliable data impacts Federal Reserve and business decisions | How BLS is adapting data collection | What fluctuating employment stats reveal about the economy📊 TIMESTAMPS: 00:00 Introduction and Overview 02:15 Breakdown of May and June 2025 Job Revisions 04:40 The Impact of Declining Survey Response Rates 07:50 BLS Data Collection Methods and Revisions 10:30 Implications for Policy and Business Planning 12:45 Economic Outlook and Data Integrity Challenges📈 KEY DATA COVERED: → 258,000 jobs erased in largest revision since 2020, → May 2025 job gains fell from 144,000 to 19,000, → June jobs revised down from 147,000 to 14,400, → July 2025 added just 73,000 jobs — slowest growth in nearly five years, → Unemployment steady at 4.1% while labor force participation declines👍 Found value? Like, comment, share.___ 👇 More insights?→ Subscribe to Good Revenue! * Subscribe to Good Revenue: 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 💬 What’s your take? Drop your thoughts below.___ 📚 SOURCES & DEEP DIVES: - BLS July 31 Jobs Revision Report, May-June 2025: https://www.bls.gov/news.release/pdf/empsit.pdf - BLS August 1 July 2025 Employment Report: https://www.bls.gov/news.release/archives/empsit_08012025.htm - BLS Historical Jobs Data & Revisions: https://www.bls.gov/web/empsit/cesbmart.htm - BLS Seasonal Adjustment Methodology: https://www.bls.gov/cps/seas-methods.htm - BLS Data Quality & Survey Operations: https://www.bls.gov/opub/hom/cps/data-quality.htm - BLS Consumer Price Index (CPI) Data & Methods: https://www.bls.gov/cpi/ - BLS Employment Cost Index Early 2025 Report: https://www.bls.gov/news.release/eci.nr0.htm - BLS Job Openings and Labor Turnover Survey (JOLTS): https://www.bls.gov/jlt/ - CBS News BLS Jobs Data Revisions: https://www.cbsnews.com/news/bls-jobs-report-revision-trump-fires-commissioner/- https://youtu.be/T7jH4zSEdd4 - Fox Business Labor Dept Job Report Revisions Explained: https://www.foxbusiness.com/economy/why-does-labor-department-revise-jobs-reports-here-three-reasons - CNBC July 2025 Jobs Report Slow Growth: https://www.cnbc.com/2025/08/01/jobs-report-july-2025.html - Reuters US Labor Market Weakness Update: https://www.reuters.com/world/us/us-labor-market-cracks-widen-job-growth-hits-stall-speed-2025-08-01/ - WSJ July 2025 Jobs & Unemployment Snapshot: https://www.wsj.com/economy/jobs/jobs-report-july-2025-unemployment-economy-8bc3ad8e- https://youtu.be/ml9YqIQ2Y4k#economy #jobs #BLS #employment #economicdata #federalreserve #business #policy #goodrevenue #economiccrisis #jobsreport #explained #laborforce #wages #jobgrowth Hosted on Acast. See acast.com/privacy for more information.

Jul 30, 2025 • 9min
⚖️🤖 Why Europe Is Betting Big on AI Rules & Challenging China, Plus JPMorgan’s Big Fintech Pivot 💵🌎
New US tariffs on Europe jump to 15% on cars, chips, & pharmaceuticals, China tightens rare earths hold, EU rolls out landmark AI laws, and JPMorgan shakes fintech with new data fees. What does it all mean for trade, tech, and policy? Get the latest insights now on Good Revenue. 🔍🌍🎯 WHAT YOU'LL LEARN: Why the 15% US-EU tariffs raise trade costs | How China’s rare earth export limits maintain critical EU tech and defense bottlenecks | Why the EU’s AI Act leads global AI governance with stringent compliance standards & how Big Tech is reacting | How JP Morgan’s data access fees could threaten fintech startup survival and raise operational costs📊 TIMESTAMPS:00:00 Introduction to Global Power Plays01:45 US-EU Tariff Deal Highlights and Reactions04:30 EU-China Trade Tensions and Rare Earth Dynamics07:15 EU AI Act Launch and Regulatory Implications09:50 JPMorgan’s Fintech Data Access Fees Explained12:10 Strategic Outlook on Trade, Tech, and Data Ecosystems📈 KEY DATA COVERED:→ EU commits $750B in US energy purchases→ China controls 90% of global rare earth processing→ EU faces €300B annual trade deficit with China→ JP Morgan processes 2B monthly data requests→ New fees could exceed fintech revenue by 1000%👍 Found this valuable? Like, comment, share.___👇 More insights?→ Subscribe to Good Revenue!YouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQApple Podcasts: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70auWebsite: https://goodrevenue.io/goodrevenue💬 What do you think? Drop your thoughts below.___📚 SOURCES & DEEP DIVES:Breaking US-EU Tariff War & Trade Impact: https://apnews.com/article/eu-tariffs-united-states-15-prices-growth-31e52a6dda17f3b5d70475e1cd0002caUS Tariffs on EU: https://www.nytimes.com/2025/07/28/us/politics/trump-eu-trade-deal-france.htmlEU Trade Deal in Scotland: https://www.cbsnews.com/news/trump-european-union-trade-deal-reached-scotland/EU Trade Deal Market Reaction: https://www.reuters.com/business/autos-transportation/europe-incs-trade-deal-relief-tempered-by-tariff-reality-2025-07-28/JPMorgan Fintech Fees Overview: https://www.forbes.com/sites/jeffkauflin/2025/07/21/why-jpmorgan-is-hitting-fintechs-with-stunning-new-fees-for-data-access/Full list on Youtube: https://youtu.be/T7jH4zSEdd4 Hosted on Acast. See acast.com/privacy for more information.

Jul 23, 2025 • 9min
💥 $3.2 Trillion Private Equity Liquidity Crisis, Inflation Spikes, Secondary Markets Soar! 🔥
2025 was set for private equity’s comeback after a 37% rise in buyout deals in 2024. Tariffs and policy shifts stalled optimism, leaving $3.2T in assets trapped as exit activity dropped 53%, pushing investors toward secondary markets, now 30% of all buyout portfolios.🎯 WHAT YOU'LL LEARN: Sycamore’s $23B Walgreens strategy opportunity | Why smart money pivots to continuation vehicles & GP-led deals | Secondary markets as profit hubs | Fed rate decisions’ impact on investment timelines📊 TIMESTAMPS:00:00 Introduction and Overview00:26 Private Equity Liquidity Crisis03:51 Secondary Markets Surge05:51 Inflation Returns & Federal Reserve’s Dilemma08:32 Strategic Outlook📈 KEY DATA COVERED: → $3.2 trillion in unsold PE assets across 29k companies → Deal volume down 22%, value down 24% in Q2 → Only 12 secondary funds raised $38.8 billion while 215 still seek capital → June inflation hit 2.7% → Two Toma Bravo funds captured 20% of all capital raised👍 Found value? Like, comment, share.___👇 More insights? → Subscribe to the show!Subscribe to Good Revenue: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQApple: 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? Drop your thoughts below.___📚 SOURCES & DEEP DIVES:- Bain Private Equity 2025 Trends: https://www.bain.com/insights/topics/global-private-equity-report/- Bain Midyear PE Report 2025: https://www.bain.com/insights/private-equity-midyear-report-2025/- Bain PE Recovery Outlook 2025: https://www.bain.com/insights/outlook-is-a-recovery-starting-to-take-shape-global-private-equity-report-2025/- PwC PE Deals Outlook: https://www.pwc.com/us/en/industries/financial-services/library/private-equity-deals-outlook.html- PwC PE Trend Report 2025: https://www.pwc.dk/da/publikationer/2025/pwc-private-equity-trend-report-2025-final.pdf- PitchBook Q2 2025 PE Data: https://pitchbook.com/news/reports/q2-2025-global-pe-first-look- S&P Global PE Secondaries Fundraising: https://www.spglobal.com/market-intelligence/en/news-insights/articles/2025/6/private-equity-secondaries-fundraising-struggles-to-keep-pace-with-demand-90991932- CFR Inflation & Tariffs 2025: https://www.cfr.org/article/inflation-comes-home-roost-help-trumps-tariffs- SF Fed Tariff Effects: https://www.frbsf.org/research-and-insights/publications/economic-letter/2025/05/effects-of-tariffs-on-inflation-and-production-costs/- CNBC June 2025 CPI Report: https://www.cnbc.com/2025/07/15/cpi-inflation-report-june-2025.html- BLS Official CPI Releases: https://www.bls.gov/news.release/cpi.nr0.htm- USAFacts Inflation Data: https://usafacts.org/answers/what-is-the-current-inflation-rate/country/united-states/- Cleveland Fed Inflation Nowcasting: https://www.clevelandfed.org/indicators-and-data/inflation-nowcasting Hosted on Acast. See acast.com/privacy for more information.

Jul 16, 2025 • 14min
⚡️US Industrial Policy: Tariffs, Tech Moves & Security Stakes 💥 AI Fake News Spike!
The Pentagon drops $400M on rare earths, becoming top shareholder in the only U.S. mine as US tariffs hit 115-year highs. Google’s $2.4B Windsurf deal shook the startup M&A pipeline after OpenAI’s $3B bid fell through, with Google licensing core IP and poaching key staff, and Cognition acquiring the remaining team & tech. Plus, hidden prompts, fake research, and AI-generated headlines flood the web—how much can you still trust?🎯 WHAT YOU'LL LEARN: How the US military’s rare earth investment signals a seismic shift in industrial policy | Why tariffs will devastate households | Tariffs winners & losers | How researchers and foreign players are gaming AI systems | Why 1500 workers say automation targets the wrong jobs | How tech’s creative antitrust scrutiny tactics may upend M&A📊 TIMESTAMPS:00:00 Market Overview 00:34 Pentagon's Venture into Venture Capitalism 02:54 TikTok and US Industrial Policy 04:02 Trade Wars and Economic Impact 06:52 Antitrust Evasion and Startup Ecosystem 09:10 AI and Cybersecurity Threats 12:53 AI Automation Workforce Misalignment14:10 Strategic Outlook📈 KEY DATA COVERED: → Pentagon invests $400M for 15% stake in only US rare earth mine → US tariffs reach highest level since 1910 → ChatGPT-4 repeats known propaganda 71.4% of the time (up from 28.6%) → 48% of AI deployments target areas workers don't want automated → Google pays $2.4B to license tech & poach key staff instead of acquiring startup👍 Found value? Like, comment, share.___👇 More insights?→ Subscribe to the show!Subscribe to Good Revenue: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQApple: 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? Drop your thoughts below.___📚 SOURCES & DEEP DIVES:- Rare Earths & DOD: https://www.washingtonpost.com/business/2025/07/10/pentagon-rare-earths/- US Tariff Analysis (Yale Budget Lab): https://budgetlab.yale.edu/research/state-us-tariffs-july-14-2025 - Federal Reserve Trade Impact: https://www.federalreserve.gov/econres/notes/feds-notes/trade-offs-of-higher-u-s-tariffs-gdp-revenues-and-the-trade-deficit-20250707.html - AI Academic Manipulation: https://asia.nikkei.com/Business/Technology/Artificial-intelligence/Positive-review-only-Researchers-hide-AI-prompts-in-papers - Russian Propaganda Network: https://americansunlight.substack.com/p/bad-actors-are-grooming-llms-to-produce - Cybersecurity Database Crisis: https://www.technologyreview.com/2025/07/11/1119370/cybersecurity-alarm-system-breaking-down/ - Google-Windsurf Deal: https://windsurf.com/blog/windsurfs-next-stage- Cognition Buys Windsurf: https://cognition.ai/blog/windsurf - Cognition Windsurf Acquisition: https://www.cnbc.com/2025/07/14/cognition-to-buy-ai-startup-windsurf-days-after-google-poached-ceo.html - TikTok US App Development: https://www.theinformation.com/briefings/tiktok-building-new-version-app-u-s-users - Malaysia Chip Permits: https://www.reuters.com/world/asia-pacific/malaysia-says-trade-permit-required-ai-chips-us-origin-2025-07-14/ - EU Pause: https://policy.trade.ec.europa.eu/eu-trade-relationships-country-and-region/countries-and-regions/united-states_en- Stanford AI Workplace Study: https://www.rand.org/pubs/perspectives/PEA4012-1.htmlFull list: https://youtu.be/ml9YqIQ2Y4k Hosted on Acast. See acast.com/privacy for more information.

Jul 9, 2025 • 13min
⚡ Energy Costs Soar, Dollar Tanks, IP Lifeline? Plus China’s Fake “Used” Car Flood 💥
Energy demand hits record highs while Congress just eliminated 340 gigawatts of clean power capacity to pay for tax cuts. China's flooding global markets with fake "used cars" that have never been driven, AI bots now blocked by default across major publisher websites, and the dollar crashed to its lowest point since 1973 as investors hedge against US currency for the first time in decades.🎯 WHAT YOU'LL LEARN: How Congress created a massive energy shortage that will hit every household | Why China's auto export strategy threatens markets | How Cloudflare could reshape publisher business models and the entire AI model training ecosystem | What the dollar's historic crash signals about global economic shifts📊 TIMESTAMPS: 00:00 Market Overview00:46 Energy Bills Set to Spike04:44 Fake Used Cars Flooding Global Markets07:34 Tech Giant's Move to Save Publishers09:23 EU's New Regulations for Small Firms10:48 Dollar's Historic Low and Global Economic Tensions12:32 Strategic Outlook📈 KEY DATA POINTS: → Wholesale energy prices expected to jump 74% by 2035 → 436,000 fake used cars exported globally by Chinese firms → CloudFlare controls 20% of global internet traffic → GDPR compliance threshold raised to 750 employees → Dollar down 10% while Euro surges 13% 👍 Found value? Like, comment, share.___👇 More insights?→ Subscribe.* Subscribe to Good Revenue: 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/💬 What's your take? Drop your thoughts below!___📚 SOURCES & DEEP DIVES:- China Clean Energy Emissions Peak: https://www.weforum.org/stories/2025/06/clean-energy-china-emissions-peak/- China Clean Energy Power Boom: https://www.nytimes.com/interactive/2025/06/30/climate/china-clean-energy-power.html- Ford China EV Strategy: https://www.usatoday.com/story/money/cars/2025/06/20/ford-china-strategy-study/84257890007/- Chinese Automakers and U.S. Tariffs: https://www.cbtnews.com/michael-dunne-on-tariffs-chinese-automakers-and-u-s-market-challenges/- China Auto Giants Surpass GM VW Tesla: https://www.reuters.com/investigations/how-chinas-new-auto-giants-left-gm-vw-tesla-dust-2025-07-03/- China Accelerates Global Auto Competition: https://cmr.berkeley.edu/2025/05/shifting-gears-how-china-is-accelerating-past-the-global-automotive-competition/- Congress Electricity Tax Cuts Debate: https://www.theatlantic.com/politics/archive/2025/07/congress-electricity-tax-cuts/683416/- State Costs of Clean Energy Rollbacks: https://www.canarymedia.com/articles/clean-energy/big-beautiful-bill-state-costs- Renewable Policy Raises Electric Costs: https://qz.com/policy-bill-increase-electric-costs-renewables-tax-credits- Senate Bill Hits Renewable Energy: https://www.reuters.com/sustainability/climate-energy/despite-last-minute-changes-senate-bill-deals-big-blow-renewable-energy-2025-07-01/- Congress Megabill Raises Energy Costs: https://www.aceee.org/press-release/2025/07/congresss-megabill-would-raise-energy-costs-strain-electric-grid- California Electricity Data Trends: https://www.eia.gov/state/print.php?sid=CA- California Electric Generation Capacity: https://www.energy.ca.gov/data-reports/energy-almanac/california-electricity-data/electric-generation-capacity-and-energy- Cloudflare AI Crawler Policy Update: https://www.cloudflare.com/press-releases/2025/cloudflare-just-changed-how-ai-crawlers-scrape-the-internet-at-large/Full list: https://youtu.be/JK5uPHmo_RI Hosted on Acast. See acast.com/privacy for more information.