Good Revenue

Neeta Bidwai
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Oct 8, 2025 • 13min

Jobs Cool, Food Bites, Sora 2 Drops & AI’s Power Problem 💡⚡

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: Hosted on Acast. See acast.com/privacy for more information.
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Oct 1, 2025 • 18min

AI Bubble, Auto Crisis & IPO Boom: 2025’s Biggest Shocks 🚘🤖📈

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/ Hosted on Acast. See acast.com/privacy for more information.
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Sep 24, 2025 • 21min

🤖 Nvidia AI vs China, Google $200B Monopoly Trial, TikTok Shock & FDA Ad War ⚖️

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/tFp6JtBTjao Hosted on Acast. See acast.com/privacy for more information.
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Sep 17, 2025 • 19min

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

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-pM Hosted on Acast. See acast.com/privacy for more information.
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Sep 3, 2025 • 15min

🤖 $400B AI Paradox (Deep Dive!) | No P&L ROI, Huge Cyber Risks, & 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.
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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.
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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.
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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.
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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.
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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.

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