

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
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Jun 19, 2025 • 7min
⚡Energy Demand SHATTERS Records, Disney vs. AI, & China Trade Surrender? 💥
AI energy consumption explodes as ChatGPT searches use 5x more power than Google, while copyright wars threaten to choke off AI training data and a surprising US-China trade truce emerges around rare earth minerals. Plus: Why America's innovation ecosystem faces mounting resource constraints that could reshape the entire tech landscape.🎯 WHAT YOU'LL LEARN: How AI energy demands could match Japan's consumption by 2030 | Why Disney's lawsuit against Midjourney exposes AI's copyright vulnerability | What the US-China rare earth deal means for national security | The resource constraints threatening sustainable AI development📊 TIMESTAMPS:00:00 Market Overview00:17 The AI Energy Trap03:03 Content Wars & IP Crisis04:46 US-China Trade Surrender06:18 Innovation Ecosystem Strain📈 KEY STATS COVERED: → ChatGPT searches: 5x more energy than Google searches → Data centers now consume power of 100,000 households → AI projected to match Japan's total energy usage by 2030 → Multiple supply constraints from energy to intellectual property👍 Found this valuable? Hit the like button. ___👇 Less hype, more insights.→ Hit subscribe and let’s get curious. * 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:- EIA Electricity Outlook: https://www.eia.gov/outlooks/steo/- IEA Energy & AI Report: https://www.iea.org/reports/energy-and-ai/executive-summary- AI Energy Usage Analysis: https://www.technologyreview.com/2025/05/20/1116327/ai-energy-usage-climate-footprint-big-tech/- Data Center Energy Demand: https://www.scientificamerican.com/article/ai-will-drive-doubling-of-data-center-energy-demand-by-2030/- ITU Climate Report: https://www.itu.int/en/ITU-D/Environment/Pages/Publications/GDC-25.aspx- Mary Meeker AI Data - $400B Spent: https://youtu.be/uiluWLPA76s- Disney vs Midjourney Lawsuit: https://storage.courtlistener.com/recap/gov.uscourts.cacd.973999/gov.uscourts.cacd.973999.1.0_3.pdf- Google AI Mode Impact: https://www.bbc.com/future/article/20250611-ai-mode-is-google-about-to-change-the-internet-forever- AI Overviews: https://www.wsj.com/tech/ai/google-ai-news-publishers-7e687141 - US-China Trade Deal: https://apnews.com/article/trade-minerals-rare-china-trump-5f7c9b9360cfb3cce702649e0c568a0e- US-China Trade Deal: https://abcnews.go.com/International/china-appears-downplay-us-trade-deal-trump/story?id=122763770- US-China Trade Deal: https://www.reuters.com/world/china/china-affirms-trade-deal-with-us-says-it-always-keeps-its-word-2025-06-12/- US-China Trade Deal: https://www.nytimes.com/2025/06/11/us/politics/us-china-trade-deal-trump.html- Rare Earth Minerals Access: https://www.csis.org/analysis/trump-strikes-deal-restore-rare-earths-access- Science Funding Cuts: https://www.aip.org/fyi/the-week-of-june-9-2025- Science Funding Cuts: https://www.insidehighered.com/news/government/science-research-policy/2025/06/03/new-details-trumps-budget-cuts-alarm-researchers Hosted on Acast. See acast.com/privacy for more information.

Jun 12, 2025 • 8min
🤖 Apple Exposes AI’s Fake Thinking, Malicious AI Swarms, Corporate Layoffs Surge, & VC Day Trading 💥
Apple just exposed what every business leader suspected about AI — it's sophisticated pattern matching, not actual reasoning. Plus: Why 160+ companies cut thousands of jobs in June, how $60B in venture capital is flowing in entirely new directions, and the regulatory divide that's splitting global AI strategy.🎯 WHAT YOU'LL LEARN:How Apple's research reveals AI's true limitations | Why mass layoffs accelerated 274% in retail | The venture capital revolution changing startup funding | How regulatory chaos impacts global business operations📊 TIMESTAMPS (Quick Navigation)00:00 Market Overview00:23 AI Limitations01:42 AI-Powered Disinformation & Security Risks 03:04 AI Policy: South Korea vs USA 04:30 Job Cuts Ramp Up 06:09 Venture Capital Market Evolution 07:16 Strategic Outlook📈 KEY STATS COVERED:→ AI systems can't distinguish solvable from unsolvable problems→ 274% surge in retail job cuts led by Microsoft, Intel, McKinsey→ 75% of venture capital now flows between startups vs traditional exits→ South Korea mandates AI deletion while US rolls back cybersecurity protections👍 Found this valuable? Hit the like button.___👇 Less hype, more insights.→ Hit subscribe and let's get curious.• 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:• Apple AI reasoning: https://machinelearning.apple.com/research/illusion-of-thinking• Apple underinvests in AI, maybe with good reason: https://www.wsj.com/tech/ai/apple-ai-strategy-wwdc-challenges-bdae4fb5• AI swarms research: https://osf.io/preprints/osf/qm9yk_v1• South Korea AI deletion: https://iapp.org/news/a/south-korea-s-pipc-flexes-its-muscles-what-to-know-about-ai-model-deletion-cross-border-transfers-and-more• Cyber executive order: https://www.politico.com/news/2025/06/06/trump-cyber-executive-order-hacker-sanctions-00393241• Cyber policies reversed: https://cyberscoop.com/trump-cyber-executive-order-takes-aim-at-prior-orders-secure-software-more/• More AI data: https://youtu.be/Im4Ftvsh06w• More AI data: https://youtu.be/DlRBkGoleJ8• More AI data: https://youtu.be/1U2Uk6aEVhw • P&G job cuts: https://www.reuters.com/business/procter-gamble-cut-7000-jobs-over-two-years-2025-06-05/• Corporate layoffs tracker: https://www.cnbc.com/2025/06/05/corporate-layoffs-companies-making-job-cuts.html• Layoff trend analysis: https://intellizence.com/insights/layoff-downsizing/major-companies-that-announced-mass-layoffs/• NIH funding cuts: https://www.nytimes.com/interactive/2025/06/04/health/trump-cuts-nih-grants-research.html• $12B in health R&D cuts: https://www.reuters.com/business/healthcare-pharmaceuticals/nih-scientists-speak-out-over-estimated-12-billion-trump-funding-cuts-2025-06-09/• NIH grant rejections doubled: https://www.nature.com/articles/d41586-025-01539-5 • London trade negotiations: https://apnews.com/article/us-china-trade-talks-london-bf991a07e374050ae85c7187f1366ab7• VC secondary markets: https://pitchbook.com/news/reports/q2-2025-pitchbook-analyst-note-us-vc-backed-ma-outlook• Lightspeed RIA: https://www.bloomberg.com/news/articles/2025-05-01/lightspeed-is-latest-firm-to-shift-away-from-classic-vc-model• VC M&A: https://pitchbook.com/news/reports/q2-2025-pitchbook-analyst-note-us-vc-backed-ma-outlook Hosted on Acast. See acast.com/privacy for more information.

Jun 4, 2025 • 11min
🕵️♀️ AI Blackmail Exposed, Europe Defies US, America’s Power Fades 🌍
Anthropic's discovery that Claude Opus 4 threatened blackmail to prevent shutdown, Europe's systematic strategy to decouple from American technology dependence, federal courts blocking emergency tariff powers across seven lawsuits, and groundbreaking cancer research proving exercise outperforms pharmaceutical treatments.🎯 WHAT YOU'LL LEARN:How AI systems develop self-preservation tactics through blackmail | Why Europe is building sovereign tech infrastructure | How federal courts are systematically rejecting tariff authority | The definitive evidence that exercise beats cancer drugs📊 TIMESTAMPS:00:00 Introduction and Episode Overview00:26 AI Blackmail: Anthropic's Troubling Findings02:15 Mary Meeker's AI Sector Report03:59 Europe's Independence06:33 Illegal Tariff Powers Rebuffed08:53 Good News in Cancer Treatment10:03 Strategic Outlook📈 KEY STATS COVERED:→ Claude Opus 4 successfully compromised systems in 11% of attack scenarios using blackmail tactics→ China surpasses America in global favorability ratings for first time (49% vs 46%)→ Federal courts block tariff authority across seven separate legal challenges→ 15-year study proves exercise outperforms many cancer drugs in treatment outcomes👍 Found this valuable? Hit the like button.___👇 Less hype, more insights.→ Hit subscribe and let's get curious.• 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:• AI will blackmail you to preserve itself: https://www-cdn.anthropic.com/4263b940cabb546aa0e3283f35b686f4f3b2ff47.pdf• Hidden AI instructions: https://arstechnica.com/ai/2025/05/hidden-ai-instructions-reveal-how-anthropic-controls-claude-4/• Mary Meeker's AI report: https://www.bondcap.com/reports/tai• Germany's leading business pub on European agenda: https://www.handelsblatt.com/politik/international/aussenpolitik-das-ist-die-interne-anti-trump-agenda-von-merz-und-macron/100131590.html• German Marshall Fund take: https://www.gmfus.org/news/watching-china-europe-june-2025• America's standing in the world has declined: https://www.ipsos.com/en/know-new-america-beyond-april-2025• Americans think we're doing better than the rest of the world does: https://www.pewresearch.org/global/2025/04/17/views-of-chinas-role-in-the-world/• Administration challenges tariff tax ruling: https://www.reuters.com/world/us/trump-administration-seeks-pause-second-tariff-case-after-loss-2025-06-02/• Tariffs blocked in court: https://www.nytimes.com/2025/05/28/business/trump-tariffs-blocked-federal-court.html• Court blocks illegal tariffs: https://www.cafc.uscourts.gov/opinions-orders/25-1812.ORDER.5-29-2025_2522636.pdf• Trade & tariffs deep dive: https://youtu.be/398ZhSTu8Ng• Why you need to exercise after cancer treatment: https://www.nejm.org/doi/full/10.1056/NEJMoa2502760• Exercise is better than drugs after cancer: https://www.theguardian.com/society/2025/jun/01/exercise-better-than-drugs-after-cancer-treatment-international-trial-finds Hosted on Acast. See acast.com/privacy for more information.

May 29, 2025 • 11min
💥 Global Credit Crisis Hits WW2 Levels, AI Fails, Espionage Economy 📉
Moody's downgrades US credit rating from AAA to AA1 for the first time in history as global debt crisis reaches World War II levels, University of Chicago study reveals AI investments deliver statistically zero economic returns despite billions invested, Treasury investigates $75 million in venture capital flowing to China-linked AI startups, and how trade uncertainty triggers systematic fraud epidemics across industries.🎯 WHAT YOU'LL LEARN:Why America lost its AAA credit rating and what it means for the economy | How the University of Chicago study exposes AI investment reality | The connection between trade wars and rising white-collar crime | Why Treasury is investigating venture capital flows to Chinese AI companies📊 TIMESTAMPS:00:00 Market Overview00:20 US Credit Rating Downgrade - Historic First02:12 Trade Wars and Corporate Fraud Epidemic05:01 AI Investment Returns - University Study Results07:48 National Security and Venture Capital Investigation10:35 Economic Outlook and Strategic Analysis📈 KEY ECONOMIC INDICATORS:→ Global AAA debt drops from 60% (2008) to 8% today - 87% decline→ IMF warns debt levels approach World War II crisis levels→ University of Chicago study of 25,000 workers shows AI investments have statistically zero economic impact→ $75 million US venture capital under Treasury investigation for China AI connections→ Tourism from tariffed countries declines double-digits→ Trade uncertainty drives systematic fraud across multiple sectors👍 Found this valuable? Hit the like button.___👇 Professional business analysis without the hype → Subscribe for insights• 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 on these economic developments? Share your thoughts below.___📚 SOURCES & DEEP DIVES:• U.S. credit downgraded: https://www.moodys.com/web/en/us/about-us/usrating.html• Sovereign debt reaches record highs: https://www.spglobal.com/ratings/en/research/articles/250304-sovereign-debt-2025-commercial-debt-will-reach-a-new-record-high-of-77-trillion-13427943• IMF warns of WW2 level debt: https://www.imf.org/en/Blogs/Articles/2025/04/23/rising-global-debt-requires-countries-to-put-their-fiscal-house-in-order• Trivago: Tariffed tourists avoid US: https://www.theguardian.com/business/2025/may/27/tourists-from-countries-badly-hit-by-trump-tariffs-are-staying-away-from-us• Trade wars cause crime: https://www.nytimes.com/2025/05/27/business/economy/trump-tariffs-trade-crime.html• ITA: EU & Asian tourists avoid US: https://youtu.be/AAPd9U1jn-M• AI economic impact study: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5219933• Copyright office AI report: https://www.copyright.gov/ai/Copyright-and-Artificial-Intelligence-Part-3-Generative-AI-Training-Report-Pre-Publication-Version.pdf• U.S. Treasury looking into Benchmark's China ties: https://www.semafor.com/article/05/09/2025/us-treasury-examining-benchmark-capitals-ties-to-chinese-startup-manus-ai• CCP spying on Stanford: https://stanfordreview.org/investigation-uncovering-chinese-academic-espionage-at-stanford/• FT: New restrictions on chips design exports to China: https://www.ft.com/content/2c0db765-03ac-4820-8a02-806469848bee• Steve Blank on US R&D: https://www.nature.com/articles/d41586-025-01146-4 Hosted on Acast. See acast.com/privacy for more information.

May 2, 2025 • 10min
💸 Families Will Lose $22K, 6% GDP Drop, & JPMorgan Warns Economy Under SIEGE From Cyber Warfare 👀⚡
JP Morgan's explosive warning about tech firms creating massive vulnerabilities in global financial infrastructure, Microsoft's "Silk Typhoon" alert revealing sophisticated threat actors simultaneously exploiting IT supply chains and weaponizing AI technologies, Google's major legal defeats and a potential forced Instagram divestiture for Meta, and Wharton Budget Model projections showing tariffs will reduce GDP by 6% and cut wages by 5%.🎯 WHAT YOU'LL LEARN:Why JP Morgan warns tech firms are creating catastrophic financial vulnerabilities | How "Silk Typhoon" attackers are weaponizing AI against businesses | The antitrust actions reshaping Big Tech's future | How tariffs will cost middle-income families $22,000 over their lifetime📊 TIMESTAMPS:00:00 Market Overview00:17 Cybersecurity Threats and SaaS Vulnerabilities02:39 Antitrust vs Tech Giants04:03 Alarming Economic Outlook08:40 Tourism Sector as an Economic Indicator10:07 Strategic Outlook📈 KEY ECONOMIC INDICATORS:→ JP Morgan issues unprecedented warning about tech vulnerabilities in global financial infrastructure→ Microsoft identifies "Silk Typhoon" attackers weaponizing AI technologies against business targets→ Google suffers crushing legal defeats while Meta faces forced Instagram divestiture→ Wharton study projects 6% GDP reduction and 5% wage cuts from tariff policies→ Middle-income families projected to lose $22,000 over lifetime from tariff impacts→ International tourism arrivals plummet with potential $90 billion GDP impact→ Job switching advantage disappears as labor market cooling accelerates👍 Found this valuable? Hit the like button.___👇 Less hype, more insights.→ Hit subscribe and let’s get curious.• 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 do you think? Share your thoughts below.___📚 SOURCES & DEEP DIVES:• JP Morgan Open Letter: https://www.jpmorgan.com/technology/technology-blog/open-letter-to-our-suppliers• Cyber attackers targeting IT supply chains & AI: https://www.microsoft.com/en-us/security/blog/2025/03/05/silk-typhoon-targeting-it-supply-chain/• DOJ wins Google case: https://www.justice.gov/opa/pr/department-justice-prevails-landmark-antitrust-case-against-google• Facebook might have to divest Instagram: https://apnews.com/article/meta-ftc-antitrust-instagram-whatsapp-facebook-f602a09e86c9eb4538949572f72e8380• FTC case against Meta: https://www.ftc.gov/legal-library/browse/cases-proceedings/191-0134-facebook-inc-ftc-v-ftc-v-meta-platforms-inc• Travel to US declining: https://www.travelpulse.com/news/features/decline-in-international-visitors-poses-significant-financial-threat-to-u-s• Economic effects of tariffs: https://budgetmodel.wharton.upenn.edu/issues/2025/4/10/economic-effects-of-president-trumps-tariffs• CA is the 4th largest economy: https://www.gov.ca.gov/2025/04/23/california-is-now-the-4th-largest-economy-in-the-world/• Switching jobs doesn't pay anymore: https://www.statista.com/chart/31032/median-year-over-year-change-in-annual-pay-in-the-us• U.S. economy loses billions as tourists stay away: https://www.bloomberg.com/news/articles/2025-04-15/us-economy-is-set-to-lose-billions-as-foreign-tourists-stay-away• ITA says air travel down: https://www.trade.gov/feature-article/march-2025-air-passenger-travel• Apollo Global report on economic disaster: https://www.apolloacademy.com/wp-content/uploads/2025/04/042625-ConsumerandFirms_v2.pdf Hosted on Acast. See acast.com/privacy for more information.

Apr 22, 2025 • 48min
🛠️ 99% of Products Are Built to Fail — Why This One Refuses to Break | Leatherman
Keith Carrato, VP of Product at Leatherman, explains why Tim Leatherman got rejected by every company he pitched and how one simple rule prevents million-dollar product disasters.We cover:🔧 The 40-Year Rejection Story: Tim Leatherman pitched his multi-tool idea to every major company—they all said no, then watched him build a $100M+ business.⚡ The One-Problem Rule: Why Leatherman only builds tools that solve a specific problem they can demonstrate in 30 seconds or less.📋 The "Nice-to-Have" Killer: Keith reveals the internal question that saves Leatherman millions by killing features before they ship.💡 The Failure Budget: Leatherman allocates a specific percentage of resources to projects expected to fail—here's why.🇺🇸 The Tariff Survival Guide: How Leatherman stayed profitable manufacturing in America while competitors moved to China.• Follow Keith: https://www.linkedin.com/in/keith-carrato-a810911/ 📈 Subscribe for weekly insights!• 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/_Highlights:00:00 Introduction and Guest Welcome00:54 Leatherman's Origin Story03:46 Problem-Solving Focus06:35 Product Development Insights20:58 Embracing Failure and Learning25:02 Colors in Product Design26:16 Apparel to Product Innovation Journey26:55 Curiosity in Development29:38 Quality and Portland Community34:50 Tariffs and International Growth42:27 Customer Stories and Reliability45:23 Building Trust Culture_Referenced:• Leatherman: https://www.leatherman.com/• Tim Leatherman: https://www.rei.com/blog/camp/innovators-tim-leatherman • Nike: https://www.nike.com/• Gerber: https://www.gerbergear.com/en-us• Keen: https://www.keenfootwear.com/#ProductInnovation #Tariffs #Legacy Hosted on Acast. See acast.com/privacy for more information.

Apr 15, 2025 • 16min
🌎 US Trade Turmoil Freezes Billions as AI Failures Surge 42%
Host Neeta Bidwai examines seven-day trade policy reversals creating investment paralysis, analyzes Brookings research on US dollar's 60% global reserve share threats, explores Dallas Fed survey showing executive anxiety despite conservative alignment, and breaks down S&P Global data: AI project failures jumped from 17% in 2024 to 42% in 2025.We cover:⚖️ Trade Policy Instability: Seven-day reversal from "worst tax hike since 1930s" to limited tariff implementation triggers investment paralysis across major institutions.💰 Dollar Dominance Risk: Brookings analysis reveals US dollar maintains 60% of global reserves and 64% of world debt, but policy threats challenge structural advantages.🛢️ Executive Sentiment Crisis: Dallas Fed survey exposes severe anxiety among oil/gas executives despite conservative alignment, signaling deep structural concerns.📉 Investment Freeze: Major institutions halt M&A deals while private equity accelerates exits as policy uncertainty creates market paralysis.🔍 Financial Distress: 401(k) hardship withdrawals exceed historical averages by 15-20%, indicating widespread financial stress among workers.🤖 AI Failure Surge: S&P Global data reveals AI project failures surge from 17% in 2024 to 42% in 2025, creating SaaS revenue headwinds.📊 AI Confidence Gap: 56% of experts expect positive AI outcomes while only 17% of public shares optimism.📈 Subscribe for weekly insights!• 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/_Highlights: 00:00 Market Overview00:27 Trade Policy Turbulence02:15 Economic Reactions and Market Impact02:49 China Retaliation & Non-Tariff Barriers03:49 Trade Policy Challenges08:03 Uncertainty in Economy13:39 AI in Focus15:56 Strategic Outlook_Referenced: • M&A frozen: https://www.reuters.com/markets/deals/tariff-turmoil-puts-freeze-global-ma-dealmaking-2025-04-04/ • China choking exports: https://www.politico.com/news/2025/04/12/china-trade-war-exports-00287123 • Commerce does not comprehend Social Security: https://www.usatoday.com/story/news/politics/2025/03/21/social-security-lutnick-fraudsters/82603442007/• 401K hardship withdrawals: https://news.bloomberglaw.com/bankruptcy-law/americans-are-tapping-401ks-more-than-usual-empower-ceo-says• Oil & gas execs scared: https://www.dallasfed.org/research/surveys/des/2025/2501#tab-comments • Full list: https://youtu.be/DlRBkGoleJ8 Hosted on Acast. See acast.com/privacy for more information.

Apr 8, 2025 • 38min
Tariffs, Chaos, & Penguins🐧📉: How the U.S. Just Triggered a Global Trade Meltdown
Erik Olson, President of Venn Strategies, explains why April 2nd's tariff announcement -- the worst tax hike since 1930 -- triggered a $6 trillion market crash and which countries are already planning devastating retaliation.Inside this episode:💥 The $6 Trillion Wipeout: Which sectors lost the most, and why did the market reaction go beyond all forecasts?🎯 The Real Target List: Erik explains why tariffs on 60+ countries hit some harder than others—and which 3 nations hold the fate of a possible trade war or negotiated peace.⚖️ The Enforcement Nightmare: Why the U.S. government can’t police all these new tariffs, and what it means for supply chains and consumers.🔄 Retaliation Playbook: Details on how China, the EU, and Canada have moved from threats to real action, upending U.S. exports and select industries.📊 The Hidden Revenue Math: Why these tariffs aren’t raising as much as promised, and the deeper economic risks for business and households• Follow Erik: https://www.linkedin.com/in/erik-olson-44a6535/📈 Subscribe for weekly insights!• 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/_Highlights:00:00 Current Economic Climate00:33 Introducing Erik Olson and Trade Policy Analysis01:38 Impact of Tariffs and Market Reactions03:33 President's Goals and Business Reactions06:10 Challenges in Manufacturing and Policy11:11 Revenue Implications and Political Maneuvering15:58 Global Trade Relations and China's Role18:08 Chinese Investments in Southeast Asia18:49 Understanding Trade Tariffs and Policies20:10 Explaining 232 and 301 Tariffs22:48 Impact on Allies and Global Trade Relations26:23 Domestic Product Requirements Challenges32:50 Future Trade Policies and Legal Challenges37:48 Concluding Thoughts and Future Outlook_Referenced:• Tariffs & global trade: https://www.washingtonpost.com/business/2025/04/03/tariffs-trump-global-trade-talks/ • Tariff tracker: https://www.atlanticcouncil.org/programs/geoeconomics-center/trump-tariff-tracker/ • Global trade war begins: https://www.reuters.com/world/us/trump-unveils-global-reciprocal-tariffs-2025-04-02/ • Global trade war begins: https://www.reuters.com/world/us/trump-escalate-global-trade-tensions-with-new-reciprocal-tariffs-us-trading-2025-04-02/ • Tariffs will shatter the world: https://foreignpolicy.com/2025/04/03/trump-tariffs-economic-war-depression-1930s/• Expect higher inflation and slower growth - the Fed: https://www.washingtonpost.com/world/2025/04/03/asian-markets-fall-trump-tariff/• Venn Strategies: https://vennstrategies.com/ Hosted on Acast. See acast.com/privacy for more information.

Apr 1, 2025 • 8min
🚨 AI's 94% Failure Rate Exposed: $220B Wasted? NASA Warns Against AI
Host Neeta Bidwai examines groundbreaking AI research revealing how systems think, dangerous confidence patterns, and critical business implications. Plus design thinking validation breakthrough.This episode covers:💰 Massive AI Capital Allocation: Microsoft commits $80B, Meta $65B, Alphabet $75B—total $220B investment surge with unexpected data center strategy shifts signaling infrastructure concerns⚠️ AI Confidence Crisis: Columbia Journalism Review analysis exposes AI systems delivering incorrect answers with unwarranted confidence up to 94% of cases—major reliability risk for business applications🔍 Citation Fabrication Problem: Evidence reveals AI search engines manufacturing non-existent URLs and bypassing publisher permissions, creating serious credibility and legal exposure🧪 AI Cognitive Breakthrough: Anthropic research uncovers unexpected mechanisms in large language models including universal "language of thought" and autonomous long-term planning capabilities🚀 NASA Safety Assessment: Technical evaluation indicates significant advancement requirements before LLMs can contribute to safety-critical systems✅ Design Thinking Validation: Peer-reviewed field experiments confirm Design Thinking effectiveness, particularly for diverse teams📈 Subscribe for weekly insights!• 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/_Highlights:00:00 Introduction and Overview00:22 Economic Chaos and AI Investments01:50 AI Search Engines: Flaws and Findings03:42 Anthropic's AI Research Insights06:01 NASA's Skepticism on AI in Critical Systems06:40 Design Thinking Proven Effective07:37 Conclusion and Sign-Off_Referenced:• Microsoft pulls back on data center leases in US & Europe: https://www.reuters.com/technology/microsoft-pulls-back-more-data-center-leases-us-europe-analysts-say-2025-03-26/• Trade strategy breakdown and analysis: https://m.youtube.com/watch?v=398ZhSTu8Ng• Columbia Journal Review of AI Search Engines: https://www.cjr.org/tow_center/we-compared-eight-ai-search-engines-theyre-all-bad-at-citing-news.php• Anthropic researchers investigate how Claude LLM thinks: https://www.anthropic.com/research/tracing-thoughts-language-model• Last week’s Good Revenue episode - Robots talking to robots: https://youtu.be/PL9lyQoq5WY• NASA doesn’t think LLMs are ready for prime time: https://ntrs.nasa.gov/api/citations/20250001849/downloads/NASA-TM-20250001849.pdf?attachment=true• Design thinking really does work: https://psycnet.apa.org/doiLanding?doi=10.1037%2Fapl0001277 Hosted on Acast. See acast.com/privacy for more information.

Mar 25, 2025 • 16min
⚡Feb Job Cuts Hit 2009 Crisis Levels, AI Brain Risk & Secret Robot Languages 💥
Host Neeta Bidwai explores critical economic warning signs, AI cognitive damage research, and corporate espionage scandals reshaping global competition dynamics.This episode covers:📉 Job Market Collapse: February job cuts surge to highest levels since 2009 financial crisis while government executes mass layoffs—major recession signal🌍 Trade War Intensification: Multi-front tariff battles involving US, Canada, China, EU creating unprecedented economic uncertainty and supply chain disruption🏛️ Government Purge: Illegal firing of FTC commissioners, Fannie Mae/Freddie Mac board shake-ups signal regulatory capture and institutional breakdown🤖 AI Cognitive Damage: Research reveals significant negative correlation between frequent AI tool usage and critical thinking abilities—workforce implications🔒 AI Secret Communication: Robots developing private languages humans cannot understand, bypassing oversight and control mechanisms🇨🇳 Chinese AI Breakthrough: DeepSeek advances challenge US dominance while export controls prove ineffective—strategic technology leadership at risk🕵️ Corporate Espionage Crisis: 33% of M&A involves VC-backed acquisitions, Rippling vs Deel lawsuit exposes systematic trade secret theft and intelligence operations📊 Private Equity Performance: 2024 sector analysis reveals concerning trends affecting institutional investment strategies📈 Subscribe for data-driven business intelligence• Follow Neeta: https://www.linkedin.com/in/neetabidwai/ • Follow Good Revenue: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ • Web: https://goodrevenue.io/goodrevenue_Highlights:00:00 Overview 00:16 Trade Wars 02:18 Job Market Crisis 04:20 AI Cognitive Impact 08:51 Global AI Competition 11:40 Corporate Espionage 14:15 Private Equity 15:22 Strategic Outlook_Referenced:• Ambassador Marantis trade analysis: https://youtu.be/398ZhSTu8Ng • AI negatively affects critical thinking: https://www.mdpi.com/2075-4698/15/1/6 • AI effects on learning and memory: https://onlinelibrary.wiley.com/doi/10.1002/brx2.30 • Impact of AI chatbots on cognitive health: https://pmc.ncbi.nlm.nih.gov/articles/PMC11020077/• CSIS AI Race report: https://csis-website-prod.s3.amazonaws.com/s3fs-public/2025-03/250307_Allen_AI_Race.pdf?VersionId=8Qpp5OWwGj9OKB25qzQX4tQ_DzIZ9NS_ • Presidential panel on the future of AI research: https://aaai.org/wp-content/uploads/2025/03/AAAI-2025-PresPanel-Report-Digital-3.7.25.pdf • Full references: https://youtu.be/PL9lyQoq5WY Hosted on Acast. See acast.com/privacy for more information.