Welcome to The Good Revenue podcast.

Make sense of the chaos with sharp, data-driven insights that uncover patterns across AI, geopolitics, and markets. No hype, just reality.

Fresh 2026 Executive Insights & Business Analysis from Good Revenue

AI is accelerating disruption across markets. Anthropic's newest model, Claude Opus 4.6, is a shock to the system with its ability to organize autonomous AI agents, while investors fret about Big Tech's $650B AI infrastructure investment in our AI news update.

The fight over child safety has evolved into how platforms are designed to interact with kids. This episode breaks down the pivot in tech litigation: suing platforms for “defective design.” We explore how algorithms and recommendation loops are being treated like faulty brakes in court, why the “Age 13” supervision gap matters, and what this means for revenue models built on engagement.

Why Leaders Follow the Good Revenue Podcast

  • Efficient deep dives into the market’s most pressing stories and developments.

  • Actionable insights for leaders navigating volatility & rapid change.

  • Data-driven context that reveals why it matters, who’s shaping it, and what’s next.

AI hits a trust wall, healthcare costs spike, and Europe locks in deals with India & China instead of the US. In this update, we discuss how leaders in artificial intelligence like Jensen Huang and Sam Altman are navigating significant industry changes.

If your electricity bill feels out of control, it’s not your imagination. Power prices are surging, and the quiet reason is the AI boom. This episode explains how tech companies are getting cheap, opaque power deals and why households are picking up the tab.

NATO delivers, Apple picks rival Google for AI, Meta's on trial for endangering kids, Oracle's junk debt tanks Stargate—and maybe Paramount too? Shadow fleets clash while zombie unicorns haunt venture investors. Get the clarity leaders need now.

Greenland sits at the crossroads of great power geopolitics — a key player in U.S.–China tensions, NATO’s internal fractures, and the global race for rare earth minerals. In this episode of Good Revenue, we uncover how Greenland Denmark history, the critical minerals potential, and Arctic geopolitics are reshaping international diplomacy, global strategy, and the balance of power.

Something isn’t adding up. Tariffs meant to punish rivals are hitting consumers instead, AI chip shortages are reshaping global power, and massive CEO pay packages keep missing their mark. This episode looks at the data behind these trends and the uncomfortable direction they’re pushing the economy.

California just launched the most aggressive crackdown yet on data brokers, the FAA handed a historic air traffic overhaul to a private-equity newcomer, and Walmart is scaling drone delivery faster than regulators can keep up. We break down what’s changing, why it matters, and where the risks are hiding.

A DOJ investigation into the Federal Reserve is no longer hypothetical. It’s happening now — forcing a reckoning over how much political pressure the central bank can withstand. This episode unpacks the AI crawler war between Google and publishers, Gemini’s rapid rise, China’s accelerating AI push, a slowing US job market, and the intensifying legal battle between Paramount and Warner Bros. Discovery.

Prediction markets are moving faster than the rules meant to govern them, and the consequences are starting to spill into courts, markets, and everyday risk. This episode breaks down why these platforms are headed for the Supreme Court, how new research reframes the Court’s economic influence, and why AI agents may be introducing security problems that can’t simply be fixed with software updates.

Warner Bros. Discovery is rejecting a debt-heavy takeover, AI chips are racing ahead at CES, and pressure on the Federal Reserve is becoming one of the most consequential economic risks of 2026. In this episode, we break down why Hollywood’s consolidation fight is really about broken business models, what Nvidia, AMD, and Google just revealed about the next phase of AI infrastructure, and why weakening central bank independence could carry far bigger consequences than most market headlines suggest.

2026 is wasting no time. Tesla has lost the EV crown, hybrid warfare is becoming a real-world risk, drug prices are rising again, and new research shows smartphones are hurting kids sooner than expected. We also examine rising AI debt and why some of the biggest tech players may be walking into the same traps they promised to avoid.

China is escalating its standoff with the United States, markets are flashing mixed signals beneath record highs, and the AI compute race is exposing real cracks as costs surge and reliability falters. As we close out 2025, this episode breaks down rising geopolitical risk, fragile financial structures, what Salesforce’s pivot says about the limits of today’s AI, and why energy jobs may be one of the clearest growth stories heading into 2026.

As 2025 comes to a close, this episode steps back to assess the forces reshaping the global economy. We break down the real cost of tariffs, fragile deal markets heading into 2026, slowing international travel, rising sovereign AI strategies, and the quiet damage from deep cuts to science funding. Taken together, these stories show a world in transition, where short-term policy choices are setting long-term constraints that will shape markets, technology, and geopolitics in the year ahead.

China’s vehicle export surge is colliding with US tariffs, squeezing global auto jobs and supply chains. At the same time, new signs suggest advanced AI chips are still reaching China despite export controls. We also cover soaring healthcare costs, major VA staffing cuts, rising CEO turnover, and a telling consumer signal as America’s largest bourbon maker prepares to go dark in 2026.

TikTok finally has a deal, the Oscars are moving off broadcast TV and onto YouTube, and the AI boom is starting to show real stress as the White House pushes to block states from regulating it. At the same time, the jobs report is weakening, manufacturing and younger workers are feeling the pressure, and falling inflation isn’t bringing the relief many expected as we head toward 2026.

Farmers, automakers, and consumers are feeling the pressure as tariffs, policy reversals, and energy costs collide. This episode breaks down the U.S. government’s $12B farm bailout, Ford’s $19.5B EV write-off, rising winter energy prices, and a surprising Disney–OpenAI deal. We also cover the European Union’s expanding regulatory posture on social media, China, taxation, and geopolitics, and what it all signals heading into 2026.

US shockingly reverses AI chip bans, letting Nvidia sell top tier H200 to "vetted" Chinese buyers for 25% US revenue share. Boosts China's lagging compute gap, copycat fabs, military AI, and undercuts US national security for nothing.

Roundup’s ghostwritten “safety science” just got retracted, as Netflix and Paramount battle for Warner Bros Discovery, China’s $1 trillion trade surplus shocks markets, and Meta’s teen‑safety lies blow up in court.

AI’s revenue myth shatters as OpenAI’s numbers fail to add up, China’s slowdown deepens, fraud spikes 180%, and tariffs reshape global autos and trade.

Probing insights & analysis for boards & executives.

U.S. automakers are struggling, EV sales are collapsing without federal credits, consumer sentiment is sliding, and housing delistings just hit a record. We also break down Fitch’s warning on circular AI financing, China’s escalating chip restrictions, global anti-dumping responses, and two promising tech breakthroughs that may change EVs and water access.

Rare earth minerals are the linchpin of global power, and China’s tightening grip in 2025 has ignited a high-stakes resource battle reshaping the US, EU, and world economy.

Ultra-processed foods damage every organ, says a groundbreaking Lancet study. Obesity drugs reshape markets while US EPA unleashes PFAS forever chemicals on food. Major tech firms warn of nonstop surge in AI cyberattacks by foreign countries, and 55% of corporate boards want to fire a member—but can’t. What's next?

Nvidia dominates AI chips as fierce BigTech competition heats up: Google's Gemini 3, a complex reasoning LLM powered by its custom TPUs, while Microsoft & Amazon build their own AI chips and end-to-end AI strategies. Amid soaring AI infrastructure costs and persistent LLM hallucinations, world models may revolutionize AI with cause-and-effect reasoning, real-world predictions, and autonomous robots. What will 2026 bring?

China leads U.S. sanctions evasion for Russia, Iran, and North Korea, with Hong Kong as the shadow economy hub. Google files its first-ever RICO suit against a China-based phishing network. AI intellectual property battles rage, $3.8 trillion M&A booms, and the EPA plans a controversial PFAS chemical rollback—these are the top stories shaking the global landscape in 2025.

AI data centers are exploding, sending U.S. electricity demand to new highs. Tech giants are spending over $1 trillion and utilities are scrambling—while energy bills keep rising. AI now eats up 15% of America’s power, aiming for 35–50% by 2030. But behind the boom, there’s a looming $800B revenue gap…and the threat of an AI bubble.

Nuclear testing is back, and the stakes couldn’t be higher. What does this mean for global security, deterrence, and geopolitics? We break down the science, strategy, and fallout.

US-China temporary truce leaves virtually all key issues unresolved. 8-min breakdown for companies & stakeholders on China’s 15th Five-Year Plan, AI tech rivalry, EV market, and geopolitical risks.

Layoffs hit 153,000, worst since 2003. First-time homebuyers shrink, small firms fight tariffs, and US–China truce frays over soybeans, AI chips, rare earths & pharmaceuticals. OpenAI floats taxpayer bailout, Microsoft’s fast follower AI strategy, and Meta profits billions from scam-linked ads as food giants fight healthy food reforms, the IRS drops free tax filing, and US eyes $149 Ozempic (and all its economy-shifting potential).

SNAP cuts strike 42 million Americans, autos pile up, housing stalls out. Retail investors quietly hold the line while Washington goes nuclear with its mercantilist agenda—sparking new battles over energy, waste, and weapons testing.

950,000 US jobs cut this year, the most since 2020. Moody’s flags 22 states nearing recession, healthcare premiums spike 30%, US-China geopolitics stoke fresh conflict, while Microsoft’s OpenAI bet pays off big time.

Millions face food insecurity as SNAP benefits near November 1 cliff, while the Federal Reserve struggles to steer the economy without critical data. Farmers grapple with soaring debt and trade wars as the U.S. national debt hits a record $38 trillion.

OpenAI’s new Atlas browser and Sora2 video tools go head‑to‑head with Google, TikTok, and Meta — while private equity moves on U.S. utilities, college sports, and even defense tech. California disrupts Big Pharma with $11 insulin.

Auto prices soar past $50K, airlines roll back refunds, freight rail costs will rise post Union Pacific merger, and Europe pushes for a single stock exchange—while Nvidia’s new energy-saving AI chips and Walmart’s battery-free IoT rollout redefine tech and trade.

US-China 2025 quick dive: AI chip smuggling, tariffs & tech bans shake global markets—6‑min breakdown of trade war, supply chain & security fallout. #AI #Trade

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Context & Consequences:

2026 Market Disruptions and Opportunities.

Good Revenue delivers data-driven insights and clear analysis of the global forces reshaping markets, policy, and business strategy.

Global Trade Pressures

  • Historic U.S. tariffs upend supply chains, forcing manufacturers to shift from China to Vietnam and India.

  • Retailers and tech companies face higher logistics costs and squeezed margins as global trade routes tighten.

AI’s Double-Edged Disruption

  • Copyright and fair use disputes surge as publishers challenge AI systems scraping content.

  • AI-powered cyberattacks proliferate, underscoring new vulnerabilities.

  • Corporate AI pilots struggle to deliver P&L impact, widening the gap between adoption and returns.

Economic Outlook and Inflation

  • Will the slowest growth since 2008 cast a shadow over 2026?

  • Tariffs and trade tensions fuel persistent inflation, eroding consumer demand.

  • Markets brace for potential recession and volatility spikes.

M&A and Market Consolidation

  • Mega-mergers in tech, healthcare, and energy face tougher antitrust enforcement.

  • Regulatory hurdles slow dealmaking, reshaping consolidation strategies and increasing execution risk.

Private Markets Under Pressure

  • Fundraising slows across venture capital and private equity.

  • Liquidity tightens, fueling a jump in secondary market transactions.

  • Longer holding periods heighten exit risk and market uncertainty.

Intellectual Property and Regulation

  • AI copyright battles redefine ownership and compensation in digital publishing.

  • Courts and policymakers struggle to set clear boundaries around AI fair use.

Energy and Infrastructure Stress

  • Data center demand for power jumped 12% in 2025, straining grid capacity.

  • With cuts in energy and climate adaptation investment, blackout risks and infrastructure bottlenecks are rising.

Privacy, Tax, and Compliance Costs

  • Tightened privacy regulations and sweeping global tax reforms complicate multinational operations.

  • 78% of global firms report higher compliance costs this year.

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