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Cut through the noise with sharp, data-driven analysis on AI, tariffs, M&A, the economy, & business trends—without the hype.
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Fresh 2025 Executive Insights & Business Analysis from Good Revenue

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.

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.

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

America’s economy is flashing red—job mobility plunges, credit cracks widen, and AI hype props up GDP as gold hits historic highs and a “Too Big to Fail” AI bubble forms. Meanwhile, the US–China trade war escalates, Meta faces backlash over teen safety, and California bans ultra-processed school lunches.

The U.S. job market is in deep trouble, grocery costs are crushing budgets, and OpenAI just unleashed a viral AI video tool that’s rewriting legal and ethical lines. Beneath it all, AI’s hunger for power is morphing into a trillion‑dollar grid crisis.

U.S. auto sector bankruptcies and fading EV sales. New tariffs add $160B annually, driving housing costs higher. AI circular financing sparks bubble concerns, new California AI , Brickstorm malware threat targets U.S. tech infrastructure, and major private deals reshaping 2025’s economic landscape.

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Nvidia’s $4.3T AI reign ignites U.S.–China showdown, Google hit by $200B monopoly trial, $100K H-1B visa fee shakes tech talent, Amazon battles FTC on Prime, TikTok’s dance with Oracle and Rupert Murdoch. Meanwhile, the Fed balances markets with steady policy, China’s EV glut roils global trade, and the FDA targets a $6B pharma ad scandal.

Quarterly reports may vanish — 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.

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?

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.

Tariffs slammed the U.S. auto industry with $12B in losses, driving average car prices to a record $50,000 and piling $25B in new costs on automakers. Consumers now pay $5,200 more per vehicle as supply chains splinter—while tech giants and AI upstarts close in on Google Chrome’s turf.

The U.S. 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.

Context & Consequences:

2025’s 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

  • The slowest growth since 2008 casts a shadow over 2025.

  • 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.

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?

U.S. tariffs target EU autos, semiconductors, and pharmaceuticals at 15%, increasing US business and consumer costs. JP Morgan’s new data fees threaten fintech startups’ survival, while the EU AI Act enforces strict compliance plus EU-China trade talks stall.

2025 was set for private equity’s comeback after a 37% rise in buyout deals in 2024. Tariffs and policy shifts stalled optimism, trapping $3.2T in assets as exit activity dropped 53%, pushing investors to secondary markets—now 30% of buyouts. What does this all mean?

Probing insights & analysis for boards & executives.

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Pentagon invests $400M to become top shareholder in the only U.S. rare earth mine amid tariffs hitting 115-year highs. Google’s $2.4B Windsurf deal shakes startup M&A. AI floods web with fake research and headlines—how much can you still trust? Discover critical insights now!

Energy demand surges as Congress cuts 340 GW of clean power for tax breaks, triggering shortages. China floods markets with fake used cars, major publishers block AI bots, and the dollar hits its lowest point since 1973. Could these shifts threaten global markets and consumer costs?

Economic shockwaves intensify as Congress prepares to axe $900B for Medicaid while Nike faces a $1B tariff tax bill. Meanwhile, Germany bans DeepSeek over privacy violations, AI agents repackaging automation projects as AI, and the OpenAI - Microsoft AGI battle reveals the brutal reality behind artificial intelligence promises.

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