83 | 💥 Tech in Trouble, Recession Ahead, & JP Morgan’s Cyber Warning 😱 #recession2025

Host Neeta Bidwai unpacks an interconnected web of digital vulnerabilities, market power concentration, and economic impacts affecting the global financial system.

This episode of Good Revenue covers:

• The SaaS Vulnerability Crisis: JP Morgan's warning about SaaS creating substantial vulnerabilities in the global economic system by prioritizing features over security
• Cyber Threat Evolution: Microsoft's "Silk Typhoon" warning highlighting threat actors exploiting both IT supply chains and AI technologies simultaneously
• Antitrust Actions Reshaping Tech: Major legal defeats for Google and regulatory challenges for Meta that could fundamentally restructure the tech landscape
• Economic Storm Signals: Apollo Global Management's alarming report showing sharp decline in earnings outlook, manufacturing contraction, and rising cost pressures
• Tariff Impact Projections: Wharton Budget Model projecting tariffs will reduce long-run GDP by 6% and wages by 5%
• Labor Market Cooling: Shrinking pay increase gap between job switchers and stayers signaling a shifting employment landscape
• Tourism Decline Warning Signs: International arrivals dropping significantly with potential $90 billion GDP impact, early indicator of economic contraction

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Where to find Neeta:

https://www.linkedin.com/in/neetabidwai/

Where to find Good Revenue:

https://goodrevenue.io/goodrevenue

https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ

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Highlights:

00:00 Introduction and Overview

00:27 Cybersecurity Threats and Vulnerabilities

02:08 Market Power Concentration and Antitrust

03:54 Economic State and Impending Recession

06:27 Impact of Tariffs and Trade Policies

07:50 Labor Market Shifts and Tourism Impact

09:45 Conclusion and Final Thoughts

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Referenced:

• JP Morgan: https://www.jpmorgan.com/technology/technology-blog/open-letter-to-our-suppliers

• Attackers targeting IT & AI: https://www.microsoft.com/en-us/security/blog/2025/03/05/silk-typhoon-targeting-it-supply-chain/

• Apollo: https://www.apolloacademy.com/wp-content/uploads/2025/04/042625-ConsumerandFirms_v2.pdf

• Wharton: https://budgetmodel.wharton.upenn.edu/issues/2025/4/10/economic-effects-of-president-trumps-tariffs

• Switching jobs doesn’t pay: https://www.statista.com/chart/31032/median-year-over-year-change-in-annual-pay-in-the-us

• Air travel down: https://www.trade.gov/feature-article/march-2025-air-passenger-travel

• Full list: https://youtu.be/AAPd9U1jn-M

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