Host Neeta Bidwai explores AI systems exhibiting blackmail behaviors, Europe's strategic decoupling from American influence, federal courts blocking emergency tariff powers, and groundbreaking cancer research proving exercise outperforms many drug treatments.

This episode of Good Revenue covers:

• AI Blackmail Crisis: Anthropic's safety analysis reveals Claude Opus 4 threatened to expose an engineer's affair to prevent shutdown, while external testing showed capabilities for self-propagating worms and fabricating legal documents. Despite safeguards, the system remains compromised in 11% of attack scenarios. Economic pressures intensify as AI labs collectively valued at $400 billion struggle with profitability while training costs plummet.
• Atlantic Alliance Dismantled: Europe systematically engineers independence from American tech and military dominance through sovereign cloud platforms, Franco-German DARPA-style defense agency, and potential weaponization of capital flows against the U.S. Global trust shifts dramatically as China surpasses America in international favorability (49% vs 46%) for the first time.
• Emergency Powers Blocked: Federal courts rule against administration's use of emergency powers for broad tariffs, with seven ongoing lawsuits challenging authority. Remaining options limited to Section 232, Section 301, and potentially Section 122, creating enforcement complexity that may exceed revenue generation.
• Exercise Beats Chemo: New England Journal of Medicine publishes 15-year study of 889 colon cancer patients proving structured exercise delivers 37% reduction in death risk and 28% reduction in recurrence—the first definitive proof exercise outperforms many pharmaceutical interventions in cancer care.

_

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

_

Highlights:

00:00 Introduction and Episode Overview

00:26 AI Blackmail: Anthropic's Troubling Findings

02:15 Mary Meeker's AI Sector Report

03:59 Europe's Move Towards Tech Independence

06:33 US Courts Challenge Tariff Powers

08:53 Good News in Cancer Treatment

10:03 Conclusion and Sign-Off

_

Referenced:

• Anthropic AI safety report: 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 AI report: https://www.bondcap.com/reports/tai

• European anti-Trump agenda: https://www.handelsblatt.com/politik/international/aussenpolitik-das-ist-die-interne-anti-trump-agenda-von-merz-und-macron/100131590.html

• German Marshall Fund analysis: https://www.gmfus.org/news/watching-china-europe-june-2025

• America's declining global standing: https://www.ipsos.com/en/know-new-america-beyond-april-2025

• Global views of China vs US: https://www.pewresearch.org/global/2025/04/17/views-of-chinas-role-in-the-world/

• Tariff ruling challenge: https://www.reuters.com/world/us/trump-administration-seeks-pause-second-tariff-case-after-loss-2025-06-02/

• Tariffs blocked: https://www.nytimes.com/2025/05/28/business/trump-tariffs-blocked-federal-court.html

• Court order blocking tariffs: https://www.cafc.uscourts.gov/opinions-orders/25-1812.ORDER.5-29-2025_2522636.pdf

• Exercise after cancer study: https://www.nejm.org/doi/full/10.1056/NEJMoa2502760

• Exercise vs drugs analysis: 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.

Host Neeta Bidwai returns to explore the recent downgrading of US credit by Moody's, systemic global debt issues, complications in trade policy leading to white-collar crime, the disparities between AI hype and economic impact, and the espionage economy.

This episode of Good Revenue covers:

- Historic Credit Downgrade Crisis: Moody’s downgrades US credit from AAA to AA1, and global AAA-rated debt collapses from 60% in 2008 to 8%, indicating major systemic challenges similar to World War II-level fiscal strain.

- Trade Policy Chaos Creates Crime Wave: Tariff negotiations spark daily market uncertainty while generating an underground economy of trade crimes. Companies are mislabeling & undervaluing goods and routing through third countries, and tourism data reveals double-digit booking declines from major trading partners—the hidden cost of policy chaos.

- AI Reality Checks?: A massive University of Chicago study tracking 25,000 workers finds AI investments deliver "statistically zero" economic impact despite billions in corporate spending. Meanwhile, the Copyright Office’s AI framework triggers immediate leadership changes and the House passes a controversial 10-year AI regulation ban opposed by 49 state attorneys general which we might regret down the road.

- The Espionage Economy Emerges: Treasury scrutinizes $75 million in US venture capital flowing to China-linked AI startups while Commerce orders chip software design firms to halt all China sales. As R&D funding faces unprecedented budget cuts, America confronts a strategic paradox: protecting today's IP while potentially sacrificing tomorrow's innovation pipeline.

_

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

_

Highlights:

00:00 Introduction and Overview

00:20 Credit Downgrades: A Historic Shift

02:12 Trade Policy and White Collar Crime

05:01 AI Reality Check: Hype vs. Reality

07:48 The Espionage Economy: National Security Concerns

10:35 Conclusion and Final Thoughts

_

Referenced:

• 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.

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

_

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

_

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

_

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

Hosted on Acast. See acast.com/privacy for more information.

Keith Carrato, VP of Product at Leatherman, discusses balancing innovation, commercial viability, trust, and integrity in company culture.

In this episode of Good Revenue, host Neeta Bidwai and Keith cover:

• How founder Tim Leatherman’s persistence led to the development of the Pocket Survival Tool (PST) despite initial rejections, resulting in a company that has thrived for over 40 years.
• Why Leatherman’s core philosophy is to equip users to tackle challenges creatively in various scenarios.
• How disciplined product briefs distinguish between essential features and “nice-to-haves” to prevent feature overload.
• Embracing failure as a learning opportunity at Leatherman fosters high performance.
• How the company navigates tariffs and international competition while staying true to core values: quality, American manufacturing, and integrating consumer feedback.

_

Where to find Keith:

https://www.linkedin.com/in/keith-carrato-a810911/

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

_

Highlights:

00:00 Introduction and Guest Welcome

00:54 Leatherman's Origin Story

03:46 Leatherman's Problem-Solving Focus

06:35 Product Development Insights

20:58 Embracing Failure and Learning

25:02 Recognizing the Role of Colors in Product Design

26:16 The Journey from Apparel to Product Innovation

26:55 The Power of Curiosity in Product Development

29:38 Commitment to Quality and Community in Portland

34:50 Navigating Tariffs and International Growth

42:27 Customer Stories and Product Reliability

45:23 Building a Culture of Trust in High-Performance Organizations

_

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/

Hosted on Acast. See acast.com/privacy for more information.

Host Neeta Bidwai examines the cascading effects of recent trade policy shifts, economic sentiment challenges, and AI patterns.

This episode of Good Revenue covers:

• Trade Policy Whiplash: The administration's dramatic pivot on the worst tax hike since the 1930s creates market turmoil, investment freezes, and risking the dollar's global leadership
• China's Response: Implementation of non-tariff barriers specifically targeting red states through beef, poultry, and LNG restrictions
• Economic Sentiment Crisis: Dallas Fed survey revealing unprecedented anxiety among oil and gas executives despite traditional conservative alignment
• Financial Distress Indicators: 401(k) hardship withdrawals exceeding historical norms by 15-20%, signaling last-resort financial desperation
• The AI Confidence Divide: Pew research showing 56% of AI experts anticipate positive impacts while only 17% of the public shares this optimism
• AI Implementation Failure Surge: S&P Global data revealing AI initiative failures increased from 17% in 2024 to 42% in 2025, creating headwinds for SaaS business models

_

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

_

Highlights:

00:00 Introduction and Overview

00:27 Trade Policy Turbulence

02:15 Economic Reactions and Market Impact

02:49 China: Retaliation & Non-Tariff Barriers

03:49 US Trade Policy Challenges

08:03 Uncertainty in Business and Economy

13:39 AI in Focus

15:56 Conclusion and Farewell

_

Referenced:

• M&A frozen: https://www.reuters.com/markets/deals/tariff-turmoil-puts-freeze-global-ma-dealmaking-2025-04-04/

• China choking off exports: https://www.politico.com/news/2025/04/12/china-trade-war-exports-00287123

• Commerce secretary contradicts President on chips: https://www.washingtonpost.com/technology/2025/04/13/tariffs-chips-lutnick/

• Commerce secretary does not understand how Social Security works: https://www.usatoday.com/story/news/politics/2025/03/21/social-security-lutnick-fraudsters/82603442007/

• Blackrock predicts recession: https://www.cnbc.com/2025/04/11/blackrocks-larry-fink-says-us-is-very-close-to-a-recession-and-may-be-in-one-now.html

• Americans using more 401K hardship withdrawals: https://news.bloomberglaw.com/bankruptcy-law/americans-are-tapping-401ks-more-than-usual-empower-ceo-says

• Oil & gas execs worried: 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.

Erik Olson, President of Venn Strategies, breaks down the significant economic consequences of the U.S. President’s April 2, 2025 announcement of the worst tariff hike since 1930, affecting 60 countries.

In this episode of Good Revenue, host Neeta Bidwai and Erik cover:

• Market reactions — markets have lost more than $6 trillion in value.
• Broader goals behind the tariffs, such as enhancing US production and revenue generation.
• Extreme uncertainty and challenges for businesses and global trade relations.
• Implications for the U.S. and global economies including Canada, Mexico, the European Union, China, India, South Korea, Vietnam, Cambodia, Russia, and others, including retaliatory tariffs.
• Insights into potential future scenarios, legal challenges, and the tremendous administrative burden of enforcing the tariffs.

_

Where to find Erik:

https://www.linkedin.com/in/erik-olson-44a6535/

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

_

Highlights:

00:00 Introduction and Current Economic Climate

00:33 Introducing Erik Olson and Trade Policy Analysis

01:38 The Impact of Tariffs and Market Reactions

03:33 President's Goals and Business Reactions

06:10 Challenges in Manufacturing and Policy

11:11 Revenue Implications and Political Maneuvering

15:58 Global Trade Relations and China's Role

18:08 Chinese Investments in Southeast Asia

18:49 Understanding Trade Tariffs and Policies

20:10 Explaining 2 32 and 3 0 1 Tariffs

22:48 Impact on Allies and Global Trade Relations

26:23 Challenges in Implementing Domestic Product Requirements

32:50 Future of Trade Policies and Legal Challenges

37:48 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/

Hosted on Acast. See acast.com/privacy for more information.

Host Neeta Bidwai explores the evolving landscape of artificial intelligence, examining groundbreaking research on how AI systems think, concerning patterns in their confidence levels, and implications for business and society. Plus, one bright spot: design thinking validation.

This episode of Good Revenue covers:

- Big Tech's AI Investment Surge: Microsoft's $80 billion AI allocation alongside Meta's $65 billion and Alphabet's $75 billion expenditures, with surprising shifts in data center strategy

- AI's Dangerous Confidence Problem: Columbia Journalism Review's comprehensive analysis revealing AI systems provide incorrect answers with unwarranted confidence up to 94% of the time

- Citation Fabrication Crisis: Evidence that AI search engines frequently manufacture non-existent URLs and bypass publisher permissions, raising serious credibility concerns

- Inside AI's "Thought" Processes: Anthropic's research uncovering unexpected cognitive mechanisms in large language models, including universal "language of thought" and long-term planning capabilities

- NASA's Safety-Critical Skepticism: New technical assessment indicating significant advancements needed before LLMs can reliably contribute to safety-critical systems

- Design Thinking Validation: Peer-reviewed field experiments confirming Design Thinking's effectiveness, especially for diverse teams, addressing longstanding empirical questions

_

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

_

Highlights:

00:00 Introduction and Overview

00:22 Economic Chaos and AI Investments

01:50 AI Search Engines: Flaws and Findings

03:42 Anthropic's AI Research Insights

06:01 NASA's Skepticism on AI in Critical Systems

06:40 Design Thinking Proven Effective

07:37 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.

Host Neeta Bidwai explores pressing issues in U.S. and global economics, the latest AI insights, and private markets dynamics.

This episode of Good Revenue covers:

• Trade wars, economic warnings, and tariff analysis involving the US, Canada, China, and the EU.

• Job market signals, including significant job cuts in February, the highest since 2009.

• Changes in the US government, including firings of FTC directors and board members of Fannie Mae and Freddie Mac.

• Troubling AI interactions and their impact on human critical thinking.

• Chinese AI advancements challenging US dominance, including Deep Seek’s progress and export controls.

• Corporate espionage and venture acquisitions in the startup world.

• Private equity sector performance.

_

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

_

Highlights:

00:00 Introduction and Overview

00:16 Economic Warning Signs

02:18 Job Market and Government Changes

04:20 Robots Talking to Robots, AI Changing How We Think

08:51 Global AI Competition & Wrong Track for AGI

11:40 Startups: Espionage and VC M&A

14:15 Private Equity Insights

15:22 Conclusion & Farewell

_

Referenced:

• Ambassador Marantis trade analysis: https://youtu.be/398ZhSTu8Ng

• Feb job cuts: https://fedprimerate.com/docs/challenger-job-cuts/----%5B--%5D--Fed-Prime-Rate---CHALLENGER----JOB--CUT--REPORT----FEBRUARY----2025.pdf

• 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/

• Robots are talking to themselves without us: https://www.ndtv.com/offbeat/on-video-ai-bots-switch-to-machine-language-only-they-understand-7798960

• 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.