The Pentagon bets $400M on rare earths, becoming the largest shareholder in the only US rare earth mine as US tariffs hit century highs. Google’s $2.4 billion deal with AI coding startup Windsurf signals major disruption for the startup ecosystem. Meanwhile, adversaries, researchers, and corporations manipulate AI with hidden prompts, fake research, and fabricated articles, threatening the accuracy of daily information.

🎯 WHAT YOU'LL LEARN: How the Pentagon’s rare earth investment signals a seismic shift in US industrial policy | Why current tariff levels haven’t hit yet but are on track to devastate households | How researchers and foreign players are gaming AI systems | Why 1,500 workers say automation targets the wrong jobs | How big tech’s creative antitrust tactics may upend M&A

📊 TIMESTAMPS:

00:00 Market Overview

00:34 Pentagon's Venture into Venture Capitalism

02:54 TikTok and US Industrial Policy

04:02 Trade Wars and Economic Impact

06:52 Antitrust Evasion and Startup Ecosystem

09:10 AI and Cybersecurity Threats

12:53 AI Automation Workforce Misalignment

14:10 Strategic Outlook

📈 KEY DATA COVERED: → Pentagon becomes largest shareholder in only US rare earth mine → US tariffs reach highest level since 1910 → ChatGPT-4 repeats propaganda 71.4% of the time (up from 28.6%) → 48% of AI deployments target areas workers don't want automated → Google pays $2.4B to license tech instead of acquiring startup

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📚 SOURCES & DEEP DIVES:

- Rare Earths & DOD: https://www.washingtonpost.com/business/2025/07/10/pentagon-rare-earths/

- US Tariff Analysis (Yale Budget Lab): https://budgetlab.yale.edu/research/state-us-tariffs-july-14-2025

- Federal Reserve Trade Impact: https://www.federalreserve.gov/econres/notes/feds-notes/trade-offs-of-higher-u-s-tariffs-gdp-revenues-and-the-trade-deficit-20250707.html

- AI Academic Manipulation: https://asia.nikkei.com/Business/Technology/Artificial-intelligence/Positive-review-only-Researchers-hide-AI-prompts-in-papers

- Russian Propaganda Network: https://americansunlight.substack.com/p/bad-actors-are-grooming-llms-to-produce

- Cybersecurity Database Crisis: https://www.technologyreview.com/2025/07/11/1119370/cybersecurity-alarm-system-breaking-down/

- Google-Windsurf Deal: https://windsurf.com/blog/windsurfs-next-stage

- Cognition Buys Windsurf: https://cognition.ai/blog/windsurf

- Cognition Windsurf Acquisition: https://www.cnbc.com/2025/07/14/cognition-to-buy-ai-startup-windsurf-days-after-google-poached-ceo.html

- TikTok US App Development: https://www.theinformation.com/briefings/tiktok-building-new-version-app-u-s-users

- Malaysia Chip Permits: https://www.reuters.com/world/asia-pacific/malaysia-says-trade-permit-required-ai-chips-us-origin-2025-07-14/

- EU Pause: https://policy.trade.ec.europa.eu/eu-trade-relationships-country-and-region/countries-and-regions/united-states_en

- Stanford AI Workplace Study: https://www.rand.org/pubs/perspectives/PEA4012-1.html

Full list: https://youtu.be/ml9YqIQ2Y4k

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Energy demand hits record highs while Congress just eliminated 340 gigawatts of clean power capacity. China's flooding global markets with fake "used cars" that have never been driven, AI bots now blocked by default across major publisher websites, and the dollar crashed to its lowest point since 1973 as investors hedge against US currency for the first time in decades.

🎯 WHAT YOU'LL LEARN: How Congress created a massive energy shortage that will hit every household | Why China's auto export strategy threatens markets | How one company's decision could reshape the entire AI training ecosystem | What the dollar's historic crash signals about global economic shifts

📊 TIMESTAMPS:

00:00 Market Overview

00:46 Energy Bills Set to Spike

04:44 Fake Used Cars Flooding Global Markets

07:34 Tech Giant's Move to Save Publishers

09:23 EU's New Regulations for Small Firms

10:48 Dollar's Historic Low and Global Economic Tensions

12:32 Strategic Outlook

📈 KEY DATA POINTS: → Wholesale energy prices expected to jump 74% by 2035 → 436,000 fake used cars exported globally by Chinese firms → CloudFlare controls 20% of global internet traffic → GDPR compliance threshold raised to 750 employees → Dollar down 10% while Euro surges 13%

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💬 What's your take? Drop your thoughts below!

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📚 SOURCES & DEEP DIVES:

- China Clean Energy Emissions Peak: https://www.weforum.org/stories/2025/06/clean-energy-china-emissions-peak/

- China Clean Energy Power Boom: https://www.nytimes.com/interactive/2025/06/30/climate/china-clean-energy-power.html

- Ford China EV Strategy: https://www.usatoday.com/story/money/cars/2025/06/20/ford-china-strategy-study/84257890007/

- Chinese Automakers and U.S. Tariffs: https://www.cbtnews.com/michael-dunne-on-tariffs-chinese-automakers-and-u-s-market-challenges/

- China Auto Giants Surpass GM VW Tesla: https://www.reuters.com/investigations/how-chinas-new-auto-giants-left-gm-vw-tesla-dust-2025-07-03/

- China Accelerates Global Auto Competition: https://cmr.berkeley.edu/2025/05/shifting-gears-how-china-is-accelerating-past-the-global-automotive-competition/

- Congress Electricity Tax Cuts Debate: https://www.theatlantic.com/politics/archive/2025/07/congress-electricity-tax-cuts/683416/

- State Costs of Clean Energy Rollbacks: https://www.canarymedia.com/articles/clean-energy/big-beautiful-bill-state-costs

- Renewable Policy Raises Electric Costs: https://qz.com/policy-bill-increase-electric-costs-renewables-tax-credits

- Senate Bill Hits Renewable Energy: https://www.reuters.com/sustainability/climate-energy/despite-last-minute-changes-senate-bill-deals-big-blow-renewable-energy-2025-07-01/

- Congress Megabill Raises Energy Costs: https://www.aceee.org/press-release/2025/07/congresss-megabill-would-raise-energy-costs-strain-electric-grid

- California Electricity Data Trends: https://www.eia.gov/state/print.php?sid=CA

- California Electric Generation Capacity: https://www.energy.ca.gov/data-reports/energy-almanac/california-electricity-data/electric-generation-capacity-and-energy

- Cloudflare AI Crawler Policy Update: https://www.cloudflare.com/press-releases/2025/cloudflare-just-changed-how-ai-crawlers-scrape-the-internet-at-large/

Full list: https://youtu.be/JK5uPHmo_RI

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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.

🎯 WHAT YOU'LL LEARN: Why massive cuts to Medicaid will increase health costs for everyone in the US | How tariffs create massive consumer cost burdens | Why European data privacy enforcement is reshaping AI deployment | What the collapse of AI agent projects reveals about industry hype | The bitter contract war between OpenAI and Microsoft over AGI clauses

📊 TIMESTAMPS:

00:00 Introduction and Overview

00:28 Economic Pressure Rising

02:23 Privacy Enforcement Tightens

03:30 AI Agent Projects Under Fire

04:43 AGI Power Struggles

06:49 Antitrust and Strategic Investments

07:59 Strategic Outlook

📈 KEY STATS COVERED: → Medicaid is $1 of every $5 of healthcare spend in US → Nike: $1B tariff bill expected → Gartner: 40% of AI agent projects face cancellation → Nvidia: 49 AI startup investments in 2024 → 76% of AI experts say scaling current AI is unlikely or very unlikely to achieve AGI

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* Web: https://goodrevenue.io/goodrevenue

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💬 What's your take? Drop your thoughts below!

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📚 SOURCES & DEEP DIVES:

- Nike $1B Tariff Impact: https://www.bbc.com/news/articles/c8d6gpnmvq6o

- Medicaid Cuts & U.S. Economy: https://publichealth.jhu.edu/2025/the-potential-impacts-of-cuts-to-medicaid

- U.S. Health Care Spending 17.6% GDP: https://www.ama-assn.org/about/ama-research/trends-health-care-spending

- U.S. vs. OECD Health Costs: https://www.statista.com/statistics/268826/health-expenditure-as-gdp-percentage-in-oecd-countries/

- OECD Health Expenditure Report: https://www.oecd.org/en/publications/2023/11/health-at-a-glance-2023_e04f8239/full-report/health-expenditure-in-relation-to-gdp_e3566919.html

- U.S. Health Care Value Issues: https://www.healthaffairs.org/doi/full/10.1377/hlthaff.2025.00545

- Germany Blocks DeepSeek AI (GDPR): https://euroweeklynews.com/2025/06/28/germany-tells-apple-google-to-block-deepseek-over-data-risks/

- Denmark Deepfake Copyright Law: https://www.theguardian.com/technology/2025/jun/27/deepfakes-denmark-copyright-law-artificial-intelligence

- Denmark Deepfake Law Details: https://gizmodo.com/denmarks-plan-to-fight-deepfakes-give-citizens-copyright-to-their-own-likeness-2000621785

- Gartner: 40% Agentic AI Projects Canceled: https://www.gartner.com/en/newsroom/press-releases/2025-06-25-gartner-predicts-over-40-percent-of-agentic-ai-projects-will-be-canceled-by-end-of-2027

- Salesforce Agentic AI Security Flaw: https://youtu.be/s-1tWjZQMhg

- Top AI Researchers: No AGI Soon: https://youtu.be/PL9lyQoq5WY

- AAAI Panel: AGI Not Imminent: https://aaai.org/wp-content/uploads/2025/03/AAAI-2025-PresPanel-Report-Digital-3.7.25.pdf

- Microsoft-OpenAI AGI News: https://www.reuters.com/business/microsoft-openai-dueling-over-artificial-general-intelligence-information-2025-06-25/

Full list: https://youtu.be/XQvujBxoRpY

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