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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.
🎯 WHAT YOU’LL LEARN
- Why OpenAI’s “$13B revenue” claim doesn’t match Microsoft data
- The rising cost crisis in AI inference and infrastructure
- How Google’s $93B AI bet reshapes the next phase of competition
- Why China’s economy and property slump signal global risk
- How automakers dodge tariffs through new overseas plants
- The rare earth shortage driving EV redesigns worldwide
- Why fraud cases fell—but got 3x smarter and AI-driven
🔍 TIMESTAMPS
00:00 Intro — AI, Fraud, China, Autos & Real Estate
01:00 OpenAI Revenue Reality & Inference Cost Spike
02:10 Google’s 1000× Compute Goal & $93B AI Spend
02:50 Amazon’s Government AI Strategy & Trainium Access
03:25 U.S. Genesis AI Initiative — Unifying Federal Data
04:10 Fraud Trends — 180% Surge in Advanced Deception
05:10 AI Agents Driving End-to-End Fraud Operations
05:45 China Slowdown — Property, Investment & Manufacturing
07:00 China’s Export Dependence & Negative Growth Signals
07:40 Auto Market — Tariffs Push Chinese EV Makers Offshore
08:40 Rare-Earth Alternatives — Automakers Shift Designs
10:00 Costco Sues for Tariff Refunds
10:25 Real Estate — Foreclosures, Underwater Mortgages & Delinquencies
11:20 Takeaway — Strategic Outlook for 2026
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📚 SOURCES & DATA:
- OpenAI Revenue Far Below $13B Leak: https://www.wheresyoured.at/oai_docs
- OpenAI Microsoft Deal Fills Revenue Gap: https://techcrunch.com/2025/11/14/leaked-documents-shed-light-into-how-much-openai-pays-microsoft
- Alphabet Nvidia Dominate S&P 500 Gains: https://www.morningstar.com/news/marketwatch/2025120160/alphabet-and-nvidia-alone-make-up-a-third-of-the-sp-500s-gains-this-year-in-a-sign-of-big-techs-dominance
- AWS $50B AI Supercomputing Gov Investment: https://www.nextgov.com/emerging-tech/2025/11/aws-invest-50b-ai-and-supercomputing-infrastructure-government-customers/409744/
- Federal AI Initiative Boosts Science Discovery: https://spklr.io/6047BVTS5
- 2025 Fraud Surge: Agentic AI Scams Rise: https://sumsub.com/newsroom/sumsubs-annual-report-fraud-shifts-to-complex-multi-step-schemes-in-2025-agentic-ai-scams-poised-to-surge-in-2026/
- China Factory Activity Shrinks November 2025: https://www.reuters.com/world/asia-pacific/chinas-factory-activity-shrinks-again-november-services-activity-cools-2025-11-30/
- China Investment Drop Signals Property Crisis: https://asiatimes.com/2025/11/chinas-investment-drop-highlights-property-driven-pressures/
- China October Data Fading Economic Momentum: https://think.ing.com/articles/china-october-data-shows-fading-momentum/
- China Economy Slows October 2025 Data: https://www.wsj.com/world/china/chinas-economic-growth-momentum-slowed-in-october-b6d2786b
- Chinese OEMs Expand Overseas EV Manufacturing: https://www.spglobal.com/automotive-insights/en/blogs/2025/11/chinese-oems-advance-overseas-vehicle-manufacturing
- Eliminate Rare Earths EV Motor Supply Chain: https://www.spglobal.com/automotive-insights/en/blogs/2025/11/eliminating-rare-earth-elements-from-ev-motor-supply-chain
- Rare Earths Crisis Deep Dive: https://youtu.be/WqT6UJXRR5Q
- Costco Sues Trump Tariffs Supreme Court: https://www.cnbc.com/2025/12/01/costco-sues-trump-tariffs-trade-supreme-court.html
- 900K New Homeowners Underwater Mortgages: https://www.marketwatch.com/story/nearly-900-000-new-homeowners-are-underwater-on-their-mortgages-signaling-a-troubling-shift-in-the-housing-market-21fce9fc
- CMBS Delinquency Drops But Lodging Climbs: https://www.trepp.com/trepptalk/cmbs-delinquency-rate-pulls-back-in-november-but-lodging-industrial-rates-climb
Full list: https://youtu.be/yJENBZ0GcIg
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