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goodrevenue.bsky.social
Good Revenue
@goodrevenue.bsky.social
72 followers 84 following 280 posts
Sharp, data-driven takes on AI, tariffs, M&A, the economy & more—no hype, just what’s really happening behind the headlines.
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goodrevenue.bsky.social
The AI chip market is getting more competitive as Google, Amazon, and Microsoft challenge NVIDIA. A key risk: whether U.S. firms are unintentionally helping future Chinese competitors catch up.
zurl.co/a1BhF
#AIChips #Semiconductors #technews #goodrevenue
December 15, 2025 at 12:01 AM
goodrevenue.bsky.social
U.S. defense procurement remains slow and costly. Both parties agree it needs reform, but when programs take decades and cost hundreds of billions, fixing the system has proven far harder than agreeing on the goal.
zurl.co/oGC90
#Defense #PublicSpending #NationalSecurity #goodrevenue
December 14, 2025 at 11:26 PM
goodrevenue.bsky.social
The U.S. is allowing NVIDIA to sell its H200 chip to vetted Chinese customers—in exchange for a reported 25% cut of sales. It’s a sharp policy shift, and whether it holds is an open question.
zurl.co/3wrg8
#NVIDIA #AIChips #USChina #technews #goodrevenue
December 14, 2025 at 7:31 PM
goodrevenue.bsky.social
New York’s new AI price disclosure law is now in effect, requiring retailers to reveal when prices are algorithmically set—the first law of its kind in the U.S. It has already survived a legal challenge, and other states may follow
zurl.co/rKH1Y
#AI #ConsumerProtection #PublicPolicy #goodrevenue
December 13, 2025 at 7:01 PM
goodrevenue.bsky.social
CISA has issued a new warning about Brickstorm, a state-sponsored malware threat that can take over virtual machines and cause long-term damage inside enterprises. The risk remains active and unresolved.
zurl.co/GVLHW
#Cybersecurity #Brickstorm #NationalSecurity #goodrevenue
December 12, 2025 at 10:10 PM
goodrevenue.bsky.social
Australia has banned social media for kids under 16, forcing Meta to restrict access there. The move is drawing global attention, as other countries weigh similar child-safety rules and scrutiny of protections for users under 18 grows.
zurl.co/CEPpa
#SocialMedia #Meta #PublicPolicy #goodrevenue
December 12, 2025 at 8:01 PM
goodrevenue.bsky.social
The U.S. has opted not to sanction China’s Ministry of State Security, despite its alleged role in the Brickstorm malware operation—a long-running, stealth attack affecting government and tech networks.
zurl.co/MVJmv
#Cybersecurity #China #NationalSecurity #goodrevenue
December 12, 2025 at 6:33 PM
goodrevenue.bsky.social
A key journal editor has retracted a paper at a sensitive moment: Bayer faces 67,000 Roundup plaintiffs, and the EPA is preparing a new safety assessment. The timing raises real questions.
zurl.co/R1rXY
#Bayer #Roundup #PublicHealth #Regulation #goodrevenue
December 12, 2025 at 1:01 AM
goodrevenue.bsky.social
U.S. school districts are suing Meta, alleging it buried an internal study showing Facebook deactivation reduced teen depression and anxiety. The cases argue Meta put business ahead of youth safety.
zurl.co/pg26J
#Meta #SocialMedia #YouthSafety #goodrevenue
December 11, 2025 at 9:01 PM
goodrevenue.bsky.social
Anthropic is preparing for a $300B IPO in 2026, a sign of a more sustainable business model than OpenAI’s. New reporting also suggests OpenAI’s revenue is lower—and its inference costs higher—than publicly claimed.
zurl.co/d7lU9
#AI #Anthropic #OpenAI #TechFinance #goodrevenue
December 11, 2025 at 7:39 PM
goodrevenue.bsky.social
Paramount jumped back in with a $108B offer—about $30 a share—and took it straight to shareholders. The bidding fight for Warner Bros. Discovery is intensifying at a moment of real upheaval across the media sector.

zurl.co/VGJDN
#Media #Mergers #Paramount #Entertainment #goodrevenue
December 10, 2025 at 11:01 PM
goodrevenue.bsky.social
While tariffs are hitting global automakers hard, China is having the opposite year. Its 2025 trade surplus has now exceeded $1T—surpassing even post-WWII U.S. levels and eclipsing historic highs from Germany and Japan.
zurl.co/CoeJN
#China #TradeSurplus #Geopolitics #Economy #goodrevenue
December 10, 2025 at 8:23 PM
goodrevenue.bsky.social
Warner Bros. Discovery put itself up for sale this fall, triggering a fierce bidding war. As of last Friday, Netflix emerged as the winner with an $82.7B cash-and-stock deal—about $27 a share if the transaction closes.
zurl.co/ufpwN
#Media #Mergers #Netflix #WarnerBros #goodrevenue
December 10, 2025 at 6:23 PM
goodrevenue.bsky.social
Google says it must double AI compute every 6 months. It’s investing $93B in AI infrastructure for 2025 and targeting a 1,000x capacity jump. The U.S. government is investing $50B of its own for AI data centers and access to top models and chips.
zurl.co/lC7ej
#AI #Infrastructure #goodrevenue
December 9, 2025 at 8:46 PM
goodrevenue.bsky.social
Costco has filed a lawsuit challenging the legality of recent tariffs, joining Revlon and Kawasaki in seeking refunds and interest. A related Supreme Court case may decide how much tariff authority the president actually has.
zurl.co/AVwsN
#Tariffs #TradePolicy #Costco #goodrevenue
December 9, 2025 at 5:31 PM
goodrevenue.bsky.social
Costco is challenging recent tariffs in the U.S. International Trade Court, joining Revlon and Kawasaki in seeking refunds and interest. A related Supreme Court case could redefine presidential tariff authority.
zurl.co/k1DFg
#Tariffs #TradePolicy #Costco #goodrevenue
December 8, 2025 at 12:01 AM
goodrevenue.bsky.social
AI-driven fraud is accelerating. The report warns that AI agents can now run entire fraud operations—from generating fake IDs to executing complex schemes—with minimal human input. The threat level is rising fast.

zurl.co/BTudq
#Fraud #Cybersecurity #AIThreats #goodrevenue
December 7, 2025 at 11:26 PM
goodrevenue.bsky.social
Microsoft’s 20% revenue share from OpenAI generated $865.9M through September 2025. That implies OpenAI’s revenue is closer to $4.3B—not the $13B its CEO has been touting publicly.
zurl.co/2HyMp
#AI #OpenAI #Microsoft #TechFinance #goodrevenue
December 7, 2025 at 7:31 PM
goodrevenue.bsky.social
The U.S. is moving fast to secure rare earth supplies, while the EU is taking a slower, long-term approach. Both see the same risk: China’s dominance over these minerals—a pressure point that will grow heading into 2026.
zurl.co/pfDs9
#RareEarths #Geopolitics #USChina #SupplyChain #goodrevenue
December 7, 2025 at 1:01 AM
goodrevenue.bsky.social
Google’s new Gemini 3 stands out for its complex reasoning, including math and multimodal tasks. It also shifts toward completion AI and runs on Google’s own TPUs—a move that could challenge NVIDIA’s dominance.
zurl.co/70wuT
#AI #Google #Gemini3 #Semiconductors #goodrevenue
December 6, 2025 at 11:01 PM
goodrevenue.bsky.social
NVIDIA posted Q3 profit of $31.9B and record revenue of $57B, up more than 60% year over year. They now hold 90% of the AI GPU market—but real competition may finally be emerging.

zurl.co/v7O00
#NVIDIA #AIChips #Semiconductors #technews #goodrevenue
December 6, 2025 at 7:01 PM
goodrevenue.bsky.social
China’s rare earth export restrictions disrupted supply chains and drew strong U.S. and EU pushback. Washington responded with higher tariffs, adding to already tense trade dynamics.
zurl.co/YuWPb
#RareEarths #USChina #TradePolicy #goodrevenue
December 5, 2025 at 10:10 PM
goodrevenue.bsky.social
The U.S. and EU are responding differently to China’s rare earth limits. Washington is investing directly, including a $400M DoD stake in MP Materials. Europe opened a mine in Estonia, but it won’t meet its industrial needs.
zurl.co/P7ep8
#RareEarths #Geopolitics #SupplyChain #goodrevenue
December 5, 2025 at 8:01 PM
goodrevenue.bsky.social
China has told domestic firms to stop buying NVIDIA chips, and some companies are shifting AI models to Southeast Asia instead, where they can access high-powered NVIDIA hardware. A workaround with clear geopolitical stakes.
zurl.co/KqxIt
#China #AIChips #Semiconductors #Geopolitics #goodrevenue
December 5, 2025 at 6:13 PM
goodrevenue.bsky.social
Fitch is warning that circular AI financing is creating real counterparty risk. Big tech and AI firms are funding one another’s infrastructure, leaving debt investors—and potentially taxpayers—exposed to a broader systemic problem.
zurl.co/omGSA
#AI #Finance #SystemicRisk #technews #goodrevenue
December 5, 2025 at 1:01 AM