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goodrevenue.bsky.social
Good Revenue
@goodrevenue.bsky.social
68 followers 84 following 260 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
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
goodrevenue.bsky.social
Meta’s plan to buy chips from Google instead of NVIDIA reinforces Fitch’s view of circular financing and growing codependency across the AI and tech sector. The supply chain is starting to loop back on itself.

zurl.co/r1KR7
#AI #Semiconductors #TechIndustry #goodrevenue
December 4, 2025 at 9:01 PM
goodrevenue.bsky.social
Sulfur-based batteries are showing real promise for EVs. They’re cleaner to produce and could deliver longer driving ranges—addressing one of the biggest barriers to wider EV adoption in the U.S.
zurl.co/SYlhh
#EVs #BatteryTech #CleanEnergy #goodrevenue
December 4, 2025 at 7:01 PM
goodrevenue.bsky.social
NVIDIA’s new B30A chip is a scaled-down model for the Chinese market—but even in its reduced form, it outperforms anything China can legally buy. Export controls may be tightening, but the tech gap is still widening.
zurl.co/imyc5
#NVIDIA #AIChips #Semiconductors #technews #goodrevenue
December 4, 2025 at 2:10 PM
goodrevenue.bsky.social
MIT researchers have developed an ultrasonic device that can pull water from the air and clean it. It’s a meaningful breakthrough with global potential—especially for regions that still lack stable access to safe drinking water
zurl.co/IhQ3b
#Technology #Innovation #PublicHealth #goodrevenue
December 3, 2025 at 11:01 PM
goodrevenue.bsky.social
The FDA is preparing to scrap a rule that would have required testing talc-based makeup for asbestos—a known carcinogen. It’s another rollback added to recent shifts at the EPA, FDA, and USDA that weaken basic consumer protections.
zurl.co/rBI8S
#PublicHealth #FDA #ConsumerSafety #goodrevenue
December 3, 2025 at 8:23 PM
goodrevenue.bsky.social
Italy announced it will stop importing large volumes of tomato paste from China over concerns about production practices and the potential use of forced labor. A reminder that supply-chain scrutiny now extends well beyond tech and minerals.
zurl.co/hq0Z4
#SupplyChain #GlobalTrade #goodrevenue
December 3, 2025 at 6:23 PM
goodrevenue.bsky.social
California’s move to ban ultra-processed foods from school lunches is already facing industry pushback. It’s becoming a test case for how far states can go in tightening food standards for children.
zurl.co/mlHKF
#FoodPolicy #PublicHealth #Nutrition #goodrevenue
December 1, 2025 at 11:46 PM
goodrevenue.bsky.social
With key reports halted, the Fed is now making rate decisions with limited data heading into its December meeting. The USDA Hunger Report was also cut—another loss at a time when clean economic data is most needed.
zurl.co/XfJ00
#Economy #FederalReserve #DataBlackout #goodrevenue
December 1, 2025 at 8:05 PM
goodrevenue.bsky.social
PwC’s new survey shows 55% of corporate directors think at least one board member should be replaced—a record high. Directors cite low contribution and long tenures as major drags on governance and engagement.

zurl.co/pMJ2W
#CorporateGovernance #Boards #Leadership #goodrevenue
December 1, 2025 at 6:36 PM
goodrevenue.bsky.social
Eli Lilly just joined the trillion-dollar club—driven by the explosive growth of Zepbound and Mounjaro. With obesity and weight-loss drugs reshaping demand worldwide, Lilly is now one of roughly a dozen companies valued in the trillions.
zurl.co/1obQh
#Pharma #Markets #Obesity #goodrevenue
December 1, 2025 at 12:01 AM
goodrevenue.bsky.social
Research is starting to show links between ultra-processed foods and the rising use of weight-loss drugs. UPFs have become a global health crisis, and obesity trends are now following the same trajectory.
zurl.co/wnwnZ
#PublicHealth #Nutrition #Obesity #goodrevenue
November 30, 2025 at 11:26 PM
goodrevenue.bsky.social
The data blackout means the Fed is making rate decisions with limited visibility. December’s meeting will reflect that uncertainty. The USDA Hunger Report was also halted—another critical dataset missing when it’s needed most.
zurl.co/QH4D3
#Economy #FederalReserve #DataBlackout #goodrevenue
November 30, 2025 at 7:31 PM
goodrevenue.bsky.social
The U.S. is facing a government data blackout. The BLS won’t release Oct jobs data or parts of Sept reporting—cutting off information that taxpayers fund and that the Fed, private sector, and researchers rely on.
zurl.co/uWban
#Economy #DataBlackout #BLSEmployment #Policy #goodrevenue
November 30, 2025 at 1:01 AM
goodrevenue.bsky.social
Europe just opened a new rare earth magnet facility in Estonia—a boost for sectors like autos that depend heavily on these materials. It’s a small step, but an important one in diversifying supply beyond China.
zurl.co/GuM2T
#RareEarths #SupplyChain #Europe #goodrevenue
November 29, 2025 at 11:01 PM
goodrevenue.bsky.social
Microsoft flagged a sharp rise in AI-generated fake news—200 cases this year, compared to just 10 in 2023. They also point to phishing, weak software, exposed internet services, and info-stealing tools being used across the board.
zurl.co/lRpf1
#Cybersecurity #AIFakeNews #AIThreats #goodrevenue
November 29, 2025 at 7:01 PM
goodrevenue.bsky.social
Some good news: cities are starting to use AI to improve basic services. Honolulu and San Jose are using AI to spot potholes and illegal dumping. San Jose’s pilot reached 97% accuracy on potholes and cut illegal dumping by 88% since 2023.
zurl.co/3R3U3
#AI #CivicTech #Infrastructure #goodrevenue
November 28, 2025 at 10:10 PM