U.S. takes 10% of Intel as industrial policy pours $600 billion into chipmaking, yet generative AI drives financial disappointment with 95% of projects unprofitable. Plus, rising AI agent cybersecurity risks expose critical enterprise vulnerabilities, microcap public company fraud risks rise shockingly, and venture capital fundraising slows sharply in a tough tech investment climate. What does this mean for AI, chips, and markets?

🎯 WHAT YOU'LL LEARN: How U.S. government investments are reshaping semiconductors | The legal battle behind Nvidia and AMD export fees | China’s drive for self-reliance in AI chips | Why most generative AI projects are falling short | The resurgence of pump-and-dump schemes on public markets

📊 TIMESTAMPS:00:00 Introduction and Today’s Topics

01:01 US Industrial Policy and AI Chip Wars

07:03 MIT’s GenAI Efficacy Research Insights

11:27 AI Agent Security Threats Explained

13:16 Market Update: Pump-and-Dump Schemes Exposed

16:19 Venture Capital Fundraising Challenges

17:34 Conclusion and Farewell

📈 KEY DATA COVERED: → $600 billion invested in semiconductor projects across 28 states → Pentagon becomes largest shareholder in U.S. rare earth mine → Micron pledges $200 billion in R&D and manufacturing → MIT finds only 5% of 300 AI projects yield positive financial returns → Only 33% of first-time venture fund managers (2021 vintage) raised second funds; just 12% for 2022

👍 Found this useful? Like, comment, and share to keep the discussion going!

___

👇 More in-depth analysis? Subscribe to Good Revenue!

- YouTube: https://www.youtube.com/channel/UCHrhuWbpYnUwrR75H2Ip4yQ

- Apple Podcasts: https://podcasts.apple.com/us/podcast/good-revenue/id1707461473

- Spotify: https://open.spotify.com/show/44me6PABSQ0k0GfphM70au

- Website: https://goodrevenue.io/goodrevenue

- Follow Neeta on LinkedIn: https://www.linkedin.com/in/neetabidwai/

💬 What caught your attention? Drop your thoughts below!

_

📚 SOURCES & DATA:

- US Takes Equity in Intel: https://www.wired.com/story/trump-announce-intel-deal-equity-stake/

- 10% Stake in Intel: https://www.investopedia.com/trump-strikes-deal-giving-us-government-10-percent-stake-in-intel-11796059

- Industrial policy, deep dive into US history & Pentagon investment in rare earths mine: https://youtu.be/ml9YqIQ2Y4k

- Industrial policy, US takes a 15% cut: https://youtu.be/AZSXObEpt6o

- Deloitte report on semiconductors: https://www.deloitte.com/us/en/Industries/tmt/articles/2025-global-semiconductor-industry-outlook.html

- NVDIA Tells Suppliers to Stop Work on China AI Chips: https://www.euronews.com/next/2025/08/22/nvidia-reportedly-orders-suppliers-to-stop-work-on-china-ai-chip-but-says-new-chip-in-the-

- China Nervous: https://www.wsj.com/tech/nvidias-roller-coaster-for-china-ai-chips-takes-a-new-turn-833173e7

- No Backdoors: https://blogs.nvidia.com/blog/no-backdoors-no-kill-switches-no-spyware/

- MIT GenAI Divide report: https://mlq.ai/media/quarterly_decks/v0.1_State_of_AI_in_Business_2025_Report.pdf

- Fortune MIT report: https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo/

- AI Agents Security Risk Zenity: https://zenity.io/research/agentflayer-vulnerabilities

- New Pump & Dump Scheme FT: https://www.ft.com/content/499d6417-7062-4e20-a18a-14365d3949e5

- Podcast: https://podcasts.apple.com/cy/podcast/the-new-pump-and-dumps/id1691284824?i=1000722997358&l

- 1st Funds Slump: https://pitchbook.com/news/articles/1st-time-vcs-face-2nd-fund-slump

- Secondary Markets Booming & Stalled: https://youtu.be/JvncVE5dB0U

- Zombie Unicorns Floundering: https://youtu.be/vvX5e9rtnIc

Full list: https://youtu.be/AHzDvISdKq8

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