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950,000 U.S. jobs cut this year—the steepest since 2020. Moody’s flags 22 states nearing recession, healthcare premiums spike 30%, US-China geopolitics stoke fresh conflict, and Microsoft’s OpenAI bet pays off big.
🎯 DISCOVER:
- Why 2025’s job cuts marks the steepest labor contraction since the pandemic.
- How 22 U.S. states and D.C. now sit in recession-risk zones representing one-third of U.S. GDP.
- Why average health-insurance premiums are rising 30 percent in 2026 and how expired ACA subsidies could double family costs.
- What Deloitte’s survey of 800 directors reveals about board priorities for 2025-26 — geopolitical risk, cybersecurity, and digital transformation.
- How OpenAI’s public-benefit restructure and Microsoft’s $155 billion stake are reshaping AI.
- Why China’s new five-year plan pivots from tech supremacy to industrial resilience — and what it means for foreign operators and supply chains.
- How the U.S.–China trade truce on rare earths and tariffs sets up the next round of economic conflict.
🔍 TIMESTAMPS:
00:00 Intro — Jobs and Recession Signals
00:22 Layoffs at Amazon, UPS, Meta & More
02:00 Moody’s State-Level Recession Data
04:30 Healthcare Premium Shock for 2026
06:53 Broken Incentives in U.S. Healthcare
08:25 Deloitte Board Survey — Volatility & Cyber Risk
11:47 OpenAI Restructure & Microsoft’s $4 Trillion Week
15:52 Meta Quits the Metaverse for AI
16:18 AI Competition Collapse — SambaNova vs Nvidia
17:32 China’s Five-Year Plan — Industrial Shift & EV Oversupply
21:27 U.S.–China Trade Truce — Rare Earths & Tariffs
23:07 Unresolved Flashpoints — AI Chips, Taiwan, Supply Chains
24:20 Takeaway — Strategic Outlook for 2026
25:09 Closing
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📚 SOURCES & DATA:
- Record US Job Cuts Data: https://www.challengergray.com/blog/category/job-cuts-report/
- Amazon and Target Announce Major Layoffs: https://www.reuters.com/business/world-at-work/amazon-targets-many-30000-corporate-job-cuts-sources-say-2025-10-27/
- Layoff Trends Among Top US Employers: https://finance.yahoo.com/news/layoffs-hit-amazon-ups-target-and-more--whats-fueling-the-cuts-165130359.html
- Moody’s 2025 State Recession Outlook: https://fortune.com/2025/10/09/america-feels-recession-state-dependent-income-cohort-moody-zandi/
- ACA Premiums Could Double in 2026: https://www.kff.org/affordable-care-act/aca-marketplace-premium-payments-would-more-than-double-on-average-next-year-if-enhanced-premium-tax-credits-expire/
- US Breast Cancer Treatment: https://www.nbcnews.com/news/us-news/us-women-are-increasingly-shut-breast-cancer-treatment-valued-world-rcna229395
- Board Governance 2025: https://corpgov.law.harvard.edu/2025/10/22/how-board-and-c-suite-collaboration-can-build-organizational-resilience/
- Microsoft, OpenAI Finalize New Deal: https://www.reuters.com/business/microsoft-openai-reach-new-deal-allow-openai-restructure-2025-10-28/
- Top AI Researchers: No AGI Soon: https://youtu.be/PL9lyQoq5WY
- Meta Dumps Metaverse for AI: https://www.businessinsider.com/meta-cto-andrew-bosworth-reshuffling-metaverse-unit-read-the-memo-2025-10
- AI Chip Startups Struggle Against Nvidia’s Dominance: SambaNova Considers Sale Amid Funding Challenges: https://thein.fo/47bzz3e
- Made in China 2025 Industrial Strategy Deep Dive: https://www.csis.org/analysis/made-china-2025
Full list: https://youtu.be/jFnqT4y7NlM
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