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Good Revenue
Neeta Bidwai
114 episodes
2 days ago
Sharp, data-driven takes on AI, tariffs, M&A, the economy, and business trends—no hype, just what’s really happening behind the headlines.

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

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All content for Good Revenue is the property of Neeta Bidwai and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Sharp, data-driven takes on AI, tariffs, M&A, the economy, and business trends—no hype, just what’s really happening behind the headlines.

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

Show more...
News
Technology,
Business
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Jobs Cool, Food Bites, Sora 2 Drops & AI’s Power Problem 💡⚡
Good Revenue
13 minutes 6 seconds
1 month ago
Jobs Cool, Food Bites, Sora 2 Drops & AI’s Power Problem 💡⚡

The U.S. job market is cooling fast, grocery bills are skyrocketing, and OpenAI just dropped a viral AI video tool that’s stirring legal and ethical firestorms. Meanwhile, behind the scenes, AI's ravenous appetite for power threatens our energy grid—and your wallet. This episode unpacks what you need to know NOW.


🎯 What You’ll Learn:

* Why September saw the largest private-sector job drop in two years, with layoffs near 1M and 2025 hiring plans down 58%.

* How grocery prices are ~30% higher than 2020—and why the affordability crunch is structural, not temporary.

* What Sora 2 can do, and why its “opt-out” copyright approach is igniting legal fights and creator pushback.

* How OpenAI’s Nvidia + AMD deals (up to 6 GW chips by 2026) deepen the AI infrastructure race.

* Why utilities see AI as a 30x power demand shock by 2035—and the grid, permitting, and transmission hurdles ahead.


📊 Timestamps:

00:00 Introduction & US Job Market Overview – September 2025

00:35 US Job Market: Declines, Layoffs, Openings, Unemployment

03:20 Food Prices: 2025 Grocery/Dining Costs & Why It’s Structural

05:05 Sora 2 Launch: Copyright “Opt-Out,” Safety & Deception Risks

08:10 OpenAI x Nvidia + AMD: Chips, Warrants, and Energy Implications

09:30 AI & Energy: 30x Demand, 5–7 Year Transmission Delays, Costs

12:40 Takeaway: ROI vs. Grid Limits in the AI Buildout


📈 Key Takeaways:

* Jobs: Largest monthly decline in 2 years; openings down; unemployment up; layoffs near 2020 highs; small businesses squeezed.

* Food: Grocery + dining prices up; 2025 levels ~30% above 2020; affordability crunch persists.

* Sora 2: Invite-only in US/Canada; IP “opt-out” backlash; misinformation/evasion risks under scrutiny.

* Chips & partners: OpenAI’s Nvidia + AMD tie-ups deepen circular dependencies.

* Energy: 30x AI power demand by 2035; 5–7 year transmission delays; permitting, costs, tariffs, and rate pressure.

* Bottom line: AI’s ROI faces real-world constraints—power, policy, and protection of IP.


👍 Found value? Like, comment & share so more people see this!


👇 Subscribe for sharp insights!

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

Web: https://goodrevenue.io/goodrevenue

Follow Neeta: https://www.linkedin.com/in/neetabidwai/


📚 SOURCES & DATA:

US Jobs Drop 32K: https://mediacenter.adp.com/2025-10-01-ADP-National-Employment-Report-Private-Sector-Employment-Shed-32,000-Jobs-in-September-Annual-Pay-was-Up-4-5

US Layoffs Rise as Hiring Slows: https://www.businessinsider.com/job-market-layoffs-firing-hiring-slowdown-recession-job-listings-2025-10

What is the BLS and why it matters for US jobs data: https://youtu.be/5fDKy7xxuYs

Government Shutdown Halts Jobs Report: https://www.bloomberg.com/news/articles/2025-10-03/us-government-shutdown-stops-jobs-report-but-labor-market-seen-slowing

USDA Food Inflation Trends: https://www.ers.usda.gov/data-products/food-price-outlook/summary-findings

Full list:


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

Good Revenue
Sharp, data-driven takes on AI, tariffs, M&A, the economy, and business trends—no hype, just what’s really happening behind the headlines.

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