OpenAI’s real revenue may be far lower than reported, fraud attacks are becoming highly sophisticated, China’s latest data shows structural economic strain, and automakers are reshaping strategy in response to tariffs and rare-earth pressures. We close with a clear snapshot of U.S. real estate stress heading into 2026.

🎯 WHAT YOU’LL LEARN

• Why OpenAI’s revenue and inference costs may be wildly misaligned
• How Google and Amazon are scaling AI infrastructure at unprecedented speed
• What new fraud data reveals about advanced AI-driven deception
• Why China’s industrial economy is under renewed pressure
• How automakers are responding to tariffs and rare-earth scarcity
• How real estate stress is building across foreclosures, delinquencies and underwater homes

🔍 TIMESTAMPS

00:00 Intro — AI, Fraud, China, Autos & Real Estate

01:00 OpenAI Revenue Reality & Inference Cost Spike

02:10 Google’s 1000× Compute Goal & $93B AI Spend

02:50 Amazon’s Government AI Strategy & Trainium Access

03:25 U.S. Genesis AI Initiative — Unifying Federal Data

04:10 Fraud Trends — 180% Surge in Advanced Deception

05:10 AI Agents Driving End-to-End Fraud Operations

05:45 China Slowdown — Property, Investment & Manufacturing

07:00 China’s Export Dependence & Negative Growth Signals

07:40 Auto Market — Tariffs Push Chinese EV Makers Offshore

08:40 Rare-Earth Alternatives — Automakers Shift Designs

10:00 Costco Sues for Tariff Refunds

10:25 Real Estate — Foreclosures, Underwater Mortgages & Delinquencies

11:20 Takeaway — Strategic Outlook for 2026

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📚 SOURCES & DATA:

- OpenAI Revenue Far Below $13B Leak: https://www.wheresyoured.at/oai_docs 

- OpenAI Microsoft Deal Fills Revenue Gap: https://techcrunch.com/2025/11/14/leaked-documents-shed-light-into-how-much-openai-pays-microsoft 

- Alphabet Nvidia Dominate S&P 500 Gains: https://www.morningstar.com/news/marketwatch/2025120160/alphabet-and-nvidia-alone-make-up-a-third-of-the-sp-500s-gains-this-year-in-a-sign-of-big-techs-dominance 

- AWS $50B AI Supercomputing Gov Investment: https://www.nextgov.com/emerging-tech/2025/11/aws-invest-50b-ai-and-supercomputing-infrastructure-government-customers/409744/ 

- Federal AI Initiative Boosts Science Discovery: https://spklr.io/6047BVTS5

- 2025 Fraud Surge: Agentic AI Scams Rise: https://sumsub.com/newsroom/sumsubs-annual-report-fraud-shifts-to-complex-multi-step-schemes-in-2025-agentic-ai-scams-poised-to-surge-in-2026/ 

- China Factory Activity Shrinks November 2025: https://www.reuters.com/world/asia-pacific/chinas-factory-activity-shrinks-again-november-services-activity-cools-2025-11-30/ 

- China Investment Drop Signals Property Crisis: https://asiatimes.com/2025/11/chinas-investment-drop-highlights-property-driven-pressures/ 

- China October Data Fading Economic Momentum: https://think.ing.com/articles/china-october-data-shows-fading-momentum/ 

- China Economy Slows October 2025 Data: https://www.wsj.com/world/china/chinas-economic-growth-momentum-slowed-in-october-b6d2786b 

- Chinese OEMs Expand Overseas EV Manufacturing: https://www.spglobal.com/automotive-insights/en/blogs/2025/11/chinese-oems-advance-overseas-vehicle-manufacturing 

- Eliminate Rare Earths EV Motor Supply Chain: https://www.spglobal.com/automotive-insights/en/blogs/2025/11/eliminating-rare-earth-elements-from-ev-motor-supply-chain 

- Rare Earths Crisis Deep Dive: https://youtu.be/WqT6UJXRR5Q

- Costco Sues Trump Tariffs Supreme Court: https://www.cnbc.com/2025/12/01/costco-sues-trump-tariffs-trade-supreme-court.html 

- 900K New Homeowners Underwater Mortgages: https://www.marketwatch.com/story/nearly-900-000-new-homeowners-are-underwater-on-their-mortgages-signaling-a-troubling-shift-in-the-housing-market-21fce9fc 

- CMBS Delinquency Drops But Lodging Climbs: https://www.trepp.com/trepptalk/cmbs-delinquency-rate-pulls-back-in-november-but-lodging-industrial-rates-climb 

Full list: https://youtu.be/yJENBZ0GcIg

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