This episode tracks three converging fault lines in AI: a Pentagon dispute that could brand Anthropic a “supply chain risk,” a state-level regulatory war fueled by Big Tech PAC money, and fresh evidence that AI agents can leak sensitive enterprise data through tooling and prompt injection.

WHAT YOU’LL LEARN

- Why Anthropic is battling DOD, and the implications of the Pentagon's "supply chain risk" threat

- How the Anthropic vs OpenAI rivalry is spilling into brand warfare and IPO narratives

- What Meta’s $65M state-campaign plan signals about the next phase of AI regulation

- Why Utah’s HB286 is being treated as a national “test case” for AI oversight

- Why AI agents structurally resemble “insider risk” in enterprise security programs

- How AI agents like Microsoft's Copilot can leak confidential data despite intended controls

TIMESTAMPS (CHAPTERS)

00:00 – What this episode covers: DoD, state oversight, and enterprise AI risk


00:20 – Anthropic vs Pentagon: contract pressure and “supply chain risk” threat 


02:18 – Anthropic vs OpenAI rivalry and the IPO race framing


05:31 – Meta’s $65M push and the PAC war over state AI regulation 


07:27 – Utah HB286: what “serious oversight” looks like at the state level 


09:09 – AI agent security: why agents behave like insider risk


10:09 – Copilot leak: email and draft exposure risk 


10:37 – Aikido prompt-injection finding: commits and PRs as attack channels 


12:56 – Closing

SOURCES

- Anthropic’s Growing Pentagon Partnership Explained: https://www.axios.com/2026/02/16/anthropic-defense-department-relationship-hegseth

- Anthropic and Pentagon Collaboration on AI Defense Tech: https://www.cnbc.com/2026/02/18/anthropic-pentagon-ai-defense-war-surveillance.html

- Inside the Sam Altman vs Dario Amodei AI Rivalry: https://www.msn.com/en-in/technology/artificial-intelligence/when-rivals-won-t-hold-hands-inside-the-sam-altman-dario-amodei-ai-rivalry/ar-AA1WF5tk

- OpenAI Revenue Surge Forecast Tops $280 Billion: https://finance.yahoo.com/news/openai-forecasts-revenue-top-280-230738108.html

- AI-Driven Ad Blitz Dominates 2026 Political Campaigns: https://www.nytimes.com/2026/02/23/technology/ai-pac-ad-blitz.html

- Meta Invests $65 Million in Election AI Tools: https://www.nytimes.com/2026/02/18/technology/meta-65-million-election-ai.html

- Secret AI Energy Deals?! How Big Tech Drives Up Your Power Bill: https://youtu.be/4vr0TL6Mu70

- Democrats Debate Role of AI in Progressive Campaigning: https://www.nytimes.com/2026/02/23/opinion/alex-bores-ai-democrats.html

- Microsoft Copilot Bug Exposes Confidential Emails: https://www.bleepingcomputer.com/news/microsoft/microsoft-says-bug-causes-copilot-to-summarize-confidential-emails/

- AI Agents Ignoring Security Rules Raise Enterprise Risks: https://www.darkreading.com/application-security/ai-agents-ignore-security-policies

- Prompt Injection Threat: AI Coding Tools Turned Against Users: https://cyberscoop.com/ai-coding-tools-can-be-turned-against-you-aikido-github-prompt-injection/

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The courts just kneecapped the emergency-tariff playbook. We cover what’s invalidated, what’s still legal, and why refunds may become the real war of 2026.

WHAT YOU’LL LEARN

- What the court actually blocked and why IEEPA authority was found insufficient for sweeping tariffs

- Which tariffs likely remain in place (notably Section 232 steel/aluminum) versus those at risk

- Why the court decision does not automatically create a clean refund process

- Who can plausibly seek refunds (importers who paid duties) versus who likely cannot (most consumers)

- The scale of tariff revenues collected and why refund mechanics could be slow and litigious

- Why mid-size firms often feel tariff pain more acutely than giants (pricing power and absorption)

- What the latest trade deficit data implies about whether tariffs achieved stated goals

- How a temporary, time-limited tariff tool (Section 122) can be used as a workaround and why it matters

TIMESTAMPS (CHAPTERS)

00:00 – What changed: courts vs “Liberation Day” tariffs

00:54 – Update 1: Broad reciprocal tariffs ruled outside emergency authority

01:51 – Update 2: Canada/Mexico/China fentanyl-linked tariffs swept into the same problem

02:15 – Update 3: What stays (sector tariffs like steel/aluminum) and why

02:38 – Update 4: Refunds: the ruling didn’t define the process

03:53 – Update 5: Importers paid first; consumers paid indirectly (sometimes)

04:35 – Update 6: Why mid-size companies bore the brunt

04:58 – Update 7: Trade deficit reality check

05:50 – Update 8: Retaliatory/temporary tariff workaround and why it’s time-limited

06:39 – What to watch next in 2026

SOURCES

• Breaking: Supreme Court Rules on Trump Tariffs Impact: https://apnews.com/article/supreme-court-tariffs-trump-0485fcda30a7310501123e4931dba3f9
• Read the Full Supreme Court Opinion on Tariffs (PDF): https://www.supremecourt.gov/opinions/25pdf/24-1287_4gcj.pdf
• Supreme Court Strikes Down Trump Tariff Policy: https://www.scotusblog.com/2026/02/supreme-court-strikes-down-tariffs/
• Congressional Research Report: U.S. Tariff and Trade Policy Overview: https://www.congress.gov/crs-product/R48549
• Tariffs Hit Midsized U.S. Companies and Consumers Hard: https://apnews.com/article/trump-tariffs-midsized-companies-costs-consumers-2a25158ff1d06bd7f72d909a8ec64f25?__vfz=medium%3Dstandalone_top_pages
• Tariffs Deepen U.S. Trade Deficit and Impact Imports: https://www.nytimes.com/2026/02/19/business/economy/imports-tariffs-trade-deficit.html
• Trump Escalates U.S.–China Trade War with New Tariffs: https://www.cnbc.com/2025/12/31/trump-china-trade-war-tariffs.html
• Inside Trump’s New Tariff Strategy on Trade, Customs, and Imports: https://www.cnbc.com/2025/12/15/trump-tariffs-trade-customs-imports.html
• President Seeks New 10% Tariffs After Supreme Court Loss: https://apnews.com/article/trump-tariffs-supreme-court-whats-next-b8b6d5d44ebb3640a88f7202754cb361 

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AI is acting up, Big Tech is cashing in, and the human systems are straining. We cover hostile AI, deepfakes, privacy, tax breaks and century bonds, Gen Z cognition, CEO churn, defense pressure, and the fight over data center power costs.

WHAT YOU’LL LEARN

- What the “hostile AI” incident suggests about alignment, behavior drift, and reputational risk

- Why an Anthropic safety leader resignation matters, and what questions remain unanswered

- How Hollywood deepfakes are accelerating the IP and authenticity crisis

- What a Google privacy settlement implies about always-on assistants and inadvertent recording

- Why “private conversations” are now a recurring legal and business-risk category

- How 2025 tax changes rewarded AI capex and why that raises sustainability questions

- Why a 100-year corporate bond is a signal of confidence and risk transfer at the same time

- What the Gen Z cognition testimony argues about screens, edtech, and learning outcomes

- Why ultra-processed food is being compared to nicotine in addiction and regulation debates

- What Moderna’s blocked mRNA flu shot could mean for access in the 2026 season

- What record CEO turnover suggests about succession planning and board stress

- Why defense contractors face a two-front squeeze (allied procurement shifts + U.S. enforcement)

- How data centers can raise power bills, and why “who pays” is becoming a policy fight

- Why balcony solar proposals could be a practical consumer response to energy inflation

TIMESTAMPS (CHAPTERS)

00:00 – What this episode covers: AI hostility, tax breaks, Gen Z cognition, CEOs, energy, defense


00:37 – AI turns hostile: bots bullying humans and what it signals


01:00 – Hostile AI incident: developer clash and escalation to personal attacks


02:26 – Anthropic safety resignation: “world in peril” warning and open questions


03:19 – Deepfakes hit Hollywood: IP rights, stewardship, and the reality gap


04:57 – Privacy: Google Assistant recording settlement and why it keeps happening


06:02 – Tech tax breaks: why AI capex is being rewarded by the tax code


07:22 – 100-year bond: AI debt, bubble echoes, and who carries the downside


08:21 – Gen Z cognition + screens: testimony and policy intervention debate


10:48 – PFAS at the Olympics: health, environment, and contamination in remote places


12:12 – Ultra-processed foods vs nicotine: addiction design and regulation argument


13:24 – Flu shot risk: Moderna mRNA blocked and potential 2026 access issues


14:38 – Record CEO turnover: younger, first-time CEOs and succession stress


16:52 – Defense contractors squeezed: Canada shift + U.S. executive order pressure


18:52 – AI energy costs: data centers, ratepayers, and a possible White House order


21:24 – One good thing: balcony solar policy spreading across states


23:09 – Closing

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1 in 9 CEOs axed in 2025 — replaced by rookies. Defense giants squeezed by allies and audits. AI data centers spiking your power bill. Who's paying? Watch now.

WHAT YOU’LL LEARN

- What the data suggests about record CEO turnover and why it matters

- Which major brands are seeing leadership changes and what that signals about board priorities

- Why the new CEO cohort is younger and more often first-time public company leaders

- How stopgap “board member” CEO selections can reflect succession planning failures

- Why defense contractors face a two-front squeeze: allied procurement shifts and U.S. contract discipline

- What the executive order restrictions on buybacks, dividends, and executive pay aim to change

- How AI data centers can raise consumer energy costs and why “secret power deals” matter

- What Anthropic’s “pay the full freight” pledge could imply, and why skepticism is warranted

- What a broader executive order on energy cost responsibility could look like

- Why balcony and plug-in solar proposals in 24 states could be a practical consumer response

- The realistic tradeoff of small systems: meaningful savings, not whole-home power

TIMESTAMPS (CHAPTERS)

00:00 – What this episode covers: CEO churn, defense pressure, AI energy costs


00:17 – Record CEO turnover: key findings and what boards are signaling


02:31 – Defense contractors squeezed: Canada procurement shift and U.S.

enforcement push


04:31 – AI and energy bills: data center demand, “fair share” debate, and policy response


07:04 – One good thing: balcony solar laws and consumer-friendly micro-generation


08:52 – Closing

SOURCES

Record CEO Turnover: https://www.wsj.com/business/c-suite/new-ceo-replacements-age-young-5c503b88

Pentagon Puts Defense Contractors on Notice — Stock Buybacks Under Review: https://breakingdefense.com/2026/02/pentagon-needs-more-time-to-finalize-defense-firms-on-naughty-list-after-initial-review/

Secret AI Power Deals Exposed — Why Your Power Bill Skyrocketed: https://youtu.be/4vr0TL6Mu70

Anthropic Pledges Power Bill Relief Amid AI Data Center Expansion: https://www.reuters.com/technology/anthropic-shoulder-some-costs-data-center-expansions-threaten-raise-power-bills-2026-02-11/?utm_source=firefox-newtab-en-us

Anthropic Covers Power Bill Hikes from AI Growth: https://www.anthropic.com/news/covering-electricity-price-increases

U.S. Data Center Agreements Amid Energy Price Spikes: https://www.politico.com/news/2026/02/09/trump-administration-eyes-data-center-agreements-amid-energy-price-spikes-00772024

States Push “Make Your Own Electricity” Legislation — Plug-In Solar Gains Traction: https://www.nytimes.com/2026/02/11/climate/plug-in-solar-power-bills.html

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New evidence suggests a decline in Gen Z's cognitive abilities, raising concerns about gen z mental health and factors like "brain fog." Simultaneously, research highlights the significant risks associated with ultra processed food and its impact on overall well-being. Adding to these concerns, there's a potential shortage of the influenza vaccine in 2026, posing a serious challenge to public health.

WHAT YOU’LL LEARN

- What recent congressional testimony says about Gen Z cognitive trends

- How classroom screen exposure and digital multitasking affect attention and memory

- Why some researchers are calling for limits on edtech in schools

- Why PFAS were banned at the Winter Olympics and what that signals

- How ultra-processed foods are being compared to nicotine in new research

- Why scientists argue ultra-processed foods should face stricter regulation

- Why the FDA blocked Moderna’s mRNA flu vaccine despite positive efficacy data

- What vaccine delays could mean for seniors, children, and vulnerable populations

TIMESTAMPS (CHAPTERS)

00:00 – Overview: cognition, food addiction, vaccine risk

00:22 – Congressional testimony on Gen Z cognitive trends

01:22 – Screens, edtech, and attention decline

02:26 – PFAS Olympic ban and environmental health

03:50 – Ultra-processed foods compared to nicotine

05:02 – FDA blocks Moderna mRNA flu vaccine

05:34 – Public health implications

SOURCES

Gen Z IQ Drop — Senate Report Blames Screens & Social Media: https://www.commerce.senate.gov/services/files/A19DF2E8-3C69-4193-A676-430CF0C83DC2

PFAS Banned at the Olympics — Climate Win or Overreach?: https://www.nytimes.com/2026/02/15/climate/olympics-ski-snowboard-wax-pfas-forever-chemicals.html

PFAS Deep Dive Explained: https://youtu.be/Pwa84INRIiM

The Ultra-Processed Food Addiction Debate — Like Cigarettes 2.0?: https://www.theguardian.com/global-development/2026/feb/03/public-health-ultra-processed-foods-regulation-cigarettes-addiction-nutrition

Flu Vaccine Shortages Spark FDA Controversy: https://apnews.com/article/moderna-vaccine-flu-mrna-2fc551cb2fb45735e67db0a4e2e2b0fb

Global Perspectives on mRNA Vaccine Development: https://www.nature.com/articles/s41541-024-01019-3

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AI systems are now publicly attacking humans, while the companies behind them are securing massive tax breaks and settling privacy lawsuits. This episode connects an AI bot going personal, a safety researcher quitting, deepfake chaos in Hollywood, and why Big Tech is paying dramatically less in taxes during the biggest AI buildout in history.

WHAT YOU’LL LEARN

- What happened when an AI system publicly attacked a developer

- Why an Anthropic safety leader resigned and what that signals

- How AI deepfakes reached Hollywood and why studios pushed back

- What Google’s $68M privacy settlement reveals about voice assistants

- Why similar recording claims affected Apple’s Siri

- How 2025 tax changes dramatically reduced Big Tech tax bills

- Why AI infrastructure spending is being rewarded by tax policy

- What a 100-year corporate bond signals about AI debt confidence

- Why Oracle and private credit exposure to AI could matter

TIMESTAMPS (CHAPTERS)

00:00 – AI turns hostile: bot attacks developer

01:49 – Anthropic safety researcher resignation

02:42 – AI deepfakes hit Hollywood

04:20 – Google Assistant privacy settlement

05:25 – Big Tech tax windfall breakdown

06:44 – 100-year AI bond and debt exposure

07:17 – Oracle and private credit risk

SOURCES:

- Big Tech’s Tax Breaks: How AI and Washington Saved Billions for Amazon, Meta & Alphabet: https://finance.yahoo.com/news/amazon-meta-and-alphabet-report-plunging-tax-bills-thanks-to-ai-investment-and-new-rules-in-washington-161229652.html

- AI Tax Chart Visual (Instagram): https://www.instagram.com/p/DUx6ZXpiQRI/?igsh=NTc4MTIwNjQ2YQ%3D%3D

- Google Pays $68M for Secretly Recording Conversations: https://www.bbc.com/news/articles/c4g38jv8zzwo

- AI Chatbots Bullying Humans Sparks Industry Alarm: https://www.wsj.com/tech/ai/when-ai-bots-start-bullying-humans-even-silicon-valley-gets-rattled-0adb04f1?mod=hp_lista_pos1

- Hollywood vs AI: Motion Picture Association Battles ByteDance over “SeeDance” Deepfake Case: https://variety.com/2026/film/news/motion-picture-association-ai-seedance-bytedance-tom-cruise-1236661753/

- Alphabet’s 100-Year Bond — Tech Finance First Since Dot-Com Era: https://finance.yahoo.com/news/alphabet-plans-tech-first-100-163611765.html

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PFAS "forever chemicals" lurk in your drinking water, cosmetics, soil, rain, and even firefighter gear. Over 10,000 persistent compounds build up in the environment and your body. This episode reveals five everyday exposure routes, including new FDA science about health risks as well as concerning EPA regulatory enforcement shifts, and why the burden of testing and protection increasingly falls on individuals and communities.

KEY TAKEAWAYS

- FDA finds PFAS in makeup and personal care products

- EPA rolls back drinking water limits amid contamination spikes

- Private wells hide toxic levels—test yours now

- Southeast textile runoff poisons communities

- Firefighters face cancer risks from gear and foam

TIMESTAMPS

00:00 – Introduction: PFAS everywhere

00:59 – Why PFAS are chemically persistent

02:01 – Industry knowledge and historical concealment

03:23 – Five recent PFAS exposure examples

03:52 – FDA study: PFAS in cosmetics and personal care

04:56 – EPA drinking water limits and rollbacks

06:01 – Private wells and exposure risk

08:08 – Textile mills and southeastern contamination

09:08 – Firefighter gear and occupational exposure

10:13 – EPA policy shifts and reporting changes

13:43 – What this means going forward

SOURCES

- New FDA Report Links PFAS to Consumer Products: https://www.fda.gov/media/190319/download?attachment

- New U.S. Maps Reveal PFAS in Drinking Water: https://www.nrdc.org/resources/new-maps-show-most-congressional-districts-have-pfas-problem

- Nearly Half of People in the U.S. Have Toxic PFAS in Their Drinking Water: https://www.scientificamerican.com/article/pfas-found-in-nearly-half-of-americans-drinking-water/

- FDA reports over 50 PFAS ingredients intentionally added to 1,700 personal care products: https://www.ewg.org/news-insights/news/2026/01/fda-reports-over-50-pfas-ingredients-intentionally-added-1700-personal  

- Hidden PFAS Found in Private Wells: https://apnews.com/article/pfas-wells-contamination-forever-chemicals-water-b132294aca85d569926dbf47c0d02355

- Contamination of PFAS in Rain: https://www.sciencedirect.com/science/article/pii/S0043135424012892

- EPA Lowers PFAS Reporting Rules Under Toxic Substances Control Act: https://www.regulations.gov/docket/EPA-HQ-OPPT-2020-0549

- New EPA Rule Weakens PFAS Reportingr: https://www.epa.gov/newsreleases/epa-proposes-changes-make-pfas-reporting-requirements-more-practical-and-0

- Inside 3M’s PFAS Cover-Up Scandal: https://www.propublica.org/article/3m-forever-chemicals-pfas-pfos-inside-story

- Firefighters Face Hidden PFAS Foam Exposure: https://www.propublica.org/article/forest-service-forever-chemical-firefighter-pfas

- Carpet Industry’s Toxic PFAS Legacy Exposed: https://apnews.com/projects/pfas-forever-stained/

- EPA Chemical Database — TSCA Inventory Access: https://www.epa.gov/tsca-inventory

- Stanford Researchers Expose PFAS Health Risks: https://med.stanford.edu/news/insights/2024/07/pfas-forever-chemicals-health-risks-scientists.html

- What’s the Difference Among Microplastics, Phthalates, BPA, and PFAS: https://www.consumerreports.org/toxic-chemicals-substances/microplastics-phthalates-bpa-pfas-a1059022044/

- EWG Map Tracks PFAS Hotspots Nationwide: https://www.ewg.org/interactive-maps/pfas_contamination/

- Europe Confronts PFAS Pollution Across Borders: https://www.eea.europa.eu/en/analysis/publications/zero-pollution/cross-cutting-stories/cross-cutting-story-3-pfas

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Anthropic’s new AI Agent Teams shocked markets just as Big Tech drops $650B on AI infrastructure. Canada doubles down on China’s EV tech, the U.S. races to purge Chinese code from cars, Waymo faces questions over human remote control, layoffs and dollar declines pile up, and—because the week wasn’t edgy enough—nuclear arms control just expired.

WHAT YOU’LL LEARN

- Why Anthropic Claude Opus 46 is being treated as an enterprise “shock” (agent teams)

- What $650B in 2026 AI capex implies for volatility and competitive positioning

- What Microsoft’s Copilot adoption vs usage signals may mean for enterprise AI

- Why Microsoft’s Maya 200 inference chip matters for Azure workflows

- How Oracle’s OpenAI exposure changes if Nvidia funding cools

- What “AI social networks for agents” could represent, and what it does not prove yet

- Canada’s EV subsidies, rebates, and charging buildout, plus its China and Korea strategy

- The U.S. push to remove Chinese-authored code from connected vehicles and why timing is tight

- Waymo scrutiny after a serious incident and the implications of remote operator reliance

- The macro dashboard: layoffs, manufacturing loss, dollar declines, travel softness, private credit cooling

- Why global anxiety is rising in survey data

- Why arms-control and satellite interception risk matter for the economic backdrop

TIMESTAMPS (CHAPTERS)

00:00 – What this episode covers: AI, autos, and macro risk

01:00 – Update 1: Claude Opus 46 and autonomous agent teams

01:53 – Update 2: $650B Big Tech AI infrastructure spend in 2026

02:56 – Update 3: Microsoft Copilot adoption vs utilization, plus Maya 200

03:48 – Update 4: Oracle volatility and OpenAI contract risk

04:45 – Update 5: “Malt Book” and AI-agent social networks

06:13 – Canada EV subsidies, rebates, and charging network buildout

09:05 – U.S. connected car ban on Chinese code and implementation pressure

11:05 – Waymo hearings and remote operator scrutiny

12:26 – Macro dashboard: layoffs, manufacturing, dollar decline, travel, private credit

14:52 – Global anxiety survey takeaways

15:34 – New START treaty expiration and proliferation risk

16:52 – Satellite interception risk and European comms concerns

17:45 – Closing

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The data is not subtle. Layoffs are spiking, the dollar is weakening, travel is slowing, private credit is cooling, and nuclear arms control just took a step backward. Here is what that means.

WHAT YOU’LL LEARN IN THIS EPISODE

- Why January layoffs reached their highest level since 2009

- What post-tariff manufacturing losses reveal about policy outcomes

- How a weakening dollar affects markets and consumers

- Why international travel to the U.S. is declining

- What cooling private credit markets signal for AI and tech

- What Gallup’s global survey reveals about economic anxiety

- Why the expiration of the START treaty matters

- What nuclear proliferation risks look like in 2026

- Why reports of Russian satellite interception are concerning

TIMESTAMPS

00:00 – Global macro stress and policy backdrop

00:24 – January layoffs hit highest level since 2009

00:54 – Manufacturing retreat post tariffs

01:22 – Dollar decline and implications

01:43 – International travel downturn

02:08 – Private credit cooling and AI exposure

02:35 – Global economic anxiety from Gallup survey

03:10 – START treaty expiration explained

04:06 – Nuclear proliferation risks

04:26 – Russia and European satellite interception

05:21 – Closing thoughts

ECONOMY

- Challenger report on record January 2026 layoffs: https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record/

- Public concerns: democracy, economy, inflation, housing: https://apnews.com/article/poll-gallup-top-issue-democracy-economy-inflation-housing-2b04063cf966a7227715b85410fbd4fa

- New START collapse amid global nuclear arms race: https://www.nytimes.com/2026/02/05/us/politics/new-start-nuclear-arms-control.html

- Manufacturing retreat persists despite tariffs: https://www.wsj.com/economy/u-s-manufacturing-is-in-retreat-and-trumps-tariffs-arent-helping-d2af4316

- Travel to US fell: deep dive into travel economics: https://www.ft.com/content/8f6d4196-6f61-4be9-8cb7-1d93253e4e8b

- Dollar crashing: https://finance.yahoo.com/news/dollar-hits-two-week-low-093834356.html

- Nuclear arms control era ends: implications: https://www.nytimes.com/2026/02/05/us/politics/new-start-nuclear-arms-control.html

- Russia intercepts European satellites: space security update: https://www.ft.com/content/cd08c49c-658e-49c9-9a15-234f2bfc2074

- Why restarting nuclear testing is a terrible idea: https://youtu.be/g0RM9WZ0ybg

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Electric vehicles have become the new geopolitical fault line in North America. Canada’s sweeping EV subsidies collide with U.S. bans on Chinese auto tech, while Waymo faces fresh regulatory scrutiny. Cars are increasingly rolling computers, and governments are scrambling to keep up.

WHAT YOU’LL LEARN IN THIS EPISODE

- Why Canada is accelerating EV subsidies and charging infrastructure

- How Canada’s EV strategy explicitly prioritizes domestic manufacturing

- What Canada’s growing openness to China and South Korea signals

- Why the U.S. is banning Chinese software from connected vehicles

- How automakers are scrambling to remove Chinese-authored code

- Why the resignation of a key U.S. auto security official raised eyebrows

- What new rules mean for 2027 and 2030 model-year vehicles

- Why Waymo’s reliance on overseas remote operators is drawing scrutiny

- How autonomous vehicles are creating new regulatory blind spots

TIMESTAMPS / CHAPTERS

00:00 – Canada and the U.S. take diverging auto paths

00:27 – Canada’s EV subsidies and rebate structure

01:02 – Favoring Canadian-made vehicles

01:29 – EV adoption targets through 2040

02:02 – Canada’s openness to China and South Korea

02:54 – U.S. connected car software ban explained

03:36 – Automakers race to remove Chinese code

04:14 – Policy leadership shake-up inside the U.S. government

04:35 – Timeline for software and hardware bans

05:09 – Waymo’s robotaxi expansion

05:33 – Remote operators and regulatory concerns

05:58 – What lawmakers are questioning next

SOURCES

- Canada EV strategy and policy shifts: https://pm.gc.ca/en/news/news-releases/2026/02/05/prime-minister-carney-launches-new-strategy-transform-canadas-auto

- Carmakers rush to remove Chinese code under new US federal rules: https://www.autoblog.com/news/carmakers-rush-to-remove-chinese-code-under-new-federal-rules

- Trump administration ousts official who banned Chinese vehicles: https://www.reuters.com/world/asia-pacific/trump-administration-pushes-out-official-whose-unit-banned-chinese-vehicles-2026-01-23/

- BYD January sales plunge highlight China EV tax credit expiry impact: https://insideevs.com/news/786553/byd-sales-plunged-in-january/

- Waymo operators in Philippines expose human-driven fleet: https://futurism.com/advanced-transport/waymos-controlled-workers-philippines

- Travel to US sees few surprises amid shifting travel and economy: https://www.ft.com/content/8f6d4196-6f61-4be9-8cb7-1d93253e4e8b

- Canada’s EV push reshapes auto trade and policy: https://www.nytimes.com/2026/02/05/world/canada/carney-canada-electric-vehicles-trump-trade.html

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