Apple just exposed what every business leader suspected about AI β it's sophisticated pattern matching, not actual reasoning. Plus: Why 160+ companies cut thousands of jobs in June, how $60B in venture capital is flowing in entirely new directions, and the regulatory divide that's splitting global AI strategy.
π― WHAT YOU'LL LEARN:
How Apple's research reveals AI's true limitations | Why mass layoffs accelerated 274% in retail | The venture capital revolution changing startup funding | How regulatory chaos impacts global business operations
π TIMESTAMPS (Quick Navigation)
00:00 Market Overview
00:23 AI Limitations
01:42 AI-Powered Disinformation & Security Risks
03:04 AI Policy: South Korea vs USA
04:30 Job Cuts Ramp Up
06:09 Venture Capital Market Evolution
07:16 Strategic Outlook
π KEY STATS COVERED:
β AI systems can't distinguish solvable from unsolvable problems
β 274% surge in retail job cuts led by Microsoft, Intel, McKinsey
β 75% of venture capital now flows between startups vs traditional exits
β South Korea mandates AI deletion while US rolls back cybersecurity protections
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π SOURCES & DEEP DIVES:
β’ Apple AI reasoning: https://machinelearning.apple.com/research/illusion-of-thinking
β’ Apple underinvests in AI, maybe with good reason: https://www.wsj.com/tech/ai/apple-ai-strategy-wwdc-challenges-bdae4fb5
β’ AI swarms research: https://osf.io/preprints/osf/qm9yk_v1
β’ South Korea AI deletion: https://iapp.org/news/a/south-korea-s-pipc-flexes-its-muscles-what-to-know-about-ai-model-deletion-cross-border-transfers-and-more
β’ Cyber executive order: https://www.politico.com/news/2025/06/06/trump-cyber-executive-order-hacker-sanctions-00393241
β’ Cyber policies reversed: https://cyberscoop.com/trump-cyber-executive-order-takes-aim-at-prior-orders-secure-software-more/
β’ More AI data: https://youtu.be/Im4Ftvsh06w
β’ More AI data: https://youtu.be/DlRBkGoleJ8
β’ More AI data: https://youtu.be/1U2Uk6aEVhw
β’ P&G job cuts: https://www.reuters.com/business/procter-gamble-cut-7000-jobs-over-two-years-2025-06-05/
β’ Corporate layoffs tracker: https://www.cnbc.com/2025/06/05/corporate-layoffs-companies-making-job-cuts.html
β’ Layoff trend analysis: https://intellizence.com/insights/layoff-downsizing/major-companies-that-announced-mass-layoffs/
β’ NIH funding cuts: https://www.nytimes.com/interactive/2025/06/04/health/trump-cuts-nih-grants-research.html
β’ $12B in health R&D cuts: https://www.reuters.com/business/healthcare-pharmaceuticals/nih-scientists-speak-out-over-estimated-12-billion-trump-funding-cuts-2025-06-09/
β’ NIH grant rejections doubled: https://www.nature.com/articles/d41586-025-01539-5
β’ London trade negotiations: https://apnews.com/article/us-china-trade-talks-london-bf991a07e374050ae85c7187f1366ab7
β’ VC secondary markets: https://pitchbook.com/news/reports/q2-2025-pitchbook-analyst-note-us-vc-backed-ma-outlook
β’ Lightspeed RIA: https://www.bloomberg.com/news/articles/2025-05-01/lightspeed-is-latest-firm-to-shift-away-from-classic-vc-model
β’ VC M&A: https://pitchbook.com/news/reports/q2-2025-pitchbook-analyst-note-us-vc-backed-ma-outlook
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