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June 12, 2025 β€’ 7 mins

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.


🎯 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


πŸ“Š 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


πŸ“ˆ 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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πŸ‘‡ Less hype, more insights.β†’ Hit subscribe and let's get curious.


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πŸ’¬ What's your take? Drop your thoughts below!


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πŸ“š 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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