Anna's Daybreak News

_{Just facts, you think for yourself}

Thursday, 5:19 AM

July 3, 2025

Good morning news friend! Uncover the moments driving today’s world and paving the way for tomorrow. 📰🌟

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CEOs’ Sound AI Alarm

CEOs from Ford, JPMorgan, Amazon, Anthropic, Shopify, and others warn AI could eliminate up to 50% of U.S. white-collar jobs by 2030.

JPMorgan expects a 10% reduction in operations roles; Anthropic predicts half of entry-level jobs will disappear within five years, potentially raising unemployment to 10–20%.

Companies are flattening hierarchies and merging roles like product managers with software engineers. Some tech leaders, including OpenAI’s COO and IBM’s CEO, report AI creating new jobs even as it replaces others.

Investor Vinod Khosla forecasts AI will handle 80% of valuable work by 2030, transforming industries, healthcare, and introducing widespread household robots.

Sources: Livemint, Economictimes, WallStreetJournal.

US-Vietnam Trade Deal

The US and Vietnam agreed to impose a 20% tariff on Vietnamese exports to the US, down from a planned 46%. Transshipped goods, mainly from China, will face a 40% tariff.

Vietnam will remove tariffs on US imports, enabling zero-tariff access for products like large-engine cars. Vietnamese exports to the US grew from under $50 billion in 2018 to $137 billion in 2024, while US exports to Vietnam rose from under $10 billion to over $13 billion.

The deal limits tariff hikes, supports US efforts against China’s influence, and boosts US-Vietnam trade. The Trump Organization got approval for a $1.5 billion real estate investment in Vietnam.

Sources: Bloomberg, Reuters, BBC, NYTimes.

US-China Trade Truce Chip Access

The US lifted export restrictions on chip design software sales to China, affecting Synopsys, Cadence, and Siemens, which control over 70% of China’s electronic design automation market.

The restrictions, imposed in May 2025 in response to China’s rare earth export limits, required government licenses for sales. Under a trade deal, China agreed to speed up mineral export approvals, prompting the US to ease controls on chip design software, ethane, and jet engines.

Synopsys and Siemens have resumed sales and support, stabilizing supply chains critical to tech industries. Synopsys and Cadence shares rose over 6% and 7%. Some US restrictions on other Chinese exports remain in place.

Sources: Bloomberg, Reuters, CNBC, Com.

U.S. Airstrikes Set Back Iran’s Nuclear Program by Up to Two Years

In June, the U.S. conducted a large-scale airstrike on Iran’s Fordow, Natanz, and Isfahan nuclear sites using seven B-2 bombers, 125+ aircraft, over two dozen Tomahawk missiles, and fourteen 30,000-pound bunker-busters.

The Pentagon estimates the strikes delayed Iran’s nuclear program by one to two years, destroying uranium enrichment and bomb-making equipment. The operation lasted 37 hours with no Iranian resistance. Iran confirmed serious damage at Fordow, though the U.N. nuclear watchdog warns uranium enrichment could resume within months.

This was the largest B-2 mission in U.S. history and is intended to degrade Iran’s nuclear capabilities and deter its bomb ambitions. Damage assessments continue.

Sources: Bloomberg, Reuters, Jns, WallStreetJournal.

Pig-to-Human Kidney Transplants

Researchers tracked human immune responses to pig kidney transplants from day 10 to 61, finding rejection begins by day 10 and peaks at day 33, identifying a critical treatment window.

Myeloid cells and macrophages dominated the immune attack across kidney structures. Using advanced bioinformatics, they mapped human immune cells separately from pig cells, enabling targeted therapies that reduced rejection signals.

These insights support upcoming pig-to-human kidney transplant trials in 2025 and suggest genetically modified pig kidneys could become routine within a decade.

Next steps focus on refining treatments, improving pig genetics, early rejection detection, and demonstrating safety for regulatory approval.

Sources: SciTechDaily, Extremetech.

AI Diagnoses Nine Dementias

Mayo Clinic’s AI tool, StateViewer, diagnoses nine dementia types from a single FDG-PET brain scan with 88% accuracy. It compares glucose metabolism patterns to a database of 3,600 scans, speeding analysis nearly twice as fast and tripling accuracy over traditional methods.

StateViewer produces color-coded brain maps accessible to non-neurologists, aiding diagnosis where expert teams are absent. With over 55 million dementia cases worldwide and 10 million new annually, the tool offers earlier, clearer diagnoses and treatment guidance.

Mayo Clinic aims to expand its clinical use and testing, potentially transforming dementia care by enabling faster, more precise detection and improved patient outcomes globally.

Sources: SciTechDaily, Rudebaguette.

“A fellow who tries to be at home everywhere is like a river a mile wide and an inch deep—a grand sight, but not enough to float a single solid idea. ”

Did you know we also write in-depth deep dives? They are long, packed with insights, and have received rave reviews. If you’re up for a detailed, action-packed read, check them out:

• America’s Housing Paradox - An Analysis of the US Housing Market

• The Stablecoin Trilemma - Bridging Digital Finance, Monetary Policy, and Systemic Risk

• Deconstructing the $66 Billion Citiadel Enigma

Baked with love,

Anna Eisenberg ❤️