OpenAI’s 2026 Priority, Disney’s AI Play, Datacenter Buildout Trouble

Big Technology Podcast

Alex Kantrowitz

Technology, Religion & Spirituality, Business News, Business, Religion, Science, Philosophy, Society & Culture, Entrepreneurship, Management, Marketing, Politics, News Commentary, Government, Investing, Tech News, Social Sciences, News

4.6 • 395 Ratings

🗓️ 12 December 2025

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI to prioritize enterprise in 2026 2) Is the AGI dream over? 3) Could OpenAI's enterprise push help it fund infrastructure? 4) Alex is on team product? 5) Can OpenAI design for consumer and enterprise at the same time? 6) Erotic ChatGPT is coming in Q1 7) Disney and OpenAI ink a groundbreaking deal 8) Why Disney wins from giving up some control 9) The AI infrastructure trade is wobbling 10) Discord at Meta... or not? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b From Big Technology on Substack: Enterprise Will Be a Top OpenAI Priority In 2026, Sam Altman Tells Editors at NYC Lunch https://www.bigtechnology.com/p/enterprise-will-be-a-top-openai-priority Questions? Feedback? Write to: [email protected] -- Wealthfront.com/bigtech⁠. If eligible for the overall boosted 4.15% rate offered with this promo, your boosted rate is subject to change if the 3.50% base rate decreases during the 3-month promo period. The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC, not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 11/7/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable base APY. Instant withdrawals are subject to certain conditions and processing times may vary. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Open AI is going big on Enterprise in 2026.
0:04.0	Disney brings the magic to AI video creation.
0:07.0	The AI infrastructure trade is wobbling hard after tumbles from Oracle and Broadcom,
0:13.0	and Meta Super Intelligence team is at odds with the rest of the company, or is it?
0:18.0	That's coming up right after this.
0:20.0	Capital One's tech team isn't just talking about multi-agentic AI.
0:24.6	They already deployed one.
0:25.6	It's called chat concierge, and it's simplifying car shopping.
0:30.6	Using self-reflection and layered reasoning with live API checks, it doesn't just help buyers
0:36.6	find a car they love. It helps schedule a test
0:39.7	drive, get pre-approved for financing, and estimate trade and value. Advanced, intuitive, and
0:46.7	deployed. That's how they stack. That's technology at Capital One. The truth is AI security
0:52.9	is identity security.
0:56.2	An AI agent isn't just a piece of code.
1:00.6	It's a first-class citizen in your digital ecosystem, and it needs to be treated like one.
1:03.9	That's why ACTA is taking the lead to secure these AI agents.
1:08.2	The key to unlocking this new layer of protection and identity security fabric.
1:15.9	Organizations need a unified, comprehensive approach that protects every identity, human or machine with consistent policies and oversight.
1:20.5	Don't wait for a security incident to realize your AI agents are a massive blind spot.
1:29.1	Learn how ACTA's identity security fabric can help you secure the next generation of identities, including your AI agents. Visit octa.com.
1:35.1	That's okayta.com. Welcome to Big Technology Podcast Friday edition, where we break down the news in our traditional cool-headed and nuanced format. We have a great show for you. Today, we are
1:40.9	going to go inside a meeting with OpenAI Sam Altman and top editors and media
	...

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