Season 31 Episode 14
Welcome to AI Unraveled (December 12, 2025): Your daily strategic briefing on the business impact of AI.
Today on AI Unraveled, we break down the escalation in the model wars as OpenAI rushes GPT-5.2 to market to counter Google's Gemini 3. We also analyze the massive copyright lawsuit Disney just handed to Google, Rivianโs strategic pivot to proprietary AI chips, and the new space race between Bezos and Musk to build orbital data centers. Plus, why the Financial Times believes the "Hyperscale" bubble might burst in favor of specialized industrial AI.
Strategic Pillars & Topics
๐ Market & Strategy (Geopolitics, Finance, Regulation)
๐ค OpenAI, Disney lock in $1B licensing deal
๐ง OpenAI drops GPT-5.2, hits back at Google
๐ Rivian is building its own AI chips for autonomous driving
โ๏ธ Disney sends cease-and-desist to Google over AI copyright
๐ Bezos and Musk race to bring data centers to space
๐งช DeepMind announces an 'automated research lab' to discover new materials
๐ Products & Development (Capability, Efficiency, Tools)
๐ฅ OpenAI releases GPT-5.2
๐ง Google opens upgraded Deep Research agent to devs
๐ Google reveals experimental โDiscoโ browser
๐ AI ring gives โexternal memoryโ for your brain
๐ง Theory & Benchmarks
๐ Nous Research's AI takes on elite math exam
๐บ๏ธ Microsoft maps how people use Copilot
Keywords: GPT-5.2, Gemini 3, Disney vs Google Lawsuit, Rivian AI Chip, Space Data Centers, Jeff Bezos, Elon Musk, DeepMind, Vertical AI, AI Unraveled, Etienne Noumen, AI News, OpenAI Garlic.
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Credits: This podcast is created and produced by Etienne Noumen, Senior Software Engineer and passionate Soccer dad from Canada.
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Published on 2ย days, 3ย hours ago
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