Space Data Centers, Disney Sora Deal, and Shopify’s AI Shoppers
The Daily AI Show
Shopify SimJammer and Agentic Storefronts
Brian and Andy describe Shopify's AI simulated shoppers, agentic storefronts and catalog exposure across chat platforms.
They opened with holiday lights, late year energy, and a quick check on December model rumors like Chestnut, Hazelnut, and Meta’s Avocado. They joked about AI naming moving from space themes to food themes. The first half focused on space based data centers, heat dissipation in orbit, Shopify’s AI upgrades, and Google’s Anti Gravity builder. The second half focused on MCP adoption, connector ecosystems, developer workflow fragmentation, and a long segment on Disney’s landmark Sora licensing deal and what fan generated content means for the future of storytelling.
Key Points Discussed
Space based data centers become real after a startup trains the first LLM in orbit
China already operates a 12 satellite AI cluster with an 8B parameter model
Cooling in space is counterintuitive, requiring radiative heat transfer
NASA derived materials and coolant systems may influence orbital data centers
Shopify launches AI simulated shoppers and agentic storefronts for GEO optimization
Shopify Sidekick now builds apps, storefront changes, and full automations conversationally
Anti Gravity allows conversational live website edits but currently hits rate limits
MCP enters the Linux Foundation with Anthropic donating full rights to the protocol
Growing confusion between apps, connectors, and tool selection in ChatGPT
AI consulting becomes harder as clients expect consistent results despite model updates
Agencies struggle with n8n versioning, OpenAI model drift, search cost spikes, and maintenance
Push toward multi model training, department specific tools, and heavy workshop onboarding
Disney signs a three year Sora licensing deal for Pixar, Marvel, Disney, and Star Wars characters
Disney invests 1B in OpenAI and deploys ChatGPT to all employees
Debate over canon, fan generated stories, moderation guardrails, and Disney Plus distribution
McDonald’s AI holiday ad removed after public backlash for uncanny visuals and tone
OpenAI releases a study of thirty seven million chats showing health searches dominate
Users shift topics by time of day: philosophy at 2 a.m., coding on weekdays, gaming on weekends
Timestamps and Topics
00:00:00 👋 Opening, holiday lights, food themed model names
00:02:15 🚀 Space based data centers and first LLM trained in orbit
00:05:10 ❄️ Cooling challenges, radiative heat, NASA tech spinoffs
00:08:12 🛰️ China’s orbital AI systems and 2035 megawatt plans
00:10:45 🛒 Shopify launches SimJammer AI shopper simulations
00:12:40 ⚙️ Agentic storefronts and cross platform product sync
00:14:55 🧰 Sidekick builds apps and automations conversationally
00:17:30 🌐 Anti Gravity live editing and Gemini rate limits
00:20:49 🔧 MCP transferred to the Linux Foundation
00:25:12 🔌 Confusion between apps and connectors in ChatGPT
00:27:00 🧪 Consulting strain, versioning chaos, model drift
00:30:48 🏗️ Department specific multimodel adoption workflows
00:33:15 🎬 Disney signs Sora licensing deal for all major IP
00:35:40 📺 Disney Plus will stream select fan generated Sora videos
00:38:10 ⚠️ Safeguards against misuse, IP rules, and story ethics
00:41:52 🍟 McDonald’s AI ad backlash and public perception
00:45:20 🔍 OpenAI analysis of 37M chats
00:47:18 ⏱️ Time of day topic patterns and behavioral insights
00:49:25 💬 More on tools, A to A workflows, and future coworker gems
00:53:56 🏁 Closing and Friday preview
The Daily AI Show Co Hosts: Brian Maucere, Beth Lyons, Andy Halliday, and Carl Yeh
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