Pivot

Disney's OpenAI Investment, Nvidia Chip Deal, and Australia’s New Social Media Ban

590 snips
Dec 12, 2025
Kara celebrates her birthday while diving into Disney's $1 billion investment in OpenAI, exploring its potential impact on character licensing. The decision by the U.S. to allow Nvidia chip sales to China raises questions about national security. Discussions on Trump’s remarks around CNN and the concept of 'affordability' challenge economic realities. Australia’s ban on social media for those under 16 sparks a debate on tech responsibility versus parental involvement. They even ponder who could be the true 'Person of the Year' this time.
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INSIGHT

Disney's OpenAI Bet Is Strategic PR

  • Disney's $1B equity investment in OpenAI formalizes licensing of classic characters for AI-generated content.
  • Scott and Kara see it as smart PR but uncertain if it meaningfully changes IP use across AI platforms.
INSIGHT

Chip Sales May Trade Security For Short-Term Gain

  • Allowing NVIDIA to sell H200 chips to China risks accelerating Chinese AI and military capabilities.
  • Scott worries the deal yields little U.S. leverage while boosting NVIDIA and exposing strategic risks.
ADVICE

Negotiate Real Concessions On Exports

  • Extract concessions when approving sensitive tech exports, like market access or enforceable safeguards.
  • Don't accept token payments; negotiate structural terms that protect long-term U.S. advantage.
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