Big Technology Podcast OpenAI’s 2026 Priority, Disney’s AI Play, Datacenter Buildout Trouble
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Dec 12, 2025 
Ranjan Roy, a keen observer of enterprise AI trends, joins to dissect the tech landscape. They explore OpenAI's strategic pivot towards enterprise in 2026, posing the question: Is the AGI dream fading? Roy and the host debate the balance of serving both consumer and enterprise markets. The conversation turns to Disney's bold $1B AI deal, examining how this move enhances fan engagement while grappling with legal complexities. They also highlight challenges in the AI infrastructure sector, questioning the future of massive data center investments.
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Enterprise As The Next Big Play
- OpenAI will prioritize enterprise heavily in 2026 as productization becomes the battleground after model improvements slow.
- Alex argues extracting value via applications across professions can justify OpenAI's large valuation even without AGI.
Separate Consumer And Enterprise Experiences
- Design separate product experiences for consumer and enterprise use cases to avoid cannibalization and mismatched behaviors.
- Alex and Fiji suggest splitting models or experiences to keep consumer warmth and enterprise rigor distinct.
Model Gains Give Way To Productization
- Model improvements are showing diminishing broad gains, shifting the competitive advantage to applications and orchestration.
- Sam Altman framed the problem as an application issue rather than a training problem.