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

OpenAI is going big on enterprise in 2026. Disney brings the magic to AI video creation. The AI infrastructure trade is wobbling hard after tumbles from Oracle and Broadcom, and Meta superintelligence team is at odds with the rest of the company. Or is it? That's coming up right after this.

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 going to go inside a meeting with OpenAI Sam Altman and top editors and media CEOs in New York to tell you what OpenAI is planning. For 2026, we're also going to discuss OpenAI and Disney's big deal and what it means for AI content creation in general. We're also seeing some tumbles in the AI infrastructure trade.

So we'll talk about what that means. And of course, we're going to talk about this fascinating story from the New York Times that says the meta superintelligence team is at odds with the rest of the company. And we will do our best to dissect the wording in that story and tell you whether that's actually true or not. So joining us as always on Fridays to do it is Ronjan Roy of Margins. Ronjan, great to see you.

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