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AI News: OpenAI x Disney, GPT-5.2, Deepseek Controversy, Meta Closed-Source and more!
Matthew Berman· 2025-12-13 00:07
The biggest news of the week is GPT 5.2% was dropped. I covered it in a video yesterday, so I won't go too deep into it, but it is a really, really good model. It excels at coding, knowledge work, tasks, frontier math, and so much more.If you have any paid OpenAI accounts, it will be available to you in chatbt. com. Next, speaking of OpenAI, the unthinkable happened.Disney is partnering with them. OpenAI is going to bring Disney characters to Sora. So, you're going to be able to prompt Sora and use the like ...
Google Presents: The Gift Exchange
Google· 2025-12-12 23:28
Holly Hall thought she had it all. Merry Christmas, sweetheart. Hi Mom.Except for the one that got away. Holly. Aiden.It's time for Mistletown’s 90th Annual Secret Santa. Come on up. Pick a name.But fate finds a way to bring them back together. I can't believe I ran into my ex-boyfriend, who still lives in my small hometown and is still so good looking. Don't fumble it this time.Mom. This holiday, get ready to get wrapped up. Oh my gosh.We were each other's Secret Santas back then too. Let's see if Google c ...
Markets are richly priced across the board, says NYU's Aswath Damodaran
Youtube· 2025-12-12 21:26
Core Viewpoint - The discussion highlights the differing perspectives on the valuation of mega-cap stocks, particularly those with market capitalizations exceeding $1 trillion, emphasizing that while some view them as overvalued, others see plausible pathways for growth that justify their current valuations [1] Group 1: Mega-Cap Stocks Valuation - Mega-cap stocks, such as Nvidia, are at unprecedented market cap levels, with Nvidia potentially reaching a $5 trillion market cap if it maintains high margins and achieves $600 billion in revenue, which is seen as plausible given its current trajectory [1] - The disagreement on valuations stems from individual assessments of the plausibility of these growth pathways, indicating that investors must evaluate the numbers personally to form their own conclusions [1] - The market is not just bifurcated between the mega-cap stocks and the rest; the remaining 493 companies in the S&P 500 are also trading at high earnings multiples, suggesting that the entire market is richly priced [1] Group 2: Market Dynamics and Future Outlook - The remaining companies in the S&P 500 are trading at 22 to 23 times earnings, and they generally exhibit less favorable operating metrics compared to the mega-cap stocks, challenging the notion that only the mega-cap stocks are overvalued [1] - The overall market has been buoyed by rising tides, with high growth and margins among mega-cap stocks, but there are concerns that sustaining this growth will become increasingly difficult, as evidenced by market reactions to competitive announcements [1] - The potential for shocks to the system, such as competitive pressures affecting stock prices, raises questions about the sustainability of current valuations and growth trajectories [1]
Introducing Gemini's speech-to-speech translation capabilities
Google· 2025-12-12 21:17
Product Features & Capabilities - Gemini model now offers live translation functionality within the Google Translate app, compatible with any headphones [1] - The translation feature supports over 70 languages and more than 2,000 language pairs [3] - The feature is designed to be useful for travel and communication, even in noisy environments [3] Use Cases & Applications - The live translation feature can be used to ask for travel advice from colleagues [1] - Potential travel destinations mentioned include Korea (Seoul), China (Beijing, Chongqing, Shanghai), and Germany (Christmas markets) [2] - The feature can be used for communication with in-laws [3]
X @TechCrunch
TechCrunch· 2025-12-12 20:32
Google and Apple roll out emergency security updates after zero-day attacks https://t.co/Xvzm2DxCSs ...
Unlocking AI and HPC Success with Google Cloud Managed Lustre
DDN· 2025-12-12 20:31
The key to unlocking AI and high performance computing success is data. But as organizations globally raise their AI and HPC ambitions, they are learning that implementing the right data strategy is easier said than done. These challenges can prevent a proof of concept from translating into a successful production grade deployment.Many of the most pressing data related issues come down to some fundamental challenges within the storage infrastructure. Put simply, AI scale workloads require AI scale storage. ...
Tim Seymour: Investors should not 'run out the door' on AI stocks yet
Youtube· 2025-12-12 19:02
Yes. >> Will this continue into next year. Tim Seymour is the CIO of Seymour Asset Management and a CNBC contributor.>> Hey, Kelly. >> So, thank goodness AI came along when it did because the market in 2022 didn't look so hot. Thank goodness the rest of the market is now feeling better as the AI trade stumbles.Can it be that easy. Well, I think the other 493 are not only reaping some of the benefits of AI, but I think you have a dynamic here where you definitely are seeing EPS growth. You are seeing margin ...
Disney Stock Rises As $1 Billion OpenAI Deal Sparks Investor Debate
Forbes· 2025-12-12 16:50
Disney Stock rose after a $1 billion OpenAI deal, signaling investor optimism.VCG via Getty ImagesDisney stock has been dead money in 2025 – inching up 2.3% so far in 2025 while the S&P rose 17%, according to Google Finance. Even that tiny increase was due to mild investor enthusiasm for Disney’s announcement of a $1 billion investment in OpenAI and a three-year license to let users generate videos of Disney and Marvel characters, noted the Wall Street Journal.For long-suffering Disney shareholders, this ra ...
X @Token Terminal 📊
Token Terminal 📊· 2025-12-12 16:30
RT ᴅᴇᴠᴀɴ (@mitchem)Google Web3 "just dropped a repo"Major upgrade to Solana BigQuery community datasets.Harder. Better. Faster. Stronger.Daily partitions. Clustering. Solana program Decoding.What else? Daily public datasets for Pump, Jupiter, Raydium, Orca, and MarinadeLive code & details in the 🧵below ... ...