
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 00:00:00 OpenAI to prioritize enterprise in 2026 00:02:01 Could OpenAI's enterprise push help it fund infrastructure? 00:05:18 Is the AGI dream over? 00:10:29 Alex is on team product? 00:18:12 Can OpenAI design for consumer and enterprise at the same time? 00:21:36 Erotic ChatGPT is coming in Q1 00:23:03 Disney and OpenAI ink a groundbreaking deal 00:24:59 Why Disney wins from giving up some control 00:35:52 The AI infrastructure trade is wobbling 00:47:41 Discord at Meta... or not?

What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?

Kimi K3 & AI’s Price War, What’s Happening To Google?, OpenAI’s Partner Trouble

OpenAI Finally Ships Its Superapp, Meta’s AI Price War, ChatGPT Cheating At Brown

Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast

Are AI Glasses Over? + Big Technology AI Summit Audience Questions

OpenAI’s Superapp Is Coming, Jensen on Jobs, Bezos’s $100 Billion Automation Fund

Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff

Quality in the Streets, Momentum in the Sheets | TCAF 217

Apple's best product ever | The Vergecast

RIP Trifold | The Vergecast