- WSJ: Fresh Concerns About AI Spending Are Rattling Wall Street (Dec 12, 2025)
Broadcom’s 11% plunge — despite strong sales and profits — highlighted investor concern about AIchip margins, timing of big OpenAI commitments, and visibility into 2027. - NY Times: Can OpenAI Respond After Google Closes the A.I. Technology Gap? (Dec 11, 2025)
OpenAI released GPT‑5.2, saying it tops key benchmarks shortly after Google touted Gemini 3, underscoring a tightened A.I. race. Facing fierce rivals and huge computing costs, it declared a “code red” to improve ChatGPT while raising fees, testing ads, and pushing enterprise products to reach profitability. - WSJ: AI Gadgets Are Bad Right Now, but Their Promise Is Huge (Dec 11, 2025)
Joanna Stern tested eight AI wearables—pendants, bracelets, and glasses—and found many quickly abandoned due to poor design, privacy concerns, and limited usefulness, with smartphones remaining the main hub. - Simon Willison: OpenAI is quietly adopting skills, now available in ChatGPT and Codex CLI (Dec 12, 2025)
OpenAI added “skills” support to ChatGPT’s Code Interpreter and the Codex CLI, adopting Anthropic’s simple folder+Markdown format so models can use filesystem-based tools. ChatGPT’s skills process docs/PDFs by rendering pages to PNGs for vision-enabled models. - Simon Willison: GPT-5.2 (Dec 11, 2025)
OpenAI announced GPT‑5.2 and GPT‑5.2 Pro with an Aug 31, 2025 knowledge cutoff, 400k‑token context window, and higher pricing (GPT‑5.2 at 1.4×; Pro much costlier). OpenAI reports large benchmark and vision gains, a response‑compaction API for long workflows, three API variants (incl. gpt‑5.2‑chat‑latest), and CLI access. - Mistral Ai: Introducing: Devstral 2 and Mistral Vibe CLI. (Dec 9, 2025)
Mistral released Devstral 2 (123B, modified MIT) and Devstral Small 2 (24B, Apache 2.0), open-source coding models achieving 72.2% and 68.0% on SWE-bench Verified and offering high cost-efficiency. They’re available via API (free initially) and power Mistral Vibe, a native CLI for autonomous, project-aware code automation. - WSJ: Behind the Deal That Took Disney From AI Skeptic to OpenAI Investor (Dec 11, 2025)
Disney is investing $1 billion in OpenAI and licensing over 200 characters for use in Sora, allowing fans to create AI-generated videos. This deal contrasts with Disney’s cease-and-desist letter to Google for alleged copyright infringement, highlighting Disney’s dual approach to navigating the AI landscape. - Anthropic: Accenture and Anthropic launch multi-year partnership (Dec 9, 2025)
Anthropic and Accenture formed the Accenture Anthropic Business Group to scale Claude across enterprises, training about 30,000 Accenture professionals and deploying Claude Code to tens of thousands of developers. - WSJ: AI’s Next Challenge: Take the CEO’s Job (Dec 7, 2025)
Big Tech executives increasingly suggest AI could perform CEOs’ duties and even run companies, with figures like Pichai and Altman touting rapid progress. My take: CEOs want to seem like they’re in the same boat as employees whose jobs are at risk. CEOs seem like the last job to be replaced by an AI. - WSJ: IBM Strikes $11 Billion Deal for Confluent (Dec 7, 2025)
IBM bolsters its AI and cloud strategy by adding Confluent’s real-time data-streaming technology used to feed large AI models. - WSJ: The Accounting Uproar Over How Fast an AI Chip Depreciates (Dec 8, 2025)
Tech companies are extending the useful lives of AI equipment, which critics argue inflates profits by reducing depreciation expenses. While this accounting choice can boost current earnings, the true economic reality of these assets might be better reflected by accelerated depreciation methods. - OpenAI: The Walt Disney Company and OpenAI (Dec 11, 2025)
Disney and OpenAI have formed a significant partnership, with Disney becoming a major content licensing partner for OpenAI’s Sora, allowing fans to generate short videos featuring over 200 Disney, Marvel, Pixar, and Star Wars characters. - TechCrunch: Adobe brings Photoshop, Express, and Acrobat features to ChatGPT (Dec 10, 2025)
With the massive improvement of Sora and Nano Banana, I’ve wondered about Adobe’s prospects in the AI world. The company is responding: “[Adobe] is adding features from Photoshop, Express, and Acrobat to ChatGPT, letting users ask the chatbot to use these apps to edit images, modify PDFs, or animate elements.”
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