OpenAI Sheds the Red

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Jason Howell and Jeff Jarvis unpack OpenAI's rapid GPT-5.2 release and Image 1.5 upgrade amid its Code Red push, contrasted by Google's faster Gemini 3 Flash challenging benchmarks in reasoning and speed. Nvidia's Slurm acquisition and Nemotron 3 open models are explored for their role in agentic AI, while Disney's $1 billion OpenAI deal licensing Sora IP is weighed against its Google cease-and-desist. President Trump's executive order centralizing AI regulation federally is analyzed for tensions with state protections.

Note: Time codes subject to change depending on dynamic ad insertion by the distributor.

Chapters:

• 00:00 - Podcast begins
• 3:41 - Jeff on AI & APIs for news for NiemanLab
• 11:33 - Disney wants you to AI-generate yourself into your favorite Marvel movie
• 14:27 - Disney’s OpenAI deal is exclusive for just one year — then it’s open season
• 15:23 - Google Removes AI Videos of Disney Characters After Cease and Desist Letter
• 21:05 - OpenAI Launches GPT-5.2 as It Navigates ‘Code Red’
• 26:21 - OpenAI Just Dropped a New AI Image Model in ChatGPT to Rival Google's Nano Banana
• 30:20 - Google announces Gemini 3 Flash with Pro-level performance, rolling out now
• 33:03 - Nvidia bulks up open source offerings with an acquisition and new open AI models
• 33:44 - Nvidia Becomes a Major Model Maker With Nemotron 3
• 38:26 - Trump signs executive order blocking states from enforcing their own regulations around AI
• 39:13 - Masnick: Trump Pretends To Block State AI Laws; Media Pretends That’s Legal
• 45:35 - A visual editor for the Cursor Browser
• 49:47 - Google testing Disco browser
• 52:10 - I Tried Google Maps' New Gemini Feature, and It Was a Surprisingly Helpful AI Assistant
• 53:31 - Google Translate brings real-time speech translations to any headphones
• 1:03:03 - Pew: Teen use of chatbots

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