Subvolts take OpenAI targets enterprise in 2026, exploring new funding and partnerships like Disney's. Dec 12, 2025 - Business
- Learn about OpenAI's enterprise strategy for 2026 and how it might fund infrastructure, plus insights on the Disney partnership.
This episode provides a solid interview and news roundup on OpenAI's strategic direction and key industry partnerships.
OpenAI’s 2026 Priority, Disney’s AI Play, Datacenter Buildout Trouble
Audio streams from Alex Kantrowitz. Your place is remembered on this device.
From Subvolts
Summary and analysis by Subvolts editorial, AI-assisted.
This Big Technology Podcast episode features Ranjan Roy discussing OpenAI's 2026 priorities, including a focus on enterprise clients and potential infrastructure funding. They also cover the state of AGI, Disney's new AI deal with OpenAI, and challenges in AI infrastructure buildouts. The conversation touches on product strategy for both consumer and enterprise markets.
This episode talks about OpenAI's plan to focus more on businesses in 2026, which could help them pay for the massive computer power needed for AI. They also discuss a new deal with Disney and if the big dream of super-smart AI is still on track.
This episode offers insight into OpenAI's strategic shift towards enterprise in 2026, a move that could significantly impact its funding and infrastructure development. It's for business leaders and AI strategists tracking the commercialization of AI. The discussion on Disney's deal and the broader AI infrastructure market connects directly to current industry trends and the competitive landscape among frontier labs.
- HostAlex Kantrowitz
- GuestRanjan RoyMargins
- Guest: Ranjan Roy from Margins
- Show: Big Technology Podcast
- Length: 52 minutes
- OpenAI 2026 Priority: Enterprise
- New Deal Mentioned: Disney and OpenAI
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI to prioritize enterprise in 2026 2) Is the AGI dream over? 3) Could OpenAI's enterprise push help it fund infrastructure? 4) Alex is on team product? 5) Can OpenAI design for consumer and enterprise at the same time? 6) Erotic ChatGPT is coming in Q1 7) Disney and OpenAI ink a groundbreaking deal 8) Why Disney wins from giving up some control 9) The AI infrastructure trade is wobbling 10) Discord at Meta... or not?
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From Big Technology on Substack: Enterprise Will Be a Top OpenAI Priority In 2026, Sam Altman Tells Editors at NYC Lunch https://www.bigtechnology.com/p/enterprise-will-be-a-top-openai-priority
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- AGI
- Alex Kantrowitz
- Artificial General Intelligence, or AI that can perform any intellectual task a human can.
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- What is OpenAI's main focus for 2026?
- OpenAI plans to prioritize enterprise clients in 2026, potentially using this focus to fund its infrastructure needs.
- What is the significance of the Disney and OpenAI deal?
- The episode discusses a groundbreaking deal between Disney and OpenAI, exploring the benefits for Disney in giving up some control.
Page generated Oct 19, 2026. Summaries are Subvolts' own; the audio, artwork and notes belong to Alex Kantrowitz.