Navigated to OpenAI's Existential Crisis: Are GPT 5.2 and a $1B Disney Deal Enough?

OpenAI's Existential Crisis: Are GPT 5.2 and a $1B Disney Deal Enough?

Dec 16, 2025
16 mins

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Episode Description

Despite the launch of ChatGPT 5.2, there is turmoil at OpenAI, coming amid $20 billion losses and fierce competition from Claude and Google's Gemini. CEO Sam Altman’s "code red" signals urgency, especially with a $1 billion AI content deal with Disney. 

We discuss user experience concerns, noting only 5% of users are paying subscribers, and the potential impact of ads on retention. Do you still use ChatGPT?

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TIMESTAMPS

0:00 OpenAI's Survival Struggles
1:34 GPT 5.2
5:50 Financial Challenges
8:38 Billion Dollar Disney
9:50 Subscription Models
13:56 The Future of OpenAI

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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Not financial or tax advice. See our investment disclosures here:
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