This episode examines OpenAI’s GPT-5.2-Codex release, which achieved 56.4% on SWE-Bench Pro and autonomously discovered four zero-day vulnerabilities, prompting restricted access protocols. We cover Disney’s billion-dollar stock warrant investment in OpenAI, structured to separate character reproduction rights from training permissions under joint oversight. Google’s dual positioning as both Cursor investor and Antigravity competitor is analyzed alongside Anthropic’s acquisition of Bun JavaScript runtime to eliminate dependency risk after Claude Code reached $1B ARR. Additional coverage includes Runway’s Video Arena leaderboard ranking, Adobe’s strategic partnership integrating Gen-4.5 into Creative Suite, and MiniMax M2.1’s multilingual coding performance at 8% of Claude Sonnet’s operating cost. The briefing closes with analysis of how December 2025 releases shifted competitive focus from model capabilities to infrastructure ownership across IDE, runtime, and execution layers.
