Space Data Centers, Disney Sora Deal, and Shopify’s AI Shoppers

The Daily AI Show • December 11, 2025 • Solo Episode

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They opened with holiday lights, late year energy, and a quick check on December model rumors like Chestnut, Hazelnut, and Meta’s Avocado. They joked about AI naming moving from space themes to food themes. The first half focused on space based data centers, heat dissipation in orbit, Shopify’s AI upgrades, and Google’s Anti Gravity builder. The second half focused on MCP adoption, connector ecosystems, developer workflow fragmentation, and a long segment on Disney’s landmark Sora licensing deal and what fan generated content means for the future of storytelling. Key Points Discussed Space based data centers become real after a startup trains the first LLM in orbit China already operates a 12 satellite AI cluster with an 8B parameter model Cooling in space is counterintuitive, requiring radiative heat transfer NASA derived materials and coolant systems may influence orbital data centers Shopify launches AI simulated shoppers and agentic storefronts for GEO optimization Shopify Sidekick now builds apps, storefront changes, and full automations conversationally Anti Gravity allows conversational live website edits but currently hits rate limits MCP enters the Linux Foundation with Anthropic donating full rights to the protocol Growing confusion between apps, connectors, and tool selection in ChatGPT AI consulting becomes harder as clients expect consistent results despite model updates Agencies struggle with n8n versioning, OpenAI model drift, search cost spikes, and maintenance Push toward multi model training, department specific tools, and heavy workshop onboarding Disney signs a three year Sora licensing deal for Pixar, Marvel, Disney, and Star Wars characters Disney invests 1B in OpenAI and deploys ChatGPT to all employees Debate over canon, fan generated stories, moderation guardrails, and Disney Plus distribution McDonald’s AI holiday ad removed after public backlash for uncanny visuals and tone OpenAI releases a study of thirty seven million chats showing health searches dominate Users shift topics by time of day: philosophy at 2 a.m., coding on weekdays, gaming on weekends Timestamps and Topics 00:00:00 👋 Opening, holiday lights, food themed model names 00:02:15 🚀 Space based data centers and first LLM trained in orbit 00:05:10 ❄️ Cooling challenges, radiative heat, NASA tech spinoffs 00:08:12 🛰️ China’s orbital AI systems and 2035 megawatt plans 00:10:45 🛒 Shopify launches SimJammer AI shopper simulations 00:12:40 ⚙️ Agentic storefronts and cross platform product sync 00:14:55 🧰 Sidekick builds apps and automations conversationally 00:17:30 🌐 Anti Gravity live editing and Gemini rate limits 00:20:49 🔧 MCP transferred to the Linux Foundation 00:25:12 🔌 Confusion between apps and connectors in ChatGPT 00:27:00 🧪 Consulting strain, versioning chaos, model drift 00:30:48 🏗️ Department specific multimodel adoption workflows 00:33:15 🎬 Disney signs Sora licensing deal for all major IP 00:35:40 📺 Disney Plus will stream select fan generated Sora videos 00:38:10 ⚠️ Safeguards against misuse, IP rules, and story ethics 00:41:52 🍟 McDonald’s AI ad backlash and public perception 00:45:20 🔍 OpenAI analysis of 37M chats 00:47:18 ⏱️ Time of day topic patterns and behavioral insights 00:49:25 💬 More on tools, A to A workflows, and future coworker gems 00:53:56 🏁 Closing and Friday preview The Daily AI Show Co Hosts: Brian Maucere, Beth Lyons, Andy Halliday, and Carl Yeh

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