Hello and welcome to Eye on AI. In this edition….Insights from Fortune Brainstorm AI San Francisco…Disney invests $1 billion in OpenAI and licenses its IP to the company…OpenAI debuts GPT-5.2 in effort to silence concerns it’s trailing rivals…Oracle stock takes a tumble.
Hi, it’s Jeremy here. I’m still buzzing from Fortune Brainstorm AI San Francisco, which took place earlier this week. We had a fabulous lineup including Brad Lightcap, OpenAI’s chief operating officer, Google Cloud CEO Thomas Kurian, Intuit CEO Sasan Goodarzi, Exelon CEO Calvin Butler, Databricks CEO Ali Ghodsi, Rivian CEO RJ Scaringe, Insitro CEO Daphne Koller, and many more. We also had a thoughtful conversation on AI’s impacts with actor, director, and increasingly AI thought leader Joseph Gordon Levitt, as well as a scream of a session with actor, comedian and AI CEO Natasha Lyonne. Today, Sharon Goldman, Bea Nolan, and I are going to share a few highlights and personal impressions.
For me, there was a notable vibe this year that a lot of companies are substantially further along in implementing AI across their organizations, including using AI agents in some limited, but important, capacities. Many audience questions, especially in some of the breakout sessions, were around governance and orchestration methods for an increasingly hybrid workforce where AI agents will be completing tasks alongside employees.






