Sent to 13 readers
Race to AGI Daily Digest - Friday, December 12, 2025
Share:
TLDR
State AGs put AI chatbots on notice
ORCL -10.8% on AI capex and cloud miss
TIME crowns ‘Architects of AI’ in 2025
OpenAI hires Slack CEO as CRO
HN fixates on GPT-5.2 and Disney–OpenAI
The Full Story
A bipartisan coalition of U.S. state attorneys general moved AI safety from Twitter discourse into real legal risk, warning 13 major firms that “delusional” chatbot outputs could violate state law and demanding new safeguards, audits, and incident reporting. The letter explicitly names OpenAI, Microsoft, Google, Meta, Anthropic, Apple, xAI, Perplexity and others, putting the core behavior of frontier models under coordinated state scrutiny. Read full coverage →
In sharp contrast, TIME simultaneously anointed the “Architects of AI” as its 2025 Person of the Year, featuring leaders from Nvidia →, OpenAI →, Anthropic →, xAI →, Meta →, Google →, AMD →, and Microsoft → as the people most shaping global affairs. The symbolism is clear: AI is no longer a sector; it’s the story. Read Person of the Year recap →
Inside the industry, OpenAI tightened its enterprise focus by hiring Slack CEO Denise Dresser as Chief Revenue Officer, importing Salesforce‑grade go‑to‑market discipline to turn ChatGPT’s massive user base into profitable, recurring revenue. Details on the appointment → This dovetails with the broader “enterprise AI ecosystems” trend we’ve been tracking, where system integrators and model labs build full‑stack solutions for regulated industries. Track the ecosystem narrative →
Markets were less celebratory. Oracle plunged roughly 11%, dragging down ORCL →, ARM →, Intel →, and Google →, after earnings showed surging AI data‑center capex and softer‑than‑hoped cloud revenue, reviving fears that AI infrastructure spending is outrunning clear payback. Snowflake bucked the trend with modest gains. See AI market movers →
On social channels, developers debated a “GPT‑5.2” thread and a rumored $1B Disney–OpenAI tie‑up that would bring iconic characters into Sora‑style generative video. Join the GPT‑5.2 discussion → Read the Disney/OpenAI thread → At the same time, posts like “Something Ominous Is Happening in the AI Economy” and the AGs’ letter underscore growing unease about who bears the downside risk of this buildout.
Today’s signal: AI’s social prestige and deployment pace are still accelerating, but continued regulatory pressure and profit skepticism are turning safety audits, economic transparency, and verifiable ROI into de facto prerequisites for staying in the race to AGI. Explore the latest AI deals →
Get This Delivered Daily
Join thousands of AI professionals who start their day with Race to AGI.