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Disney's OpenAI Investment, Nvidia Chip Deal, and Australia’s New Social Media Ban

Disney's OpenAI Investment, Nvidia Chip Deal, and Australia’s New Social Media Ban

Pivot · Dec 12, 2025

This episode unpacks Trump's NVIDIA deal with China, the politicized Warner Bros. M&A battle, and Australia's bold social media ban for teens.

CEOs Are Skilled Acquirers But Terrible at Selling Assets, Even at Peak Value

Corporate leaders are incentivized and wired to pursue growth through acquisition, constantly getting bigger. However, they consistently fail at the strategically crucial, but less glamorous, task of divesting assets at the right time, often holding on until value has significantly eroded.

Disney's OpenAI Investment, Nvidia Chip Deal, and Australia’s New Social Media Ban thumbnail

Disney's OpenAI Investment, Nvidia Chip Deal, and Australia’s New Social Media Ban

Pivot·2 months ago

A Full Tech Embargo on China Risks Spurring Faster Homegrown Innovation

Instead of a total ban, a more strategic approach is to "slow ball" an adversary like China by providing them with just enough technology. This keeps them dependent on foreign suppliers and disincentivizes the massive state investment required to develop their own superior, independent solutions.

Disney's OpenAI Investment, Nvidia Chip Deal, and Australia’s New Social Media Ban thumbnail

Disney's OpenAI Investment, Nvidia Chip Deal, and Australia’s New Social Media Ban

Pivot·2 months ago

Politicians Address Affordability with Easy Talking Points, Not Hard Structural Reforms

Both Democrats and Republicans avoid the boring, complex solutions to inflation—like housing density, healthcare reform, and aggressive antitrust. Instead, they opt for politically palatable but ineffective measures like tariffs (Republicans) or short-term subsidies (Democrats), ensuring the core problems remain unsolved.

Disney's OpenAI Investment, Nvidia Chip Deal, and Australia’s New Social Media Ban thumbnail

Disney's OpenAI Investment, Nvidia Chip Deal, and Australia’s New Social Media Ban

Pivot·2 months ago

Testosterone and Ego Drive M&A Bids Far Beyond Their Rational Economic Value

In high-stakes acquisitions, the emotional desire to "win" and achieve kingmaker status often overrides financial discipline. Acquirers, driven by ego, blow past their own price limits, leading to massive overpayment and a high likelihood of the merger failing to create shareholder value.

Disney's OpenAI Investment, Nvidia Chip Deal, and Australia’s New Social Media Ban thumbnail

Disney's OpenAI Investment, Nvidia Chip Deal, and Australia’s New Social Media Ban

Pivot·2 months ago

Great Leaders Prioritize Being Effective Over Simply Being Right

Many leaders focus on having the correct analysis. However, true leadership requires understanding that being right is useless if you can't persuade and influence others. The most successful leaders shift their focus from proving their correctness to finding the most effective way to communicate and achieve their goals.

Disney's OpenAI Investment, Nvidia Chip Deal, and Australia’s New Social Media Ban thumbnail

Disney's OpenAI Investment, Nvidia Chip Deal, and Australia’s New Social Media Ban

Pivot·2 months ago

Restrictive Visitor Policies Inflict Direct and Severe Harm on the US Tourism Industry

Policies like reviewing tourists' social media, framed as security measures, have a chilling effect on international travel. This directly harms major economic engines like Las Vegas, which rely heavily on foreign visitors. The obsession with manufacturing overlooks the high-margin, easily damaged tourism sector.

Disney's OpenAI Investment, Nvidia Chip Deal, and Australia’s New Social Media Ban thumbnail

Disney's OpenAI Investment, Nvidia Chip Deal, and Australia’s New Social Media Ban

Pivot·2 months ago

Disney's OpenAI Deal May Inadvertently Weaken AI's "Fair Use" Defense

By striking a formal licensing deal for its IP, Disney gives a powerful counterargument against OpenAI's potential "fair use" claims for other copyrighted material. This willingness to pay for some characters while scraping others could be used as evidence in future lawsuits from creators.

Disney's OpenAI Investment, Nvidia Chip Deal, and Australia’s New Social Media Ban thumbnail

Disney's OpenAI Investment, Nvidia Chip Deal, and Australia’s New Social Media Ban

Pivot·2 months ago

Parental Controls Fail Because Social Ostracization Makes Individual Action Ineffective

Relying solely on parents to manage kids' social media use is flawed. When a single child is taken off platforms like Snapchat, they aren't protected; they're ostracized from their peer group. This network effect means only collective action through legislation can effectively address the youth mental health crisis.

Disney's OpenAI Investment, Nvidia Chip Deal, and Australia’s New Social Media Ban thumbnail

Disney's OpenAI Investment, Nvidia Chip Deal, and Australia’s New Social Media Ban

Pivot·2 months ago