In this episode of Shape of Tomorrow, I unpack a week of AI signals that reveal how the market is quietly but decisively shifting. I look at Disney’s strategic move into generative AI, what OpenAI’s internal “code red” really tells us about competitive pressure, and why the AI bubble conversation is missing the point. This is not about hype or fear, but about understanding who is positioning for control, scale, and durability. If you care about strategy, innovation, and where AI is actually headed next, this episode is for you.