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Week 50: Disney Sues Google For Stealing Mickey, AI Toys Teach Kids About Drugs, Google Revives Nuclear Plant

THE HEDGE

Dec 15, 2025
∙ Paid

This was the week of strategic bets placed before the landscape settles. Disney sued one AI giant while investing a billion in another. Google locked in nuclear power while competitors scramble for watts. Twilio retreated to a monolith while the industry still preaches microservices. The companies that survive the next decade won’t be the ones who guessed right — they’ll be the ones who positioned themselves to win either way.

LOCKING IN POSITION
Google Revives Nuclear Plant as the company plans to bring a storm-damaged Iowa nuclear facility back online to power its data centers. AI Boom Strains Power Grids with reports showing the sector’s energy demands are competing with traditional industry and raising costs for consumers.

THE PINCER MOVE
Disney Sues Google For AI Theft sending a cease-and-desist letter for “massive” copyright infringement just as it inks a $1 billion deal to license its characters to OpenAI. Twilio Abandons Microservices publishing a detailed account of its strateg…

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