December opens with Google’s Gemini momentum accelerating, OpenAI facing renewed pressure, and a burst of new models already landing in the first days of the month. This episode looks at how the Gemini narrative is reshaping the competitive landscape, what to expect from OpenAI, the surprise releases from DeepSeek and Runway, the positioning battle among vertical agent labs, enterprise turf-claiming ahead of 2026, and the political realignment forming around AI. A clear view of the forces most likely to define the month—and how they set the stage for the year ahead.

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