Good Morning, Builders.

Today, we’re looking at Disney’s $1Bn bet, Waymo’s recall of 3,000 robotaxis, Lululemon’s leadership shakeup, and more. Let’s get to work.

Disney just made its biggest AI bet yet, dropping $1 billion on OpenAI and giving Sora users access to more than 200 iconic Disney, Marvel, and Star Wars characters. The deal turns Disney IP into raw material for AI-generated short-form videos while making Disney a major OpenAI customer internally. For Iger, it’s a defensive-offensive move: expand Disney’s storytelling reach while staying ahead of an AI wave that could either supercharge creativity or undercut it. For OpenAI, it’s the ultimate content library plus a blue-chip endorsement on “responsible AI.” Expect Sora + Disney character generation to hit early next year, complete with watermarks and guardrails. (ABC News)

Waymo just issued a recall for 3,067 self-driving vehicles after regulators found its software was letting robo-cars roll past stopped school buses, including 19 illegal passes in Texas alone. The issue stemmed from Waymo cars slowing down, briefly stopping, then incorrectly deciding to proceed anyway, prompting the NHTSA to demand answers as part of an ongoing investigation. Waymo says a software update fixed the problem by Nov. 17, but the episode adds to the growing scrutiny on self-driving vehicles. It poses the question: can robotaxis scale faster than their mistakes make headlines? (Reuters)

After a year of sluggish performance, Lululemon announced CEO Calvin McDonald will step down in January as the board launches a search for a transformation-focused successor. The move follows mounting pressure from founder and major shareholder Chip Wilson, who recently accused the brand of being in a “nosedive”, and comes on the same day Lululemon posted Q3 results that beat expectations but still showed weakening profits and softening demand in its core Americas market. With competition rising from Vuori and Alo Yoga, tariffs cutting into profits, and consumers drifting away from athleisure, Lululemon is leaning on interim co-CEOs and an expanded executive chair to stabilize the brand and re-ignite growth. (CNBC)

Google just rolled out a new Gemini-powered experiment called Disco, a browser-based tool that turns your open tabs into auto-generated web apps or what Google calls “GenTabs.” The idea is if you’re researching recipes, studying a topic, or planning a trip across 17 open tabs, Disco can suggest or build a custom app on the fly to organize, visualize, or automate whatever you’re working on, pulling from both your tabs and your Gemini chat history. Users can keep tweaking the app with plain-language prompts, and every AI-generated element still links back to the original web source. For now, Disco is limited to a small group in Google Labs and is launching on macOS, but Google says GenTabs is just the first of many features planned for the new experiment. (TechCrunch)

Italy just became every foodie’s top travel destination as its national cuisine has received UNESCO status. From tagliatelle al ragù to regional olive oils, this recognition protects Italy’s culinary identity and ensures travelers experience authentic flavors. Beyond dining, the designation highlights Italy’s living gastronomic landscapes, emphasizing seasonal, sustainable, and non-wasteful cooking passed down through generations. With this honor, visitors can explore Italy knowing every bite is part of a heritage-rich experience, making Rome, Florence, Bologna, and beyond even more irresistible for gastronomic travel. (CNN)

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