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The Walt Disney Company and OpenAI Partner on Sora

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Re: The Walt Disney Company and OpenAI Partner on Sora

#101

Post by chaostheory »

bilbo0s wrote: post #84
impulser_ wrote: post #53

Earlier quoted context omitted.

I guess it will depend on how good their security is, because I'm assuming Disney is entering this deal with hard guidelines on what will be allowed.

This. Don't believe for a second that Sora will allow you to make racist content with Disney characters. That said, there are a lot of other models out there that care about neither licensing nor alignment. So those will allow you to make racist content. Then you can do whatever you like with that generated content. A lot of IP owners will learn that there is more than one way to skin a cat. It's easier than people t…

Based on what I’ve seen on Sora, it’s likely possible but only for a day or a few hours. They’ve been getting better and faster at censoring.

I agree. Those characters are likely safe on Sora

Re: The Walt Disney Company and OpenAI Partner on Sora

#102

Post by close04 »

mikepurvis wrote: post #72
elif wrote: post #47

Earlier quoted context omitted.

How is buying equity "giving money"? Is it charity to buy AAPL as well? I really don't understand your perspective

Buying already existing shares of a public company is very different from buying just-created shares of a private one. You literally are just handing them money for a piece of paper that says “lol you now own x% of whatever this thing turns out to be worth in the future.”

Shares are always "x% of whatever this thing turns out to be worth in the future". It can be something, it can be nothing.

Disney is giving them money in the hopes that the AI market (bubble?) keeps growing and the value of OpenAI grows with it. And importantly, Disney wants to shift to AI generated slo... content so partnering with a top player with a proven product is a safe choice. Disney licenses its IP to OpenAI, OpenAI can then provide tools that generate said content Disney-style.

> Disney will become a major customer of OpenAI, using its APIs to build new products, tools, and experiences, including for Disney+, and deploying ChatGPT for its employees

Re: The Walt Disney Company and OpenAI Partner on Sora

#103

Post by dpoloncsak »

afavour wrote: post #14

AI has driven the corporate suites of these companies insane. > As part of the agreement, Disney will make a $1 billion equity investment in OpenAI, and receive warrants to purchase additional equity. I don't know what kind of hypnosis tricks Sam Altman pulls on these people but the fact that Disney is giving money to OpenAI as part of a deal to give over the rights to its characters is absolutely baffling. OpenAI an…

At what point does OpenAI become akin to AIG and 'too big to fail'?

Re: The Walt Disney Company and OpenAI Partner on Sora

#104

Post by herbturbo »

alephnerd wrote: post #79
herbturbo wrote: post #69

Earlier quoted context omitted.

Well that’s the thing with moats - they don’t just disappear one day.

These kinds of parternships also throw in free inference with MFN clauses, which make a mutual moat. A moat doesn't have to be a feature, and equity stakes have been fairly successful moats (eg. Much of AWS's ML services being powered by Anthropic models due to their equity stake in Anthropic).

A moat is a permanent feature protecting a castle against attack. That’s the metaphor. If it’s not their own device intrinsically protecting them then it’s not a moat in my book.

Re: The Walt Disney Company and OpenAI Partner on Sora

#105

Post by mcphage »

embedding-shape wrote: post #62
camdenreslink wrote: post #59

Earlier quoted context omitted.

If 3 or 4 competitors can all provide a mostly identical product, isn't that a commodity? That is essentially the case right now, with the different companies playing around with UI, integrations and business model.

If all models were equal then sure. But for professionals who use these to solve complex problems and need correctness above all? The models and weights are not equal and interchangeable.

> But for professionals who use these to solve complex problems and need correctness above all?

Is that the same thing as making bootleg graphics involving Disney characters?

Re: The Walt Disney Company and OpenAI Partner on Sora

#108

Post by josefresco »

> As part of this new, three-year licensing agreement, Sora will be able to generate short, user-prompted social videos that can be viewed and shared by fans, drawing from a set of more than 200 animated, masked and creature characters from Disney, Marvel, Pixar and Star Wars, including costumes, props, vehicles, and iconic environments. In addition, ChatGPT Images will be able to turn a few words by the user into fully generated images in seconds, drawing from the same intellectual property. The agreement does not include any talent likenesses or voices.

Is there a list of allowed characters? Or are we just supposed to "spin the wheel" and deal with whatever results are returned? Or will these characters be selected instead of using natural language?

Re: The Walt Disney Company and OpenAI Partner on Sora

#109

Post by alephnerd »

herbturbo wrote: post #104
alephnerd wrote: post #79

Earlier quoted context omitted.

These kinds of parternships also throw in free inference with MFN clauses, which make a mutual moat. A moat doesn't have to be a feature, and equity stakes have been fairly successful moats (eg. Much of AWS's ML services being powered by Anthropic models due to their equity stake in Anthropic).

A moat is a permanent feature protecting a castle against attack. That’s the metaphor. If it’s not their own device intrinsically protecting them then it’s not a moat in my book.

That is not how we use the term "moat" in this context, because competitors eventually converge on offerings within 1-2 years.

I don't need some stuck up HNer telling me about stuff I deal with in my day-to-day job.

Edit: can't reply

> a business deal that can be transferred to a new partner the second it expires is much more temporary

Generally, these kinds of equity deals include an MFN clause.

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