The cancer spreads.
The Walt Disney Company and OpenAI Partner on Sora
11–20 of 520 posts
Re: The Walt Disney Company and OpenAI Partner on Sora
#12buried the lede:
> As part of the agreement, Disney will make a $1 billion equity investment in OpenAI, and receive warrants to purchase additional equity.
I say this with no snark or disdain: Sam has mastered the art of the flywheel.
Re licensed ai videos, if anyone wants to see the perspective the C-suites are being sold on, check out this episode of Belloni's The Town, in which they discuss the vision for AI + IP https://overcast.fm/+AA4DU9JreIE
Re: The Walt Disney Company and OpenAI Partner on Sora
#13This is “impressive” negotiation from Altman. Can’t imagine this being good for Disney.
Re: The Walt Disney Company and OpenAI Partner on Sora
#14AI 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 and ChatGPT have been pioneering but they're absolutely going to be commoditized. IMO there is at least a 50:50 chance OpenAI equity is going to be next to worthless in the future. That Disney would give over so much value and so much cash for it... insane.
Re: The Walt Disney Company and OpenAI Partner on Sora
#15This will not end well for Disney, there were certain historical characters removed from Sora 2 because people kept making racist videos that are hard to censor, and it became increasingly unhinged. This feels like another circular investment where Disney is hoping to make money back I'm sure. On the other hand, assuming they do the freemium stuff, I look forward to making a few videos of my daughters favorite Disney…
And, don't forget to figure in that OpenAI has indicated they're getting into porn.
Re: The Walt Disney Company and OpenAI Partner on Sora
#16[deleted]
Re: The Walt Disney Company and OpenAI Partner on Sora
#17AI 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…
If OpenAI has exclusive rights to AI generation for Disney and other IP rights holders, that would create the kind of moat they've been missing so far.
Re: The Walt Disney Company and OpenAI Partner on Sora
#18This will not end well for Disney, there were certain historical characters removed from Sora 2 because people kept making racist videos that are hard to censor, and it became increasingly unhinged. This feels like another circular investment where Disney is hoping to make money back I'm sure. On the other hand, assuming they do the freemium stuff, I look forward to making a few videos of my daughters favorite Disney…
Re: The Walt Disney Company and OpenAI Partner on Sora
#19The collapse in production costs from AI video is going to change the volume and quality of what gets made. We’re headed for a world where studios and small teams alike can produce work that would have required a Game of Thrones budget not long ago. The pipeline for high end series and films is about to get a lot bigger, and the pace of experimentation is going to jump
Re: The Walt Disney Company and OpenAI Partner on Sora
#20AI 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…
If OpenAI has exclusive rights to AI generation for Disney and other IP rights holders, that would create the kind of moat they've been missing so far.
All the more reason it's insane for Disney to be the one giving money!