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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

#161
post #139

Earlier quoted context omitted.

What has Pat Mcafee got to do with anything, is he somehow a controversial figure now?

I think its just that people either love him or hate him and it seems like OP is part of the latter group

I don’t have an opinion on him, despite the suggestiveness of my comment. He’s more illustrative of a spirit that Disney at a time did not have an appetite for.

Re: The Walt Disney Company and OpenAI Partner on Sora

#162

Surely OpenAI should be paying Disney for the rights to their content. What an upside down period we are living in.

You pay for advertisement and product placement. Not the other way around. We live in an atenttion economy, if Disney content is not in your face on all mediums (which now include AI slop), they lose money.

The RIAA got it their way with Suno and Udio.

Sam Altman must be an unbelievable salesman. Iger is tired and is looking for a way out. He's quit once already, but got dragged back because of Chapek.

I spoke with several folks in the C-suite Disney leadership a year ago about AI - Disney is learning and trying literally everything they can to capitalize on AI. Every division is experimenting, including ABC and ESPN. I spoke with the Pixar folks - of course they're using it too. They want to see what works.

They're internally partnering and trying out lots of companies and tools. It's been a mandate for a long time. Well before it was kosher in greater Hollywood. Before Coca Cola's first AI Christmas video last year. Disney was an early believer.

I've heard through the grapevine (companies talking to investors) that Disney has been working with multiple foundation video model companies. One of them was trying to animate parts of the live action Moana film, supposedly. Not the one you've read about in the news that got rejected. A much better funded one. Not sure if it made it into the film - I suppose we'll find out soon.

Do recall, also, that Disney has publicly rebuffed OpenAI's proposals twice in the past. Something changed, and my guess is the Netflix/WBD deal.

Re: The Walt Disney Company and OpenAI Partner on Sora

#163
For everyone concerned about the AI systems being trained on copyrighted material: this was always the end-game of that argument. Once the technology was proven out to be useful, someone with a huge IP portfolio was going to slam that portfolio directly into the training data to get their own copyright-unencumbered AI.

Re: The Walt Disney Company and OpenAI Partner on Sora

#164
post #124

OpenAI is my least favorite AI company and Disney is (recently) among my least favorite entertainment conglomerates. Sounds like a match made in heaven. Good luck with the investment.

openai prbly is my most favorite because everyone else is obsessed with job replacement as the final goal

Re: The Walt Disney Company and OpenAI Partner on Sora

#167

Earlier quoted context omitted.

Cash from royalties doesn't disappear like equity value would, in the event of a bubble pop. Bird in the hand is worth two in the bush and all that.

where does the royalty cash come from when the bubble pops?

It stops, but you still have what you got before that point. You're "cashing out" on an ongoing basis.

Re: The Walt Disney Company and OpenAI Partner on Sora

#168

Shouldn't OpenAI be paying Disney?

That was my first thought. When I saw 'Disney' and 'OpenAI' in a headline together I assumed the money was flowing the other way around. Certainly other rights holders like the NYTimes are looking for the cash to flow the opposite direction (they're suing because of allegations that OpenAI trained on copyrighted material which can be reproduced through prompting). Unless this investment somehow is structured so that Disney gets stock which will potentially be worth orders of magnitude more later...

Re: The Walt Disney Company and OpenAI Partner on Sora

#169

Earlier quoted context omitted.

Disney is not the same company it was 20 years ago. 2025 Disney encourages children to gamble and gives Pat McAfee significant visibility.

Disney is the same company as it was 20 years ago. In fact, it's the same company as it was 100 years ago. They only care about profit. They do just enough brand management to preserve the profit motive.

I firmly disagree and think this shallow take dishonors a pretty great man. While not perfect, Disney gave us the bedrock of American children's culture which has been a soft tool for the US for generations. Not to mention technology and other advancements. I'm not a Disney nut, but the man was one-of-a-kind and an impressive industrialist who instilled a great culture of innovation and a deep love of children and play. All things I value.
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