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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

#191

Post by andrew_lettuce »

chaostheory wrote: post #101
bilbo0s wrote: post #84

Earlier quoted context omitted.

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

That's still whack-a-mole though, just because they're rolling out new virus definitions quicker doesn't do anything to prevent zero day exploits

Re: The Walt Disney Company and OpenAI Partner on Sora

#192

Post by sschueller »

sebzim4500 wrote: post #157
tr45872267 wrote: post #135

Earlier quoted context omitted.

>This feels like another circular investment where Disney is hoping to make money back I'm sure. How is that circular?

I assume that they mean that OpenAI will now be obligated to pay a lot of that money back to Disney as some kind of licensing fee. No idea if it's true, but that's the only way his comment makes sense.

If I were Disney I would want up front cash from OpenAI at this point.

Re: The Walt Disney Company and OpenAI Partner on Sora

#193

Post by [deleted] »

cs702 wrote: post #185
jfindper wrote: post #183

Earlier quoted context omitted.

There's probably already terabytes and terabytes of disney porn out there. It's not clear to me why this would make much of a difference on that front.

Instead of "out there," it would be on an official Disney/OpenAI venue. That strikes me as rather risky on their part.

[deleted]

Re: The Walt Disney Company and OpenAI Partner on Sora

#194

Post by jklinger410 »

afavour wrote: post #148
alephnerd wrote: post #109

Earlier quoted context omitted.

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.

> That is not how we use the term "moat" in this context, because competitors eventually converge on offerings within 1-2 years. Then I guess we need a new term because that's not how I interpret the term moat either. To me, ChatGPT chat history is a moat. It allows them to differentiate their product and competitors cannot copy it. If someone switches to a new AI service they will have to build their chat history fr…

> To me, ChatGPT chat history is a moat.

Every service has a chat history. You are talking about stickiness, which is (roughly) the same for every product.

ChatGPT wins a bit with stickiness because their AI personalizes itself to you over time, in a way that others don't quite do.

A moat is something unique. It can't really be a moat if all services offer it.

Re: The Walt Disney Company and OpenAI Partner on Sora

#195

Post by dfedbeef »

atonse wrote: post #81
dfedbeef wrote: post #10

Disney shareholders, feel free to make images of Iger, Mickey, and Br'er Rabbit lighting piles on money on fire.

I'm not a shareholder but buying equity in OpenAI seems to be a much better deal (for Disney) than making OpenAI just pay royalties, no? Seems like everyone wins, unless you think OpenAI will never amount to anything and it's all a bubble.

If you destroy your brand value in the process? This is an entertainment company... The entire value of this company is the characters and the right to make new stories with them.

Re: The Walt Disney Company and OpenAI Partner on Sora

#196

Post by mvkel »

First take: ew more ai generated slop

Second take: well I guess the blame lays with us for consuming it and reinforcing its creation

Third take: content creation becomes cheaper, allowing for more creative risks to be taken

Fourth take: this is a net-good because we see new creative ideas being attempted at low sunk cost

Re: The Walt Disney Company and OpenAI Partner on Sora

#197

Post by dfedbeef »

sjsdaiuasgdia wrote: post #117
atonse wrote: post #81

Earlier quoted context omitted.

I'm not a shareholder but buying equity in OpenAI seems to be a much better deal (for Disney) than making OpenAI just pay royalties, no? Seems like everyone wins, unless you think OpenAI will never amount to anything and it's all a bubble.

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.

Royalty payments from a company that can't pay them aren't useful either.

Re: The Walt Disney Company and OpenAI Partner on Sora

#198

Post by andrew_lettuce »

smith7018 wrote: post #83
ipaddr wrote: post #35

Earlier quoted context omitted.

This might end well for Disney. This provides a different marketing angle to bring in younger people to Disney. The filters will block a lot of the sexual violence content. The original cartoons are deemed racist by some so this won't open a door already opened. But it is another circular investment to throw on the AI bubble pile.

Is it circular, though? Is an AI company giving Disney $1B?

If just the news of the deal boosts Disney stock enough to pay for the deal, then yes. Or if it boosts OpenAI valuation because they now have Disney IP enough to pay off on Disney's investment, it is basically Disney producing content indirectly.

Re: The Walt Disney Company and OpenAI Partner on Sora

#200

Post by dragonwriter »

armenarmen wrote: post #173
caminante wrote: post #122

Earlier quoted context omitted.

Amen. Blaming Disney for bad content is like blaming politicians. Who asked for the content? Who elected the politicians? ** [Jiminy] crickets**

Fwiw I think the all US presidents since Clinton were elected on a non interventionist/pacifist campaign. Blaming the voters when every one of them (less so with Biden) violated those promises is a bit unfair, if you still believe in democracy.

Almost every one of them was elected again, often by wider margins (the only exception losing to another one of them) after deatroying any illusion innthat direction you might argue was produced by their campaign positions, so I don't think you can absolved the American electorate here, even if one agrees that their campaign before taking office met your description.
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