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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

#21

Post by DANmode »

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…

Why does Bayer spend what it spends putting its brand in front of you?

There’s no direct return.

They’ll get every dollar of that billion in mindshare over the next twenty years.

Re: The Walt Disney Company and OpenAI Partner on Sora

#24

Post by monkaiju »

OldGreenYodaGPT wrote: post #19

The 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

It might have required a GoT level budget to make, but it wont look as good a GoT. Just a few days ago McDonalds learned that (again) in the Netherlands

Re: The Walt Disney Company and OpenAI Partner on Sora

#25

Post by Hamuko »

jimbokun wrote: post #17
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…

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.

But Sam Altman has already said that they need to be able to ignore copyright laws because the Chinese are going to ignore them too. How is access to Disney IP a moat if everyone involved (except Disney) gives no shits about copyright?

Re: The Walt Disney Company and OpenAI Partner on Sora

#26

Post by empath75 »

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…

> OpenAI and ChatGPT have been pioneering but they're absolutely going to be commoditized.

I am not sure that it is very interesting that LLM apis are a commodity. It's not even a situation where it is _going_ to be a commodity, it already is. But so is compute and file storage, and AWS, Google and Microsoft etc have all built quite successful businesses on top of selling it at scale. I don't see why LLM api's won't be wildly profitable for the big providers for quite a long time, once the build out situation has stabilized. Especially since it is quite difficult for small companies to run their own LLMs without setting money on fire.

In any case, OpenAI is building products on top of those LLMs, and chatgpt is quite sticky because of your conversation history, etc.

Re: The Walt Disney Company and OpenAI Partner on Sora

#29

Post by tecleandor »

qmr wrote: post #18
giancarlostoro wrote: post #6

This 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…

Sora? https://en.wikipedia.org/wiki/Sora_(Kingdom_Hearts)

It's also the text-to-video model from OpenAI

https://en.wikipedia.org/wiki/Sora_(text-to-video_model)

Re: The Walt Disney Company and OpenAI Partner on Sora

#30

Post by ramesh31 »

postalcoder wrote: post #12

buried 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…

>I say this with no snark or disdain: Sam has mastered the art of the flywheel.

It's been his entire career. Guy has made billions of dollars from talking.

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