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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

#371

Post by johnnyanmac »

afavour wrote: post #52
Hamuko wrote: post #42

Earlier quoted context omitted.

> Now the internet will be flooded by Disney character's videos How is Disney okay with this anyway? They've sent their lawyers after daycare centers who dared to paint a picture of a Disney character on their walls. Why are they suddenly going to ignore me prompting a video of Winnie the Pooh hitting the bong?

Because they didn't get any money from the daycare and they will get money from OpenAI when you make your Sora video. That's all there is to it.

The brand rot will be disgusting here. I thought "family" companies like Nintendo and Disney hit so hard, against their best interests, because they didn't want the next pregnant Elsa or Nazi Mario to cause a storm on their carefully tailored brands.

Seems like Nintendo still has that long term thinking. Disney was just waiting for the right price.

Re: The Walt Disney Company and OpenAI Partner on Sora

#372

Post by johnnyanmac »

afavour wrote: post #116
Hamuko wrote: post #65

Earlier quoted context omitted.

I have a feeling that the long-term economics of this don't really work. OpenAI is burning money and Altman has already gone out in public saying how Sora-generated content is being made in large volumes for little audience. > People are generating much more than we expected per user, and a lot of videos are being generated for very small audiences. If OpenAI is going to pay Disney money for Winnie the Pooh smoking c…

Yes, that's what makes Disney investing in OpenAI as part of this so confusing to me. Sign a licensing deal that means OpenAI pays you every time someone uses your character? Absolutely. Who cares if they're burning cash, as long as you get your payday it's all good. But investing in the company means their cash burning is your problem too. I don't know why you'd do it.

The only explanation is if they think they can juice their stock by 2 billion and then whoever is on the ship jumps before the crash.

Sounds like Iger has his finger on the eject button. How much stock has he announced to be cashing out over 2026?

Re: The Walt Disney Company and OpenAI Partner on Sora

#373

Post by johnnyanmac »

Hamuko wrote: post #65
afavour wrote: post #52

Earlier quoted context omitted.

Because they didn't get any money from the daycare and they will get money from OpenAI when you make your Sora video. That's all there is to it.

I have a feeling that the long-term economics of this don't really work. OpenAI is burning money and Altman has already gone out in public saying how Sora-generated content is being made in large volumes for little audience. > People are generating much more than we expected per user, and a lot of videos are being generated for very small audiences. If OpenAI is going to pay Disney money for Winnie the Pooh smoking c…

>People are generating much more than we expected per user, and a lot of videos are being generated for very small audiences.

That was the issue even the biggest Ai fans pointed out from day one. People aren't gonna post their videos on Sora. They are gonna make it on Sora and post on TikTok. A watermark won't change that reality (and I don't think ClosedAI is worried about brand recognition and taking a hit for that).

Likenthr rest of the scene, it's so utterly tone deaf.

Re: The Walt Disney Company and OpenAI Partner on Sora

#374

Post by johnnyanmac »

eykanal wrote: post #58

I read this as "Disney approached OpenAI and threatened to sue them into oblivion --> OpenAI negotiated that Disney will use OpenAI internally for free, and will buy $1B of equity to have an ownership stake in the company". Disney comes out pretty good from this one; they're going to have a ton of people using the service to create all sorts of stuff that will—on the whole—increase brand awareness and engagement with…

>they're going to have a ton of people using the service to create all sorts of stuff that will—on the whole—increase brand awareness and engagement with Disney.

In the same way making a bunch of porn of a character increases brand awareness and engagement with an IP, sure.

OpenAI got away scot free here in avoiding a billion dollar lawsuit. Disney is gonna further melt away a century dynasty of art and culture. They're both gonna lose long term but I guess they both win for next quarter.

Re: The Walt Disney Company and OpenAI Partner on Sora

#376

Post by nubianwarrior »

steveklabnik wrote: post #367
_fzslm wrote: post #357

Earlier quoted context omitted.

> There's a guy on youtube who makes fascinating hour-long documentaries about every aspect of Disneyland. you can't nerdsnipe me like that and NOT drop a link. :p what's the channel?

Not your parent, but I'd expect they mean https://en.wikipedia.org/wiki/Defunctland

His recent videos on Imagineering's animatronics and "Living Characters" was incredible.

Re: The Walt Disney Company and OpenAI Partner on Sora

#377

Post by onion2k »

Hamuko wrote: post #42
gekoxyz wrote: post #32

I never thought this could happen, especially after the "Ghibli scandal". OpenAI has pulled a majestic business move. They got to allow people to generate Disney characters without issue AND will give 1 billion dollars to OpenAI? Now the internet will be flooded by Disney character's videos, and since they don't have to pretend they didn't train on their intellectual property anymore I'm really curious to see where t…

> Now the internet will be flooded by Disney character's videos How is Disney okay with this anyway? They've sent their lawyers after daycare centers who dared to paint a picture of a Disney character on their walls. Why are they suddenly going to ignore me prompting a video of Winnie the Pooh hitting the bong?

Sora is a heavily censored model so presumably they believe they can stop that sort of content being generated.

Re: The Walt Disney Company and OpenAI Partner on Sora

#378

Post by johnnyanmac »

afavour wrote: post #233
podgietaru wrote: post #120

Earlier quoted context omitted.

I actually straight up don't think they give a shit anymore. I think decorum works in an environment where decorum is the norm, but we have entered a political moment where that is no longer the case. And I think that this kind of thing bleeds so heavily into culture that they no longer give a shit about having their characters next to it. They have enough plausible deniability; they did not create the content. I thi…

When I became a parent I was really surprised at how much crap Disney puts out. My previous exposure had just been their blockbuster movies which showed a close attention to detail. But you scratch under the surface and it's an endless pile of awful quality clothing, crappy lunchboxes, that kind of thing. To the point where you assume it's an unauthorized rip off until you discover they license to anyone. And to say…

It's been there for at least 40 years or so. Like, direct to DVD shows how they'll crank things down for a quick buck. So this isn't surprising in the grand scheme of things.

But this past 5-10 years has indeed been quite the drastic dip. You'll have little bits of nuggets here and there because they still have some amazing artists (the '20's mickey mouse shorts are amazing). But you know we're in for a vast decline when they are starting to make even their premier content take shortcuts, play safe, and stifle creativity.

Re: The Walt Disney Company and OpenAI Partner on Sora

#379

Post by crumpled »

Hamuko wrote: post #42
gekoxyz wrote: post #32

I never thought this could happen, especially after the "Ghibli scandal". OpenAI has pulled a majestic business move. They got to allow people to generate Disney characters without issue AND will give 1 billion dollars to OpenAI? Now the internet will be flooded by Disney character's videos, and since they don't have to pretend they didn't train on their intellectual property anymore I'm really curious to see where t…

> Now the internet will be flooded by Disney character's videos How is Disney okay with this anyway? They've sent their lawyers after daycare centers who dared to paint a picture of a Disney character on their walls. Why are they suddenly going to ignore me prompting a video of Winnie the Pooh hitting the bong?

As an aside: Winnie the Pooh is public domain, so he can do drugs if he wants. But he shouldn't wear a red shirt while he does.

Re: The Walt Disney Company and OpenAI Partner on Sora

#380

Post by johnnyanmac »

echelon wrote: post #365
mbreese wrote: post #355

Earlier quoted context omitted.

> Mickey Mouse Clubhouse's lazy CG animation and unimaginative storytelling I think it’s important to remember that you probably aren’t their target audience. Their audience expects to see simple characters with simple stories. The CG doesn’t need to be advanced, so having it fast to produce is the goal. It has to hold the interest of a toddler for 25 min without annoying the parents too much. Shiny and simple render…

I think y'all are thinking about this wrong. Right now the deal is structured as Disney pays OpenAI. That's going to invert. Once OpenAI pays Disney $3B/yr for Elsa, Disney is going to go to Google and say, "Gee, it sure would suck if you lost all your Disney content." Google will have to pay $5B/yr for Star Wars. And then TikTok, and then Meta... door to door licensing. Nintendo, Marvel, all of the IP giants will st…

>Now that the creation/consumption funnel inverts or becomes combined, the IP holders can charge a shit ton of money to these platforms. Everyone is a creator, and IP enablement is a massive money making opportunity.

This would be worrying if the content was 1) actually good or 2) not freely available. Trying to charge premiums for slop never works. Just ask McDonald's 2-3 years back. The damage to the Star Wars brand shows this isn't a long term strategy.

The 2nd issue on animation slop is the human element. We already made it very cheap for people to make content. No amount of Mickey or Star wars is gonna undo the fact that people like looking at other people. Animation slop will find its audience, but it's not gonna overthrow TikTok with real(ish) people making people slop.

If Disney tries to pull out of Google, they will double down on Shorts. This won't work on most companies. It's a best a nice hook into Disney+.

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