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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

#51

Post by herbturbo »

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.

Thats a business agreement not a moat. And you might have rights to generate the characters but they still need to do something. You only have to look at the repeated Disney flops to see they themselves have no ideas.

Re: The Walt Disney Company and OpenAI Partner on Sora

#52

Post by afavour »

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?

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.

Re: The Walt Disney Company and OpenAI Partner on Sora

#53

Post by impulser_ »

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…

I guess it will depend on how good their security is, because I'm assuming Disney is entering this deal with hard guidelines on what will be allowed.

Re: The Walt Disney Company and OpenAI Partner on Sora

#54

Post by raincole »

afavour wrote: post #20
jimbokun wrote: post #17

Earlier quoted context omitted.

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!

Disney is buying equity from OpenAI. You frame it as "giving OpenAI money" because you hold a (quite insane) assumption that OpenAI's equity is worth nothing.

Re: The Walt Disney Company and OpenAI Partner on Sora

#55

Post by raincole »

elif wrote: post #47
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…

How is buying equity "giving money"? Is it charity to buy AAPL as well? I really don't understand your perspective

They think OpenAI equity will be worthless so it's "giving money." Obviously Disney disagrees.

Re: The Walt Disney Company and OpenAI Partner on Sora

#56

Post by jklinger410 »

herbturbo wrote: post #51
jimbokun wrote: post #17

Earlier quoted context omitted.

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.

Thats a business agreement not a moat. And you might have rights to generate the characters but they still need to do something. You only have to look at the repeated Disney flops to see they themselves have no ideas.

And if you're the only company with that business agreement. As long as you still have it, it's a...moat.

Re: The Walt Disney Company and OpenAI Partner on Sora

#58

Post by eykanal »

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 Disney.

OpenAI comes out pretty good from this, with a customer who's probably not paying much (if anything), $1B additional runway, but reduced ownership of the company.

I think Disney is the winner here.

Re: The Walt Disney Company and OpenAI Partner on Sora

#59

Post by camdenreslink »

embedding-shape wrote: post #40
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…

> but they're absolutely going to be commoditized I've been thinking the same since GPT3 too, and since ChatGPT, and since Claude and... But here I am, still paying for ChatGPT Pro because it's literally has the best model you can get access to for a fixed price each month, and none of the others so far come close. I still use Anthropic's and Google's models to compare/validate against, because I assumed at one point…

If 3 or 4 competitors can all provide a mostly identical product, isn't that a commodity? That is essentially the case right now, with the different companies playing around with UI, integrations and business model.
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