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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

#62

Earlier quoted context omitted.

> 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.

If all models were equal then sure. But for professionals who use these to solve complex problems and need correctness above all? The models and weights are not equal and interchangeable.

Re: The Walt Disney Company and OpenAI Partner on Sora

#63
post #21
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.

_Disney_ needs to buy mindshare? From the company that’s happy to steal it anyway?

This feels like more funny accounting.

Re: The Walt Disney Company and OpenAI Partner on Sora

#64
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…

That's interesting. I think besides the hard facts (like numnber of possible tokens before throtteling happens) the perceived quality differs from use case to use case. In that sense, ChatGPT is my daily driver, in terms of helping with coding problems or debugging Claude feels far superior to me. And when it comes to ideation and creativity (product idea validation, etc.) Gemini surpasses both of the other in my opinion.

Re: The Walt Disney Company and OpenAI Partner on Sora

#65
post #52
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.

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 crack, I get the feeling that the money is going to come not from Sora profits but from companies that invested in OpenAI. Companies like Disney. Not that Sora is going to generate any profit if I can generate a video for free and I then post it on Discord instead.

Re: The Walt Disney Company and OpenAI Partner on Sora

#66
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…

But what could possibly be the secret sauce? Whatever it is, eventually enough engineers will move between orgs to get that stuff cross-pollinated.

Certainly there’s little to suggest that it has much to do with Altman’s leadership or a culture of engineering excellence/care that has been specifically fostered at OpenAI in a way that isn’t present at Facebook or especially at Google.

Re: The Walt Disney Company and OpenAI Partner on Sora

#67
post #25

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.

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?

Looks like he changed his mind.

Re: The Walt Disney Company and OpenAI Partner on Sora

#69

Earlier quoted context omitted.

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.

Well that’s the thing with moats - they don’t just disappear one day.

Re: The Walt Disney Company and OpenAI Partner on Sora

#70

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

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