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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

#71

Post by postalcoder »

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…

Disney is not the same company it was 20 years ago.

2025 Disney encourages children to gamble and gives Pat McAfee significant visibility.

Re: The Walt Disney Company and OpenAI Partner on Sora

#72

Post by mikepurvis »

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

Buying already existing shares of a public company is very different from buying just-created shares of a private one.

You literally are just handing them money for a piece of paper that says “lol you now own x% of whatever this thing turns out to be worth in the future.”

Re: The Walt Disney Company and OpenAI Partner on Sora

#74

Post by pinebox »

As a place to park some cash, sure. But if I were running Disney there would be no character deal and I would need some kind of proprietary technology license that keeps certain AI improvements out of the hands of my competitors.

Disney really giving away the store here.

Re: The Walt Disney Company and OpenAI Partner on Sora

#75

Post by afavour »

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…

I think OpenAI having the best model still isn't enough. The AI marketplace isn't really in a race to the top, it's in a race to the mass market middle. If Gemini is good enough for the majority of people to complete the majority of tasks they want to then market effects and bundling can get an already dominant company like Google to take over the market. And that's without considering the integration possibilities, e.g. Gmail and Google Docs.

That doesn't mean everyone will use Gemini. As a software engineer I prefer Claude Code and will pay good money for it. I'm sure there will be plenty of other specialisms that will have preferred models. But OpenAI's valuations are based on the idea that it's going to be everywhere, for everything, all the time. And I'm skeptical. ChatGPT Pro is a $200 a month product. That's not a mass market proposition.

Re: The Walt Disney Company and OpenAI Partner on Sora

#77

Post by artur44 »

I keep wondering about one thing: maybe Disney isn’t paying for the technology at all — maybe they’re paying for a spot in the future. If generative video becomes as common as social media, AI models will be the new TV channels, and whoever controls the prime shelf space wins. In that sense, this billion isn’t a fee for Sora it’s the price of having Disney’s front row booth in a new world of storytelling. So the real question isn’t why is Disney paying? but who’s going to own the shelves in this new story marketplace?

Re: The Walt Disney Company and OpenAI Partner on Sora

#78

Post by j4nkest »

mynti wrote: post #4

>> Disney and OpenAI affirm a shared commitment to responsible use of AI that protects the safety of users and the rights of creators. Wow so Sora Slop is coming to payed Disney+?

Quite possibly, it was mentioned a while ago and blew up after Dana Terrace, creator of The Owl House, made some very strong statements about it https://www.yahoo.com/entertainment/tv/articles/owl-house-cr...

Re: The Walt Disney Company and OpenAI Partner on Sora

#79

Post by alephnerd »

herbturbo wrote: post #69
jklinger410 wrote: post #56

Earlier quoted context omitted.

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.

These kinds of parternships also throw in free inference with MFN clauses, which make a mutual moat.

A moat doesn't have to be a feature, and equity stakes have been fairly successful moats (eg. Much of AWS's ML services being powered by Anthropic models due to their equity stake in Anthropic).

Re: The Walt Disney Company and OpenAI Partner on Sora

#80

Post by complianceowl »

embedding-shape wrote: post #48
tiahura wrote: post #15

Earlier quoted context omitted.

And, don't forget to figure in that OpenAI has indicated they're getting into porn.

Is this about when Sam mentioned they want to continue/start letting people do lewd texting with LLMs? Or are you talking about actual pornography?

It's hard to tell.
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