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https://www.cnbc.com/2025/12/11/disney-openai-sora...

The Walt Disney Co. on Thursday announced it will make a $1 billion equity investment in OpenAI and will allow users to make videos with its copyrighted characters on its Sora app.

OpenAI launched Sora in September, and it allows users to create short videos by simply typing in a prompt.

As part of the startup’s new three-year licensing agreement with Disney, Sora users will be able make content with more than 200 characters across Disney, Marvel, Pixar and Star Wars starting next year.

I guess this will pay off when Open AI goes public next year...

tecmo
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CNBC Interview with Bob Iger and Sam Altman

https://www.youtube.com/watch?v=tMLwHkHQvKk

tecmo
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And now taking aim at Google

https://www.axios.com/2025/12/11/disney-google-ai


The Walt Disney Co on Wednesday sent a cease-and-desist letter to Google, alleging the tech giant has been infringing on its works to train and develop generative AI models without compensation, according to a copy of the letter obtained by Axios.

Why it matters: The letter puts copyright pressure on Google, which to date has been less aggressive about striking partnerships with copyright owners than some peers like OpenAI.

Zoom in: The letter, sent from David Singer, an attorney representing Disney, alleges Google's "willful infringement is especially alarming because it is leveraging its dominance in generative AI and across multiple other markets to make its infringing AI Services as widely available as possible."

It alleges Google has already integrated its AI services into many of its existing products and services, including its Workspace applications and YouTube.
"Google's AI Services are designed to free ride off Disney's intellectual property," the letter reads. "Google has refused to implement any technological measures to mitigate or prevent copyright infringement, even though such measures are readily available and being used by Google's competitors. Instead, Google continues to directly exploit Disney's copyrights for commercial gain."
Zoom out: Disney's lawyer claims the company has been raising its concerns with Google for months, "but Google has done nothing in response."

"If anything, Google's infringement has only increased during that time," he writes.


Maybe get another $1B out of Google?

tecmo
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My guess is DIS has been laying low and waiting for its chance to bring these claims for a while. Now that the bigs are have gotten us all hooked on generative AI to fuel their growth, they can’t afford to lose a case like this. They will have to settle. David Singer, counsel to DIS who wrote the letter to GOOG, is very sharp and very strategic.

OpenAI is smart to do a deal like this, but they’re also a business that isn’t a business. They just want to take over the world. DIS has other priorities. It has to protect its IP. Not sure what GOOGs priority is, other than to make sure people keep using its products and don’t go to OpenAI just because they want to include a Disney character in their project. It will be fun to see how it plays out.

Maybe Altman should become the new CEO of DIS.

abromber

Bloomberg reports details of OpenAI deal.
https://www.bloomberg.com/news/articles/2025-12-15...

abromber

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The Walt Disney Company FAQ

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