Disney making $1 billion investment in OpenAI, will allow characters on Sora AI video generator

[CoastalElite64]

See DotCom... but know what? Things corrected and everything built in that time actually became the foundation for the next era of rising tide.

If you want to talk stock price.. you have a discussion, but stock prices are not really rational in the first place. If you think AI is gonna go away.. you're mistaken. Just like e-everything didn't actually go away when all those companies imploded due to gross spending and free money.

Nobody said that?

A bubble doesn't mean it all goes away.

"It's not a bubble because some is still around"

 

[Serpico Jones]

 

[flynnibus]

Nobody said that?

A bubble doesn't mean it all goes away.

"It's not a bubble because some is still around"

"fad"
"collapse"
"no one cares about"

Anyone who doesn't believe that this is fundamentally changing how businesses will operate going forward are dumb and will be behind.

Just imagine your world today without Google search.. or email/messages/etc.. And think about how you look at a company that won't offer ecommerce, or online contact, etc.

People not learning how to adopt this technology for their own business advantages are going to be gapped.

I said the bubble about stock prices is it's own topic -- but that is different from the relevance and need to harness the topic. Just like pointing out that just because there really was a DotCom stock boom and bust that didn't negate the significance and critical importance of harnessing the technology being pumped in the bubble.

 

[FigmentsBrightIdeas]

This is a terrible take.

The AI genie is out of the bottle, there is no putting it back in. What would you have Disney do? Try to avoid it or prevent it from happening? Come on, that is like trying to put a band-aid on an already broken dam that is already flooding the town below it.

No, better to try to help foster where it goes by having a seat at the table. While then being able to control who has access to Disney IP and try to stop any potential issues before they start.

How about just go after the AI companies allowing their IPs to be exploited/mistreated that they started and actually utilizing their creative talent to come up with & utilize their IP right to battle it? Cause, ya know, Disney’s supposed to be a celebration of creative talent & imagination.

 

[monothingie]

You don't know what you're talking about here.

Ask the top companies on the planet if they don't care about cloud services anymore. I deal with all of them on a daily basis, talking directly to the CIOs, they 100% still care about cloud services. And investments aren't stopping in cloud services.

Did I ever discount their importance? I said it’s not the driver for investment. For the top 3 cloud services companies right now. What is driving investment to them? (Microsoft, Amazon, Google). It’s not cloud services.

Now do streaming providers.

 

[Disney Irish]

How about just go after the AI companies allowing their IPs to be exploited/mistreated that they started and actually utilizing their creative talent to come up with & utilize their IP right to battle it? Cause, ya know, Disney’s supposed to be a celebration of creativity/imagination.

Don't you think that is easier to do from the inside when you have a seat at the table?

People have to stop looking at AI as just the things you see in your doom scrolling while on Insta or TikTok, that is only about 1% of its use. It has a whole utility way beyond the slop you see in your reels.

 

[monothingie]

"fad"
"collapse"
"no one cares about"

Anyone who doesn't believe that this is fundamentally changing how businesses will operate going forward are dumb and will be behind.

Just imagine your world today without Google search.. or email/messages/etc.. And think about how you look at a company that won't offer ecommerce, or online contact, etc.

People not learning how to adopt this technology for their own business advantages are going to be gapped.

I said the bubble about stock prices is its own topic -- but that is different from the relevance and need to harness the topic. Just like pointing out that just because there really was a DotCom stock boom and bust that didn't negate the significance and critical importance of harnessing the technology being pumped in the bubble.

But we’ve seen this at every iteration of technology revamping how society interacts and integrates it. It happens at every decade. Whether it’s dot com or streaming or cloud computing or now AI. There is great growth driven by hype investing only to have mass consolidation at the end. The difference here is the players are much bigger than they were in 2000.

 

[FigmentsBrightIdeas]

Don't you think that is easier to do from the inside when you have a seat at the table?

People have to stop looking at AI as just the things you see in your doom scrolling while on Insta or TikTok, that is only about 1% of its use. It has a whole utility way beyond the slop you see in your reels.

No, had they simply continued the lawsuit and prevented SoraAI from using their IP. Would’ve solved the issue then & there and prevented the large public backlash they’re now getting.

 

[Disney Irish]

Did I ever discount their importance? I said it’s not the driver for investment. For the top 3 cloud services companies right now. What is driving investment to them? (Microsoft, Amazon, Google). It’s not cloud services.

Now do streaming providers.

"No one cares about cloud services", your words not mine.

And if you don't think that Azure, AWS, and Google Cloud aren't drivers for investment, you haven't been paying attention.

Also they aren't the only players in town. Many other cloud services companies who many are investing heavily in.

 

[Disney Irish]

No, had they simply continued the lawsuit and prevented SoraAI from using their IP. Would’ve solved the issue then & there and prevented the large public backlash they’re now getting.

That is a small piece of this. Again the AI slop that everyone here is concerned about is about 1% of the utility of AI. Disney isn't getting into this just to control the AI slop, its about having access to the core technology to then be able to leverage it internally and have a voice in how its used in Hollywood moving forward.

AI is a tool to be used by the company, no different than any other technological advancement over the last 100 years of Disney existence that they look to control.

 

[flynnibus]

But we’ve seen this at every iteration of technology revamping how society interacts and integrates it. It happens at every decade. Whether it’s dot com or streaming or cloud computing or now AI. There is great growth driven by hype investing only to have mass consolidation at the end.

So who are you trying to protect here Nostradamus? Trying to tell people their investments are not following fundamentals?

You trying to tell Iger this isn't the most cost effective way to get to the end game?

Something tells me that's not it...

 

[JAN J]

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

What is Disney getting out of this?

$1B in OpenAI equity is like 0.002% of the company. You're trading Mickey Mouse for that?

Sir are you valuing OpenAI at $50T? The total market cap of the NYSE is around $30T

 

[Serpico Jones]

“There’s no question that AI is going to displace a lot of content creators” -DisneyWar author James B Stewart

 

[flynnibus]

“There’s no question that AI is going to displace a lot of content creators” -DisneyWar author James B Stewart

Yes, technology changes work...

Just like email displaced a lot of couriers...
like the PC redefined illustration and artists...
the integrated circuit lead to the displacement of PEOPLE we used to call 'computers'
cars displaced a lot of farriers...
Internet killed the cable guy and the librarians

The transition period is hard and harder for the people directly impacted. But in all of those situations, we collectively embrace the new world order

 

[CoastalElite64]

I heard the same thing in the late 90s about ECommerce and Web2.0, and here we are 30ish years later.

Things will change, and some will not survive, but AI is here to stay. The current AI is just built on top of what has been around for decades. So to say its going to collapse starting next year doesn't understand what it really is. That is the "fear" surrounding the buzz words and buying into some headlines.

In the Movies thread you're trying to save the dying theaters but here you support AI just because Iger said so. That's not being consistent.

 

[Sirwalterraleigh]

You’re the same one still believing that the golden age of streaming is still here.

It’s a fad that has captured the Zeitgeist of society. Just like streaming and cloud, computing, etc. grab the attention of the financial markets years ago, this is the same thing.

What’s laughable about this post is that the movie studio apologist (who pivoted to the streaming prophet since the movies bomb) actually believes that streaming is a diamond mine

That’s worth an emoji

 

[Disney Irish]

In the Movies thread you're trying to save the dying theaters but here you support AI just because Iger said so. That's not being consistent.

First of all my support of AI has nothing to do with Iger. AI is part of my career, have been using it long before this current Disney decision. If you go back I was one of the first on this site to call out certain posters who were using it to create whole posts.

And multiple things can be true, that I like the theatrical experience and don't wish it to go away even if I know its inevitable.

 

[FigmentsBrightIdeas]

Sure hope this means a Disney War book 2 is on the way soon. No doubt it’d be one of the best reads, just as much as the first book about the Eisner years was.

 

[Serpico Jones]

Sure hope this means a Disney War book 2 is on the way. No doubt it’d be one of the best reads, just as much as the first book about the Eisner years was.

No question. Just imagine all the juicy info on Iger vs Chapek, Iger vs Peltz, Perlmutter vs Feige and Kathleen Kennedy vs everybody.

 

[Sirwalterraleigh]

Sure hope this means a Disney War book 2 is on the way soon. No doubt it’d be one of the best reads, just as much as the first book about the Eisner years was.

No question. Just imagine all the juicy info on Iger vs Chapek, Iger vs Peltz, Perlmutter vs Feige and Kathleen Kennedy vs everybody.

There are still defenders here…but the fish is visibly rotting from the head….

Oh what was the other thing?

…right…HE’S NOT LEAVING!!!

for you kids at home who need closed captioning…he’s entrenching himself with another stoolie

This time without the fake retirement