Disney, is well aware of the writing on the wall that copyright is going to continue to become increasingly harder to enforce, as generative ai distances itself from brute mimicry, and because infringers can generate new versions faster that takedown notices can be filed. Their alternative is to either be steamrolled, or leverage their IP while it has worth in order to latch on to the AI market. Plus, they give a solid explanation: it is free advertising when there are guardrails on how the characters can behave/say/portray (which is the advantage of the deal — I assume a similar one with Google, Microsoft or Apple will be forthcoming too).
When a true “leader” big or small emerges, every bit of capital will flock to it, leaving a burned out nest of ai company husks. But hey…maybe this time will be completely different. (And upon consideration, I think this is exactly why. All their deals are with the husks, while keeping their IP to leverage with the winner.)
They have to consider China. Right now Z-Image Turbo lets you render stills of any popular cartoon character you like, at frankly-disturbing levels of quality, doing almost anything you like. That's a relatively-tiny 6G-parameter model. If and when a WAN 2.2-level video model is released with a comparable lack of censorship, that will be the end of Disney's monopoly on pretty much any character IP.
Also, notice how Disney jumped all over Gemini's case before the ink was dry on the OpenAI partnership agreement. My guess is that Altman is just using Disney to attack his competitors, basically the 'two' part of a one-two punch that began by buying up a large portion of the world's RAM capacity for no valid business reason.
When a true “leader” big or small emerges, every bit of capital will flock to it, leaving a burned out nest of ai company husks. But hey…maybe this time will be completely different. (And upon consideration, I think this is exactly why. All their deals are with the husks, while keeping their IP to leverage with the winner.)