Disney/OpenAI Deal Rewards Act First, Justify Later [Forbes]
Meta Platforms, Inc. - Class A (META)
Company Research
Source: Forbes
Pixar characters to generate short, user-prompted videos that they can share with others – subject to certain guardrails. Under the deal, OpenAI's ChatGPT will also allow users to generate images involving Disney's IP. One lesson is clear from the Disney and OpenAI deal: OpenAI's strategy of act first, justify later is working. By building a model based on third-party IP, and daring rightsholders to object, OpenAI has created a self-reinforcing cycle: drive engagement through infringement, create value for their new service, use this value to fund settlements, and license with companies after the fact. Although in this case, OpenAI gets a $1 billion cherry on top. Sora 2's Flip-Flop I recently wrote about OpenAI's launch of its generative AI video platform, Sora 2, which was launched with an opt-out model, meaning that intellectual property owners were invited to “opt out” if they did not want Sora 2 to use their IP. Social media platforms were immediately bathed with a massiv
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