Inside the Stream: Disneyâs Bold OpenAI Bet and the WBD Battle Rages
In a bold move, Disney has licensed 200 of its characters for use in OpenAI’s Sora. In today’s podcast we discuss the benefits and risks of the deal, which opens a new chapter of collaboration between rights holders and AI platforms. We like Disney’s openness to user-generated content to better compete with YouTube, but are cautious about the effectiveness of the proposed guardrails in deterring misuse of Disney’s prized characters.
Then we shift focus to the battle to own Warner Bros. Discovery. Colin thinks Netflix is likely to prevail, while I think Paramount has the edge. We explain why.
Listen to the podcast to learn more (22 minutes, 51 seconds)
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