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The Walt Disney Company and OpenAI Partner on Sora

(openai.com)
236 points inesranzo | 1 comments | 11 Dec 25 14:05 UTC | HN request time: 0.001s | source
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afavour ◴[11 Dec 25 14:47 UTC] No.46232022[source]▶
AI has driven the corporate suites of these companies insane.

> As part of the agreement, Disney will make a $1 billion equity investment in OpenAI, and receive warrants to purchase additional equity.

I don't know what kind of hypnosis tricks Sam Altman pulls on these people but the fact that Disney is giving money to OpenAI as part of a deal to give over the rights to its characters is absolutely baffling.

OpenAI and ChatGPT have been pioneering but they're absolutely going to be commoditized. IMO there is at least a 50:50 chance OpenAI equity is going to be next to worthless in the future. That Disney would give over so much value and so much cash for it... insane.

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1. empath75 ◴[11 Dec 25 14:53 UTC] No.46232089[source]▶
> OpenAI and ChatGPT have been pioneering but they're absolutely going to be commoditized.

I am not sure that it is very interesting that LLM apis are a commodity. It's not even a situation where it is _going_ to be a commodity, it already is. But so is compute and file storage, and AWS, Google and Microsoft etc have all built quite successful businesses on top of selling it at scale. I don't see why LLM api's won't be wildly profitable for the big providers for quite a long time, once the build out situation has stabilized. Especially since it is quite difficult for small companies to run their own LLMs without setting money on fire.

In any case, OpenAI is building products on top of those LLMs, and chatgpt is quite sticky because of your conversation history, etc.