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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: 0s | source
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dfedbeef ◴[11 Dec 25 14:43 UTC] No.46231978[source]▶
Disney shareholders, feel free to make images of Iger, Mickey, and Br'er Rabbit lighting piles on money on fire.
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atonse ◴[11 Dec 25 15:14 UTC] No.46232383[source]▶
I'm not a shareholder but buying equity in OpenAI seems to be a much better deal (for Disney) than making OpenAI just pay royalties, no? Seems like everyone wins, unless you think OpenAI will never amount to anything and it's all a bubble.
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sjsdaiuasgdia ◴[11 Dec 25 15:31 UTC] No.46232615{3}[source]▶
Cash from royalties doesn't disappear like equity value would, in the event of a bubble pop.

Bird in the hand is worth two in the bush and all that.

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1. atonse ◴[11 Dec 25 19:12 UTC] No.46235757{4}[source]▶
What does a bubble pop look like to people?

Does anyone envision a scenario where OpenAI or Anthropic (or google) disappears?

I can understand the investment bubble in new infra. But even that, I’m not so sure. Right now, demand is so far outstripping supply, which is why we’re having so many conversations about energy or chips.

But yes that’s the bubble people keep talking about.