I think decorum works in an environment where decorum is the norm, but we have entered a political moment where that is no longer the case. And I think that this kind of thing bleeds so heavily into culture that they no longer give a shit about having their characters next to it.
They have enough plausible deniability; they did not create the content. I think that's enough for them, in this moment.
And to say nothing of the shoddy quality of their TV shows. Mickey Mouse Clubhouse's lazy CG animation and unimaginative storytelling is shocking given Mickey is supposed to be their signature character. They just don't care. And I think it does have an impact: my kids tired of Clubhouse very quickly and have little connection to Mickey and friends. Compare that to say, Dreamworks’ Gabby’s Dollhouse which they loved.
Disney is propped up by its tentpole features but their bench is incredibly weak. There are only so many Blueys you can buy to make up the difference.
I think it’s important to remember that you probably aren’t their target audience. Their audience expects to see simple characters with simple stories. The CG doesn’t need to be advanced, so having it fast to produce is the goal. It has to hold the interest of a toddler for 25 min without annoying the parents too much. Shiny and simple rendering is probably what they are going for. You can certainly argue about the educational qualities of the show, but I think entertaining was their primary goal for Mickey Mouse Clubhouse.
Also, this show hasn’t been made for years, has it? You’re looking at a show that was produced from 2006-2016. The oldest shows would be almost 20 year old CG. The newest is still nearly 10 years old. At the time it was fresh, the CG was pretty good, compared to similar kids shows.
My kids were young right in this window, and we watched a lot of Disney.
Disney definitely hit a CG valley though that you can see with some of their shows that switched from a 2D look to a more 3D rendering. Thankfully we aged out of those shows around 2015, so it has been a while. Disney has always been a content shop where quantity has its own quality, so I’m sure I’d have similar opinions as you if I was looking at the shows now. But at the time, it wasn’t bad.
I’m not sure how the OpenAI integration will work. I can see all sorts of red flags here.
Right now the deal is structured as Disney pays OpenAI. That's going to invert.
Once OpenAI pays Disney $3B/yr for Elsa, Disney is going to go to Google and say, "Gee, it sure would suck if you lost all your Disney content." Google will have to pay $5B/yr for Star Wars. And then TikTok, and then Meta... door to door licensing.
Nintendo, Marvel, all of the IP giants will start licensing their IPs to platforms.
This has never happened before, but we're at a significant and unprecedented changing of the tides.
IP holders weren't able to do this before because content creation was hard and the distribution channels were 1% creation, 99% distribution. One guy would make a fan animation and his output was a single 5 minute video once every other month. Now everyone has exposure to creation.
Now that the creation/consumption funnel inverts or becomes combined, the IP holders can charge a shit ton of money to these platforms. Everyone is a creator, and IP enablement is a massive money making opportunity.
In five years, Disney, Warner, and Nintendo will be making absolute bank on YouTube, TikTok, Meta platforms, Sora, etc.
They'll threaten to pull IP just like sports and linear TV channels did to cable back in the day.
This will look a lot like cable.
Also: the RIAA is doing exactly this with Suno and Udio. They've got them in a stranglehold and are forcing them to remove models that don't feature RIAA artists. And they'll charge a premium for you to use Taylor Swift®.
Anyone can make generic AI cats or bigfoot - it's pretty bland and doesn't speak to people. But everyone wants to make Storm Troopers and Elsa and Pikachu. Not only do teenagers willfully immerse themselves in IP, but they're far more likely to consume well-known IP than original content. Creators will target IP over OC. We already know this. We have decades of data at this point that mass audiences want mass media franchises.
The "normies" will eat this up and add fuel to the fire.
Disney revenues are $90B a year. I would not be surprised if they could pull a brand new $30B a year off of social media IP licensing alone. Same for Nintendo and the rest of the big media brands. (WBD has a lot more value than they're priced at.)
This is the end game. Do you see it now?
This would be worrying if the content was 1) actually good or 2) not freely available. Trying to charge premiums for slop never works. Just ask McDonald's 2-3 years back. The damage to the Star Wars brand shows this isn't a long term strategy.
The 2nd issue on animation slop is the human element. We already made it very cheap for people to make content. No amount of Mickey or Star wars is gonna undo the fact that people like looking at other people. Animation slop will find its audience, but it's not gonna overthrow TikTok with real(ish) people making people slop.
If Disney tries to pull out of Google, they will double down on Shorts. This won't work on most companies. It's a best a nice hook into Disney+.
The content is not freely available. You pay for it with ads or premium subscriptions. There is a massive amount of money being passed around behind the scenes.
When IP holders cut off Google's ability to host IP content, 50+% of YouTube immediately dies overnight.
Looking at the top videos on YouTube this week, 7 of the top 10 are all "Pop IP" content: Candy Crush the Movie, Miley Cyrus, "I wanna Channing All Over Your Tatum", Superman Drawn, Star Wars Elevator Prank, We are World of Warcraft, Red Bull.
People love and drown themselves in pop culture and corporate-owned IP. Whether that's music, games, anime - they love corporate-owned IP.
If this content gets pulled en masse, YouTube is fucked. YouTube has been getting all of this for free. That's something that could be done today, but it's just non-obvious. When you package that with the "creation enablement", it's a packaged good that can be licensed or sold enterprise-to-enterprise.
Disney is about to wet their toes. Nintendo has already been experimenting with it. The concept is right there in front of them, and as distribution channels and content creation merge into one uniform thing - it'll be obvious.
> The damage to the Star Wars brand shows this isn't a long term strategy.
To be clear, this was made by some of the top humans in their field. And despite massive critical panning, it did print money for Disney (perhaps at the cost of long term engagement/interest).
> The 2nd issue on animation slop is the human element.
It's the difficulty, cost, time, talent element.
People consume more human content because more human content is created. Orders of magnitude more. It's easy.
Vivienne Medrano, Glitch Productions, Jaiden Dittfach, and many others have minted huge franchises on YouTube - views, merch, Amazon/Netflix deals, etc. The problem is that it takes them ages to animate each episode, whereas filming yourself on your smartphone is quick, easy, accessible, affordable, low-effort, low-material, and low-personnel.
Kids on twitch are watching each other become anime girls and furries with VTuber tech. They're willingly becoming those things and building fantasy worlds bigger than their public face identities. We just haven't had the technology to enable it at a wide scale yet.
This is all changing.
Okay, free with ads is "free" to consumers. That will get swamped by tiktok. Subscription is premium. People won't pay for slop. Those are both covered.
>There is a massive amount of money being passed around behind the scenes.
Yes. But who's making a profit? You can only shuffle money for so long, and we're hitting the breaking point of that. Ads won't invest into platforms they suspect are filled with bots and don't give ROI. Companies won't invest once saying "AI" isn't a get rich quick scheme. Customers won't invest once they run out of money.
It works, until it doesn't. Then it's suddenly freefall and people will act like they didn't hear creaking for 5- 10 years.
>When IP holders cut off Google's ability to host IP content, 50+% of YouTube immediately dies overnight.
YouTube isn't really known for "IP content". That debate ended in 2010 with Viacom. They in fact rampantly remove traces of IP content.
Meanwhile, they have a monopoly on video hosting and control payouts in an opaque way to millions of non-IP creators. unless you think it's the end of premium media as we know it, Disney is still going to host trailers on YouTube and Vevo will host music videos. There's no reason to go anywhere. Disney+ and YouTube can exist simultaneously.
>To be clear, this was made by some of the top humans in their field. And despite massive critical panning, it did print money for Disney (perhaps at the cost of long term engagement/interest).
Yeah, in complete agreement. Short term monies, long term damage. Media has a "lingering effect" where results on the prequel will pass into the sequel and vice versa. So you can still have a profitable but panned release simply because previous movie was that well received.
>It's the difficulty, cost, time, talent element. People consume more human content because more human content is created. Orders of magnitude more. It's easy.
Do you think that if we had the same amount of animation as we did live action content that they'd be consumed equally? I'm a huge animation fan and very skeptical.
Consider this phenomenon
https://erdavis.com/2021/06/14/do-women-who-pose-with-their-...
Even in art spaces, people will engage more with the presence of a human face. Females more, but even males get a noticeable boost You can chalk it up to lust or familiarity or anything else, but there seems there's some deeper issue at work than simply "there's more live action slop for now".
If we do get more animation slop, I think it will veer a lot more towards hyperrealism instead, for similar reasons. I always see it as uncanny, but it doesn't seem to hinder as much on others. It'll just be trying to mimic live action at the end of the day.
>Kids on twitch are watching each other become anime girls and furries with VTuber tech. They're willingly becoming those things and building fantasy worlds bigger than their public face identities. We just haven't had the technology to enable it at a wide scale yet.
Sure. Animation is more engaging with kids. Kids aren't profitable, though. Their parents are. Unless its with ads, but advertising targeting kids has so much red tape.
I dont see a profitable model out of a media empire focusing on kids. Even Nintendo gets a lot of its money off of merchandising despite selling premium games with rare sales.