Disney and OpenAI: The Smartest Deal of the Year

Wed, 17 Dec 2025 00:00:00 +0000

Everyone criticizes Disney for their deal with OpenAI.

I believe it is the smartest move of the year.

Yes, they invested $1 billion.
Yes, they “handed over” Mickey, Darth Vader, and 200 characters to Sora.
Yes, artists are furious.

But let us review the facts:

1. The Train Already Left the Station
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People were already generating content with Disney characters in AI tools before the deal: without permission, without control, without a penny for Disney.

The alternative? Sue. As they did with Google recently, accusing them of infringing copyright “at massive scale” with Veo and Nano Banana.

The result of suing in tech? Ask yourself how it went for the music industry against Napster.

2. Monetize Over Litigate
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Disney did not sell their characters. They licensed them. For 3 years.

With controls.
Without actor voices.
Without training models on their IP.
With curated content that they choose for Disney+.
And in the process, they became shareholders in a company valued at $500 billion.

3. The Real Game Is Distribution
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Gen Z and Gen Alpha do not go to the movies. They do not watch linear TV. They live on TikTok, YouTube Shorts, and now – Sora.

Disney reported $23.62 billion in Q2 2025 revenue, +7% YoY. They have 3 of the 5 highest-grossing films of the year.

ChatGPT has 800 million weekly users and was the number 1 downloaded app in the US in 2025. That is the audience Disney just reached.

Disney just bought a seat at the table where the next generation’s content consumption is decided. Bob Iger is not selling Disney’s past – he is buying its future.

Exploring the Future of AI-Generated Video

Fri, 16 Feb 2024 00:00:00 +0000

The recent unveiling of SORA by OpenAI sent ripples through the tech world; this is a shift to AI-generated video technology.

The level of advancement achievable through SORA suggests a vision of the future in which the creation of realistic, engaging video content will be as straightforward as entering a text prompt. This capability would dramatically lower the barriers to high-quality video production and in return would open new and untapped avenues for creativity and storytelling.

The power to make great video content is no longer the privilege of big studios. Using sophisticated tools like SORA, small businesses, educators, and independent creators could easily leverage AI to bring their visions to life — making compelling video content more accessible than ever.

As we ride on these breakthroughs, we have to equally welcome the ethical dilemmas they come with. The potential to create deepfakes and fake information demands that guidelines and safeguards be collectively formulated for the sake of integrity and trust in AI-based content.

What Lies Ahead
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The journey does not stop here. AI-generated video evolution is going to churn out even more interactive and personalized experiences, challenging the way we consume and interact with digital media like never before.

Sora on Carles Abarca

Disney and OpenAI: The Smartest Deal of the Year

1. The Train Already Left the Station #

2. Monetize Over Litigate #

3. The Real Game Is Distribution #

Exploring the Future of AI-Generated Video

What Lies Ahead #

1. The Train Already Left the Station
#

2. Monetize Over Litigate
#

3. The Real Game Is Distribution
#

What Lies Ahead
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