{"id":50406,"date":"2025-12-11T15:43:04","date_gmt":"2025-12-11T20:43:04","guid":{"rendered":"https:\/\/mjtsai.com\/blog\/?p=50406"},"modified":"2025-12-11T15:43:04","modified_gmt":"2025-12-11T20:43:04","slug":"disney-vs-google-and-openai","status":"publish","type":"post","link":"https:\/\/mjtsai.com\/blog\/2025\/12\/11\/disney-vs-google-and-openai\/","title":{"rendered":"Disney vs. Google and OpenAI"},"content":{"rendered":"

Caitlin Huston<\/a> (The Verge<\/a>, Variety<\/a>):<\/p>\n

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In the letter, sent Wednesday, Disney says there has been copyright infringement on a “massive scale,” given its claims that Google has been using AI models and services to “commercially exploit and distribute copies” across many channels, including Google Workspace applications and the YouTube mobile application.<\/p>\n

“Google has deeply embedded its infringing video and image AI Services into its broad family of products and services actively used by over a billion people. This multiplies the scope of Google’s infringement, and harm to Disney’s intellectual property, not to mention the ill-gotten benefits Google enjoys from its unauthorized exploitation of Disney’s copyrighted works,” the letter reads.<\/p>\n<\/blockquote>\n\n

OpenAI<\/a> (Hacker News<\/a>, CNBC<\/a>, Hacker News<\/a>):<\/p>\n

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As part of this three-year licensing agreement, Sora will be able to generate short, user-prompted social videos that can be viewed and shared by fans, drawing on more than 200 Disney, Marvel, Pixar and Star Wars characters.<\/p>\n

[…]<\/p>\n

Alongside the licensing agreement, Disney will become a major customer of OpenAI, using its APIs to build new products, tools, and experiences, including for Disney+, and deploying ChatGPT for its employees.<\/p>\n

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

No details on the licensing agreement, but my guess is that, like the Apple-Gemini deal, OpenAI isn’t paying enough to offset the flow going the other way. I thought Disney would want to keep tighter control over their IP, but it seems like they’re using it to buy a lottery ticket.<\/p>\n\n

M.G. Siegler<\/a>:<\/p>\n

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So that’s not just a one-two punch, it’s more like a one-two-three-four punch combo. With this last bit being key because Disney is obviously now going to be directly incentivized to favor any work and partnerships with OpenAI.<\/p>\n

[…]<\/p>\n

So is Disney doing the right thing here? Time obviously will tell, but this is also fairly limited in scope – both time-bound and IP-bound – clearly on purpose. And working with a company to ensure better oversight of IP infractions seems like a better move than simply suing. Sorry, Midjourney, Character.ai, and now Google!<\/p>\n<\/blockquote>\n\n

Previously:<\/p>\n