Sources: Disney's Sora deal is entirely in OpenAI stock rather than a cash licensing fee; Disney has the option to buy additional stock beyond the $1B stake (Bloomberg)

TechmemeMonday, December 15, 2025 at 10:00:01 PM
Sources: Disney's Sora deal is entirely in OpenAI stock rather than a cash licensing fee; Disney has the option to buy additional stock beyond the $1B stake (Bloomberg)
  • Disney has entered into a significant licensing agreement with OpenAI, allowing the use of its iconic characters, such as Mickey Mouse and Cinderella, on OpenAI's Sora video-making platform. This deal is entirely structured in OpenAI stock rather than a cash licensing fee, with Disney also having the option to purchase additional stock beyond the initial $1 billion stake.
  • This partnership marks a pivotal moment for both companies, as it enables OpenAI to leverage Disney's extensive character portfolio to enhance its Sora platform, while Disney secures a substantial equity stake in a leading AI company, positioning itself at the forefront of AI-driven content creation.
  • The collaboration reflects a broader trend of traditional media companies seeking to integrate AI technologies into their operations, highlighting the ongoing evolution of content creation in the digital age. This deal also raises questions about the implications of stock-based agreements in the tech industry and the potential for similar partnerships as companies navigate the intersection of entertainment and artificial intelligence.
— via World Pulse Now AI Editorial System

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