Burbank
T

THE WALT DISNEY COMPANY

Burbank, United States

infrastructureFounded 20250

$194B

VALUATION

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Corporate entity

Recent News

Disney escalates AI copyright fight with cease-and-desist against Google over Gemini and generative tools

Disney escalates AI copyright fight with cease-and-desist against Google over Gemini and generative tools

Disney issued a cease-and-desist letter accusing Google of large-scale copyright infringement tied to generative AI outputs and alleged use of Disney works in AI development and distribution. The dispute spotlights a widening enforcement trend by major rights holders that combines legal pressure with demands for transparency on training data and stronger safeguards against infringing outputs. Coming alongside Disney’s licensed partnership with OpenAI, the move suggests studios may be converging on a dual strategy: monetize opt-in licensing while litigating or threatening action against unlicensed AI use. For AI platform operators, the case raises the stakes for dataset governance, output filtering, and product-level indemnity/controls as generative content becomes more deeply embedded in consumer platforms.

7h agoThe Verge

Disney invests $1B in OpenAI and licenses 200+ characters for Sora videos

Walt Disney announced a $1 billion equity investment in OpenAI alongside a three-year licensing agreement that allows Sora to generate short, user-prompted videos featuring Disney, Pixar, Marvel, and Star Wars characters. The deal is a notable shift from Hollywood’s mostly adversarial posture toward generative AI, establishing a high-profile template for “licensed generative” workflows rather than unlicensed scraping and imitation. The agreement also positions Disney as a major OpenAI customer, implying deeper integration of OpenAI APIs and ChatGPT tooling inside Disney’s production and corporate operations. For the broader AI market, this is a consequential signal that premium IP holders may increasingly monetize via opt-in licensing, potentially reshaping competitive dynamics for video generators and the future economics of training data and synthetic media distribution.

8h agoReuters

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