Marketplace All-in-One Disney and OpenAI and short videos, oh my!
Dec 23, 2025
Virginia Dolgast, a Professor at Cornell University specializing in labor and policy implications of AI, explores the groundbreaking licensing deal between Disney and OpenAI's Sora. She discusses how this agreement allows users to create videos with Disney characters and its impact on consumers and the entertainment industry. Virginia also evaluates youth viewing trends and the potential appeal of fan-generated content. She raises concerns over unions' protections and the implications for creative workforces as user-generated content gains traction.
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Q3 GDP Was Strong But Dated
- U.S. GDP grew at an annualized 4.3% in Q3, showing broad-based strength across consumers, exports, and government spending.
- The data covers July–September and may not reflect current fourth-quarter conditions.
Q4 Faces Headwinds But Consumers Still Spending
- Short-term softness is likely in Q4 due to the government shutdown and tariffs affecting consumer spending.
- But Mastercard data shows holiday spending up about 3.9%, suggesting consumers still have momentum.
Prepare For A Tax-Rebate Boost
- Expect the recent tax and spending law to boost GDP next year as rebates hit households in early 2025.
- Plan for increased consumer cash flow since average rebates may be around $1,000 per household.