Wall Street Breakfast Disney licenses characters to OpenAI
6 snips
Dec 11, 2025 Disney makes waves by investing $1 billion in OpenAI and licensing their beloved characters for a three-year deal. Plans are in motion to integrate AI into Disney+, enhancing content curation with OpenAI's technology. Meanwhile, U.S. jobless claims are on the rise, indicating potential shifts in the labor market. In Macau, a new law signals the end of an era for satellite casinos, forcing gaming into official venues. Plus, Eli Lilly's weight-loss drug shows promising study results that could reshape health strategies.
AI Snips
Chapters
Transcript
Episode notes
Disney Partners Deeply With OpenAI
- Disney struck a $1B equity deal and a three-year license letting OpenAI generate videos with 200+ Disney, Marvel, Pixar, and Star Wars characters.
- The pact excludes talent likenesses and voices while integrating OpenAI tools into Disney+ and internal workflows.
Sora Content Launch Timeline And Use
- Sora and ChatGPT images are slated to produce fan-inspired Disney-licensed videos starting in early 2026.
- Disney will also use OpenAI APIs to build new products and roll out ChatGPT internally for employees.
Leadership Frames The Partnership
- OpenAI CEO Sam Altman hailed Disney as the global gold standard for storytelling and framed the partnership as expanding content creation.
- Disney CEO Bob Iger emphasized integrating generative AI thoughtfully and protecting creators amid industry legal battles.