AI Licensing
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Iger says Disney’s OpenAI investment is a gateway to AI, and Sora will attract younger viewers
summary.Disney is taking a $1 billion equity stake in OpenAI and licensing over 200 of its iconic characters to the AI video platform Sora. The three‑year deal lets users generate AI‑crafted videos featuring Disney IP, creating new revenue streams, personalized content and brand protection. It also gives Disney influence over future AI roadmaps. Risks include creative dilution, regulatory scrutiny and financial exposure as AI‑generated media markets grow.
