2 ms·
All the more reason it's insane for Disney to be the one giving money!
by afavour 11mo ago
All the more reason it's insane for Disney to be the one giving money!
- mritchie712 11mo ago> commoditized not for disney content. Disney can pick OpenAI as the winner for this by not signing deals and suing anyone else.
- deleted 11mo ago[deleted]
- raincole 11mo agoDisney is buying equity from OpenAI. You frame it as "giving OpenAI money" because you hold a (quite insane) assumption that OpenAI's equity is worth nothing.
- mcphage 11mo ago> Disney is buying equity from OpenAI. Can you buy equity from OpenAI without also giving OpenAI a license to use your IP? Even if the equity is worth $1 billion, how much is Disney's IP license worth?
- HaZeust 11mo ago>"how much is Disney's IP license worth" It unspoken business model is giving an IP license to anyone that can breathe at make a rev share agreement or hefty sum - so, less than you think.
- alephnerd 11mo agoThese kinds of equity deals tend to include MFN clauses around inference pricing. Ik Anthropic did something similar a couple years ago.