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This deal establishes a clear dichotomy: Disney/OpenAI as the "Walled Garden" of premium IP vs. the "Open Bazaar" of mass distribution. Google is now backed in
by 578_Observer 10mo ago
This deal establishes a clear dichotomy: Disney/OpenAI as the "Walled Garden" of premium IP vs. the "Open Bazaar" of mass distribution.
Google is now backed into a corner. To keep YouTube relevant against this alliance, they can't rely on tech alone—they need comparable IP. I expect them to immediately start courting Sony Pictures or Universal to fill that gap.
It’s essentially a battle between "Exclusivity" and "Scale".
- herbturbo 10mo agoThis sounds like old TV exec logic. Disney IP is not “premium” any more thanks to relentless overuse in their garbage movies and shows. My teenage kids watch YT and TikTok (which gets highly relevant UGC daily) and couldn’t care less about Mickey Mouse or Kylo Ren.
- 578_Observer 10mo agoValid point. "Premium" might be the wrong word now due to the recent dilution of their IP (Marvel/Star Wars fatigue). However, as AI-generated content floods platforms like YouTube, the value of "Human-Curated" narratives—even if currently diluted—might regain value as a counter-balance to infinite slop.