迪士尼一直严格保护旗下角色和故事世界，艾格在好莱坞也被视为维护创作者的代表，不过迪士尼与其他娱乐企业一样正面临用户互动停滞的问题。过去几 年，流媒体观看时长几乎没有增长。在内容投入持续增加的同时，社媒与用户生成内容则不断攀升。迪士尼希望借助 OpenAI，让用户以全新的方式参与其 系列作品，从而延长用户在迪士尼平台的停留时间。 IT之家 12 月 12 日消息，据《商业内幕》今日报道，迪士尼 CEO 鲍勃・艾格表示，与 OpenAI 达成的大型授权合作旨在为迪士尼打开新的数字娱乐空间并 吸引更多年轻用户。 根据协议，ChatGPT 和 Sora 将获得米老鼠、达斯・维达等迪士尼角色的使用权，迪士尼还会向 OpenAI 投资 10 亿美元（IT之家注：现汇率约合 70.66 亿元 人民币）并成为重要客户。 ▲ 图源迪士尼官网 北京时间昨晚，艾格与奥尔特曼共同亮相。艾格认为，这项合作让迪士尼能够提前布局高速增长的 AI 与新型媒体领域。合作不仅带来技术机遇，也会让迪 士尼得以落实长期规划，即在 Disney+ 加入用户生成内容。迪士尼将先挑选部分在 Sora 制作的视频上架 Disney+ 以带动互动，未来希望用 ...

一水 发自 凹非寺 量子位 | 公众号 QbitAI 天下果然没有免费的午餐！ 为了让"米老鼠"加入Sora，OpenAI刚刚正式官宣与迪士尼达成合作。 协议内容之一即为， OpenAI需向迪士尼出售价值10亿美元的公司股权，而且迪士尼还获得未来增持的权利。 消息一出，彭博社带头吃瓜，文章标题更是相当赤裸裸： 奥特曼刚刚意识到，在迪士尼没有免费的午餐。 如此大出血下，现在看OpenAI CEO奥特曼和总裁Greg Brockman的庆贺推文似乎也有点"强颜欢笑"的意味了（bushi。 不过作为交换，OpenAI旗下的视频生成工具Sora现在能"光明正大"地生成200多个热门IP角色。 什么米老鼠、白雪公主、巴斯光年、钢铁侠等，通通拿下。 包括ChatGPT Images也将具备同等能力。 该说不说，迪士尼"地表最强法务"的大名真不是虚的，现在连OpenAI也得变相"割肉"求平安了。 OpenAI迪士尼达成三年之约 调侃归调侃，还是来看看双方达成的正式协议。 根据OpenAI公告，迪士尼将成为 Sora的首个主要内容授权合作伙伴 ，合作时间为三年，第一年的授权许可具有排他性。 根据协议，Sora将获得迪士尼旗下 ...

全球娱乐巨头华特迪士尼公司与人工智能公司OpenAI于12月11日宣布，双方已达成一项为期三年的战略性合作协议。根据协议，迪士尼将以10亿美元股权 投资OpenAI，并成为其生成式AI视频平台Sora的首个主要内容授权合作伙伴。双方未公布具体的股权比例。 除内容授权外，双方还将在技术应用上展开合作。迪士尼将成为OpenAI的主要客户，全面接入其API接口，为Disney+平台开发新产品与互动体验，并将在 内部员工中部署ChatGPT以提升运营效率。此外，迪士尼在10亿美元股权投资基础上，还获得了额外股权的认购权。 在AI伦理与内容安全层面，两家公司共同承诺，将实施负责任的管控措施，包括适龄政策和内容审核，以防止非法或有害内容的生成。双方将共同建立机 制以保护内容所有者的知识产权。 根据协议，自2026年初起，Sora平台的用户将可以通过文本提示，生成包含迪士尼旗下经典IP元素的短视频。这些视频可供粉丝观看与分享，部分精选内容 还将登陆迪士尼的流媒体平台Disney+。 协议涵盖的可用角色超过200个，来自迪士尼、皮克斯、漫威及《星球大战》等多个品牌。其中包括米老鼠、灰姑娘等经典动画形象，《冰雪奇缘》《玩具 总 ...

Core Insights - Disney has entered a licensing agreement with OpenAI, allowing the use of its characters and intellectual property, while also investing $1 billion in OpenAI and purchasing ChatGPT Enterprise for its employees [1][2]. Group 1: Strategic Shift - This deal marks a significant change for Disney, which has traditionally been protective of its intellectual property [2][6]. - The partnership is seen as a way for Disney to address challenges posed by unauthorized use of its content and competition from platforms like YouTube [4][8]. Group 2: Revenue and Content Creation - The collaboration enables users to create content featuring Disney characters on OpenAI's Sora app, providing a scalable method for Disney to incorporate user-generated content into its ecosystem [5][10]. - The deal is viewed as a revenue-generating opportunity for Disney, allowing it to monetize the AI trend rather than combat it legally [12][16]. Group 3: Industry Perspectives - Experts suggest that this partnership is a watershed moment for AI and media licensing, emphasizing the importance of respecting copyright while embracing new technologies [6][7]. - Some analysts express concern that Disney may not be in the strongest position, as it is investing heavily in OpenAI without receiving a substantial licensing fee upfront [13][14]. Group 4: Future Implications - The deal raises questions about the acceptance of AI-generated user content on Disney+, as well as the potential for brand damage and misuse of intellectual property [15]. - Industry leaders believe that Disney's strategy of shaping participation in the evolving media landscape will be crucial for its future success [16].

全球娱乐巨头华特迪士尼公司与人工智能领军企业OpenAI共同宣布达成一项为期三年的战略性合作协议。根据协议，迪士尼将以10 亿美元股权投资OpenAI，并成为其生成式AI视频平台Sora的首个主要内容授权合作伙伴，双方将携手探索AI驱动的叙事创新，让迪 士尼旗下漫威、皮克斯、星球大战等品牌的200余个经典角色以全新形式与粉丝互动。但双方并未公布迪士尼所获股权比例。 迪士尼，股权投资大动作！ 迪士尼的声明图片来自迪士尼官网 此次合作的核心亮点在于IP授权与AI技术的深度融合。按照协议约定，自2026年初起，Sora平台用户可通过文本提示生成包含迪士 尼IP元素的短视频，这些视频不仅支持粉丝观看与分享，部分精选内容还将登陆迪士尼流媒体平台Disney+。用户可使用的角色覆盖 多个经典IP，既有米老鼠、米妮鼠、灰姑娘、艾丽尔等迪士尼经典动画形象，也包括《冰雪奇缘》《寻梦环游记》《怪兽公司》 《玩具总动员》等皮克斯作品中的角色，更涵盖漫威宇宙的黑豹、美国队长、钢铁侠、雷神，以及星球大战系列的达斯.维达、汉.索 洛、尤达、曼达洛人等标志性角色。此外，ChatGPT Images功能也将同步接入这些IP资源，用户输入简单 ...

It is time for money, power, politics. This one is a biggie. We are tracking more major media news.Earlier today, Walt Disney announced that it will pour $1 billion dollars into Open AI and license hundreds of its iconic characters to the company's generative AI video platform, Sora. The deal is a massive endorsement of Open AI from one of the biggest media companies on the planet and makes Disney not only an OpenAI customer, but now an investor. Here's what their CEO, Bob Iger, told CNBC about the deal ear ...

Core Insights - OpenAI has released its latest AI model, GPT-5.2, which is optimized for professional work scenarios and sets multiple industry benchmarks [3][6] - The release of GPT-5.2 comes in response to increasing competition in the generative AI field, particularly following Google's launch of its Gemini 3 model [3][6] - OpenAI's CEO, Sam Altman, indicated that the company is in a "red alert" state to accelerate the release of upgrades due to competitive pressures [3][6] Product Features - GPT-5.2 is noted for its superior performance in professional knowledge work, including tasks like spreadsheet creation, presentation making, image perception, coding, and understanding long contexts [6][8] - The model has achieved a record score in SWE coding ability tests and is the first to reach or exceed human expert levels [5][6] - Improvements in mathematical reasoning allow GPT-5.2 to better handle financial modeling, forecasting, and data analysis tasks [6] Pricing and Availability - GPT-5.2 is available on ChatGPT for paid users, with three versions launched: Instant, Thinking, and Pro [8] - The API pricing for GPT-5.2 is set at $1.75 per million input tokens and $14 per million output tokens, with a 90% discount on cached inputs [8] - Despite higher token prices compared to GPT-5.1, OpenAI claims that the overall cost for achieving the same quality level is lower due to increased model efficiency [8] Strategic Partnerships - Disney has announced a $1 billion investment in OpenAI and will allow the use of its IP in OpenAI's AI video generation tool, Sora [8][10] - The partnership will enable the creation of content using over 200 characters from Disney, Marvel, Pixar, and Star Wars, starting early next year [10] - Disney will also deploy ChatGPT for its employees and plans to utilize OpenAI's models to enhance customer experiences on its Disney+ platform [10]

Market Overview - A-shares opened high but closed lower, with the Shanghai Composite Index down 0.7% at 3,873 points, while the Shenzhen Component fell 1.27% and the ChiNext Index dropped 1.41%[15] - The Hang Seng Index in Hong Kong decreased by 0.04%, with the Hang Seng Tech Index down 0.83%[10] - European markets rose, with the Stoxx 600 index up 0.55%, driven by positive sentiment from the Federal Reserve's interest rate cuts[8] Economic Insights - The Central Economic Work Conference emphasized the need for a "strong supply and weak demand" approach, advocating for proactive fiscal policies and moderate monetary easing[5] - The U.S. initial jobless claims saw the largest increase since 2020, rising from 192,000 to 236,000, indicating potential economic stress[5] Commodity and Currency Movements - Oil futures hit their lowest level since October, with NY crude oil down 1.47% to $57.6 per barrel[28] - Gold prices increased by 2.09%, reaching $4,285.5 per ounce, as investors weighed the Federal Reserve's interest rate outlook[28] - The U.S. dollar index fell by 0.4%, reflecting a year-to-date decline of 9.3%[27] Stock Performance - Oracle's quarterly earnings missed expectations, leading to a 10.83% drop in its stock price, which negatively impacted the tech sector and caused the Nasdaq to decline by 0.25%[8] - Broadcom reported better-than-expected earnings, boosting optimism in the AI sector, with a target price of $415 for its stock[7] Regional Market Trends - Latin American markets saw gains, with the S&P Mexico IPC index rising by 2.05%[8] - In the Asia-Pacific region, Taiwan's stock index fell by 1.3%, while Malaysia's index rose by 0.9%[22]

OpenAI炙手可热，被投资和合作消息接连不断，但这次，出现了一个不同物种的投资者。 美国东部时间12月11日，华特迪士尼公司（下称，迪士尼）宣布向美国明星AI创业公司OpenAI进行10亿美元的股权投资。 双方还达成了为期三年的授权协议。协议内容包括以下几点： 其一，OpenAI旗下的AI视频生成工具Sora将能够根据用户提示词生成社交短视频，供粉丝观看和分享。生成素材库会涵盖200多个来自迪士尼、漫威、皮 克斯和星球大战的动画、面具及生物角色，包括其服装、道具、车辆和标志性场景。但该协议不包含任何真人演员的肖像或声音。 其二，迪士尼将成为OpenAI的主要客户。迪士尼将利用OpenAI的API构建新产品、工具和体验（包括用于Disney+视频平台），并在内部为员工部署 ChatGPT。 其三，迪士尼将向OpenAI进行10亿美元的股权投资，并获得购买额外股权的认股权证。 一位美国文化娱乐领域的资深人士向《财经》评价，迪士尼联手OpenAI更大的动力是应对行业颠覆，抢占技术制高点，虽然这个动作也许没有那么及 时。目前，娱乐文化行业正被AI深刻改变（从剧本创作、动画制作到营销、用户体验）。迪士尼需要最前沿的A ...

Core Viewpoint - Disney has issued a cease-and-desist letter to Google, accusing the company of large-scale copyright infringement through the use of AI models and related services, which generate and distribute images and videos involving Disney's classic intellectual properties for commercial use [1][3]. Group 1: Legal Actions and Allegations - Disney has engaged Jenner & Block law firm to send a letter to Google's General Counsel, stating that Google has unauthorizedly copied a significant number of Disney works as training material for its AI, resulting in copyright infringement [3]. - The letter highlights that the AI-generated infringing content includes characters from popular animated films such as "Frozen," "The Lion King," "Moana," and "The Little Mermaid," as well as characters from blockbuster franchises like "Deadpool," "Guardians of the Galaxy," and "Star Wars" [3]. - Disney has provided an example of an image of Darth Vader generated by Google's AI application through text prompts to illustrate the infringement [3]. Group 2: Demands and Industry Context - Disney demands that Google immediately cease the copying, displaying, distributing, or creating derivative content based on Disney characters across various platforms, including YouTube mobile, YouTube Shorts, and other Google AI output products [3]. - The company insists that Google implement technical restrictions in its AI services and all products integrating such AI functions to prevent future infringement at the source [3]. - This action by Disney aligns with its previous cease-and-desist letters to Meta and Character.AI, and it echoes a joint lawsuit with NBCUniversal and Warner Bros. Discovery against Midjourney and Minimax, demonstrating Disney's firm stance on protecting its intellectual property rights [3][4].