Disney(US:DIS) Sou Hu Cai Jing·2025-11-14 00:26Core Viewpoint - Disney's CEO Bob Iger expresses confidence in the application of AI to enhance the Disney+ platform, particularly in user-generated content and interactive experiences [1][3]. Group 1: AI Integration in Disney+ - Iger highlights the potential of AI to make Disney+ more appealing by allowing users to create short video content and engage with other users' creations [1]. - The company aims to leverage AI to provide a more immersive experience for Disney+ users [1][3]. Group 2: Strategic Direction and Partnerships - Following Disney's investment in Epic Games, Disney+ is expected to serve as a platform to promote Disney theme parks and gaming businesses [3]. - Disney is exploring new ways to enhance user interaction with its platform amidst the rise of user-generated content and independent creators [3]. Group 3: Intellectual Property Concerns - Disney has concerns regarding AI potentially infringing on its intellectual property, as evidenced by a lawsuit against AI company Midjourney for unauthorized use of its works [3]. - Iger emphasizes the need for agreements to protect intellectual property rights through industry collaboration and company efforts [4]. Group 4: AI Efficiency and Data Utilization - Iger notes the potential of AI to improve efficiency in production processes and company operations, as well as to enhance data collection and analysis [3]. - Disney is in discussions with several AI companies to both protect its intellectual property and enhance user engagement [3].