签约OpenAI：迪士尼打响动画变革第一枪丨消费参考

Group 1 - Disney has entered a three-year partnership with OpenAI, becoming the first major content licensing partner for OpenAI's generative AI video platform, Sora [2] - The agreement allows Sora users to create short videos using over 200 Disney, Marvel, Pixar, and Star Wars characters, while excluding any licensing of live actors' likenesses or voices [2] - Disney will invest $1 billion in OpenAI and receive warrants for additional equity purchases in the future [2] Group 2 - The collaboration is expected to enhance the value of Disney's intellectual property (IP), as users will have access to more Disney content, potentially leading to new project developments [3] - The film industry is transitioning into the AI era, with AI-driven productions significantly reducing costs; for instance, the cost of regular AI dramas is around 1,000 yuan per minute, while premium AI dramas can reach 20,000 to 50,000 yuan per minute [4] - Animation is viewed as a healthier creative model for the future, as it allows creators to retain control over their narratives without the need for actors [4][5]