当被问及"AI 泡沫是否会在明年破裂"时，他回答道："与其从泡沫破裂这种极端角度看问题，不如说我 们即将迎来一次'清算'，那些真正有实际成果、以高效方式落地 AI 的公司将会脱颖而出"。 12 月 30 日消息，据《商业内幕》今天报道，前梦工厂 CEO、现投资人杰弗瑞・卡森伯格最近表示，人 工智能（AI）领域不会只有一个赢家，无论"AI 泡沫"是否存在，行业都不会出现"赢家通吃"局面。 杰弗瑞・卡森伯格，领英 据报道，这名前 CEO 在播客节目《Sourcery》中表示，AI 领域将在 2026 年出现分水岭，届时那些真正 能用 AI 做实事、创造实际成果的公司将与"只讲故事、不出结果"的公司区分开。 值得注意的是，WndrCo 合伙人 ChenLi Wang 在播客中分享了自己评估 AI 公司是否有价值的方式，他 认为公司多年以来从未用"基准测试"来评判最优秀人才。 【来源：IT之家】 他还补充道："这场游戏不是零和博弈，不会出现'赢家通吃'现象；但与此同时，也不是每一家都能 赢"。 IT之家注：杰弗瑞・卡森伯格曾在 1984-1994 年担任华特迪士尼影业集团主席，离任后创立了梦工厂， 在担任 CEO 期 ...

Core Viewpoint - The lawsuit filed by Disney and Universal Pictures against Midjourney marks a significant legal battle in the entertainment industry regarding copyright issues related to generative AI technology [2][3][7]. Group 1: Lawsuit Details - Disney and Universal Pictures have filed a 110-page lawsuit against Midjourney, providing examples of generated images that closely resemble iconic characters from their franchises [3]. - The companies argue that Midjourney has used their copyrighted materials without authorization, claiming that the AI company has ignored previous requests to cease infringement [3][4]. - Disney's legal representatives emphasize that the infringement remains theft regardless of the technology used, highlighting the importance of copyright protection for content creators [3][4]. Group 2: Financial Implications - Copyright revenue is a crucial income source for both Disney and Universal Pictures, with Disney reporting a 7% year-over-year revenue increase to $23.621 billion for Q2 of fiscal year 2025, and a net profit of approximately $3.275 billion [4]. - Universal's parent company, Comcast, reported a revenue of $29.887 billion in Q1, with a net profit of $3.375 billion, although both figures showed a year-over-year decline [4]. Group 3: Industry Context - Midjourney is a leading player in the "text-to-image" AI sector, generating $300 million in revenue from its subscription services in 2024 [4]. - The lawsuit reflects a broader trend of copyright disputes between large content companies and AI firms, with previous cases involving OpenAI and music companies also highlighting similar issues [6][7]. - The legal landscape for AI copyright is still evolving, with traditional copyright frameworks being applied to new technologies, raising questions about authorship and the nature of AI-generated works [7][8]. Group 4: Challenges in Copyright Management - The current copyright management systems struggle to keep pace with AI's automatic data scraping capabilities, complicating the tracking and licensing of images [8][9]. - Legal experts note that the responsibility for copyright infringement often falls on the users of AI technology, while the AI models themselves are not recognized as legal entities [8][9].