Disney ends its three-year OpenAI licensing deal, signed in December 2025, in which it agreed to invest $1B in OpenAI and license 200+ of its characters to Sora
Variety Todd Spangler
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Discussion
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@quinnypig
Corey Quinn
on x
Disney licensed Mickey Mouse to OpenAI for three months and got nothing. For context, you can license Mickey Mouse on a birthday cake for $400 and at least you get cake.
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@dseetharaman
Deepa Seetharaman
on x
Disney & OpenAI teams were working together on their Sora-related project as recently as Monday evening, per reporting from @DawnC331. Later that night, OpenAI told Disney about the plan to drop Sora. update forthcoming.
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@edzitron
Ed Zitron
on x
I feel like we should all be a little concerned/outraged that there was allegedly a $1 billion transaction between two parties that just *didn't happen* despite multiple stories (and even a deep dive “about how the deal came together) saying otherwise? Disney saw a stock bump!
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@bwags
Bobby Wagner
on x
Hi my name is Bob Iger, legendary business leader and CEO of Disney, and this is the product I went all in on less than a year ago!
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@stardustbluepr.com
@stardustbluepr.com
on bluesky
The studio giant will no longer move forward with its OpenAI investment, as the AI company exits the video generation business.
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🤔
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RIP Sora
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