OpenAI hopes the Disney deal boosts Sora, which has high costs and limited traction; Sensor Tower: users average 13 minutes per day on Sora vs. 90 on TikTok
Sora has struggled to build an engaged audience despite already hosting bootleg content from the Hollywood studio
The OpenAI-Disney deal could give OpenAI a massive advantage in the AI wars. It gives them a ton of exposure to Disney+'s 60M paid subscribers in US/CA (GPT has ~15M) and the partnership could be integrated into Disney parks, visited by 100M+ annually. Jordi with the take: [video…
They're really hopeful about burning cash on something that no one wants, until somehow they make “fetch” happen. It's not going to happen. [embedded post]