[HN Gopher] Disney Exits OpenAI Deal After AI Giant Shutters Sora
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       Disney Exits OpenAI Deal After AI Giant Shutters Sora
        
       Author : timpera
       Score  : 149 points
       Date   : 2026-03-24 21:01 UTC (1 hours ago)
        
 (HTM) web link (www.hollywoodreporter.com)
 (TXT) w3m dump (www.hollywoodreporter.com)
        
       | harlequinetcie wrote:
       | Are we sure it was in that order?
        
       | singingwolfboy wrote:
       | https://archive.ph/ABkeI
        
       | pm90 wrote:
       | It feels like the bubble is starting to pop. A crisis of
       | confidence is not something OAI can afford at this stage...
        
         | EA-3167 wrote:
         | Nothing like an ill-considered war with global economic
         | consequences to bring reality crashing back down on Silicon
         | Valley; sometimes life throws a big old margin call your way
         | and things break down.
        
         | ps06756 wrote:
         | It's not because of the bubble. There is literally no advantage
         | to generating slop videos. It looks cool for a while but no
         | audience is going to consume such videos.
         | 
         | Any platform which focusses on AI generated videos is doomed.
        
           | Ancalagon wrote:
           | > no audience is going to consume such videos
           | 
           | sir, have you seen tiktok?
        
             | ps06756 wrote:
             | I meant the longer video format, not tiktok. Tiktok is full
             | of slop, both AI and human generated
        
           | emp17344 wrote:
           | So much for "replacing VFX artists". It's not necessarily a
           | harbinger of doom for the AI industry, but this indicates
           | that the most fervent AI boosters were dead wrong.
        
             | zarzavat wrote:
             | It's more like the VFX market is too small for OpenAI to
             | bother killing. They are only interested in business models
             | that can justify a trillion dollar valuation.
        
             | zer00eyz wrote:
             | > but this indicates that the most fervent AI boosters were
             | dead wrong.
             | 
             | I dont do design, or make videos, or ask ai for legal
             | advice, or medical advice cause I lack the skill and
             | understanding of these fields. Dunning Kruger still
             | applies...
             | 
             | There is interesting "AI" content out there, clearly the
             | person(s) behind it put some thought into it and had a
             | vision.
        
           | TaupeRanger wrote:
           | Sounds like a well disguised cope on your part. There
           | absolutely is an audience (see reels, TikTok, etc.) and the
           | tech will only get better from here.
        
             | emp17344 wrote:
             | You sound desperate to believe this. I think you could use
             | a little more emotional distance here.
        
           | msy wrote:
           | Oh there's a huge (and wildly depressing) market for people
           | endlessly scrolling video slop, it's just the barriers to
           | entry and expectations of the market are so low you can't
           | really differentiate with 'slightly better branded slop'.
        
       | cdrnsf wrote:
       | I never understood the appeal or business promise of video slop,
       | with or without Disney's blessing.
        
         | dawnerd wrote:
         | The only people I've seen post AI Disney content was in the
         | Facebook groups for the parks / cruises. Before that it was
         | whatever clipart they could find. There's just no market for
         | it. No one is going to pay to make fake disney art.
        
       | latchkey wrote:
       | What happens to all the compute that was allocated to run that
       | service? They would have signed multi-year contracts.
        
       | PLenz wrote:
       | This was bound to happen. IP is data and data is moat.
        
       | ex-aws-dude wrote:
       | The thing that didn't make sense with this app: who would ever
       | want to scroll only AI generated videos over a combined feed?
       | 
       | In practice people would just generate the videos with the app
       | then post them on regular social media in which case OAI would
       | not get the ad revenue for that
        
         | echelon wrote:
         | > The thing that didn't make sense with this app: who would
         | ever want to scroll only AI generated videos over a combined
         | feed?
         | 
         | It was legitimately fun until the IP guardrails came up and we
         | couldn't do anything with the characters and culture we know.
         | 
         | If you look at US top videos on YouTube any given day, 40-60%
         | of the videos are IP-based. Star Wars, Nintendo, Marvel, music,
         | etc.
        
           | tantalor wrote:
           | > look at US top videos on YouTube any given day
           | 
           | I'd rather eat poison
        
             | echelon wrote:
             | We can have that discussion, or we can have the more
             | interesting discussion of just how much big corporate
             | intellectual property, franchises, and brands have their
             | hooks in pop culture.
             | 
             | Big IP is strong arming OpenAI, Suno, and all the rest.
             | 
             | It'll be interesting to see whether creators at the bottom
             | of the pyramid can effectively create new brands and IPs at
             | a fast enough rate to displace the lack of being able to
             | use corporate IP.
             | 
             | I also think the lawyers at the MPAA, RIAA, gaming
             | industry, etc. will ultimately require all of social media
             | to install VLMs to detect if their properties are being
             | posted. Forget generation - that's hard to squash - they'll
             | go directly to Instagram, TikTok, YouTube, and Reddit and
             | force them to obtain licenses to their characters and
             | music.
             | 
             | People wanted to use Sora for about a week. Then they lost
             | the ability to generate IP. The interest faded immediately.
             | The same thing happened with Seedance 2.0.
        
         | chromacity wrote:
         | > The thing that didn't make sense with this app: who would
         | ever want to scroll only AI generated videos over a combined
         | feed?
         | 
         | It's not an exaggeration to say that this is how millions of
         | people use Facebook.
         | 
         | But the problem is that FB and Tiktok (and to a smaller extent,
         | YT Shorts) have cornered the market of AI slop, and no one
         | really seemed to be inclined to use Sora and related models in
         | any other way. Which probably made them not worth subsidizing.
        
       | mrcwinn wrote:
       | Smart move. No clear path to growing meaningful revenue mixed
       | with very expensive inference costs is not a good mix ahead of an
       | IPO --- oh and not to mention competitors in TikTok and Instagram
       | that are doing just fine.
        
         | miltonlost wrote:
         | Is it a smart move? Or just plainly obvious when Sora was
         | probably hemorraghing money and had no future? A smarter move
         | would have not to make this horrible product that no one wanted
         | in the first place
         | 
         | After placing my hand on the red-hot stove, aren't I super
         | smart for now removing my hand?
        
           | saalweachter wrote:
           | Depends, did you also fire the people who told you not to do
           | it, and layoff the people who reluctantly installed the stove
           | and preheated it for you as part of your exciting stove-
           | touching initiative?
        
       | wj wrote:
       | May be incompatible with OpenAI possibly becoming more PG-13
       | rated in the future?
       | 
       | I had thought this would be combined with OpenAI launching a set
       | top box where you could talk to an AI avatar. Disney IP could
       | have been skins to sell people for their AIs.
        
       | foolfoolz wrote:
       | as a sora user:
       | 
       | - sora was not great at making what you asked
       | 
       | - i probably got 3 good videos out of 100 gens
       | 
       | - every video that was good needed editing outside of sora (and
       | therefore could not be shared within sora)
       | 
       | just my experience
        
         | jimmytucson wrote:
         | Pretty much mirrors my experience using GPT to generate images
         | creatively. I tried to generate an image to accompany a Robert
         | frost poem and it made something... plausibly related. But not
         | what I was describing. I spent the next 90% of the time making
         | it 10% closer to what I wanted but it never got all the way
         | there.
         | 
         | I've given it different levels of open-endednes, give this flow
         | chart an aesthetic like this mechanical keyboard, or generate
         | an SVG of this graphic from a 70s slide show, but it never
         | looks quite like what I have in mind.
         | 
         | In the end, I think you only use this stuff to generate images
         | if you're prepared to accept whatever comes out on
         | approximately the first try.
        
       | creantum wrote:
       | It was the greatest thing yesterday.
        
       | gradus_ad wrote:
       | I thought AI video was the future? Now the biggest AI company in
       | the world is straight up shutting their service down because it's
       | too expensive? Simply a disaster for OpenAI and the industry as a
       | whole.
        
         | paxys wrote:
         | It may very well be the future, but in the present OpenAI has
         | to make money.
        
         | BoredPositron wrote:
         | It's the timeline of AI video that doesn't align with OpenAI.
         | It's still far away for prompt to movie and they don't want to
         | be another tool in the pipe for VFX because it doesn't pay.
         | Other models are running circles around them because they
         | focused on the needs of professionals in the space and not
         | toys.
        
         | atleastoptimal wrote:
         | Every flop used for entertainment is opportunity cost. Compute
         | is far more valuable used internally to create AGI than
         | creating parody videos.
        
       | Olumde wrote:
       | VFX artists are ecstatic about this development.
        
         | willis936 wrote:
         | I feel like in several years we will look back at how we
         | treated our most creative minds in disgust. This behavior will
         | not be readily forgiven.
        
           | Permit wrote:
           | I feel like in several years we'll have much more capable
           | video generation than Sora was capable of and we won't look
           | back at all.
        
             | emp17344 wrote:
             | I feel like you're wrong. This is a clear signal that
             | generative video is deeply unpopular.
        
         | Gagarin1917 wrote:
         | Sora was not the only video generation service, it wasn't even
         | the gold standard.
         | 
         | Offerings like Kling and ByteDance are considered much better.
        
       | teekert wrote:
       | "What you made with Sora mattered". Idk why that sentence irks me
       | so much. Perhaps because the "how" is bit vague. I like to think
       | that what I made in the toilet this morning also mattered.
        
         | wat10000 wrote:
         | It's a wonderful combination of vague, patronizing, and self-
         | promoting. "Mattered" is meaningless. The tone sounds like when
         | you tell a child their scribble is so pretty. And the cherry on
         | top, the users didn't make anything with Sora, they just fed a
         | bit of input into the machine and it made the stuff. So this is
         | really OpenAI saying that what _they themselves_ did mattered.
        
       | RobRivera wrote:
       | Please name next attempt Roxis
        
         | Forgeties79 wrote:
         | Roxas*! Important because it's sora rearranged (with an X for
         | cool factor)
        
       | twoodfin wrote:
       | If I were to get conspiracy-minded:
       | 
       | Sora had to be shut down because it was the clearest, most
       | consequential demonstration that OpenAI's models are running way,
       | way ahead of their ability to align/jail them effectively.
        
         | emp17344 wrote:
         | Nope. It was just a bad product that no one wanted. It's not a
         | super-secret indicator that OpenAI is actually going to take
         | over the world any day now.
        
         | yulker wrote:
         | probably more cost than anything. image and video gen don't
         | have much in common with llms
        
         | code_biologist wrote:
         | The Occam's Razor position (Sora was the most expensive to
         | operate, least monetizable model) seems like a simpler
         | explanation. The legal costs/difficulty on top of "most
         | expensive" are just the cherry on top.
        
       | Yizahi wrote:
       | A bribe to stop thieves from profiting from the Disney's own IP
       | is no longer needed now I guess :)
        
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       (page generated 2026-03-24 23:00 UTC)