Why Iger Gave OpenAI the Keys to Disney’s Vault

Matt is joined by Bloomberg’s Lucas Shaw to discuss Disney entering a licensing agreement with Sora and investing $1 billion in OpenAI. The deal allows OpenAI to use characters from Disney’s deep pocket of popular IP in its Sora AI video generator. They break down the details of the deal, why Disney did it, how CEO Bob Iger handled the announcement, whether other companies will follow suit, and what this means for the long-term tension between Hollywood and AI (03:12). Matt finishes the show with a prediction about Timothée Chalamet’s press tour and Oscar chances (26:25).

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Host: Matt Belloni
Guest: Lucas Shaw

Producers: Craig Horlbeck and Jessie Lopez
Theme Song: Devon Renaldo

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