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Yeah, basically Disney invested a billion dollar in Pregnant Elsa Spider-Man Beach Castle.




They may be viewing this as an inevitable outcome with open models/fly-by-night providers/providers in more liberal copy-right jurisdictions.

They can either invest in mass classification and enforcement operations or gain some revenue share from it.


True, those videos were probably going to happen regardless. At least this way Diseny gets to give OpenAI a billion dollars at the same time.

They are likely making informed decisions. Disney/Pixar are players, not bystanders.

You need to realize more children in the world interact with Disney IP through Pregnant Elsa Spider-Man than through actual Disney real IP.

Perhaps this is a play to own and monetize that vector in the future.


In the same way more people interact with the Tifa senate meme than played FF7 (any version), sure.

We let "engagement" get way too far in the way of IP's that already won brand awareness. Ad views are NOT off putting a view from even the unprofitable streaming platform. Let alone a theater ticket. It's pretty much the opposite of Nintendo's model to keep everything premium for as long as possible.




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