Disney struck a licensing deal with OpenAI to let Sora users tap into beloved characters. AaronP/Bauer-Griffin/GC Images/Getty Images New York —

On the surface of it, Disney’s plan to invest $1 billion in OpenAI while licensing its characters to Sora looks a bit like Goliath capitulating to David. Why would Disney open its precious intellectual property to the masses to do whatever they please? The same IP its lawyers historically would have sued you over if you so much as thought of baking a cake in Simba’s likeness for your kid’s “Lion King”-themed birthday party?

And why would it license that IP to OpenAI on the same day that it sent a cease-and-desist letter to Google , claiming the search giant was infringing on Disney copyrights on a “massive scale?” This is the same

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