Disney, is well aware of the writing on the wall that copyright is going to continue to become increasingly harder to enforce, as generative ai distances itself from brute mimicry, and because infringers can generate new versions faster that takedown notices can be filed. Their alternative is to either be steamrolled, or leverage their IP while it has worth in order to latch on to the AI market. Plus, they give a solid explanation: it is free advertising when there are guardrails on how the characters can behave/say/portray (which is the advantage of the deal — I assume a similar one with Google, Microsoft or Apple will be forthcoming too).

When a true “leader” big or small emerges, every bit of capital will flock to it, leaving a burned out nest of ai company husks. But hey…maybe this time will be completely different. (And upon consideration, I think this is exactly why. All their deals are with the husks, while keeping their IP to leverage with the winner.)