Did Disney Win or Lose the OpenAI Deal?

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The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 12 December 2025

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

Disney agreed to let its characters be used in OpenAI’s Sora videos, so is this a visionary move, or is Disney giving away its IP to AI? We discuss media in AI, Oracle’s recent earnings report, and ask what executive would be the dream free agent pickup for some beaten-up stocks. Travis Hoium, Dan Caplinger, and Jon Quast discuss: - Disney’s licensing deal with OpenAI - Oracle’s earnings and AI buildout - Lululemon earnings recap - CEO free agent picks Companies discussed: Nike (NKE), The Trade Desk (TTD), Disney (DIS), Block (XYZ), Oracle (ORCL), Alphabet (GOOG). Host: Travis Hoium Guests: Dan Caplinger, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We have a new player in artificial intelligence and it's Disney.
0:09.0	Motley Full Money starts now. Everybody needs money. That's why they call it money.
0:30.0	The best things in life are free, but you can give them to the pros and bees.
0:36.6	From Fool Global Headquarters, this is Motley Fool Money.
0:40.4	Welcome to Motley Full Money.
0:41.4	I am Travis Hoyam, joined today by Dan Kaplaner and John Quast.
0:45.7	Guys, we have to start with maybe the most fun artificial intelligence story of the year.
0:51.3	We don't have to debate how many billions of dollars are being spent
0:54.6	on chips and stuff like that. Open AI and Disney announced that you can now use SORA, their
1:01.3	video creation app, and make short videos with 200 Disney characters. This seems like the kind of
1:08.7	AI use case that at least our family could have a lot of fun with.
1:12.6	So is this the kind of thing that is going to be a big deal in AI?
1:17.7	And are you more of a Darth Vader or a Baymax kind of character?
1:21.6	What are we going to see in your first Disney-related AI video?
1:25.5	So I'll tell you, Travis, I'm embarrassed to admit this, but when I was five years old,
1:30.4	I was a ballet dancer, and we did a really dubious version of the original Star Wars.
1:37.9	And I played Obi-Wan Kenobi.
1:39.7	So I fully expect somebody to dig back into those archives and figure out a way to bring Dan's ballet
1:48.1	back to life after 50 years. I feel like we can make this happen. I do think, though,
1:54.5	it's going to be one of these things. It's going to go viral. You're going to see a whole bunch
1:57.6	of stuff. It's going to catch fire for at least a period of time. I don't know how long it's going to last, but I think that probably what you'll
2:06.9	see is initial adoption. Everybody's going to try it out. And then maybe somebody's going to start
	...

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