迪士尼与 OpenAI 上周宣布一项重大授权协议，将把米老鼠、美国队长等角色带到其 AI 平台，让 ChatGPT 与 Sora 等服务的用户可在生成式影像与影片创作中使用迪士尼的 IP；迪士尼并同意以 10 亿美元入股 OpenAI。同一天，消息外泄称迪士尼律师另向 Alphabet 旗下 Google 寄出停止侵权函，指控其以「大规模」侵害版权，并称 Google 复制了「大量语料」的迪士尼素材，未经授权用于训练其 AI 模型。
迪士尼此举正逢 Google 的 AI 产品开始走红：Gemini 聊天机器人的人气飙升，据称在 OpenAI 内部引发「代码红色」警报，Sam Altman 促请开发者优先并加速改进 ChatGPT；Google 的 Veo、Imagen 与 Nano Banana 等模型亦因表现与输出而备受赞誉。彭博看过的迪士尼信函列出多个所谓「侵权输出」例子（如尤达与达斯·维达一起喝啤酒、荷马·辛普森的 3D 玩具公仔），并主张这些服务被「设计来搭便车」迪士尼 IP，让 Workspace、YouTube 等 Alphabet 产品受益。
相较之下，OpenAI 与迪士尼的合作看来更受限：协议不允许把迪士尼 IP 用于模型训练；授权仅涵盖 200 个角色，且对可如何操控与呈现有明确限制。Google 似乎已采取部分行动，信中引用的许多 YouTube 影片连结已被下架并标示因迪士尼版权主张而不可用；但截至周五，在 Gemini 上仍相对容易生成类似的疑似侵权影像，而 ChatGPT 则以内容政策为由拒绝生成。
Last week, Disney and OpenAI announced a major licensing agreement that brings characters such as Mickey Mouse and Captain America onto the AI platform, letting users of services like ChatGPT and Sora use Disney IP in generative image and video creation; Disney also agreed to take a $1 billion stake in OpenAI. The same day, reports said a Disney attorney separately sent Google a cease-and-desist letter accusing it of copyright infringement on a “massive scale,” alleging Google copied a “large corpus” of Disney material for unauthorized AI training.
Disney’s demands arrive as Google’s AI is gaining traction: Gemini’s surging popularity has reportedly created a “code red” inside OpenAI, pushing Sam Altman to prioritize and expedite ChatGPT improvements, while Google tools such as Veo, Imagen, and the Nano Banana image generator are drawing praise for performance and output. A copy of Disney’s letter viewed by Bloomberg lists alleged “infringing outputs” (for example, Yoda and Darth Vader drinking beers together, or 3-D Homer Simpson figurines) and argues Google’s AI services are designed to “free-ride” on Disney IP to benefit Alphabet products including Workspace and YouTube.
By contrast, the OpenAI-Disney partnership appears narrower: it does not allow Disney IP to be used for model training, and it licenses only 200 characters with specific limits on how they can be manipulated and presented. Google seems to have taken some action, as many YouTube links cited in the letter have been removed with notices referencing Disney copyright claims; yet as of Friday it remained easy to generate similar supposedly infringing images on Gemini, while ChatGPT refused under its content policies.