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The big problem Disney is looking to solve with its OpenAI deal

1. Disney partners with OpenAI for audience engagement enhancement. 2. Users can create AI videos featuring Disney characters. 3. Disney+ faces stiff competition from platforms like YouTube. 4. User engagement with Disney+ content has significantly declined. 5. Concerns arise over the impact on original content creators.

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Why Bullish?

The strategic partnership with OpenAI could revitalize engagement, similar to successful tech collaborations in the past, like Disney's investment in Epic Games, which enhanced its brand visibility through innovative user interactions.

How important is it?

The engagement issue highlights the need for innovation in content delivery, making the OpenAI deal crucial for Disney's market share recovery.

Why Long Term?

This collaboration could boost users' creative engagement with Disney content on Disney+, which aligns with industry trends towards user-generated content platforms.

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