Reader Feedback: Why Disney Can't Simply License Cloud Services for AI Instead of Owning Them
Cloud contracts cover storage, not AI training. Legal indemnification is unclear. And Paramount/Oracle pay zero margins while Disney must feed the profit margins of AWS and model providers.
[Author’s Note: The nice folks at Substack suggested I start writing a single free post per week. This provides an opportunity to share and respond to invaluable reader feedback.
Wishing you all a Happy Thanksgiving!
Correction: I wrote that the Ellisons “own” both Oracle and Paramount Skydance. It is more accurate to say they “control” it. The essay has …