Disney AI strategy pivot and enforcement

Disney's $1B OpenAI deal collapsed; pivoting to multiple AI partners (Seedance, Adobe Firefly, ARIAM). SEC filing reveals $180M severance costs tied to ILM/Pixar AI push. Disney+ TikTok deal opens backdoor for ByteDance's Seedance. Tension between AI investment and job cuts continues. MPA-ByteDance copyright accord now provides industry-wide IP framework affecting Disney's Seedance relationship.