Disney’s A.I. Future Should Be Epic

roblox
Conversations about Disney’s community story-building potential often lead back to the same possible M&A target: Epic Games, the maker of Fortnite, the battle royale–style shooter where fans can play as characters from Marvel, Star Wars, and other Disney properties. Photo: Courtesy of Roblox
Julia Alexander
March 31, 2026

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Bob Iger’s final act as C.E.O. of Disney—his now-canceled billion-dollar deal with OpenAI—had a certain logic to it. In one fell swoop, Iger would jujitsu Sam Altman from a threat into a partner, ensure that his kingdom wouldn’t be overrun by the tech barbarians at the gate, and burnish his bona fides as a media visionary before quite possibly reprising his old role as an advisor at Thrive, an early OpenAI investor. But Iger’s lame-duck decision didn’t have a ton of support internally, I’m told, and many executives breathed sighs of relief last week when OpenAI unceremoniously shut down Sora, its generative A.I. video platform, thus killing the Disney deal.