In Cox Communication vs. Sony, the Supreme Court reversed a $1 billion copyright verdict and ruled platforms are not liable for simply knowing their users infringe copyrights.

Disney's OpenAI partnership collapsed the same week.

The Ellisons already own both the content (Paramount, soon Warner Bros. Discovery) and the cloud infrastructure (Oracle) to protect their IP without relying on courts. Every other rights holder—Disney, WBD, Sony, Universal, Lionsgate—now needs an infrastructure deal. The clock is running—WBD's Superman enters the public domain in 2034 and Batman in 2035.