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北京时间·🕒 发布 02:00:05时区推断·⟳ 抓取 02:00:31·⚡ 决策 07-05 11:42:59 +9h42m·114.3 天前
Midjourney在版权诉讼取证阶段要求迪士尼、环球和华纳披露自身AI使用细节
这只是版权诉讼中的取证范围争议,不是判决、和解、禁令、赔偿金额或业务合同变化,无法形成短周期可量化业绩传导。
📄 原文TechCrunch AI↗ 原文
Midjourney希望好莱坞制片厂披露其AI使用细节 Midjourney在版权诉讼中要求迪士尼等好莱坞巨头披露内部AI使用细节以证行业惯例,属程序性博弈。
As part of an ongoing legal dispute with three Hollywood studios, AI startup Midjourney is seeking to compel those stud…
不做 迪士尼(DIS.US)
取证范围争议没有直接、可量化、短周期的收入或利润传导,且对超大市值迪士尼不足以构成市值级催化。
不做 康卡斯特(CMCSA.US)
事件仅涉及Universal参与的版权诉讼取证争议,对康卡斯特整体收入和利润基数影响过小且方向不明确。
不做 华纳兄弟探索(WBD.US)
华纳兄弟探索虽为诉讼方之一,但本条不是实质胜诉或商业化收益,缺少可交易正期望。
不做 万邦达(300055.SZ)
正文未点名且缺少业务链条,属于主题误映射,不能据此交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-04 · 扩散 medium · price-in 风险 low ↗
消息传播链
- TechCrunch报道Midjourney在进行中的版权诉讼取证阶段要求扩大影业公司AI使用文件披露范围;这是程序性诉讼进展。市场反应:事件发生和当前时间均为美股周末/假期闭市,未形成即时可交易市场反应。
关键理由
- 这只是版权诉讼中的取证范围争议,不是判决、和解、禁令、赔偿金额或业务合同变化,无法形成短周期可量化业绩传导。
- 对迪士尼(DIS.US)、康卡斯特(CMCSA.US)和华纳兄弟探索(WBD.US)而言,事件最多影响舆论和诉讼策略,尚未改变内容资产变现、成本、收入或利润预期。
- 300055.SZ未在正文中被点名,也缺少与该美国版权诉讼的直接业务链条,属于语义/主题映射噪音。
主要风险
- 后续若出现法院实质性裁定、重大赔偿、禁令或行业版权授权框架,才可能重新构成可交易事件。
- 诉讼长期化可能对AI内容版权主题有背景影响,但本条信号本身没有足够的方向性和量级。
工具调用 · 历史记录,结果未知(1 种)
- kb_search · 结果未知
原文全文
展开原文 · 2,373 字
As part of an ongoing legal dispute with three Hollywood studios, AI startup Midjourney is seeking to compel those studios to reveal how they use AI themselves.
Disney and Universal sued Midjourney for alleged copyright infringement last year, noting that the startup’s image-generation models could create images of characters, such as Bart Simpson and Darth Vader, who are owned by the studios. A few months later, Warner Bros. sued Midjourney as well.
The startup argues that training its AI models on images of copyrighted characters is permitted under fair use.
The current dispute revolves around the documentation the studios will need to produce during the discovery process. A judge previously ruled that the studios would indeed have to provide information about their generative AI usage – but only when it led to “consumer-facing” videos and images.
In its latest filing, Midjourney seeks to overturn that limitation, arguing that it “unfairly” allows the studios “to cherry-pick only those documents they believe support their market harm claims while depriving Midjourney of documents that would support its defenses.”
Midjourney goes on to claim that the “documents [the studios] are withholding are precisely those that would reveal whether, behind closed doors, they are doing exactly what they are suing Midjourney for doing.”
For example, the startup says that if the studios are developing image-generating AI models “for internal use in storyboarding or ideating content for film or TV, that evidence would equally demonstrate that it is an industry custom, even among the studios themselves, to download and train AI on unlicensed copyrighted content.”
In the filing, the startup also argues that the studios should reveal all the prompts they used in Midjourney, as well as the resulting outputs, not just the prompts that produced the allegedly infringing images.
The studios’ lead attorney David Singer previously claimed Midjourney was seeking this documentation as part of a “fishing expedition.”
He also said the studios “do not seek to stop AI technology or even shut down Midjourney’s business,” but rather “simply want Midjourney to stop copying their movies and TV shows and to stop distributing, publicly displaying, publicly performing, and creating derivative works that include copies of [their] famous characters without authorization.”
Disney and Universal sued Midjourney for alleged copyright infringement last year, noting that the startup’s image-generation models could create images of characters, such as Bart Simpson and Darth Vader, who are owned by the studios. A few months later, Warner Bros. sued Midjourney as well.
The startup argues that training its AI models on images of copyrighted characters is permitted under fair use.
The current dispute revolves around the documentation the studios will need to produce during the discovery process. A judge previously ruled that the studios would indeed have to provide information about their generative AI usage – but only when it led to “consumer-facing” videos and images.
In its latest filing, Midjourney seeks to overturn that limitation, arguing that it “unfairly” allows the studios “to cherry-pick only those documents they believe support their market harm claims while depriving Midjourney of documents that would support its defenses.”
Midjourney goes on to claim that the “documents [the studios] are withholding are precisely those that would reveal whether, behind closed doors, they are doing exactly what they are suing Midjourney for doing.”
For example, the startup says that if the studios are developing image-generating AI models “for internal use in storyboarding or ideating content for film or TV, that evidence would equally demonstrate that it is an industry custom, even among the studios themselves, to download and train AI on unlicensed copyrighted content.”
In the filing, the startup also argues that the studios should reveal all the prompts they used in Midjourney, as well as the resulting outputs, not just the prompts that produced the allegedly infringing images.
The studios’ lead attorney David Singer previously claimed Midjourney was seeking this documentation as part of a “fishing expedition.”
He also said the studios “do not seek to stop AI technology or even shut down Midjourney’s business,” but rather “simply want Midjourney to stop copying their movies and TV shows and to stop distributing, publicly displaying, publicly performing, and creating derivative works that include copies of [their] famous characters without authorization.”
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