Disney’s OpenAI deal is exclusive for just one year — then it’s open season

Disney's buying optionality, not commitment. One year exclusive deal is a test drive, not a marriage. They're running the experiment before going multi-vendor. This tells you something important: even with a major partner, OpenAI doesn't have a moat good enough to lock anyone in.

Expect more companies to follow - exclusive deals are getting shorter, not longer. Everyone's hedging.