分析：Google 积极接触好莱坞片厂洽谈 AI 版权授权，但片厂风险更高

通过这些合作开发的内容，可能会比目前使用非法获取的数据训练出来的模型生产的内容更好看，而在官方AI生成的迪士尼内容上贴上谷歌的名称和标志，能够极大地提升人们对这项技术的认可度。但即便没有这种效果，这种合作也会向公众传达一个信号：娱乐行业认为生成式AI是值得采用的工具。对于谷歌来说，很难量化这种宣传的价值，而谷歌的DeepMind部门在今年夏天早些时候与A24达成了一笔7500万美元的投资协议：/entertainment/953596/google-deepmind-a24-studio-ai-partnership。但可以很容易想象，如果拿到谷歌的AI资金，可能会让制片公司走上一条最终疏远其员工和观众的道路。

无论一个制片公司是将AI工具融入其制作流程，还是仅仅在其平台上展示用户生成的AI内容（这是迪士尼和OpenAI的计划：/news/842348/disney-openai-sora-chatgpt-images，在合作破裂之前：/ai-artificial-intelligence/899850/openai-sora-ai-chatgpt），与谷歌签署许可协议都将成为一个分水岭式的事件。

狮门影业（Lionsgate）是一家知名但非主要玩家的制片公司，于2024年与Runway签署了许可协议：/2024/9/18/24248115/lionsgate-runway-ai-deal。到目前为止，这一合作尚未取得具体成果，但公司表示正在制定发布AI生成短片的计划：/entertainment/948609/lionsgate-runway-ai-shorts。一旦任何一个大型传统制片公司加入AI热潮并成功制作出可展示给世界的作品，其他更多制片公司也就有了跟随的理由。AI在加快制作周期的同时保持成本低廉的潜力，是让制片公司持续关注这一技术的主要原因之一。如果制片公司能够用更少的钱制作出更多电影，股东绝对会非常喜欢，但通过使用AI工具做到这一点几乎肯定会让娱乐行业的大量员工失业：https://www.theguardian.com/technology/2026/aug/22/the-hollywood-creatives-training-ai-to-do-their-jobs.

可能阻止迪士尼和其他影视公司急于接受谷歌报价的原因，是人们对AI在电影制作中使用的反应，比如《蜘蛛侠：全新日子》。粉丝们对《全新日子》官方美术书中出现的AI生成图片感到失望：https://kotaku.com/spider-man-brand-new-day-ai-concept-art-book-marvel-2000726642，如果公众在电影上映前就知道了该技术的使用，负面反应可能会更强烈。无法确定如果人们在《全新日子》的制作过程中意识到AI的参与，是否会阻止其斩获20亿美元票房：https://variety.com/2026/film/box-office/spider-man-brand-new-day-2-billion-worldwide-box-office-second-fastest-milestone-1236834058/。但可以合理推测，没有任何一家公司急于成为第一个了解到，当他们发布被呈现为谷歌AI工具成果的项目时，会发生什么的公司。

尽管谷歌希望好莱坞接受AI技术对自己百利而无一害，但影视公司必须注意，支持这项技术可能会让自己处于不利位置。尽管谷歌可能把其产品呈现为解决娱乐行业所有问题的方案，但AI行业比好莱坞更需要产业的支持，而不是好莱坞更需要AI技术。

The content developed through these partnerships would presumably look better than the slop currently being churned out by models trained on ill-gotten source data, and having Google’s name and logos slapped all over official AI-generated Disney content would do wonders to legitimize this technology in people’s minds. But even if it didn’t, the partnership would still signal to the public that the entertainment industry sees generative AI as a tool worth embracing. It’s hard to quantify how valuable that framing would be to Google, whose DeepMind arm struck a $75 million investment deal with A24 earlier this summer：/entertainment/953596/google-deepmind-a24-studio-ai-partnership. But it’s very easy to imagine how taking Google’s AI cash could put studios on a path that ultimately alienates their workers and audiences.

Regardless of whether a studio were to incorporate AI tools into their production workflows or simply feature user-generated AI content on their platforms (which was Disney and OpenAI’s plan：/news/842348/disney-openai-sora-chatgpt-images before their partnership collapsed：/ai-artificial-intelligence/899850/openai-sora-ai-chatgpt), striking a licensing agreement with Google would be a watershed moment.

Lionsgate, a notable studio but not a major player, struck a licensing deal with Runway in 2024：/2024/9/18/24248115/lionsgate-runway-ai-deal. So far, nothing concrete has come out of that partnership, but the companies say they’re working on a plan：/entertainment/948609/lionsgate-runway-ai-shorts to release AI-generated shorts. Once any one of the big legacy studios hop on to the AI bandwagon and manage to actually make something they can show the world, more production houses have a reason to follow suit. AI’s potential to speed production timelines up while keeping costs down is one of the main things that has kept studios interested in utilizing the technology. Shareholders would absolutely love it if production houses could put out more movies while spending less money, but doing that by using AI tools would almost certainly put a significant portion of the entertainment workforce out of jobs：https://www.theguardian.com/technology/2026/aug/22/the-hollywood-creatives-training-ai-to-do-their-jobs.

What may be keeping Disney and other studios from rushing to take Google up on its offers is the way that people have reacted to seeing AI used in the production of films like Spider-Man: Brand New Day . Fans were dismayed to find AI-generated images in Brand New Day ’s official artbook：https://kotaku.com/spider-man-brand-new-day-ai-concept-art-book-marvel-2000726642, and the negative reaction might have been even more intense had people known about the technology’s use before the film hit theaters. It’s impossible to know for sure whether awareness about AI’s presence in Brand New Day ’s production would have kept it from making $2 billion at the box office：https://variety.com/2026/film/box-office/spider-man-brand-new-day-2-billion-worldwide-box-office-second-fastest-milestone-1236834058/. But it stands to reason that none of the studios is eager to be the first to learn what happens when they release a project that’s presented as being the product of Google’s AI tools.

Though Google has everything to gain from Hollywood embracing AI, the studios have to be mindful of how endorsing this technology could leave them out on a limb. And as much as Google might be presenting its products as the solution to all of the entertainment industry’s issues, the AI industry needs Hollywood more than Hollywood needs more slop.