According to @casey_lau, Bob Iger indicated Disney+ will let subscribers access a proprietary Disney large language model and create AI-generated shorts using franchises like Star Wars and Marvel, with licensing limited to usage inside Disney+ only (source: Casey Lau on X, Dec 12, 2025). @casey_lau states the model includes ad revenue sharing to users who create such shorts, implying a built-in monetization layer for creator content on the platform (source: Casey Lau on X, Dec 12, 2025). For trading context, the plan centers on first-party AI, walled-garden licensing, and ad revenue capture, which, if implemented as described, would affect Disney’s streaming engagement and advertising metrics rather than introduce a tokenized or blockchain component (source: Casey Lau on X, Dec 12, 2025). There is no mention of blockchain, tokens, or NFTs in the described features, indicating limited direct impact on crypto assets despite the AI angle (source: Casey Lau on X, Dec 12, 2025).