I read this as "Disney approached OpenAI and threatened to sue them into oblivion --> OpenAI negotiated that Disney will use OpenAI internally for free, and will buy $1B of equity to have an ownership stake in the company".

Disney comes out pretty good from this one; they're going to have a ton of people using the service to create all sorts of stuff that will—on the whole—increase brand awareness and engagement with Disney.

OpenAI comes out pretty good from this, with a customer who's probably not paying much (if anything), $1B additional runway, but reduced ownership of the company.

I think Disney is the winner here.