It's not clear to me what that billion dollar meant.

To me it seems it was "Disney gets shares and we get to use their characters in Sora".

Even if Sora breaks even, why would you gift Disney stock? It's not like they actual gave 1B to openai.

I don't think anyone outside of Disney/ClosedAI knows what deal was actually made. Maybe they just shut down public use of Sora but Disney will still be able to use it internally? Maybe they never even signed anything, as is too often the case with AI deals, especially big ones, how we read about signed/inked deals but then it turns out it was all just words spoken. Maybe they took the cash, then shut Sora down to save money? Could be any number of things that happened which we might never know.