If there was actually no deal in place then Google is cooked. I've seen Gemini spit out generated photos with apparently hallucinated Disney water marks.
seems like a weakness for these generators, if you can prompt them into producing copyright violations then that seems to be pretty risky for the folks running them.
Disney making $1B investment in OpenAI, will allow characters on Sora AI
https://news.ycombinator.com/item?id=46231585