Carmi Levy

They used it with the TikTok ban and look how that ended up.

It was never about national security at all.

And so now, you know, the US government, again, it's all about trust.

Do you trust that the US government will now, as they hold the keys to your technological kingdom, will they not insist on having backdoors in these devices?

Will they not use that newfound position to surveil their own population?

The risk doesn't always come from China.

The risk sometimes comes from within.

They would never do that.

Would you bet the mortgage on that?

I don't know.

Yeah.

And I think, you know, sort of looking at the router market, what's going to happen is they're going to become harder to find.

They're going to become more expensive.

And so if you're in the market for one now, you might want to maybe buy it sooner rather than later, because those models that you want are going to disappear from store shelves.

And at some point, they're going to become super expensive as well.

I think it's a bit of both.

I think it is tremendously expensive to keep a video generation app up and running.

By some estimates, $15 million a month just to keep the lights on for Sora.

And this is an app that only pulled in about $2 million in revenue since it was updated last September to the Sora 2 standard.

As it turns out, they tried to create this social media TikTok-like experience around Sora, and apparently people are bored by it.