Christina Ruffini

That's right.

It was sort of an abrupt ending.

So if you remember, Sora launched an app not so long ago, and it sort of had a viral beginning and was topping charts.

But as viral apps do sometimes, kind of user activity on that app seemed to die down in recent months.

And remember that producing videos, especially AI videos, it's an expensive business.

It can cost...

a lot more to produce even a 10-second video clip than it does a paragraph of text in a chatbot.

So you have to think about the cost-benefit ratio for a company like OpenAI when it's facing stiff competition from Anthropic on enterprise, when it's facing stronger Google Gemini models.

Is it the right decision to go all in on video when there's limited compute, limited resources, I think is probably the question the company was thinking.

Now, the dynamics with Disney, I think there's going to probably

be more about this story.

We're going to look into exactly what happened there more, but I think that we're seeing this pushback on video front from a major lab is very significant.

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