Jaeden

So it wasn't making a lot of money and it was costing an insane amount of money.

Some estimates I saw said it was costing them $5 billion a year or that's how much they were on track to spend if they kept it running for a full year.

And so that's kind of why they shut it down was they wanted to move that compute to something more valuable, which is robotics is kind of the direction that they're moving it into.

And so I think, yeah, it could be a focus thing, right?

They're concerned that it's,

you know, it's taking too much focus and Anthropic is beating them in kind of the text, which was their original area that they were winning in.

But I think it's also like a money thing.

Now, one crazy thing that you mentioned is the Disney deal had committed about a billion dollars to this partnership.

They found out it was getting, you know, the plug pulled on it.

And if Disney's committing kind of a billion dollars or if there's like a billion dollar deal with Disney on this, I think that...

Even still, this whole partnership did not make any sense.

And so, yeah, they had to shut it down, which is crazy.

And it leads a bigger question, which I have been thinking about, which is like, what about all of the other video companies?

Like, if OpenAI can't make this an economical product, how is everybody else doing it?

And it's actually interesting.

I think there's a couple answers.

Number one, I think you'll see like some of the Chinese models like Kling and Seed Dance, which is rolling out inside of CapCut, right?

So like our huge video, the biggest video editor in the world is getting like an AI model built into it.

And I think that a lot of these Chinese models have absolutely figured out more efficient ways to run these models.

That's just kind of the nature of the game.