Lou Whiteman

So, you know, keep your seatbelt fastened and expect turbulence all of those months.

Yeah, I mean, there was a lot of viral buzz around Sora, but there had also been kind of some major challenges.

So Sora had this ability to generate lifelike videos.

I mean, it was generating unauthorized clips of people like Michael Jackson and Martin Luther King Jr.

So there was fierce opposition from actors' unions, family estates.

There was even an issue they were having with the Japanese government demanding that OpenAI stop using copyrighted anime and manga characters in Sora V2.

The other point I think to make here is very high computational costs required to run these models, very much putting a dent, I think, in the bigger dream of OpenAI for profitability.

Ahead of its reported IPO, potentially later this year, I think they're really refocusing on their upcoming SPUD model.

AI agents, right, designed for coding and robotics.

I think they're really trying to kind of cut their losses and reallocate their resources towards autonomous AI agents, enterprise-grade tools.

It is interesting, the impact on Disney.

I mean, they have this three-year, billion-dollar partnership that included licensing over 200 characters for Marvel, Pixar, and Star Wars.

That feels dead.

You know, Disney publicly said they respect

OpenAI's decision, but there was some reports that the news caught the company off guard that maybe they didn't even hear about it until about 30 minutes after a joint meeting.

So a lot going on there.

I mean, for Disney's part, they're now an active free agent in the AI space.

You know, they're reportedly engaging with other AI platforms to find a new partner.

So that could be something interesting to see.

I think now with this kind of leader out of the race, a lot of eyes are turning to Alphabet and Anthropic.