Travis Hoium

Welcome to Motley Fool Money.

I'm Travis Hoy.

I'm joined today by Lou Whiteman and Rachel Warren.

And guys, the OpenAI news continues to come out.

Lou, we talked about this a little bit yesterday with Tyler Crowe on the show.

But the breaking news yesterday was that they are shutting down Sora, this sort of social media video app that they launched not too long ago, a few months ago.

But not only that, they're actually shutting down making their own video models.

Rachel, this seems like a huge shift for OpenAI.

They're really focusing on kind of the enterprise side, coding, you know, their Codex product.

We talked about that.

It was so striking that they have put so much time and energy, even a billion dollar deal with Disney, to try to build up this video business, one of those spaghetti at the wall kind of things.

And now they're just saying, you know what, we're done with that.

Yeah, Lou, it does seem like they're at least focusing.

And we've asked a lot of questions about how are they going to build a sustainable business model?

So this is maybe a step in the right direction.

But the other interesting thing is it seems like they're kind of seeding a lot of this consumer space.

You know, if you want to make a video, go to Gemini.

And that was the theory even 12 or 18 months ago was that Alphabet was going to be and Google were going to be disrupted.

This is kind of seeding that entire area to them.

You're giving them the Focus Award, Travis?