Comment on Disney Exits OpenAI Deal After AI Giant Shutters Sora

• humanspiral@lemmy.ca ⁨13⁩ ⁨hours⁩ ago

  A big, stupid magic trick: As these companies get desperate, expect someone — especially OpenAI — to try and show something “new and crazy” as a means of trying to turn the narrative. When or if this happens, look very carefully at what they say about the product’s availability, or what it can do, or who they show it to.

  Alternative scenario — Sora launches: If OpenAI gets desperate, it may move up the public launch of Sora, its generative video product. Doing so will only cause more problems — there isn’t a chance in hell that Sora is profitable, and I’m fairly sure it’s even more expensive to run than ChatGPT, and I imagine its visual inconsistencies and hallucinations would make for some entertaining content for YouTubers and tech reporters.

  It was a horseman, just not the part where they cancel it a few months later.

  To be fair to OpenAI, they are now saying “just use ChatGPT for video too”. Good chance that Disney cancelled them before they cancelled Sora

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• Lonewolfmcquade@lemmy.world ⁨14⁩ ⁨hours⁩ ago

  Great read! I wonder what his perspective is now. That article was written in August 2024 and a lot has happened since then. For example, I cannot fathom the agreement to Sundar’s latest pay package. Another example of failing up the corporate ladder.

  Also, it feels like competition with China was an overlooked wildcard in his argument. It would not surprise me if the bubble continues to grow just to try and beat China.

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  • itsathursday@lemmy.world ⁨14⁩ ⁨hours⁩ ago

    He’s been on Newsweek podcast recently and given his assessment with new events and focus on datacenters and hardware.

    youtu.be/RKwK7qrBz8g

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  • CommanderCloon@lemmy.ml ⁨7⁩ ⁨hours⁩ ago

    The issue is that you can’t really “beat” China. Their models are free to self host and use, they don’t play by the rules of US LLM companies.

    Sure it’s going to be the same for personal use, to most people chatGPT or DeepSeek are websites.

    But to enterprise it will be a massive difference in cost, and AI can’t even begin to dream about profitability without enterprise

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    • MalReynolds@slrpnk.net ⁨6⁩ ⁨hours⁩ ago

      Their models are free to self host and use, they don’t play by the rules of US LLM companies.

      Jury’s out on that, they may be using the large US company play of undercut your competitors until they crash and burn then seize the monopoly (e.g. Amazon and bookstores…) then ratchet prices up and enshittify, but with the bankroll of a huge country.

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• uberdroog@lemmy.world ⁨15⁩ ⁨hours⁩ ago

  Great read, thank you

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