Jemmy
Disney Exits OpenAI Deal After AI Giant Shutters Sora
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PowderhornIf I remember right, wasn’t shutting down Sora one of Ed’s signs of the apocalypse?
Pretty close! Sora gets mentioned specifically, just not in that context
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
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.
He’s been on Newsweek podcast recently and given his assessment with new events and focus on datacenters and hardware.
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
MalReynoldsTheir 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.
Granbo's Holy Hotrod
DraconicSunI can’t wait to see the stock market tomorrow morning. It’s gonna be carnage. Let the bodies hit the floor.
The markets have completed their transition into a casino, no predictions are possible anymore.
ripcordMarket still shows pretty up in pre-trading
Disney or sora really wasn’t that big of a deal in AI (due to alternatives). OpenAI is probably right to shift focus to coding. Disney is probably still going to go after AI, just different company.
Its horrible, a wave of green, the color of witches.
So, perhaps the AI bubble won’t pop.
Maybe it’ll just slowly deflate like a rancid fart.
I have a theory, that these techbros have became so savvy of bubbles, that they had plans to keep it going forever, or at least make it slowly die instead of crash at once.
UnderpantsWeevilI heard the big banks were trying something similar shortly before the ’08 crash. And the Enron/Worldcomm crew right before 9/11.
Certainly possible they’ve got an exit strategy lined up. But the problem is that they’re always just a little too greedy and too high on their own supply. During the ’14 mini-recession, reinflating the bubble economy was a bipartisan goal. After the ’20 COVID crash, there was broad consensus in cranking open the money hose and flooding the economy with cheap cash. ’08, ’14, and ’20 set a big historical precedent for the “We’ll never let you fail” policies of the federal government. And so we’ve diluted a lot of the short term pain of economic contraction into the longer term pains of currency inflation.
The enormous devastation to real physical capital all across these Mid-Eastern theocracies, combined with the socio-economic pressures of Climate Change induced heat waves, can and will push certain regions of the globe to a breaking point. At some point, you just don’t have anything to spend all those excess dollars on.
samus12345
Washedupcynic
EatMyPixelDustSora died? Awesome. What an absolute waste of resources that garbage was.
Honestly I wasn’t a fan after the first Kingdom Hearts.
That’s a shame, because KH2 is pretty widely regarded as the best in the series. If you stopped with Chain of Memories, I wouldn’t blame you. The gameplay for that one is definitely… Uhh… Divisive. But KH2 was when the series really hit its stride.
I thought the card-based combat and deck building in Chain of Memories was fun, and the PS2 remake was really well done imo. KH2 is good, but story-wise, I don’t think anything can top 358 days/2, though Birth By Sleep comes close, and I like the combat in BBS more than KH2.
Skip re:Coded though, or just find a compilation of the cutscenes/story on YouTube. That one is ass
GutterRat42Roxas had entered the chat.
good. Hopefully suno dies next. GenAI is garbage tech.
KneeTittsHopefully suno dies next. GenAI is garbage tech
Ive been asking this for 4 years now, no one has given a good answer. What is this tech actually for??? Whats the use case??
Is the bubble finally starting to leak?
I think the cracks are starting to show daily at this point. Didn’t Oracle get denied funds from banks when they went to fund more DCs?
Oracle goimg broke would make me orgasm so hard I would probably break something in me.
So I did remember correctly.
That’s from Feb. So they’re having issues, since banks are not funding their shit like they hoped.
I hope there’s early warning when Oracle goes bankrupt. I need time to go buy enough party supplies.
JackbyDevI recently stopped working as a developer for Disney, and even if this deal is gone for using their IP in AI, they’re still really big on AI at the moment. From the C level there was a push for everyone to be using it as much as possible. Everyone needed to be showing how much they were integrating it into their workflows.
Breaking: Film company breaks ties with other company after they stop doing film stuff. More at 11.
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At this rate I’ll be surprised if OpenAI is around in 5 years. They’re not only bleeding regular users but now corporate contracts. I hope all the AI blows up and the bubble pops. No better time than when everything else is going to shit anyway.
I, too, I’m ready for this s* to be over.
Define “this shit”. Because, I think too many people are thinking we’re just going to arrive in this magic before-time when LLMs were never invented.
I’d be surprised if they survive to the end of the year. Hell, if tomorrow is a literal massacre for it in the stock market, I don’t think it will continue to exist after April.
They don’t have a stock…