We see our home planet as a whole, lit up in spectacular blues and browns. A green aurora even lights up the atmosphere. That's us, together, watching as our astronauts make their journey to the Moon.
OpenAI just exited the video generation business entirely. App dead. API dead. No video inside ChatGPT. Disney’s $1 billion deal, signed four months ago, is dead.
Read that again. This isn’t a consolidation into the super app. Altman told staff Tuesday that OpenAI is winding down all products using video models. Disney’s own statement says they respect OpenAI’s decision to “exit the video generation business.” The Sora research team is being redirected to robotics.
The reason is sitting right there in the competitive data. Anthropic hit $19 billion in annualized revenue by early 2026 selling text and code. No video generation. No image generation. No consumer social app. No Disney deal. One product surface: chat, code, computer use, all in one place. OpenAI looked at where every dollar of market growth was coming from and saw the answer: coding and enterprise.
So now they’re copying the model. ChatGPT, Codex, and the browser merge into one app. Instant Checkout killed today too. Every consumer experiment is getting cut. What remains is the Anthropic playbook: one app, code and chat, enterprise and developer focus.
The Sora numbers explain the urgency. Total consumer revenue across iOS and Android since September: $1.4 million. Peak month was $540,000. Every video generation burned GPU compute that could have been running inference for ChatGPT or Codex instead. OpenAI’s own head of Sora announced generation limits because chips couldn’t keep up. At $14 billion in projected 2026 losses, every GPU matters.
Google just inherited the AI video market by default. Nano Banana already lives inside Gemini. No standalone app to manage, no separate brand to support. Among the majors, they’re the only ones left. Runway, Kling, Minimax, Luma, and the other independents are still shipping, but none of them have Google’s distribution.
Disney put $1 billion in stock warrants on a product that lasted six months. The deal was announced in December. Characters from Marvel, Pixar, and Star Wars were supposed to be generating fan videos on Sora by now. Instead, Disney is writing a polite press statement about “respecting OpenAI’s decision” while its legal team unwinds a deal that never produced a single licensed video.
Four months from billion-dollar partnership to obituary. That’s how fast the AI product landscape reprices when the unit economics don’t work.
@fondeur27 Excelente analisis pero obvia el cuello de botella y trabas de la permisología, regulación e impuestos para los potenciales nuevos emprendedores locales.
Con los monopolios locales existentes y las mismas politicas estatales no se percibira mucha mejoria.
The fastest way to validate a product:
DON'T build it
-Make a landing page
-Describe the problem it solves
-Add a "join waitlist" button
If nobody signs up, you just saved yourself 3 months
@ArielMiqueas Me parece que el termino se usa para referirse al lugar donde se reúne la iglesia. Según RAE "Sala destinada a conciertos, recitales, conferencias, coloquios, lecturas públicas,"
Hoy a medianoche, recordemos que todos los buenos deseos que podamos expresar a otros para el 2025, pierden su valor si la persona a quien le deseamos todo lo mejor, no tiene el deseo de que tus intenciones para con él o ella se hagan realidad en su vida.
The service is continuing to recover and we’re forecasting that the issue will be resolved within the next 3 hours. We’re monitoring progress and will update our timeline should this change. Details are available at https://t.co/nEuSQarMf3 and the admin center under MO941162.
We’ve completed additional actions and are seeing some recovery. We’re continuing to monitor the service while we complete other workstreams intended to fully resolve the issue. Details can be found in the admin center under MO941162.
I got a chance to try Ask Photos in Google Photos, which is seeing an extremely limited rollout starting today. Searching for your own photos is now ... conversational! https://t.co/F3RYjWvgRO
@juanmatos Las empresas, las fuerzas armadas, las organizaciones establecen sus códigos según la imagen que decidan proyectar, usted o las acepta o busca otra opcion.
Grotesco, blasfemo y nauseabundo fue el despliegue del wokismo en la apertura de los JO París 2024. Los países latinoamericanos que coquetean con las ideología de género, trans y LGBTQ deben mirarse en ese espejo y preguntarse si desean esas perversiones para Latinoamérica
La desastrosa, vulgar y blasfema promoción del wokismo en la apertura de los JO París 2024 son el reflejo de una sociedad que no solo ha perdido el norte moral, sino también la sabiduría y la inteligencia. Lo grotesco sustituye lo grandioso, y los "progres" aplauden