little bubble goes *pop* ??

https://www.theverge.com/ai-artificial-intelligence/899850/openai-sora-ai-chatgpt

> little bubble

Little bubbles going pop one by one separated by a decent period of holding pattern is the best case scenario. And accelerating sequence of little bubbles, OTOH....

The creative types on /r & bsky are dancing in the streets over this. Little do the bulk of them realize that Sora is now just one of many LLMs and it was most likely felled by competitors that were cheaper & better.

OpenAI Is Doing Everything ... Poorly - The Atlantic
Teaser: The company's sudden decision to pull the plug on Sora is a sign of deeper trouble.

https://www.theatlantic.com/technology/2026/03/sora-openai-identity-crisis/686544/

I didn't read past the paywall, but I think the general idea is right. Sora was pulled because they realized they weren't going to be able to compete in the near future, not because they suddenly felt sorry for artists on bsky

IOpenAI thought it was the new Google - if someone else launched a new product, we need to match and Sora was their G+. But they didn't have the technology lead that Google had. Or maybe more accurately, people saw what happened when search engines let Google run free with their tech lead for a few years and became uncatchable once google became a verb.  Now that everyone nobody says, "Let me just GPT it for you," OpenAI has does not have an insurmountable lead

It seems like others are pushing the frontier in a few areas. Coding for Claude. Video for Seedance. Private Notebooks for Google.

We'll see who wins, but I don't think anyone has deep enough pockets to win across all fronts. The exception might be if the Anthropic master plan works - first solve coding while falling behind in other areas, but then use that coding to accelerate everything else. If you get automated iterative improvement a year before everyone else, that means the others have to solve that while seeing revenue crash.

Also, Anthropic has focused proportionally more on getting big clients to integrate it, which makes switching costs high.

Microsoft Slips as OpenAI Bet Starts to Worry Investors

https://247wallst.com/investing/2026/03/24/microsoft-slips-as-openai-bet-starts-to-worry-investors/