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Disney Exits OpenAI Deal After AI Giant Shutters Sora
(www.hollywoodreporter.com)
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this post was submitted on 24 Mar 2026
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If 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
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.
https://youtu.be/RKwK7qrBz8g
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
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.
Great read, thank you