Its something I noted a few months back, OpenAI is screwed for lacking any supporting infrastructure for their core product.
They're up against companies with unlimited cash flow (Google), integrated social networks (META, xAI), or a noticeable edge in performance (Anthropic), or maybe all 3. And China.
They literally only had first-mover advantage. They gained a tiny edge by throwing out somewhat undercooked models that were nonetheless marginally better than others and got name recognition. But the cost of switching is, basically, zero.
Sora was their attempt to build some infra from scratch, a very dubious proposition. And then Sora got eclipsed by other SOTA video models. This keeps happening to them.
It looks like the Pentagon deal might have saved their bacon for the time being.
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Its something I noted a few months back, OpenAI is screwed for lacking any supporting infrastructure for their core product.
They're up against companies with unlimited cash flow (Google), integrated social networks (META, xAI), or a noticeable edge in performance (Anthropic), or maybe all 3. And China.
They literally only had first-mover advantage. They gained a tiny edge by throwing out somewhat undercooked models that were nonetheless marginally better than others and got name recognition. But the cost of switching is, basically, zero.
Sora was their attempt to build some infra from scratch, a very dubious proposition. And then Sora got eclipsed by other SOTA video models. This keeps happening to them.
It looks like the Pentagon deal might have saved their bacon for the time being.
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