● Sora Abandoned

Did you hear about the shocking decision recently announced by OpenAI? ‘Sora,’ which was called the future of video and a revolution in video AI, has been abruptly scrapped as of March 2026.In today’s post, we will summarize in an easy-to-understand news format why OpenAI abandoned Sora, blowing a $1 billion Disney contract, and what the ‘AI Super App’ they are newly envisioning exactly is.In particular, I have completely dissected the ‘true intentions of Big Tech ahead of an IPO and the movement path of investment capital,’ which other economic YouTube channels or news outlets never cover, from my own perspective, so if you want to gain investment insights, please read to the end!

[Emergency Diagnosis] OpenAI’s Scrapping of ‘Sora’ and Rapid Strategy Revision

1. Why Was the $1 Billion Disney Contract Canceled?

OpenAI has completely folded its ambitious video generation AI project, ‘Sora.’It is not just a simple service termination, but a shocking decision that overturned a massive $1 billion contract that was underway with the entertainment giant Disney.This is a decisive event that shows survival in the market has become more urgent than technological perfection amid the rapidly changing artificial intelligence trends today.

2. The Fatal Limitation of Video AI: Unmanageable Costs and Profitability

The decisive reason for the scrapping is precisely the ‘explosive computing costs.’Unlike text or image generation, generating and rendering high-resolution videos in real-time consumes astronomical cloud costs and power.OpenAI’s management judged that no matter how excellent a video is produced, it is impossible to build a stable profitability model with the current technological structure.They changed their route towards thoroughly securing practical benefits rather than showing off flashy technological prowess.

3. The New Cash Cow: Going All-In on Coding and the B2B Corporate Market

Then where is OpenAI heading? It is none other than the ‘business-to-business (B2B) market’ and the ‘developer ecosystem.’They decided to boldly cut off the video sector, where revenue generation is uncertain, and focus on the coding AI market where companies can immediately open their wallets.The new goal is to build an ‘AI Super App’ that maximizes work productivity by integrating ChatGPT, Codex, and their own browser into one.This move suggests that amid an uncertain global economic outlook, big tech companies are staking their lives on services that help corporate customers practically reduce costs.

[Core Point Analysis] The Real Reason Behind OpenAI’s Strategy Change That Others Don’t Tell You

The Era of Flashy ‘Tech Demos’ is Over, Now is the Time for ‘Financial Statements’

General news reports this incident merely as a ‘service termination’ or ‘selection and concentration.’However, looking behind the scenes, OpenAI’s initial public offering (IPO), scheduled for later this year, lies in the background of all these rapid changes.Investors and Wall Street no longer give money to dreamlike stories like ‘we made this cool and amazing AI.’In the early stages of the Fourth Industrial Revolution in the past, massive investment funds could be attracted through innovation itself, but it is different now.You must answer the sharp question of “So when, how, and how much operating profit will you make with that technology?” to succeed in going public and be recognized for high corporate value.

A Complete Rewrite of the ‘Growth Narrative’: From a Novelty Toy to Essential Infrastructure

OpenAI is currently completely rewriting their ‘Growth Narrative.’By boldly discarding video AI, which is a money-eating hippopotamus, they sent a strong signal to investors that ‘we are a mature company that knows how to control financial soundness as a top priority.’At the same time, they reorganized their business model into an ‘AI Super App’ that office workers and developers around the world must turn on and work with every day.This hides a terrifying ambition to take over the very work infrastructure of global companies, going beyond simply making money.

< Summary >

• Abrupt Scrapping of Sora: Discontinued the video AI business, giving up even a $1 billion Disney contract, as securing profitability against massive cloud costs was impossible.
• Focus on B2B and Coding Markets: Pivoted towards generating a reliable cash cow centered on corporate customers by developing an ‘AI Super App’ that combines ChatGPT, Codex, and a browser.
• The Hidden Real Background (IPO): Ahead of going public later this year, they are completely overhauling the company’s growth narrative to focus on ‘money-making performance’ instead of ‘money-eating innovation’ to suit the tastes of Wall Street investors.

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*Source: https://www.themiilk.com/articles/aeaf8dcc6?utm_source=Viewsletter&utm_campaign=24a4aaf3b2-viewsletter744_COPY_01&utm_medium=email&utm_term=0_-66ea647efa-385751177