OpenAI shut down Sora less than six months after launch, ending Disney's planned $1 billion investment before it even transferred. The official reason: compute costs. The real reason: an IPO is coming, and investors need a clear business model — not experiments. Same week they're hiring 3,500 new people. This is a deliberate strategic consolidation — and Disney is already looking for a new AI partner.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ngmarisa.substack.com