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Is Sora the beginning of the end for OpenAI?

calnewport.com

181–190 of 207 posts

Re: Is Sora the beginning of the end for OpenAI?

#181
When fast take-off starts to be evident later next year, it’s the fact that OpenAI has built its hoard on a diverse set of product lines with a broad surface area to operate on that will be the differentiator allowing them to lead on the exponential before anyone else.

Re: Is Sora the beginning of the end for OpenAI?

#182
post #148
post #145

Earlier quoted context omitted.

It certainly seems there are some who don't care. You always get the "who cares if it is fake" folks and even on reddit folks will point out something is AI and inevitably folks "who cares". But I'm not sure how many people that is or what kind of content they care or don't care about.

I mean, it's entertainment content. It's like saying a movie is fake, they are actors playing roles. Of course. Who cares?

I mean, I mostly prefer documentaries to fiction.

Re: Is Sora the beginning of the end for OpenAI?

#183
post #57

I could see Sora having a significant negative impact on short form video products like TikTok if they don’t quickly and accurately find a way to categorize its use. A steady stream of AI generated video content hurts the value prop of short form video in more than one way… It quickly desensitizes you and takes the surprise out that drives consumption of a lot of content. It also of course leaves you feeling like you…

I mean, this is basically already status quo for YouTube Shorts. Tons and tons of shorts are AI-voice over either AI video or stock video covering some pithy thing in no actual depth, just piggybacking off of trending topics. And TikTok has had the same sort of content for even longer. The "value" of short video content is already somewhat of a poor value proposition for this and other reasons. It lets you just oblit…

You don’t skip the AI slop?

Re: Is Sora the beginning of the end for OpenAI?

#184

This take feels like classic Cal Newport pattern-matching: something looks vaguely "consumerish," so it must signal decline. It's a huge overreach. Whether OpenAI becomes a truly massive, world-defining company is an open question, but it's not going to be decided by Sora. Treating a research-facing video generator as if it's OpenAI's attempt at the next TikTok is just missing the forest for the trees. Sora isn't a p…

It seems they are going to try to maximize their installed base, build the infrastructure, and try to own everything in between, whether it’s LLM or some other architecture that arises. Owning data centers and an installed base sounds great in theory, but it assumes you can outbuild hyperscalers on infrastructure and that your users will stick around. Data centers are a low margin grind and the installed base in AI isn’t locked in like iPhones. Apple and Google still control the endpoints, and I think they’ll ultimately decide who wins by what they integrate at the OS level.

Re: Is Sora the beginning of the end for OpenAI?

#186

Earlier quoted context omitted.

OP has a point. Are these type of embeddings the best way to model thought?

No one knows, especially not parent with his one liner quip.

Thought is wordless. It's made in action-spatial syntax. As these are the defined states of intelligence, this would have been a far better approach to emulate. Words and images are the equivalent of junk code. Semantics can;t be specifically extracted from them.

Re: Is Sora the beginning of the end for OpenAI?

#187

Earlier quoted context omitted.

What was predicted to be next: AGI What we got next: porn

Porn has driven everyday tech. Online payment systems, broadband adoption. Porn (visual and written erotic impression) has been a normal part of the human experience for thousands of years. Across different religions, cultures, technological capabilities. We're humans. There will always be a market for it, wherever there is a mismatch between desire for and access to sexual activity. Generate your own porn is definit…

I don't see how that explanation helps.

Promise: AI will change the world.

Delivery: 1000 year old vice.

Re: Is Sora the beginning of the end for OpenAI?

#188

This take feels like classic Cal Newport pattern-matching: something looks vaguely "consumerish," so it must signal decline. It's a huge overreach. Whether OpenAI becomes a truly massive, world-defining company is an open question, but it's not going to be decided by Sora. Treating a research-facing video generator as if it's OpenAI's attempt at the next TikTok is just missing the forest for the trees. Sora isn't a p…

Their first bet was than they were going to be the frontier model provider by a good margin, and that others would not be able to compete on the "intelligence". And that they could get distribution via big customers looking to buy model access. The dominant-model-provider strategy has already failed, many actors have models that rival them - both established (Google) and newcomers (Anthropic). Open models are not to shabby either, enough to undermine the narrative "we are uniquely able to do powerful models". As you say, there is a commodification process started, and it might be a race to the bottom in terms of margin. So, OpenAI has moved into a new/adapted strategy, where they want to own the customers to a much larger degree, and rely less on partners/customers for distribution. This is likely because their prospective partners have a bunch of viable models to select between (many end products for power users lets people select freely), and high competitive pressure on costs (as it defines the margin and competitiveness) of the end products. Codex, Sora, their new web browser announcement, adjustments in ChatGPT is all to ensure a lot of direct end users - more brand recognition, more influence, more monetization possibilities. So I think it is a considerable pivot from their initial plan/hopes. But it is not an unraveling - it is a rather smart response to the fierce competition in the market.

Re: Is Sora the beginning of the end for OpenAI?

#189

More likely it's the beginning of the end for TikTok, since the amount of posts that use seems to be flooding the platform, lowering trust and credibility in each video.

Hmm I have my doubts. I don't really understand the appeal of hyper-consumerism, brand focus, and big SM platform engagement. But I look over at my wife and she is clearly plugged in to a giant worldwide cultural movement of womens interests, product recommendations, and politics. It also appears to be the case that women are less likely to engage with AI. It's one of the big reasons I think it's a massive blunder to…

The subreddit r/MyBoyfriendIsAI has 37,000 subscribers. And in the fantasy and science fiction section of big chain bookstores, 90% of the titles are porn for women. Women are absolutely the target market for text porn.

Re: Is Sora the beginning of the end for OpenAI?

#190
post #103

Earlier quoted context omitted.

Porn has driven everyday tech. Online payment systems, broadband adoption. Porn (visual and written erotic impression) has been a normal part of the human experience for thousands of years. Across different religions, cultures, technological capabilities. We're humans. There will always be a market for it, wherever there is a mismatch between desire for and access to sexual activity. Generate your own porn is definit…

This is a meme I see online often (and in the show Silicon Valley), but I don't think it holds up in practice. Re: payment systems, Visa and MC are notoriously unfriendly to porn vendors, sending them into the arms of crooked payment processors like Wirecard. Paypal grew to prominence because it was once the only way to buy and sell on Ebay. Crypto went from nerd hobby to speculative asset, shipping the "medium of ex…

Pretty sure most of the quotes regarding the connection of porn and tech come from people who just watched that episode of Silicon Valley.

A lot of it was clearly exaggerated for dramatic effect for a comedy TV show, and people run with it as fact.

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