OpenAI’s Sora Collapse and Strategic Shift Toward Enterprise AGI

Name: OpenAI Kills Sora then Descends into Chaos
Uploaded: 2026-04-09T13:10:50+00:00
Duration: 23 min 30 s
Channel: ColdFusion
Description: Summary and key takeaways on OpenAI Kills Sora then Descends into Chaos: Summary & Key Takeaways, covering The Rise and Fall of Sora Sora launched in October

ColdFusion

Apr 09, 2026

•

23 min video

•

2 min read

YouTube video ID: C7sagA2I-os

Source: YouTube video by ColdFusion — Watch original video

PDF

Sora launched in October 2025 as a standalone app and hit one million downloads within days. Sam Altman hailed it as a “Cambrian explosion of creativity.” Disney quickly signed a $1 billion licensing deal, only to be blindsided when OpenAI shut the service down 103 days later. Critics slammed the app for hosting “AI slop,” including deepfakes and offensive content, and called it “a copyright lawyer’s nightmare.”

Why Sora Was Shut Down

Running Sora cost up to $15 million per day, a figure the team labeled “completely unsustainable.” Lifetime revenue reached roughly $2.1 million, far below the cost of operation. The product lacked a clear monetization path compared with OpenAI’s enterprise coding tools, and legal and IP risks from training data and moderation failures proved untenable. Competition from Google’s Veo, Adobe’s Firefly, and Seed Dance 2.0 further eroded any advantage.

OpenAI’s Financial and Strategic Pivot

OpenAI projects a $14 billion loss in 2026 despite $20 billion in annual revenue. A $122 billion funding round—led by Amazon ($50 B), Nvidia ($30 B) and SoftBank ($30 B)—injects capital from stakeholders that benefit from OpenAI’s compute demand. The company is rebranding its product organization to “AGI Development” and shifting focus toward robotics and enterprise AI video. To improve public marketing ahead of a potential IPO later in 2026, OpenAI acquired the podcast network TBPN for a “low hundreds of millions” price, adding an audience of 70 000 daily listeners and 324 000 X subscribers.

Leadership Turmoil Inside OpenAI

Figure Robotics CEO Brett Adcock called the partnership with OpenAI “useless” and alleged that OpenAI tried to copy proprietary robotics technology. The CFO was reportedly excluded from investor meetings after voicing doubts about spending and IPO readiness. A New Yorker investigation alleged a pattern of lying by Sam Altman, prompting board members and mentors such as Paul Graham to question his integrity.

The Future of AI Video and OpenAI

OpenAI’s pivot suggests that “slop is not a business strategy,” and the company appears determined to abandon consumer‑facing side quests in favor of enterprise‑grade AGI development. With the TBPN acquisition shaping narrative and a massive funding infusion supporting compute‑heavy projects, OpenAI is positioning itself to dominate AI video and robotics markets while preparing for a high‑profile public offering.

Takeaways

Sora’s rapid launch and $1 billion Disney deal collapsed within 103 days, costing up to $15 million per day and generating only $2.1 million in revenue.
OpenAI projects a $14 billion loss in 2026 despite $20 billion in revenue, backed by a $122 billion funding round led by Amazon, Nvidia and SoftBank.
The company rebrands its product organization to “AGI Development,” shifting focus from consumer side quests to enterprise robotics and AI video.
Internal turmoil includes allegations of dishonesty by Sam Altman, CFO exclusion from investor meetings, and a broken partnership with Figure Robotics.
OpenAI’s acquisition of TBPN aims to shape public perception ahead of a potential 2026 IPO, leveraging a daily audience of 70 000 listeners.

Frequently Asked Questions

Why did OpenAI discontinue Sora despite a major Disney partnership?

OpenAI shut Sora because daily compute costs of $15 million were unsustainable, lifetime revenue was only $2.1 million, and the product lacked a viable monetization model. Legal and IP risks from training data and moderation failures, combined with fierce competition, made continuation untenable.

How does the $122 billion funding round support OpenAI’s strategic pivot?

The $122 billion round, led by Amazon, Nvidia and SoftBank, provides capital from companies that benefit from increased compute demand. This financing underwrites OpenAI’s shift to enterprise‑focused AGI development, robotics, and AI video, while also funding the TBPN acquisition to improve public perception before a 2026 IPO.

Who is ColdFusion on YouTube?

ColdFusion is a YouTube channel that publishes videos on a range of topics. Browse more summaries from this channel below.

Does this page include the full transcript of the video?

Yes, the full transcript for this video is available on this page. Click 'Show transcript' in the sidebar to read it.

his integrity. ## The Future of AI Video and OpenAI OpenAI’s pivot suggests that “slop is not

business strategy,” and the company appears determined to abandon consumer‑facing side quests in favor of enterprise‑grade AGI development. With the TBPN acquisition shaping narrative and a massive funding infusion supporting compute‑heavy projects, OpenAI is positioning itself to dominate AI video and robotics markets while preparing for a high‑profile public offering.

Helpful resources related to this video

If you want to practice or explore the concepts discussed in the video, these commonly used tools may help.

Books On Corporate Strategy And Leadership Recommended

Provides foundational knowledge on business management and strategic decision-making, helping the reader analyze the corporate failures discussed in the video.

Amazon →

High Performance Workstation For Ai Development

High-end hardware is essential for local AI model experimentation and development, relevant to the discussion on compute costs and AI infrastructure.

Amazon →

Books On Investigative Journalism Techniques

Explains the methodology behind deep-dive reporting, similar to the investigative work done by Ronan Farrow regarding corporate leadership.

Amazon →

Links may be affiliate links. We only include resources that are genuinely relevant to the topic.

Summarize another video

Full Transcript YouTube

Hi, welcome to another episode of Cold
Fusion. A Cambrian explosion of
creativity. That's the exact phrase Sam
Olman used a few months ago when
describing Sora. To him, it was an AI
video tool so powerful, so unprecedented
that it was going to fundamentally
change how humans express themselves.
Artists, filmmakers, everyday people,
all of them apparently on the brink of a
new renaissance. Then almost as suddenly
as Sora burst onto the scene, it was
gone. The app, the API, all of it
scrubbed from the face of the earth.
Only a few months ago, Disney had signed
a billion dollar deal for Sora. But
apparently, they were blindsided by the
decision, too. According to Reuters, the
Disney team was actively working with
Open AI on a Sora related project on a
Monday evening. 30 minutes after that
meeting ended, they got the call that
Sora was being discontinued. A person
familiar with the matter called it, and
I'm paraphrasing here, a big rugpool.
Disney has since pulled its investment
entirely. So, there's one major question
that people have on their lips. Why
would Open AI kill something this big
this fast? As many of you saw in the
episode, Open AI is suddenly in trouble.
Financial pressures, scandals, and
competition are really eroding
confidence in the company's future. But
the closure of Sora is more than about
just saving money. It indicates a sharp
change in strategy. Open AI is trying to
ensure its own survival. But that's not
all. Later in this episode, we'll see
how Open AI somehow raised another $122
billion. But strangely, their very first
purchase was a podcast. [music] They
paid reportedly hundreds of millions of
dollars for it, a decision that leaves
everyone scratching their heads. And
beyond this, more top executives are
either being shuffled around or leaving
for health reasons. Among the absolute
chaos, Open AAI is planning a pivot into
robotics, but Figure Robotics, who
previously partnered with them, gives
them an F-grade. The Figure Robotics CEO
called the Open AAI team virtually
worthless. Pretty close relationship
with Open AI. Correct.
>> Yeah. I I ended up firing them and we
had we just had a hard time getting them
in the office. We just found that like
that team we had internally uh we we
just ran like kind of circles around
them like every day. Then, as I was
finishing up this episode, The New
Yorker dropped a bombshell. It shone a
light on what insiders of Open AI really
think of Sam Olman. I'll give you a
hint. It's not good. So, there's a lot
to get through in this episode. So,
let's get straight into it and break it
all down. Beginning with Sora.
>> You are watching Toll Fusion TV.
And now to what's being touted as
another giant leap in artificial
intelligence. Sora is the latest tool
released by the company behind the
groundbreaking chatbot Chat GPT. It can
create realistic looking videos based on
a simple text prompt. [music]
>> Open AI first revealed Sora in early
2024 and the reception was strong. I
covered its release back then. Although
Sora is nothing compared to the quality
of modern video models like Seed Dance
2, visually the demos of Sora were
genuinely impressive for that time
period 2 years ago. The launch of Sora
[music] sent tech companies across the
US and China scrambling to expedite
their own video generation models. Then
in October of 2025, Open AI launched
Sora as a standalone app. [music] And
with that, the growth followed. A
million downloads in just a matter of
days. It hit the top of the app store
almost immediately.
Essentially a Tik Tok clone, Sora let
users generate and share AI videos and
even create AI versions featuring
themselves or their friends. But it
quickly became clear that giving
everyone a free and easy AI video
generation tool was more akin to giving
a monkey a semi-automatic weapon. Not a
good [music] time. According to
reporting by The Atlantic, one
journalist opened up the app one morning
and scrolled through fake scenes of the
Iran War, AI generated Trump clips,
[music] and in what she described as her
least favorite, a video of a man deep
frying an infant. Like a virus, AI
content from Sora found its way onto
other social media platforms, polluting
them with AI slob to an incredible
degree. Despite an abundance of
copyrighted cartoon characters in
unfamilyfriendly situations, somehow
Disney seemed to enjoy it. Instead of
suing Open AI, in a bizarre deal, they
agreed to shove over a $1 billion
investment in Open AI as part of a
three-year licensing agreement. Why
Disney would pay Open AI to use their
characters is beyond me. But regardless,
the end result was over 200 iconic
characters available for Sora users to
generate AI videos with. Disney was also
set to use Open AI's APIs across its
platforms, including Disney Plus, and to
deploy Chat GPT internally for
employees. It kind of seemed like this
was the next big shift in tech. Then 103
days later, Sora was suddenly dead. The
announcement was unceremoniously made
publicly on a Tuesday. The Sora team
posted on X, quote, "We're saying
[music] goodbye to the Sora app. We know
this news is disappointing." End quote.
Looking at the overall reaction though,
not sure I'd call it disappointing.
Apparently, even some Sora staffers
didn't see it coming. The announcement
was made just 1 day after OpenAI
published a blog post about Sora safety
standards, which by the way was still up
at the time of making this episode. But
this all begs the most important
question. Why did they do it? And why
now?
Later in the episode, we'll talk about
the rest of the wild things going on
behind the scenes at OpenAI. But for
now, let's really focus in on Sora
because there's more to the story the
deeper you look into it.
>> OpenAI is planning to shut down its
popular video generation app, Sora.
>> Sora is getting shut down. Yep, I saw
the good news.
>> For many, killing a big project like
Sora, as well as some other side
projects, means only one thing. Open AI
is under pressure. But there's more to
understand about the situation the
further you look into it. Here are five
likely reasons Sora got the boot. Number
one, the compute problem, and it's a
serious one. Generating video is
extraordinarily expensive compared to
generating text or even images.
According to a Forbes estimate, Sora may
have been costing Open AI up to $15
million a day to run. At that rate,
Disney's entire $1 billion investment
would have been burnt through in about 2
months.
Bill Pebbles, who leads the Sora team,
reportedly acknowledged that the
economics were, in his words, completely
unsustainable. And this wasn't happening
in a vacuum. Reports suggest that Sora
was chewing up valuable compute
resources that could have been used for
other teams within Open AI. Open AI is
burning through cash and an alarming
rate. The company is on track to lose 14
billion in 2026 alone. Even as revenue
has crossed 20 billion annually, you
can't sustain a $15 million a day loss
just for an AI slop side project. With
those figures of millions of dollars a
day in losses in mind, guess how much
revenue Sora made throughout its
lifetime. According to TechCrunch,
[music] just a measly $2.1 million.
Number two, weak monetization.
Viral doesn't pay the bills. Sora was
popular at the start, but making money
turned out to be harder than expected.
AI slop videos do go viral on social
media, but getting users or advertisers
to pay for it is another story. It's
just not a solid revenue model. And even
worse, interest in Sora was falling off
a cliff.
Comparing Sora to Open AI's coding
products, the latter has a clear value
proposition. Businesses pay for tools
that hypothetically make their
developers faster and more efficient,
even though studies nowadays say
otherwise. But still, the demand is
concrete. But Sora seemed more like
throwing a dart at the dartboard
strategy just to see what sticks. As The
Atlantic put it, open AI seems to be
finally learning that slop is not a
business strategy.
Number three, a major strategic shift is
underway. And here's where it gets
really interesting [music] because Sora
being shut down isn't an isolated event.
Fiji Simo, Open AI's applications chief,
reportedly told staff in a companywide
meeting, quote, "We cannot miss this
moment because we're distracted by side
quests." She went on to say that the
company needs to nail productivity on
the business front end. Open AI was
reportedly spreading itself thin across
too many products, [music] too many apps
with the quality suffering across the
board as a result. And that's something
I talked about in my last episode about
open AI. But the business model that
they're now copying comes from, drum
roll please, Anthropic.
Anthropic's claude code has gained
serious traction among developers. Its
enterprise market share grew from 18% to
29% in 2025. Eight of the Fortune 10 are
now customers. Open AI, which has
historically had the stronger brand, is
now playing catch-up to Anthropic. Open
AAI taking the Department of War deal
that Anthropic rejected on moral grounds
only adds to the brand image problem.
The company has even renamed its product
organization to AGI development.
According to some accounts, the Sora
team has now been reassigned to World
Model Research with a focus on robotics.
And that's clearly where OpenAI thinks
the next frontier [music] is. Now, you
may remember a few years ago I did a
couple of episodes on Figure Robotics.
Back then, I talked about how Figer had
partnered with Open AAI. Now, Figer CEO
Brett Adcock [music] has come out saying
just how poor the relationship was. He
stated in a podcast that apart from
brand recognition, close to a funding
round, the collaboration with Open AI
was useless. Uh Sam and Open AI led my
series B and uh they were they joined my
board and then we ended up spending
basically a year with them working on um
the goal was to like try to advance AI
models for humanoid robots together. And
at the time we had like a we you know we
still do but we had our we had a full
like AI team internally. So we were
basically working weekly kind of like
language models for robotics. Yeah. I I
I ended up firing them. We just found
that like that team we had internally uh
we we just ran like kind of circles
around them like every day and we had we
just had a hard time getting them in the
office. We had a hard time like
basically like uh like basically you
know advancing stuff together as a team.
It also we just like got no value out of
the whole relationship or very little. I
mean listen it was helpful having them
lead the route co lead the round. It was
like there was some there was like some
good brand association there, but like
beyond like that there wasn't much.
>> In fact, he insinuates that they were on
their way to ripping off proprietary
technology. We were like also week to
week like showing them how we were doing
all this work. And I got a call one day
saying like, "Hey, [music] we're like,
you know, we've been watching your
progress. It's unbelievable." And um,
you know, we're thinking about doing
robotics work internally. And I was just
like, "Uh, this is over." Like, yeah,
just get out of here. like this is like
we're we're like teaching you how to do
like robot learning. You're seeing our
progress. We had like a couple of the
you know Sam and a couple of the
co-founders on site at one point where
they were still at a point where they
continue want to work together after
this and I was like there's no way we're
going to teach you how to do this stuff
anymore.
>> Open AI is now a company doing a hard
pivot before an IPO. Now I cover a lot
of technology stories on this channel
and one thing I see time and time again
is how vulnerable our data is online.
Well, in order to get that information
about you, they get that data from data
brokers. [music] These companies store
your personal information that exists
online, not just on social media, but on
sites you've probably never heard of.
Stories and events like that are exactly
the reason why I started using Delete Me
to protect my online presence. [music]
There's an entire industry of data
brokers collecting and selling personal
information. Things like your name,
address, phone number, even details
about your relatives, often to anyone
willing to pay. [music] And apart from
surveillance, this can lead to scams,
fishing attempts, or just a general loss
of privacy. Delete Me is a hands-free
subscription service that removes your
personal information from hundreds of
data brokers and people's search sites.
And importantly, it keeps checking and
removing it over time as it reappears.
What stood out to me about it was how
simple it is to use. You basically
submit your details once, and within
about a week, you start seeing privacy
reports showing where your data was
found [music] and what's been removed.
So, it's not a one-time cleanup, but
ongoing protection. They've been doing
this for over 15 years. Everything is
handled in-house, and if you need
something specific removed, there are
real privacy advisers that you can reach
out to. [music] And then it just makes
sense to And then it just makes sense to
have something quietly working in the
background on your behalf. If you want
to take control of your personal data,
you can get 20% off deleteme customer
plans by going to
joindeleteme.com/coldfusion
and use the codefusion at checkout.
That's joined deleteme.com/coldfusion.
Links in the description and you can
also use the QR code on screen. Thank
you to deleteme for supporting
Coldfusion. Now back to the episode
number four. The legal and IP risk was
becoming untenable. Let's get this
straight. [music]
Sora was a copyright lawyer's nightmare.
From the beginning, questions circulated
about the training data Open AI used to
build the model. Sora could generate
copyright infringing material at scale.
[music] It was a huge liability. throw
in deep fakes and illegal material on a
platform that [music] was actively
incentivizing users to generate as much
content as possible and Sora was a
content moderation nightmare. Number
five, the competition pressure. Google's
VO platform now supports 4K output and
spatial audio. Adobe's Firefly is
integrated directly into Premiere Pro
and is trained on clean licensed [music]
imagery. There's also Runway and Cling.
And then there's the king and the newest
player on the block, Seed Dance [music]
2.0. Looking at all of this, the world
of AI video is suddenly getting crowded.
Whatever Edge Sora had last year is all
but gone. In the end, all Open AI had
left was an expensive, legally
complicated slot machine [music] that
made content moderation almost
impossible. At that point, every dollar
and every GPU hour spent on Sora was a
dollar and GPU hour not spent on the
stuff that actually matters for their
future.
In early April 2026, Open AI announced a
$122 billion funding round. That sounds
good on paper until you realize that the
vast majority of the money raised are
from the very same stakeholders [music]
that need for-profit AI to succeed.
Amazon invested up to 50 billion. Nvidia
30 billion and SoftBank another [music]
30 billion. Amazon needs AI demand to
justify its AWS infrastructure buildout.
Nvidia needs open AI compute [music]
demand to sell their GPUs and the
notorious soft bank has bet big [music]
on the AI story and they can't afford to
lose. This massive investment again
boils down to yet more circular
financing. [music]
Outside investors are less keen.
Bloomberg reports that private open AI
shares are being sold off on the
secondary market [music] and sometimes
there's no buyers for these shares.
Investors are much more interested in
anthropic. Next round capital founder
Ken Smay [music] tells Bloomberg, quote,
"We literally couldn't find anyone in
our pool of 100 institutional investors
to take these open AI shares, buyers
have indicated they have 2 billion of
cash ready to deploy into Anthropic."
End quote. The bottom line is unless
there's a drastic change, it's going to
be a hard road ahead for Open AI
financially. As the Guardian puts it in
relation to the latest funding round,
quote, the startup Open AI is nowhere
near being profitable. In fact, if
things stay as they are, it will burn
through half a trillion dollars by the
end of the decade. End [music] quote. In
order to have a chance to even make it,
open AI absolutely has to cut the fat.
And Sora was a big part of that waste
is what I would say if things didn't
keep moving so quickly. As this episode
was being made, a new development
occurred. After so much talk of cutting
the fat and getting their house in
order, Open AAI's first purchase after
the funding round was a podcast.
Although the exact dollar figure of the
purchase isn't known, reportedly the
range is in the low hundreds of millions
of dollars. Axios interviewed Sam Alman
and he seemed very koi about revealing
the price he paid for the podcast. The
Financial Times says you paid in the low
hundreds of millions. Is that about
right? [music]
>> I I won't comment on that actually.
Um,
that seemed high, seem low.
>> I think that was a complete sentence.
>> The podcast is called TBPN. You're
probably asking, "Now, who's that?" In
short, it's a daily live show about tech
and business that [music] launched in
late 2024. They regularly feature some
of the biggest names in the technology
industry. Think Mark Zuckerberg, Satier
Nadella, Mark Cuban, and so on. So,
their audience likely comprises of
individuals who are founders, CEOs, and
business owners, essentially people with
money who are well established in the
tech world. But with 70,000 average
daily viewers, according to some
estimates, and 324,000 subscribers on X
and only 70,000 on YouTube, the sheer
size of the acquisition does raise an
eyebrow. Why would Sam Ultman reportedly
pay hundreds of millions of dollars for
a podcast that's seemingly so small? I
had to find out. So, I did some more
digging. As it turns out, in December of
2025, the New York Stock Exchange
announced a formal partnership with
TBPN. Apparently, a lot of investors
watched the show. That's very
interesting seeing that Open AI is
trying for an IPO later this year. Must
be a coincidence. So, what else? I
decided to watch the episode of their
podcast where they announced the
acquisition by OpenAI. Besides the
ecstatic tone, co-founder John Kugan
mentioned that he'd known Sam Olman for
13 years.
>> We have some huge news. Uh this is from
the OpenAI blog. OpenAI acquires TBPN,
accelerating the global conversation
about AI. Uh this is real. This is a
very interesting deal. I think a lot of
people will be interested in this. We're
very excited about this. Uh I've known
Sam for maybe 13 years. He invested in
my first company in 2013. Once we
actually started growing TBPN, he was
one of the first people that I texted
to, you know, say, "Hey, do you want to
come on the show?" Uh and he was the
first lab lead to come on the show. and
we're excited.
>> The bottom line here is that Open AI is
buying a media company connected to the
New York Stock Exchange to more
effectively market AI to the public.
That last part isn't my words. [music]
That's what Sam Alman said in the same
Axios interview.
>> They are genius marketers. And [music]
uh someone said to me recently that if
AI were a political candidate, it would
be the least popular political candidate
in history. And given the amazing things
AI can do, I think there's got to be
better marketing for AI. So, with this
podcast purchase, I'm not exactly sure
what's going on here, but I'll [music]
leave you to make up your own mind. In
other things behind the scenes, OpenAI
CFO had doubts about the 600 billion in
spending commitments. She also doesn't
think the [music] company is ready for
an IPO this year. She admits that Open
AI didn't have enough compute, and she
spent her time trying to quote find any
lastminute compute available. This could
be because the data center buildout is
going terribly wrong with buildouts
either being scaled back or cancelled.
for her efforts. Sam Olman reportedly
kicked her out of attending any
financial meetings with investors. The
investors said that her absence was
quote noticeable and awkward end. Then
on the 6th of April, the massive
bombshell from The New Yorker dropped.
It was an expose of private emails,
notes, and interviews indicating that
Sam Oldman was ultimately untrustworthy.
Some inside sources went as far as to
say that the main problem with the
company was Sam.
>> Okay, there's new tech drama. So Ronan
Pharaoh, the investigative journalist
that broke Harvey Weinstein, just
dropped an 18-monthlong investigation
into Sam Alman. His own board member,
called him a sociopath. There are
internal memos saying that he's a
consistent pattern of lying. His own
mentor, Paul Graham, the founder of YC
Cominator, the guy that made Altman the
president of YC, told colleagues that
Sam has been lying to them the entire
time. So yeah, that's the guy that runs
the most powerful AI company in the
world, a sociopath with a pattern of
lying.
>> Now, let's get back to Sora and the AI
video generation space. Even though
Nvidia has promised more money, CEO
Jensen Huang reportedly raised concerns
about, let's say, OpenAI's lack of
discipline in its business approach.
Here's the nuance, though. This is not
the end of AI video as a technology.
When and if compute costs come down,
other companies will step in. In fact,
the Hollywood Reporter thinks that
Google [music] will win IP contracts in
the end because of its scale. And of
course, Elon Musk has already said that
XAI will double down on generative video
in Sora's [music] Wake. They'll be
upgrading Grock's video capabilities.
Make of that what you will given Grock's
complicated track record in the visual
space. But we have to stop and ask
ourselves, is big tech [music] still
misreading the room. There's a real
cultural reckoning happening that goes
way beyond open AI. AI generated content
is everywhere now. The copyright
frameworks haven't caught up. The
creative industries are pulling their
hair out and deals like the Disney one
are going to be scrutinized for years.
For open AI though, the Sora shutdown,
the AGI development rebrand, the push
into enterprise, [music] Sam Alman
stated focus on quote raising capital,
supply chains, and building data centers
at unprecedented scale. It all points to
one direction. Open AI is positioning
itself for an IPO possibly later this
year. And for that they need a story
that goes beyond we let you make AI slop
videos. Sora simply had to go.
To be fair here, Sam Olman did say in
his blog, quote, the majority of users
should feel that their life is better
[music] for using Sora than would have
been if they hadn't. If that's not the
case, we will make significant changes,
[music] and if we can't fix it, we would
discontinue offering the service. End
quote. In summary, Sora failed for a
variety of reasons, but most of the
reason was just a bad strategic [music]
decision. It was the wrong product at
the wrong time for a company struggling
financially. Open AI is trying to cut
the bloat [music] and get their act
together. It's the same situation with
their adult chatbot, and perhaps a few
other projects are on the chopping
block, too. Open AI built the most
famous AI brand in the world. They have
900 million weekly users. They've raised
more money than most countries GDP and
burn through cash like no tomorrow. And
yet, they're one of the [music] least
trusted companies and also have an
identity crisis. The AI industry in 2026
is going through a genuine identity
crisis. [music]
There's a question of what is AI for?
How does it make money? Who is
responsible when things go wrong?
[music]
All of these questions are still very
much open. So, as always, what do you
guys think? Will Open AI be able to
overcome the majority of their
challenges, or will the company continue
to deteriorate? [music] With an IPO
coming up, the clock is surely ticking.
Anyway, that's about it from me. My name
is Dogo, and you're watching Cold
Fusion, and I'll catch you again soon
for the next episode. Cheers, guys. Have
a good one.
>> [music]
>> Cole's [music] fusion. It's new
thinking.