I mean, the answer is obvious: they are juicing their metrics right now so that they can close a $10.3bn employee share sale and everybody can cash out. After that maybe they don’t even convert to a for-profit and roll over and die, who knows? Does SoftBank even have $20bn? They’re gonna need it

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Sora 2 is one of the most insane launches ever. Generative video is extremely expensive, and they’re giving it to anyone with an invite, free or paid with “generous limits.” This is something you only do if you need to jump-start growth at all costs. Don’t they also have capacity issues? Hmm.

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Give me the metrics, Clamuel! Hand them over! Clammy Sammy is usually so boasty when it comes to this stuff. I already got pretty close to estimating their revenue for the first half of this year, I must crunch more numbers.

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I really want OpenAI to put out those Altman-grade vanity metrics about the “thousands of hours” of video generated by Sora 2 so that I can immediately take it to the Azure pricing for Sora and estimate what they’ve burned. I bet they lose like a billion dollars in the year just from this app

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they should invent a righty-tighty of the left

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