the entire sora chase kinda cost openai twice. on the supply side it bled compute & possibly researcher attention from the frontier.
& on perception side, it handed anthropic the moral high ground for free by shipping a consumer deepfake product with a feed at the exact moment the labor displacement discourse peaked which effectively signaled less seriousness in many ways esp for business products/customers.
you can see the latter in how dario mentions "the slop we've seen with ai video models” explicitly in his latest interview.
(i just finished watching the long form dario bloomberg piece).





