Tuesday, March 31
Tuesday, March 31
OpenAI Killed Sora and the Numbers Are Absolutely Brutal
OpenAI shut down Sora today, its TikTok-style AI video app, and the economics read like a cautionary tale. Downloads peaked at 3.3 million in November, then cratered 66% by February. Total lifetime in-app revenue: $2.1 million. The $1 billion Disney deal covering Marvel, Pixar, and Star Wars? No money ever changed hands. Gone on a Sunday. The research team is pivoting to "world simulation for robotics," which is corporate-speak for the consumer wrapper couldn't survive contact with a spreadsheet. ByteDance delayed its own video model globally too, suggesting AI video as a consumer product just hit a very real wall.
OpenAI Killed Sora and the Numbers Are Absolutely Brutal
OpenAI shut down Sora today, its TikTok-style AI video app, and the economics read like a cautionary tale. Downloads peaked at 3.3 million in November, then cratered 66% by February. Total lifetime in-app revenue: $2.1 million. The $1 billion Disney deal covering Marvel, Pixar, and Star Wars? No money ever changed hands. Gone on a Sunday. The research team is pivoting to "world simulation for robotics," which is corporate-speak for the consumer wrapper couldn't survive contact with a spreadsheet. ByteDance delayed its own video model globally too, suggesting AI video as a consumer product just hit a very real wall.
Dev Buzz: Tools Growing Up All at Once
Sunday energy, but the dev community didn't get the memo.
- The C++ standards process has been running since 1998. Twenty-eight years of committee meetings across dozens of countries, and they just wrapped another major version in a London suburb called Croydon.
- Neovim has been shipping without a built-in plugin manager for its entire existence. That's over a decade of the community building and rebuilding third-party solutions.
- Meanwhile, 41% of all code written globally is now AI-generated, a stat that would have sounded absurd even 18 months ago.
Some tools are getting more mature. Others are getting a reality check. Both are happening at the same time, which makes today's mix worth a scroll.
Sunday energy, but the dev community didn't get the memo.
- The C++ standards process has been running since 1998. Twenty-eight years of committee meetings across dozens of countries, and they just wrapped another major version in a London suburb called Croydon.
- Neovim has been shipping without a built-in plugin manager for its entire existence. That's over a decade of the community building and rebuilding third-party solutions.
- Meanwhile, 41% of all code written globally is now AI-generated, a stat that would have sounded absurd even 18 months ago.
Some tools are getting more mature. Others are getting a reality check. Both are happening at the same time, which makes today's mix worth a scroll.
AI Power Plays: Money, Strategy, and Winners
Ramp's spending data shows Anthropic's largest monthly adoption gain ever, at 4.9% growth. Nearly 1 in 4 businesses on Ramp now pays for Anthropic, up from 1 in 25 a year ago. Among first-time AI purchasers, Anthropic wins roughly 70% of head-to-head matchups against OpenAI.
Bluesky unveiled Attie at its Atmosphere conference, an agentic app powered by Claude that curates custom feeds and lets users "vibe-code" their own social experiences on the AT Protocol. Also disclosed $100M in funding giving 3+ years of runway. Now at 43.4M users.
A data leak revealed a previously unknown Anthropic model called "Mythos," hinting at more powerful or specialized systems in development than anyone had publicly seen. No official confirmation from Anthropic. The speculation machine is running hot.
SoftBank locked in a $40B bridge loan facility running through March 2027 to fund further OpenAI investments. JPMorgan, Goldman Sachs, Mizuho, SMBC, and MUFG are arranging. The sheer scale of capital flowing into a single AI company continues to be staggering.
Google's new AI compression technology spooked memory chip investors. Micron and others slid as markets realized software optimization could undercut hardware demand assumptions. Investors had treated memory as a guaranteed AI winner. TurboQuant suggests that bet was too simple.
Apple plans to let any AI service run through Siri via App Store apps in iOS 27, ending ChatGPT's exclusive integration with Apple Intelligence. Every major model provider could plug directly into the voice assistant. The distribution implications are enormous.
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