Strategy
- OpenAI Kills Sora: What a $1 Billion Disney Exit and an IPO Pivot Tell Us About Where AI Monetises
OpenAI is shutting down Sora six months after launch as Disney pulls a $1 billion investment. The pivot to coding and enterprise ahead of IPO signals something important about where AI actually makes money.
- Mistral Forge: When the Generic API Hits Its Ceiling
Mistral Forge lets enterprises train frontier-grade AI models on their own proprietary knowledge -- with launch partners including ASML, the ESA, and Ericsson. The engineering argument: RAG gets you retrieval, not reasoning. When your domain knowledge isn't on the internet, you need a different approach.
- Replacing Humans to Fund the GPU Bill: Big Tech's AI Infrastructure Bet
Meta is cutting up to 16,000 people. Oracle is cutting thousands. Amazon cut 16,000 earlier this year. The reason is the same: the GPU bill is due, and headcount is the only budget line big enough to pay it.