OpenAI Shuts Down Sora: Compute Is Going Where the Cash Flow Is
Tiger Capital Research
OpenAI killed Sora this week.
The product worked. It did what they said it would. But the numbers never added up. One minute of video still eats roughly ten times the GPU capacity of a useful code or reasoning session. Retention collapsed — around 1% at 30 days and basically zero at 60. The revenue did not cover the cost at any sca…
