Phoebe Liu(@_pheebini):In November, I did some back-of-napkin math in @Forbes to suggest OpenAI was spending more than a quarter of what it’s making to power Sora. OpenAI is now shutting it down. I wonder how much $$ it ended up burning, whether this is part of a bigger sunset of side quests and what exactly killed the Disney deal. (Also, what other loudly proclaimed deals just quietly ... didn't happen?) Would love to chat. DMs open, phoebe.789 on Signal

Phoebe Liu

@_pheebini

AI + semis reporter at @theinformation, phoebe.liu@theinformation.com, chat (confidentially) @phoebe.789 on Signal / Atlanta Hawks glazer

Joined April 2019

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Phoebe Liu@_pheebini

2026.03.24 22:25

In November, I did some back-of-napkin math in @Forbes to suggest OpenAI was spending more than a quarter of what it’s making to power Sora. OpenAI is now shutting it down. I wonder how much $$ it ended up burning, whether this is part of a bigger sunset of side quests and what exactly killed the Disney deal. (Also, what other loudly proclaimed deals just quietly ... didn't happen?) Would love to chat. DMs open, phoebe.789 on Signal