OpenAI shut down Sora's standalone mobile app — the AI video tool that was consuming computing resources the company couldn't afford.
Walt Disney, which had committed $1 billion to OpenAI and agreed to become a paying customer as part of a December licensing deal, has walked away entirely.
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Nvidia posted its best quarter ever, yet AI sentiment barely moved. What August's LBX25 Index and private-market data say about where AI risk sits.
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If the model layer is commoditizing, why do the two frontier labs post the fastest revenue ramps in tech history?
July in private markets: open-weight models closed in, chips fell ~20%, yet Anthropic and OpenAI kept ramping. Here's where activity moved.
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