Fordel StudiosVCs are betting billions on AI’s next wave, so why is OpenAI killing Sora?
What Happened
When an 82-year-old Kentucky woman was offered $26 million from an AI company that wanted to build a data center on her land, she said no. Sure, that same company can try to rezone 2,000 acres nearby anyway, but as AI infrastructure stretches further into the real world, the
Our Take
Killing Sora's smart financially – it was never going to compete with 11 Labs anyway, and margins suck. The real play is infrastructure: compute, land, power.
That $26M data center offer to a Kentucky woman? That's the game. Sora looked cool but it doesn't print money. VCs are chasing capex plays – inference engines, GPU clusters, energy.
That's where the billions actually go.
What To Do
If you're building AI products, focus on inference efficiency and cost per token – that's where the margin is.
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