Stratechery: OpenAI's Sora Death Is the First Major 'Compute Triage' Decision
Stratechery·medium signal
Ben Thompson analyzes the Sora shutdown as the first visible case of compute triage—OpenAI explicitly choosing to redirect GPU capacity from a consumer video product toward robotics research because inference costs couldn't be justified against revenue. Thompson argues this sets a precedent: as compute demand outstrips supply, companies will increasingly kill products that can't justify their GPU allocation.