Sora
4 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Jul 28, 2025 by Martin Casado · said 28 times in 12 episodes since 2024 · across every show →
Mentions by year
brought up most by Harry Stebbings (16), Victor Riparbelli (3), Jason Lemkin (3), Martin Casado (1), Cliff Weitzman (1), Brad Lightcap (1), Amit Bendov (1)
tap a year for its mentions
2026 21 mentions in 7 episodes 3 per episode
- OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
- every mention in 2026, scene by scene →
2025 6 mentions in 4 episodes 2 per episode
- Victor Riparbelli, CEO @Synthesia: OpenAI vs Anthropic vs X.ai - Who Wins and Why | E1246 · 20VC with Harry Stebbings
- OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- 20VC: Why AI SDRs are BS and Do Not Work | How to Use AI in Your Sales Team and Process to Win Today | What Skills Do All New Reps Need to Have in an AI First World with Amit Bendov, CEO @ Gong
- a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings
- every mention in 2025, scene by scene →
Everything said about Sora, oldest first
Jul 28, 2025 neutral
Casado: OpenAI Lost Its Early Leads In Code, Image, And Video Generation
“OpenAI was the first to code, right? With GitHub Copilot. I mean, they provided the weights. As far as I know, and they lost that. And they were first to image with Dali, and they lost that. And they were the first to video with Sora. And as far as I can tell,…”
Apr 2, 2026 negative
Apr 2, 2026 negative
Apr 16, 2026 neutral
O'Driscoll: AI labs will throttle subscriptions and hike prices for compute
“You're going to see some compute rationally, people are going to start allocating tokens to the highest, effectively the highest bidder. You're going to see a lot of throttling, like, you're going to see these plans, like, that's why they shot Sora. You're goi…”