The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 14 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Justine Moore: Sora succeeded as a creative tool but failed socially
“But I think what we've seen is like in the retention data and how we're seeing it used is it was massively successful as a creator tool. Like now my feed is probably two thirds AI slop, if not more. And I, over 50% of it is now Sora, whereas before it was like…”
Andreessen: Generative AI will allow non-filmmakers to produce full feature films
“In this last couple weeks with the new version of Sora and a lot of these other new things that are coming out, AI is going to make a whole new kind of filmmaker possible to exist for the first time, which is the filmmaker with no visual skill, right, or acces…”
Altman: OpenAI will not devote a large fraction of compute to Sora
“But we won't throw like tons of compute at it or not by a fraction of our.”
Altman: Rights holders fear Sora won't feature their characters enough
“In the case of Sora, we've heard from A lot of concerned rights holders and also a lot of... And a lot of rights holders who are like, my concern is you won't put my character in enough.”
Altman: World models like Sora are crucial for achieving AGI
“I think you could say that on the surface, Sora, for example, does not look like it's AGI relevant, but I would bet that if we can build really great world models, that'll be much more important to AGI than people think.”
Casado: OpenAI lost early leads in code, image, and video to rivals
“It was co-pilot, right? But they lost that. And then they were actually the first to image, really, with Dali. They lost that, right? Mid-Journey came out. They were kind of the first to, like, real video with Sora, and they lost that. And yet, they've gotten …”
Moore: Chinese AI video models outperformed expectations relative to capital raised
“Sora in some ways was a little bit disappointing for some people in, and whereas like the Chinese video models were maybe better than a lot of people expected, given the relative lack of capital that they've raised.”
Sherman Wu: OpenAI views ChatGPT and Sora as interfaces for core intelligence
“At the end, like, at the end of the day, OpenAI is like a, an AGI company. It's like an intelligence company. And so, agents are just, like, one way in which this intelligence kind of be manifested. And so, the way that I'd say we actually think about internal…”
Altman: OpenAI will likely charge users per video generation for Sora
“I assume it's like some version of you have to charge people per generation when it's this expensive.”
Moore: OpenAI's Sora Reached 1 Million Users Faster Than ChatGPT
“And they actually hit a million users faster than ChatGPT itself.”
Moore: OpenAI's Sora Held #1 on US App Store for 20 Days
“They were number one on the App Store, the US App Store, for 20 consecutive days, which is very hard to do.”
Sherman Wu: OpenAI's Sora team has the highest talent concentration he's seen
“For my perspective, I think the biggest thing is I think our like image like our I think called like the world simulation team, like the team that builds Sora and all that under Aditya is just extremely solid. Like they are probably, it's like the highest Conc…”
Acharya: Active hands-on product usage yields hidden investment alpha
“So many people just don't use the products. And how can you have intuition if you're not making videos on Sora or vibe coding or, you know, there's just so much alpha hiding in plain sight. All you gotta do is use the products.”
Moore: a16z GenAI 100 report added three new video models including Sora
“We had three new video models on the list this time Hyluo and Kling, which are both Chinese models, and then Sora, which was OpenAI's model that was announced, I guess, more than a year ago at this point, and finally was released.”