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OpenAI Just Killed Sora — Agents Are Where the Real Money Is At
OpenAI just shut down Sora. Six months after launch. Gone.
Their applications chief literally told the team they "could not be distracted by side quests." That's what Sora was to them. A side quest. The $1 billion Disney deal that came with it? Dead too.
The pivot is to agentic AI — basically, AI that can actually do stuff on your computer instead of just chatting with you. Write code, analyze data, take actions. And honestly? It's obvious why.
Look at what's been happening at Anthropic. Claude Code alone just hit $2.5 billion in revenue. Anthropic as a whole went from $1 billion to $19 billion in about 14 months. They now own 54% of the enterprise coding market. OpenAI has 21%.
Here's what that looks like:

That orange line is Anthropic. Look at the curve from December to March. That's not normal growth — that's what happens when you bet on the right thing at the right time.
And the thing Anthropic bet on was making Claude really good at actually doing work. Opus 4.6 was basically built from the ground up to use computers like a human does — clicking, typing, navigating, writing code. Claude Code and Cowork came out of that bet, and the revenue shows it's paying off big time.
Meanwhile OpenAI was spending resources on Sora, which peaked at 3.3 million downloads and then dropped to 1.1 million by February. Total in-app purchases across the whole app? $2.1 million. For a company heading toward an IPO, that's a rounding error.
The open-source community gets it too. OpenClaw is blowing up because people don't just want to talk to AI anymore — they want AI that can get stuff done. Book a flight. Fix a bug. Research a company. File your taxes.
Sora was cool. I played with it. But if I'm being honest, I'd rather have an AI that helps me run my business than one that makes a 15-second video of a cat walking through Tokyo.
OpenAI finally figured that out. Anthropic figured it out first.
Their applications chief literally told the team they "could not be distracted by side quests." That's what Sora was to them. A side quest. The $1 billion Disney deal that came with it? Dead too.
The pivot is to agentic AI — basically, AI that can actually do stuff on your computer instead of just chatting with you. Write code, analyze data, take actions. And honestly? It's obvious why.
Look at what's been happening at Anthropic. Claude Code alone just hit $2.5 billion in revenue. Anthropic as a whole went from $1 billion to $19 billion in about 14 months. They now own 54% of the enterprise coding market. OpenAI has 21%.
Here's what that looks like:

That orange line is Anthropic. Look at the curve from December to March. That's not normal growth — that's what happens when you bet on the right thing at the right time.
And the thing Anthropic bet on was making Claude really good at actually doing work. Opus 4.6 was basically built from the ground up to use computers like a human does — clicking, typing, navigating, writing code. Claude Code and Cowork came out of that bet, and the revenue shows it's paying off big time.
Meanwhile OpenAI was spending resources on Sora, which peaked at 3.3 million downloads and then dropped to 1.1 million by February. Total in-app purchases across the whole app? $2.1 million. For a company heading toward an IPO, that's a rounding error.
The open-source community gets it too. OpenClaw is blowing up because people don't just want to talk to AI anymore — they want AI that can get stuff done. Book a flight. Fix a bug. Research a company. File your taxes.
Sora was cool. I played with it. But if I'm being honest, I'd rather have an AI that helps me run my business than one that makes a 15-second video of a cat walking through Tokyo.
OpenAI finally figured that out. Anthropic figured it out first.
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