当仅限受邀使用的 Sora 在九月推出时，它在前几天下载量就突破一百万次，随后因版权投诉迫使 OpenAI 收紧使用限制而降温。爆红的 Sora 影片数量缩减，同时这款工具与错误资讯而非创意越来越紧密相连。与此同时，Alphabet 的竞品视讯模型 Nano Banana 以及其领先的聊天机器人正缩小效能与市占差距，强化了 Sam Altman 被指称为「红色警戒」阶段的压力。
尽管 Pew 估计已有 59% 的青少年在使用 ChatGPT，远远领先任何竞争者，OpenAI 仍然缺乏强劲的企业营收基础，并面临为维持 Sora 热度而攀升的成本。训练与服务视讯模型比文字或图像更耗用 GPU，因此每一支玩乐性质的影片都进一步拉大基础设施支出与明确获利指标之间的差距。文章质疑，持续向权利人支付更多以十亿美元计的入股代价是否可长可久，以及这是否真的推动了通用人工智慧的发展。
Disney’s deal lets OpenAI’s Sora app remix roughly 200 classic characters, but Disney extracts a $1 billion equity stake plus continuing licensing fees for at least three years, while OpenAI receives only one year of exclusivity to make short, non‑talking clips. The characters skew younger than Sora’s 13‑and‑over user rule, underscoring the imbalance. Disney’s leverage contrasts with Google’s, as Disney also depends on YouTube and YouTube TV, even while sending Google a legal cease‑and‑desist over its own generators.
When invite‑only Sora launched in September, it surged past one million downloads within the first few days, then cooled as copyright complaints forced OpenAI to impose tighter usage limits. The volume of viral Sora clips declined, even as the tool became closely associated with disinformation instead of creativity. At the same time, Alphabet’s rival video model Nano Banana and its leading chatbots are closing the performance and market‑share gap, intensifying what Sam Altman has reportedly labeled a “code red” phase.
Despite Pew’s estimate that 59% of teens already use ChatGPT, far ahead of any competitor, OpenAI still lacks a strong enterprise revenue base and faces rising costs to keep Sora relevant. Training and serving video models is more GPU‑intensive than text or images, so each playful clip further widens the gap between infrastructure spending and clear profit metrics. The article questions whether paying more billion‑dollar stakes to rights holders is sustainable, or meaningfully advances progress toward artificial general intelligence.
