By Ian Hollidae, 2025/11/17

Wall Street is starting to get nervous about AI spending. Services such as Sora are raising prices and scaling back features on their free tier. I think it's safe to question whether this is a make or break moment for AI.

My particularly interest in all this is the generative media sector. I'm reminded of the old saying that if you want to make millions in Hollywood, start with billions. That used to be an exaggerated (somewhat) joke. It appears that SoftBank believes it's a possible path forward.

You have to wonder how many generative videos need to be created for everyone to recoup their money. I'm guessing not enough.

Tags: AI