This seems to have a healthy helping of AI editing help (if not fully generated by AI). The links don't quite go to the sources that they should and there's a lot of AI-isms.

Anyways, the calculation for the costs seem crazy high (and are pulled from an ft article). In particular they are based off a calculation that assumes Sora videos take 10 min to generate (which seems simply wrong; I've personally generated Sora videos that take less than 10 min to return fully formed), fully saturate 4 H200s at once (this seems wrong with batching; I would assume they're batching a lot of tokens together per forward pass), and, crucially, that OpenAI is paying full spot, end-user pricing for an H200 (at $2 an hour). As an individual, I can rent an H200 for $2 an hour on e.g. vast.ai (and sometimes even cheaper than that!). There is absolutely no way OpenAI is spending anywhere near that number.

I also have no idea where the Appfigures $2.1 million comes from. As far as I can tell it doesn't exist at all in the linked website.

I don't really trust the numbers here.

I haven’t really been following this, but my understanding is that they’re cancelling this program - I haven’t dug into the “why” too much, seems like something about the Disney deal, “focusing on other initiatives”… My thought was that it’s because they’re not making money on it. Why else would they shut down a revenue stream? If it’s decent they don’t even need to improve it, it would be mostly passive income.

Sorry, I wrote wrong link for several source.

1. Appfigures $2.1M = https://appfigures.com/reports/app-profile/338340235920

2. Watermark bypass = https://www.404media.co/sora-2-watermark-removers-flood-the-...

3. Goldman Sachs $410B = https://www.tomshardware.com/tech-industry/artificial-intell...