OpenAI, the creator of ChatGPT, the epitome of AI, faces a moment of proof. OpenAI has discontinued Sora, a project that had even secured a $1 billion investment from Disney. This comes just six months after its launch. While the official reason was the strategic reallocation of computing resources, the underlying factor is the increasingly fierce competitive landscape. With Google’s Veo and ByteDance’s Seedance rapidly surging in the video generation field, maintaining Sora—which was consuming $1 million a day while having fewer than 500,000 users—would not have been a strategically sound move. Currently, ChatGPT holds the largest user base among Q&A-style conversational AI chatbots. However, in multimodal generative AI—such as image, video, and music generation—Google is rapidly dominating a broader domain with the Gemini 3 series, Veo, and Nano Banana. Anthropic’s Claude exerts the greatest influence in the practical realm of creating code and agents. Thanks to Claude Code's overwhelming performance, it established itself as a de facto standard tool among developers, and according to the WSJ, this was the direct reason behind the discontinuation of Sora. This is where OpenAI's choice is interesting. They have opted for a competition with Anthropic in coding and agents rather than a multimodal competition with Google. By putting Codex at the forefront and deploying GPT-5.4, they are expanding across the board to include desktop apps, CLIs, IDE extensions, and the cloud. This sends the message that they intend to concentrate the computing resources previously used for Sora on this area. The landscape of the AI market is shifting. From "who can do the most" to "who creates the most tangible value." Since AI ultimately uses limited resources, it cannot do everything. Selection and concentration are necessary. + OpenAI's diversification strategy involves using invested assets to acquire and merge with companies capable of building ecosystems. (This situation shows the CEOs focusing more on the VC domain, where Sam excels, and on the engineering domain of model research at Anthropic.)