OpenAI Says Bye Disney, Hello Business - DTNS 5233

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2:51This is the Daily Tech News for Wednesday, March 25th, 2026. We tell you what you need to know, give you some important context, and help each other understand.

3:00Sarah Lane: Today, OpenAI has called off its deal with Disney. Is OpenAI panicking? Andy Beach joins us to explain. I'm Tom Merritt. And I'm Sarah Lane. Let's start with what you need to know with that big story. Okay, so let's set up what's going on here first before we talk to Andy. After the Wall Street Journal reported on an announcement to OpenAI staff, the company announced publicly that it will wind down all its generative video services. It took me a while to actually believe that that's what I was reading. But yes, the Sora app, the API access, video generation and chat GPT will all be sunsetted.

3:39Timelines have not yet been announced, so you can still go use all that stuff right now, but they are going to end it. OpenAI is instead going to focus on coding as its main product ahead of an IPO later this year. Plans to combine ChatGPT's desktop app, its Atlas browser, and the Codex app all into one. The Sora team is going to transition to long-term bets like robotics and stuff. They're not going to be working on anything that will be made immediately. Sam Altman, the CEO, moved safety to Mark Chen. Altman was over safety. Now Mark Chen in research has that. Security goes away from Altman to Greg Brockman, who is in the scaling department.

4:21That frees up Altman to fundraise and build data centers. And Fiji SEMO's title has been changed from CEO of Applications to CEO of AGI Deployment. Basically, that means Fiji SEMO is in charge of everything that isn't security, safety, or fundraising. OpenAI is also canceling its deal to provide video generation to Disney. and Disney will therefore not close on the$1 billion investment in OpenAI that they had agreed to. This seems to be OpenAI's decision. A Disney spokeswoman said, We respect OpenAI's decision to exit the video generation business and to shift its priorities elsewhere. Source told Reuters the two companies are still talking about other ways to collaborate or invest, maybe to get that coding product into Disney.

5:06Reuters reports Disney and OpenAI teams were meeting about their joint project as late as Monday and were kind of surprised when the news broke. I know OpenAI had to fast accelerate the news because Wall Street Journal broke it, but apparently people inside OpenAI didn't all know about it. OpenAI had just posted a blog about new Sora safety standards on Monday. You may be wondering, oh, was Sora popular or not? Estimates from AppFigures Intelligence, given to Ars Technica, show that the app peaked at about 3.3 million downloads across iOS and Google Play in November and had declined to 1.1 million in February, but still getting a lot of them.

5:45So we decided to bring in Andy Beach from Engines of Change to shed some light on just what the heck is going on with OpenAI. Andy, thanks for joining us. Hey, Tom. Hey, Sarah. Good to see you. So you and I were texting back and forth about this yesterday. As we were both kind of wrapping our heads around it, where have you landed on your understanding of what's going on here? well so it was a lot of news to take in because i felt like there were tons of articles about it uh there was even another one about their cfo announcing another raise that they're in the midst of doing um i think where i have landed is that it was a smart idea but it was a pretty disciplined one like it's kind of hard to walk away from a disney deal uh that is is in the bag but i described it earlier as sort of chasing bad money to you and i i think that's probably what it was.

6:36I think they never got control of the price and the cost on that video generation to the way that they wanted. And so the reality was that they were never going to get an upside on that deal. Even though it was a billion dollar investment, they were probably going to burn through that pretty quick in just the way that they were currently tooled. So they're doing a reset. They're now going to be in a growth year in a way if they were a sports team. And now they're going to be going back to fundamentals. They're going to build data centers, infrastructure, and make themselves more robust and probably get the cost controls to a better place before they come back and tackle something like this again.

7:19And coding is one of the ways that they can absolutely do that. It's a little more enterprise-y, but it's still not necessarily, they're not shifting to an enterprise play. I would say they're shifting to an infrastructure play. Yeah, that makes sense. It does seem like maybe they couldn't get any other deals besides Disney on the video generation or they would have pursued that. Does that make sense to you? Yeah, I mean, I doubt anybody was going to touch the same price tag that they had with the Disney deal. So the fact that if that one wasn't able to sort of be cost effective for them, then everything else was going to be downside for that kind of content deal with them.

7:58Sarah Lane: I kind of think that OpenAI probably saw its numbers dwindling for Sora because for a lot of people, myself included, it was fun. I made like three videos and I was like, OK, I see what you can do. Unless this is actually something that you're doing, you know, for your job or you have a, you know, a whole novella going on. It's kind of a lark, right? You try it, you go, oh, that's fun, whatever. I don't think OpenAI thought enough people were going to use Disney characters in Sora videos going forward and decided to scrap it. It was telling for me, Sarah, that I had to reinstall the Sora app. It had been deleted at some point off of my phone and I had to reinstall it in order to see if it was still running.

8:45Yeah. I mean, if they had other studios signing up to use this to do video generation internally, which OpenAI had gone around and pitched this to, I think maybe we'd be telling a different story right now. But the resistance to that or the capability of it is a big part of the story. I think the other part is the cost, right? You have a lower popularity thing. If it doesn't cost you that much, maybe you keep it going to see what else can be made of it. But the video generation part of this is incredibly costly. And OpenAI's big thing, as you see when they shift Altman to just be about fundraising and building data centers, is we don't have enough compute.

9:25We don't have enough capacity. And if we're using it up all for video, which isn't getting us anywhere, that doesn't make sense. yeah the the cost i know that when soar originally came out um even even before the app came out and it was just apis uh there was an incredibly long delay for any anybody to get uh access in part because the cost control was was just out of out of control and they weren't able to get it to a place it took i think an extra six months if i remember before a lot of people started getting that closed door access. And so I don't think they ever got those economics right.

10:05And that's probably ultimately what did it. So I think even if there had been another deal or two that were out there, they'd probably have just delayed this type of decision rather than saving themselves. I think they probably have to go back and work on that infrastructure piece for a while before they have the cost effectiveness that they need. And it'll be curious to see if they ever come back to a video model in the future. It's not out of the question, but it's definitely out of the question for the next couple of years. Yeah. I mean, if they're assigning the Sora team to go work on other stuff, that implies it's not a near-term priority for sure.

10:40Right. 100%. Yeah. I think this is a significant signpost in the development of this industry that we are now seeing one of the pioneers, one of the faces of LLMs saying, we have gone from the bottom-up approach of like, everybody try stuff and we'll see what works to saying, okay, this is what's actually going to make a business for us. let's concentrate on that. We've thrown the spaghetti against the wall. We see which pots the spaghetti stuck from. So we're going to keep boiling those pots and turn down the other ones. Do you think video will be taken up by somebody else? Has this now become Google's situation?

11:22Like it obviously is something that people will use for something. For sure. There are plenty of other video model makers that are out there. Some are the foundational ones like like google that that have been in this from early on uh seed dance has come on very strong in the last couple of months but there there are other makers that are that are out there as well so we'll absolutely continue to see it coming from other vectors um and but i do think we'll also see other companies in the ai space start consolidating a little and stop trying to do everything and focus on a few specific features or markets or tooling that they are they are particularly well built to to work on i feel like that'll be better for all of us honestly yeah yeah it it was a necessary thing that that sort of had to happen i i said this to you earlier as well that uh we're we're probably in the found out era of ai uh you know yeah we've we've effed around for a while now and uh and now now we actually have to figure out how to make money from this and that does that means we can't do everything open ai is like mickey mouse really

12:28Sarah Lane: like is that really what could have been fun but you know what coding are enough people going to really glom onto this and of course some people would have of course yeah yeah yeah but uh but yeah i i think it's it's when you're playing that long game it's like i don't think this is where people are gravitating towards i think the the the media infrastructure angle of this too or the media business side of this is that media actually is hard like there's a lot of rights management that goes into it. There's a lot of governance and safety that goes into it. And I think if you're going to go after that market, you have to be ready to invest in that side of the business.

13:08And the tech companies didn't think that was as big of a deal as it was going to be. And I think they are seeing the pushback in the industry and the unions that are involved. And they know that that has to be part of the investment. And I think they are going to account for that if they decide that this is a business that they're going to be in versus going off and working on coding tools or healthcare or other other industries that may have different needs yeah a little bit of specialization in industry knowledge uh is necessary for that uh well andy thank you for helping us understand this more we have a story about bourbon coming up do you want to stick around for that i i would absolutely love to you know me hang in there we'll we'll get to it in a second excellent dtns is made possible by

13:54Sarah Lane: All of you listening to us right now, special thanks to Jeff Wilkes, Tim Deputy, and Brandon Brooks.

14:08Chicago, 2011. A cop is murdered. Police and prosecutors swear they have the trigger man. He swears he didn't do it. How far will each side go to prove they're right? Like it's just one bombshell after another, you know, where you're like, what? The story of a PlayStation, a brain-eating amoeba, and the relentless pursuit of justice. Off-duty, out now. Listen wherever you get your podcasts. Guys, it's no use putting it off. The best time for an underwear refresh is now. Tommy John Underwear is designed for a perfect fit that stays put all day. There's zero chafe thanks to four times more stretch than competing brands.

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17:06All right, there's more we need to know today. Let's get to the bourbon briefs.

17:09Sarah Lane: Let's do it. Chemists at the University of Kentucky have developed a method to turn stillage, aka grain mash, a byproduct from the process of making bourbon, into electrodes that can be used to make supercapacitors. Supercapacitors can store energy, and the grain-based ones are on par with existing commercial versions. The scientists used a high-intensity pressure cooking technique called hydrothermal carbonization to turn the mash into black powder. That powder was then heated at 200 degrees Celsius, so very hot, to become hard carbon, similar to graphite. They also added potassium hydroxide at 800 degrees Celsius to make activated carbon.

17:54Sarah Lane: Then they used those to create a double-layer capacitor that could store as much as 48 watts per kilogram, Another version that used both activated carbon and hard carbon infused with lithium ions could store 25 times the energy per kilogram of a conventional super capacitor. Next up is studying the economic feasibility of scaling this. This is a great story of conservation, right? Because this green mesh at best was used for fertilizer or feed and was kind of expensive. Yeah, yeah. or just just just got they got rid of it Andy I think this is you know as someone who who follows bourbon closely I think this is a really interesting use of great mash I'm excited to see that we're finding other uses for for whiskey that are out there and if we can pull it into tech all the better I want to see the co-marketing between makers mark and a supercomputer super capacity coming out there absolutely yeah well you can i guess that's the logical question is like okay now what yeah if you can scale it up which is a question right uh they can do it can they do it at a commercial scale then you start making this out of the grain mash which becomes a revenue source for the bourbon makers uh and then you could power the distilleries off the storage uh energy you know put up some solar powers and now you've got bourbon made with the energy made from the bourbon it's like carbon zero bourbon yeah yeah zero carbon bourbon yeah i think what what this means to me is everyone should drink more bourbon i think so yeah responsibly of course responsibly of course now then can't do we start to get super capacitors that are made with say jack daniels instead of with bourbon and do those super capacitors work differently it's like do i want a honda or a nissan can you do this with irish whiskey like a whole lot of a lot of questions there we have a whole spectrum that we'll have to solve for next uh along those lines well uh something to think about the next time uh you're you're having a refreshment andy beach thank you so much uh for both uh helping us understand the open ai story and sticking around for the bourbon story if people want to follow more of what you do where should they go uh so So I write about the convergence of media and AI all the time on my sub stack.

20:19It's called Engines of Change.ai. And Monday, I launched Future Frames, which is my new tech podcast about media and AI infrastructure. First episode is up with Renard T. Jenkins, who's the president of the Hollywood Professional Association. And that's Future Frames.media. Fantastic. I am a brand new subscriber. Congrats on the launch, man. That's awesome. Yeah, congrats, Andy. all right i watch you guys all the time so that i know what i need to do better thanks andy appreciate that man all right take care take care arm issued financial forecast for the sale of an agi cpu that's their name for an arm chip not just a design this is an actual chip that arm's making meant specifically to operate for data center orchestration so things like scheduling, memory, storage, and data movement in a large accelerator cluster.

21:11Arm says that its rack density can reach 45 ,000 cores per rack and claims twice the performance per rack of x86 chips. Meta is the lead partner and helped co-develop the chip. Cloudflare, SAP, SK Telecom, Cerebris, and OpenAI are all among the folks who've agreed to buy them, so they got a lot of customers lined up arm expects the chip could boost sales over the next five years by five times now the margins won't be as good because they're making these when you sell the designs you got higher margins but higher revenue uh this would be the first arm created silicon it has made this century uh tsmc will be making the chip for arm but a big deal to see what is historically a design company moving

21:56Sarah Lane: into saying you know what we're gonna make these things too i wonder what the impetus was for arm to do this you know arm has a good thing going with chip design already um and for it to say all right you know what we're gonna we're gonna do our own chips you know full chips um and then sell them uh they have a lot of competition already it's not like the market isn't saturated with this sort of thing already but yeah uh yeah i i i i i i wish them well may i direct you to the part where I said it was five times the revenue. I'm guessing that's the part that convinced them that this was worth doing.

22:38Sarah Lane: I guess five times the potential revenue though, right? Yeah. They found a niche too, where they're like, nobody's doing this as well as we can do it. And so why sell that design to somebody else who's only going to do, they're only going to go to TSMC and make it themselves. Let's try this. Let's see what we can do. It's an expansion of the business. But yeah, it's a good question because it is a departure for ARM's previous business model. And I wonder for all the folks out there who might have the same question that I do, it's like, how many data centers are we really going to build before we reach that saturation point?

23:17Sarah Lane: And I think a lot of this stuff is this will be part of scrapping an existing data center and rebuilding it with your own staff. Yeah, that's a constant process in building data centers for sure. Yeah. Well, Neil Stevenson posted on his sub stack that he's changed his mind about wearable smart devices like VR headsets and smart glasses, saying that 20 years from now, everyone's still going to be staring at that handheld rectangle, meaning a smartphone. Or at least that's the case if the only alternative is wearing things on their faces. He added, a possible workaround is to keep refining and miniaturizing the devices to the point where they just look like eyeglasses.

24:01Sarah Lane: This, however, turns out to have the unintended side effect of making these things seem sinister. Yeah, this is the guy who basically created the template for this stuff in Snow Crash decades ago saying, you know what? That was fiction. I don't think it's going to become reality. I'm with him on the headset part. I think there is a limit to people walking around with those. I'm not sure that he is right about the creep factor because I think things that appear creepy often we get used to and then the next generation take as totally normal. So there could be a situation where the eyeglasses do wear out.

24:40Or maybe I think he leaves open the possibility that we just come up with something entirely unforeseen that we're like, Oh, this works really well. It's like a pin, you know, everybody's doing the pins or something like that. Yeah.

24:52Sarah Lane: I mean, I, I always, when I think about wearables, especially, you know, on your face, not like a VR headset, but you know, something like sunglasses, just regular old sunglasses. You don't think twice when someone's wearing a pair of sunglasses. I mean, maybe you like them and go, Hmm, where'd you get those? Those are cool, but otherwise just a very normal thing to do. Eyeglasses, a little bit different. Some people need to wear glasses, some people don't. So if you're wearing them, you know, there's sort of a perceived prescription involved, but that's, you know, 2026, that's what we're still talking about.

25:28Sarah Lane: I feel like once we get to the point where, because I wear contacts, once we get to the point where my contacts are AR glasses. Now we're cooking with gas. I know we're nowhere near that. I know people are working on something related to that, but that's where it just turns into, it's part of your body basically, rather than something that you wear. And it's not crazy to think that there would be some kind of implant where you have a small surgical procedure that puts something in. And it's definitely the kind of thing that older people like us are going to be like, Ooh, I don't know if I want that.

26:04Whereas younger people will be like, yeah, sure. Sign me up. Pop it in.

26:07Sarah Lane: I'm like, I'm okay with my contacts. Yeah. Yeah. My multi-focal lenses. I haven't even gotten to the contact phase yet. You're braver than I am. I'm still don't want to stick my fingers in my eyes. Yeah. You know, it's not for everybody, but you get used to it. I think that would be, that would be really interesting to me. The glasses, uh, what we've got on the market right now, I'm kind of like, yeah, I mean, It's cool. We talk about them on the show, on our family of shows. But but otherwise, I get what Neil Stevenson is saying here is it's just it's too hard to expect everybody to adopt something that feels very foreign.

26:48Yeah, especially because not everybody likes to wear glasses on their face. I don't mind, but a lot of people would prefer not to. Hence the reason we have context. People like to hold things in their hand, like gaming devices.

27:01Sarah Lane: Indeed. This week on Live With It, speaking of those, Kevin Tech, a.k.a. KT Data, talks about a handheld gaming emulator from Amberneck that he has been loving. We had such a good conversation about this. Catch Live With It wherever you get your podcasts. and, you know, live with it yourself. Perhaps you are already and might have thoughts. We also do video, youtube.com slash Daily Tech News Show. And if you have thoughts on us, let us know, feedback at dailytechnewsshow.com.

27:39Chicago, 2011. A cop is murdered. Police and prosecutors swear they have the trigger man. He swears he didn't do it. How far will each side go to prove they're right? Like it's just one bombshell after another, you know, where you're like, what? The story of a PlayStation, a brain-eating amoeba, and the relentless pursuit of justice. Off-duty, out now. Listen wherever you get your podcasts. Most all-in-one HR systems are a patchwork of disconnected and manual tools. Rippling is totally automated. If you promote an employee, Rippling can automatically handle necessary updates, from payroll taxes and provisioning new app permissions to assigning required manager training.

28:26That's why Rippling is the number one rated human capital management suite on G2, TrustRadius, and Gartner. If you're ready to run the backbone of your business on one unified platform, head to rippling.com slash AcastBiz and sign up today. That's R-I-P-P-L-I-N-G

28:49All right, let's get to the headlines. These are going to make you look smart. Pay attention.

28:54Sarah Lane: Honda Mobility, a joint venture of Honda and Sony, announced that it will not bring the Afila EV to market after all. The concept had just been announced as a shipping vehicle at CES in January. How quickly things change. Is this our first official CES vaporware, the Afila one? I mean, it didn't feel like vaporware in January. No, I know. I thought, oh, they're actually going to ship it. Look at that. Well, it is interesting to see so many EVs getting delayed or canceled. Honda's got other problems as well. Well, look at gas prices, everybody, and then rethink that. Meta will lay off several hundred employees on Wednesday across recruiting sales and in reality labs.

29:36Some affected employees will be offered jobs elsewhere in the company. We're talking hundreds, according to what CNBC is reporting, and Meta has more than 78 ,000 employees worldwide.

29:46Sarah Lane: So, small amount, but, you know, if you're affected, you're still affected. Judge Rita Lynn heard arguments in Anthropic's request for an injunction against the U.S., declaring it a supply chain risk. Anthropic asked for a decision by Thursday, March 26th, but the court doesn't have to honor that deadline. Yeah, it's always dangerous to read the tea leaves on these things, but it did sound like Lin was inclined to maybe grant the injunction based on some of the comments and questions that the judge had. China has restricted the founders of a genti company, Manus, from leaving the country while it reviews Meta's proposed acquisition.

30:24Remember, we talked about Meta wanting to buy Manus. the two founders were questioned by the national development and reform commission about potential violations of foreign direct investment rules we want to thank rw nash for noting this on our

30:38Sarah Lane: subreddit apple has introduced os level age verification in the uk as part of ios 26.4 so users have to verify they're older than 18 in order to access certain services or features or take certain actions on their account. And so it begins. Google published some really interesting research on something called TurboQuant. It is a compression algorithm that can reduce LLM memory requirements by six times without any loss in accuracy. Something that would be very important for someone building a data center and needing to spend a lot of money on memory. Absolutely. Have they talked to Arm lately?

31:17Yeah, please.

31:18Sarah Lane: Google added three features to Gemini on Google TV Tuesday, including visual responses to queries, deep dives for complex topics, and sports briefs. The U.S. Supreme Court ruled unanimously that Cox Communications was not liable for contributing to copyright infringement conducted by users of its ISP if it failed to disconnect users accused of copyright violations. Big win, unanimous win. ISPs do not have to police copyright for copyright holders. A lot of Cox executives and lawyers are breathing a sigh of relief. A lot of ISP executives, even not just the ones that are right. Exactly. President, a jury in the U.S.

32:02Sarah Lane: state of New Mexico ruled that Meta violated the state's unfair practices act for misleading users about the safety of Facebook and Instagram and has to pay$375 million. Meta, unsurprisingly is going to appeal this decision. Yeah, so we're not done with that one yet. Speaking of Meta, the Ray-Ban displays, the glasses with displays in them, the new ones, are being held up from going on sale in the EU, partly because anything with AI takes a little longer to get to the EU, but also because of the right to repair requirement to have a removable battery. It is harder to design glasses that have a removable battery.

32:38It's not impossible though. Meta, however, is seeking to get an exception for its glasses.

32:43Sarah Lane: Nikkei Asia reports that HP and Dell say that the number of CPUs delivered to them no longer matches the required volume as the parts shortages caused by increased data center buildouts creep into that CPU market. Lead times for CPU orders have stretched from one to two weeks to eight to twelve. Yeah, hence people wanting to get into making CPUs, I guess. There you go. Well, we like to end every episode of DTNS here with some shared perspectives. And you give us a lot of perspectives each week. Today, Rafal has extra info about TP-Link. And Andrew is going to follow up on that language police.

33:22Yes, on our Roche pronunciation. Rafal writes regarding TP-Link making its routers in China. He says, it depends on which TP-Link we're talking about. The TP-Link systems, as well as their Omada brand, which is the one headquartered in Irvine, California for the U.S. market, make almost all of their router devices in Vietnam. I know because I recently bought 10 pieces of Omada hardware and all said made in Vietnam on the box. On the other hand, TP-Link Technologies is a split entity specifically for the Chinese market, and all of that equipment is made there. Anyway, thanks for all you guys do.

33:58Yours truly, Rafal. Thank you, Rafal. I mean, it doesn't really change the broad scope of that rule about routers saying if they're foreign made, you got to get an approval. Vietnam's still foreign made. But a good point that, you know, just because a company is Chinese in any aspect and makes some of their stuff in China doesn't mean everything is coming from China to your particular country. To that point, my MacBook Pro that I just bought came from Vietnam as well. The first time I've gotten an Apple product that was shipped from Vietnam instead of being shipped from China.

34:30Sarah Lane: Weird, weird little, little side note. I've always wondered, not that I think lots of companies are lying about this, but when you see a made in country here, how many of those are really made in that country? I mean, there are some very specific rules about how you can say that. And you're right that a lot of times it's like assembled there, but maybe parts of it were sourced from other places or packaged in other places. But I don't know. I think most of the time it's pretty accurate these days. What makes you suspicious of it? I'm not, it's not that I'm suspicious. I've just, I've always wondered, you know, it would, would it be advantageous for a company if they felt like they could fly under the radar somehow to say it's made in one place and really is not because it's just that little thing, you know, it becomes easy to, to track down.

35:27And, and, and I guess you could try to get, get away with like getting around some tariffs or something if you do that. yeah just it's always a question i've had and then andrew writes uh hi tom and sarah ooh you read my letter this is the one about pronunciation of roche slight update something you should know in quebec we actually have language police they give out tickets for businesses with signs in english or at least english only uh thank you uh cheers andrew r so there you go don't be careful when you're in Montreal.

35:59Sarah Lane: I'm actually doing a Mad Men rewatch right now and we're in the Megan era. Oh yeah. Lots of Montreal stuff. And you know, English, French, what are we doing? Zooby zooby zoo. Yeah. Yes. Yep. Just a couple episodes ago. So Andrew, thank you so much for the intel on that. Yeah, that's good stuff. Thank you, Andrew. If you are thinking about anything we talked about on the show today, something that we might talk about in the future, or even a story that you don't think is getting enough attention, share it with us. Feedback at dailytechnewsshow.com. Yes, thanks to Rafal and Andrew for contributing to today's show.

36:35Thank you for being along for Daily Tech News Show. You keep us in business, folks. Go become a patron if you're not already. Do it right now. We'll wait. Patreon.com slash DTNF.

37:05The DTNS family of podcasts, helping each other understand. Diamond Club hopes you have enjoyed this program.

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