OpenAI’s strategy until now had been to shoot into the air to see if, with luck, a bullet would hit the target. They have finally realized that it was not the way to go and for a few days there have been signs that the company is beginning to define its priorities once and for all. They plan duplicate your template before the end of the year, they want to launch a super app to simplify your catalog and even They have closed Sora 2. The changes are being profound and also affect their own CEO. What is Sam Altman’s role in this new OpenAI?
Raise money. They count in The Information that Sam Altman has changed his role within the company. Until now, the CEO directly supervised the safety and security teams, but from now on he will focus on securing more investments, managing supply chains and building data centers “on an unprecedented scale.”
Why it is important. This change suggests two things: on the one hand, that Altman would have distanced himself from strategic issues to become more involved in technical or secondary aspects; and on the other, that the situation within OpenAI is serious enough to move it to a role more focused on fundraising. As a consequence of the closure of Sora, OpenAI has lost the agreement it signed with Disney worth 1 billion dollars. Added to this is that recently NVIDIA itself got off the wagon with its 100,000 million. The situation is, to say the least, delicate.
Saving mode. OpenAI’s strategic pivot seeks to save both money and computing resources. The closure of Sora has a lot to do with the latter since the app consumed a lot of resources, and it had only been launched in the United States. The team that was dedicated to its development will now dedicate itself to robotics-oriented world simulation. Additionally, the applications division led by Fidgi Simo is now called “AGI deployment” and will primarily focus on commercialization and real-world usage.
Spud. That’s what the company’s next big AI model is called internally. According to The Information, the pre-training phase has already concluded and it is expected to be launched in the coming weeks. It’s unclear what capabilities this model will have, but Sam Altman has told employees that it “can really boost the economy.” Once again, it confirms that the strategic shift points in the direction of the desired profitability.
AI as a consumer product. Throughout 2025, Open AI launched many very different products that added to those they already had, which were not few. With Sora 2 They wanted to be a social network, with ChatGPT Atlas a browser, there are plans for a sex mode on ChatGPT… Until now, OpenAI’s bet has been to turn AI into a mass consumer product, but they have discovered that going viral is not the same as making money and that having so many eggs in so many baskets is not profitable.
AI as a business product. While OpenAI was searching for its identity without a fixed direction, there was another company that was very clear: Anthropic. The startup focused primarily on business clients, those who do not have so many qualms about paying subscriptions of hundreds of dollars a month, and little by little it has been taking over OpenAI. The figures They are not lying: two years ago OpenAI had a 50% enterprise market share and today it has 25%, while Anthropic already has 32%.
Image | Xataka with Freepik
In Xataka | Sora’s closure is a sign: OpenAI takes a step back in the AI race to completely recalibrate
GIPHY App Key not set. Please check settings