AI industry competition and vendor stability

OpenAI faces litigation, an S-1 reporting a $38.5B loss, leadership churn, and retrenchment around high-cost video products; Amazon also dropped a planned OpenAI film. Anthropic has reportedly surpassed OpenAI in revenue, reinforcing the strategic value of application-layer systems and diversified vendor portfolios for studios. Sora's economics remain a warning against treating frontier video models as dependable production infrastructure.