Om Malik blogs about OpenAI’s latest funding round, presumably the last one before an IPO:

OpenAI is quietly pivoting, shutting down Sora, its much-hyped video app, and concentrating resources on a “superapp” for developers and business users, with coding assistants at the center. Why? Because enterprise is exactly where Anthropic is eating their lunch.

I don’t completely agree with this. Yes, Anthropic has the momentum and is making a ton of money. But is it a pivot? OpenAI is still going to release a hardware device within the next year, which is clearly a consumer product.