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Cake day: February 18th, 2026

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  • Upvoted for a different perspective, but I suspect it ends in the same place.

    OpenAI is kept solvent by investor capital, and capital is kept flowing by the perception of OpenAI being the market leader. Seedance being a better model, enough to cause OpenAI to exit the market, still ruptures the perception of value. In a market with no clear profitability path, that’s ground falling away.

    It also can’t be simply commoditized because generations (I’m sure even Seedance) are expensive and still not good enough for production use, even if 50% of their consumer base might boycott if a major studio even did use it in production. Commoditization can’t occur when there’s still no economically self-sustaining, market-acceptable “good enough” product. Without that, even if the leader changes, it’s a race between lemmings (sorry) off the cliff.


  • I don’t know if the headline on the site changed or OP changed it, but to be clear, Delta is not targeting only congressmembers who are voting against the current funding proposal (i.e., this is not a “punish Democrats” targeted action, despite the headline saying those who won’t get special treatment are “members refusing to fund TSA”).

    This is the current headline which is clearer: “Delta axes special treatment for Congress members over ‘inexcusable’ refusal to fund TSA”.


  • OpenAI said it will discontinue Sora, the generative-AI video creation platform it launched in late 2024, without providing a reason for the decision.

    That is the strongest indication this is the beginning of the end for the AI bubble. Sora burned a ton of processing power, with no clear value proposition, just to keep the hype cycle going a little longer. Shutting down without explanation leaves the most likely one: they are out of helium to pump into the balloon. And if that balloon isn’t inflating, it’s deflating.




  • To me, the problem is that this is effectively the Switch Pro, and they called it the Switch 2. The marketing psychology makes a big difference. Switch Pro would imply it coexists alongside Switch and is for those who want to pay for more performance. Switch 2 implies that it’s something worthy of abandoning the prior generation. I think the former is fine (even desirable) and the later is just a bad value proposition.

    Also interesting there were leaks about a Switch Pro a year or so prior to the Switch 2 reveal. My guess is the Switch 2 IS the Switch Pro.