Response to your thoughts after the yoda timer
Why are you so certain it’s dangerous to try once even at the beginning? My guess is that it won’t immediately be particularly compelling, but get more so over time as they have time to do RL on views or whatever they are trying to do.
But I also have a large error bar. This might, in the near future, be less compelling than either of us expect. It’s genuinely difficult to make compelling products, and maybe Sora 2 isn’t good enough for this.
I’m more concerned about Youtube Shorts to be honest, in the long term.
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Labor costs are much higher in the US, which I think plays into this. So it’s easier in Europe to not be reliant on the credit card model.