Jay Gasang
149 posts

Jay Gasang
@JayGasang
I Like Things. $TSLA. Valor TL50.















Sora is dead. OpenAI just pivoted to robotics. I have friends on the Sora team. They're now working on robot-related projects. Makes sense when you think about it. OpenAI's philosophy: Why waste resources making people laugh with videos when you can solve humanity's physical intelligence problem? Let TikTok handle the entertainment. We'll build the future. But here's the real story: Video model startups are struggling to raise money. VCs think it's a big tech game now. Google has Veo, Kuaishou has Kling, ByteDance has SeeDance. How can a startup compete? Many video model founders I know have pivoted. The window closed fast. This reflects a broader pattern I'm seeing: Areas where big tech companies compete directly become no-go zones for startups. The money flows to either: Highly regulated industries big tech won't touch Niche verticals too small for them to care about Hardware-first approaches they can't easily replicate Video generation became a commodity overnight. The differentiation isn't in the model anymore – it's in the application layer. Smart founders are moving up the stack or finding defensible niches. The gold rush is over. Time to find the next mountain. #AI #Sora #OpenAI #VideoGeneration #Startups #VentureCapital #BigTech #Pivot #AIStrategy #Innovation


@elonmusk @LipBuTan1 Denifinity is a game-changing vision. As a U.S. design and manufacture company Supermicro is excited to integrate our DCBBS speed with the Terafab scale. We’ve powered @xAI, @Tesla and Intel Cloud computing, now let's optimize the Datacenter Infrastructure Total Solutions that drive them both on earth and in space! Honored to strengthen our partnership and build the future of American manufacturing together. 🇺🇸🚀⚙️








