First Impressions of the Sora app

**Chris** (0:02)
I do want to talk a little bit about Sora. Jordan, I don't know if you're on Sora, but Dave, I think you are. This is a pretty big deal. Why can't I? This thing just popped on my screen. Dude, I got on Sora.
Dave, you're on it. I don't think people quite fully grasp what is about to happen here.
So the age of AI video is going to completely, one, I think I put this out on X the other day, it's going to completely rewire our brains. I read a really good piece the other day about the end of novelty. We are about to have visual stimulation, a rapid acceleration of visual stimulation due to Sora and AI, unlike anything that we've ever seen in our lifetime, meaning no matter what you love to look at, whatever drives your dopamine, whether it's cooking or pets or anything, you are about to see customized video now. We might be seeing the birth of the next TikTok, the next Instagram with the Sora app, right? Because anyone now can create anything. This is a creator's super tool, right? You don't have to have any creative actual technical ability, and whatever is in your head, whatever is in your head, whether it's creating a TV show, a movie, a skit, some wild imagery, you now have the tool set to do that. So every human on earth will essentially become a Hollywood producer. That is just a stunningly big deal. I think it's probably bigger than what we saw with the revolution of TikTok, where anyone can basically come out and share their creative talent in a very raw way. Now, there's just no limits to it. And I think the end of novelty is truly here. Because you have 6 or 12 months of seeing just visual stimulation that your brain can barely comprehend on a daily basis. And no one's going to care about anything anymore. Like, no matter what you see, nothing will do it for you anymore. That's kind of a scary thing, I think. But also in the interim, the amount of compute that we are going to need, the amount of energy that we are about to soak up, all this AI hype cycle stuff, I think this might be bigger than even the peak of AI hype. When you look at what will be needed to have billions of people generating these sorts of videos.

**Dave** (3:06)
It's already insane. The platform is unfathomable. I literally, it has you like scan, turn your head and then read three numbers off the screen, and then it creates a perfect digital copy of you that other people can use in their videos, that you can remix, you can add yourself into scenes.
It is, I don't even understand how they can do that so quickly. And these videos, they're short videos, but they're multi-cam, like multi-angles, and you don't, it's not like you upload a script. You just give it an idea, and it does it. It just creates a viral video out of nothing.

**Chris** (3:51)
Guys, this is the number two app in the world right now. The number one app, as of last night, was Gemini. The number two app is Sora, and the number three app is ChatGPT.
By the way, I know there's a lot of XAI guys here. XAI has been floating between number 50 and 70 for the past month. So this looks to be the next big thing. This is a moment in time. This is like the creation of Instagram or the creation of TikTok. And it's going to be rolled out slowly, I think, because I don't know that Sam Altman could actually afford to have too many people doing this all at one time. It's becoming cute.

**Dave** (4:34)
It's in my head right now, and there's a cap on how many videos you can create, although it's a high cap. It's like 100 videos a day or something. I've only made like five videos, and I haven't published any of them, because it's just like, oh, these are just cringey. But when you get into the doom scrolling on there, it's just nothing is real, and your brain just doesn't quite get that nothing is real, but you're kind of expecting it to be, because it looks so real.

**Chris** (5:02)
Yeah. And I know a lot of people watching probably haven't experienced this firsthand yet, because there's only so many codes to go around for invites. If I had unlimited codes, I would just share them here for everybody. But dude, it is honestly a game-changing moment with really big implications. I'm telling you right now, if it wasn't for all the controversy between China and the US with NVIDIA, where it looks like NVIDIA might truly be squeezed out of China now legitimately.