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Robottal: Google and OpenAI release rival video-generative products

Robottal: Google and OpenAI release rival video-generative products

Portal combat

OpenAI, the maker of ChatGPT, yesterday announced new generative video model Sora, capable of transforming short text descriptions into intricately detailed, high-definition clips — just weeks after Google unveiled Lumiere, a very similar text-to-video AI product of its own.

Sora, taken from the Japanese for "sky", will generate 60-second films of anything from snowy cityscapes to alpine dog-podcasters using short, snappy prompts. Like Lumiere, OpenAI's latest creation uses space-time diffusion tech, but combines it with the transformer network used to train GPT-4.

While the quality and length of Sora’s sample videos seemingly supersede that of Lumiere and other rivals, neither OpenAI nor Google have provided much information about launch dates or what a typical output might look like — but, at the current pace of advances in AI technology, it’s easy to imagine big strides on both sides pretty soon.

Video manipulation

From today, OpenAI is ‘red teaming’ Sora — assessing critical risk areas for susceptibility to misinformation, bias, and hateful, violent, or sexual content — prior to public release, opening access to a few researchers, visual artists, and video creators for testing.

As OpenAI grapples with its new product's potential for misuse, fears surrounding AI continue to spread: a recent report from the World Economic Forum found that 53% of respondents considered AI-generated misinformation and disinformation among the threats most likely to present a global material crisis in 2024, second only to extreme weather (66%). And, with 2024 set to be a record election year, AI’s ability to create hyper-realistic falsified footage may well open Pandora’s ballot box on a global scale.

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Tesla deliveries drop for second straight year; stock on pace to match longest losing streak ever

BYD outsold Tesla in battery electric vehicles for the first time in 2025.

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Rani Molla

Rather than fully cracking down on scam ads, Meta worked to make them harder to find

In its latest piece on Meta’s scam ads, Reuters found that the social media giant didn’t just remove fraudulent ads from its platforms — it also worked to make them harder for governments and journalists to find.

Fearing that Japanese regulators would require universal advertiser verification — a measure Meta estimated would cost roughly $2 billion to implement and potentially reduce its revenue by nearly 5% — the company took steps to make scam ads less “discoverable” to “regulators, investigators and journalists,” according to internal documents reviewed by Reuters.

“So successful was the search-result cleanup that Meta, the documents show, added the tactic to a ‘general global playbook’ it has deployed against regulatory scrutiny in other markets, including the United States, Europe, India, Australia, Brazil and Thailand,” Reuters wrote.

Previous Reuters reporting found Meta internally projected that about 10% of its 2024 revenue would come from ads tied to scams and banned goods, though the company later said that estimate was overly broad. Reuters also reported the rate was double in China.

“So successful was the search-result cleanup that Meta, the documents show, added the tactic to a ‘general global playbook’ it has deployed against regulatory scrutiny in other markets, including the United States, Europe, India, Australia, Brazil and Thailand,” Reuters wrote.

Previous Reuters reporting found Meta internally projected that about 10% of its 2024 revenue would come from ads tied to scams and banned goods, though the company later said that estimate was overly broad. Reuters also reported the rate was double in China.

tech
Rani Molla

Michael Burry, the “Big Short” investor who called Tesla “ridiculously overvalued,” is not currently shorting Tesla

Earlier this month, “The Big Short” investor Michael Burry said Tesla has been “ridiculously overvalued” for “a good long time” — and reiterated that message in a post on X on Tuesday. But the once prominent Tesla short seller isn’t currently betting against the stock.

Asked directly whether he would short Tesla now, Burry replied simply: “I am not short.”

Tesla is expected to report a double-digit decline in fourth-quarter deliveries this week.

tech
Rani Molla

SoftBank becomes OpenAI’s biggest backer after fully funding $40 billion investment

SoftBank has fully funded its $40 billion investment in OpenAI, overtaking Microsoft as the company’s largest financial backer, CNBC reports. The deal was contingent on OpenAI transitioning to a for-profit public benefit corporation, which it did in September.

However, longtime partner Microsoft retains substantial influence over OpenAI with its roughly $13 billion investment, which translates to a stake worth about 27% of the startup’s valuation — which has been cited as high as $830 billion — as well as exclusive cloud and commercial licensing rights tied to Azure.

tech
Rani Molla

Tesla-compiled estimates show Q4 deliveries expected to fall 15% from last year

A Tesla-compiled average of analyst estimates pegs fourth-quarter deliveries at 422,850, which would mark a 15% slump from the 495,570 the company delivered in the same quarter last year, if realized. The full-year estimate of 1.6 million vehicles would represent an 8% decline from 2024 and the second annual decline for the EV company. The estimates are notably lower than the consensus estimates compiled by Bloomberg and FactSet, which have been declining over the past month.

The market-implied odds derived from event contracts show that most traders think Tesla deliveries will be more than 410,000 but less than 420,000 in the quarter ending December.

(Event contracts are offered through Robinhood Derivatives, LLC — probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC.)

While Tesla typically shares its compilation of analyst estimates with institutional investors, this is the first time the company has shared those numbers on its own website. Tesla’s numbers include estimates from Daiwa, DB, Wedbush, OpCo, Canaccord, Baird, Wolfe, Exane, GS, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham & Co., HSBC, Cantor Fitzgerald, and William Blair.

Actual numbers are expected Friday.

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