The obvious social play for OpenAI is to embed collaborative features within ChatGPT, leveraging its utility. Instead, the company launched Sora, a separate entertainment app. This focus on niche content creation over core product utility is a questionable strategy for building a lasting social network.

AI video tools like Sora optimize for high production value, but popular internet content often succeeds due to its message and authenticity, not its polish. The assumption that better visuals create better engagement is a risky product bet, as it iterates on an axis that users may not value.

Ben Thompson argues that ChatGPT succeeded because the creator was also the consumer, receiving immediate, personalized value. In contrast, AI video is created for an audience. He questions whether Sora's easily-made content is compelling enough for anyone other than the creator to watch, posing a major consumption hurdle.

Proficiency with AI video generators is a strategic business advantage, not just a content skill. Like early mastery of YouTube or Instagram, it creates a defensible distribution channel by allowing individuals and startups to own audience attention, which is an unfair advantage in the market.

Learning from Instagram's evolution towards passive consumption, the Sora team intentionally designs its social feed to inspire creation, not just scrolling. This fundamentally changes the platform's incentives and is proving successful, with high rates of daily active creation and posting.

By releasing Sora as an API for developers and businesses rather than a standalone consumer app, OpenAI reveals its core strategy. The goal is to empower enterprise use cases like ad generation, not to build a new video destination to compete with platforms like YouTube or TikTok.

Drawing from Chris Dixon's thesis, the initial success of AI tools like Suno is based on their utility for creation (the "tool"). Their long-term viability hinges on transitioning users into a sticky consumption or social network, much like Instagram did with photo filters.

For a generative video model like OpenAI's Sora 2 to achieve viral adoption, it needs a universally appealing, simple-to-execute prompt, much like DALL-E's "Studio Ghibli moment." A feature like "upload your profile picture and turn it into a video" would engage a mass audience far more effectively than just showcasing raw technical capabilities.

By allowing any developer to integrate its best video model via API, OpenAI is likely signaling it doesn't believe it can build a dominant, self-contained social video platform. A company aiming to create a new TikTok would maintain exclusivity over its core technology to maximize its competitive advantage.