Generative AI tools like OpenAI's Sora face a huge hurdle in becoming content consumption platforms. Users inherently want to post their creations where the audience already exists (TikTok, Instagram, X), making it incredibly difficult for a new, single-tool platform to gain critical mass.

The backlash to Meta's AI video feed "Vibes" stemmed from its impersonal, generic content. This contrasts with ChatGPT's viral "Studio Ghibli" filter, which succeeded by letting users apply an AI aesthetic to their own photos. Successful consumer AI must empower self-expression, not just serve curated assets.

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.

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.

Social platforms are declining as places for genuine connection, shifting to AI-generated 'slop' and content from strangers. Their business model remains viable not by improving the user's social experience, but by using AI to become so effective at ad targeting that even mindless engagement is highly monetizable.

The proliferation of AI agents will erode trust in mainstream social media, rendering it 'dead' for authentic connection. This will drive users toward smaller, intimate spaces where humanity is verifiable. A 'gradient of trust' may emerge, where social graphs are weighted by provable, real-world geofenced interactions, creating a new standard for online identity.

The next generation of social networks will be fundamentally different, built around the creation of functional software and AI models, not just media. The status game will shift from who has the best content to who can build the most useful or interesting tools for the community.