The Weathervane Company: How OpenAI Went from Setting the Wind to Chasing It

OpenAI has an approach that resembles a rooster weathervane that changes direction endlessly based on the direction of the wind. One moment it is video generation, then changing a much beloved model in favor of a more impersonal one, then a change of focus based on a competitor's decision or product releases, such as with the famous code red following innovation by Google, or jumping on a government contract once Anthropic had exited. All these point to a former clear market leader setting the tone, to now a company that is increasingly in reactive mode.