Sora's Shutdown Exposes the Economics Hidden in Every AI Roadmap

Sora did not fail because the technology was insufficient. It failed because the gap between what the technology cost and what it could earn had no credible path to closure. Field's Verge analysis named the three forces — compute cost, competition, and investor skepticism — but the ordering matters: compute came first . The product was consuming resources at a rate that made every other problem secondary. Whether the market could have been built, whether competitors could have been outlasted — none of that analysis was reachable…