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Step 1: make a coding product which is better on cost/quality/speed. Probably need to choose two, so redirecting compute from dumb ai videos to coding makes sense.

Step 2: win back public trust by firing Sam Altman or dropping defense contracts or something else I can’t think of.

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Step 3: use politicians to jam Anthropic up in legal battles.
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This is actually step 1
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Imagine all the money they can save on Sora which surely cost them way more than regular LLM usage, that they can now invest into suave Superbowl ads trash-talking Claude.

I also wonder if they got the $1B from Disney? Was that even a paid for deal? Or just another "announced" deal? Every article I found doesn't mention anyone signing any paperwork - which seems to be typical of AI journalism these days. Every AI deal is supposedly inked but if you dig deeper, all you find are adjectives like proclaimed, announced, agreed upon.

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I believe that the $1b is apparently not coming anymore because it was basically dependent upon Sora being an actual product that actual people can use, which isn't the case anymore.
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"Clawing back" was what the Open Claw acquisition was for ;)
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