So Long to Sora (This Week in Stratechery)

• Source: Stratechery (Ben Thompson)
• Date: 2026-03-27
• Type: weekly-digest
• RDCO Relevance: Low

Weekly roundup covering March 23, 2026. Key themes: OpenAI discontinuing Sora video platform to refocus on productivity and coding tools (enterprise pivot), Arm’s shift to selling chips directly, and NBA playoff previews. The Sora shutdown signals OpenAI’s strategic realignment toward enterprise/productivity and away from consumer attention products ahead of a potential IPO.