Which companies/industries will be hurt/gained by text-to-video Sora?

[https://openai.com/sora](https://openai.com/sora)

Wanted to start a conversation about which companies/industries this is going to hurt the most or obscurely gain from it as well as the future.

Don’t say NVDA, that’s obvious and probably priced well in by now.

My uneducated opinion on this is that it seems like the following will be hurt:

\- Providing video advertising services to networks will die a terminal death

\- Short-form video developers -> won’t be needed

Sectors that could gain:

\- Entertainment producers -> lower cost base to financing entertainment

Later on indie game publishers could also gain if generative AI providers lower development costs of indie games.

Any thoughts?



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