Core Viewpoint - The early enthusiasm for AI applications appears to be waning, particularly for OpenAI's AI video generation app, Sora, which has seen a significant decline in both downloads and consumer spending [4][5]. Group 1: Performance Metrics - Sora's mobile downloads decreased by 45% month-over-month in January, with consumer spending dropping 32% to $36,700 [4]. - Cumulatively, Sora has achieved 9.6 million downloads and generated $1.4 million in revenue, with the U.S. contributing $1.1 million [5]. Group 2: Competitive Landscape - The launch of Gemini's Nano Banana image generation model has intensified competition, putting pressure on OpenAI [5]. - Meta's introduction of AI-driven Vibes video functionality has also led to a surge in downloads, highlighting the competitive nature of the AI application market [5]. Group 3: Challenges and Limitations - Sora's decline is attributed to copyright disputes, particularly with Hollywood, which has led to legal challenges and limited the app's functionality due to a lack of legal content [5]. - The sensitivity of internet users regarding privacy and the legal restrictions on using personal materials for AI-generated content pose significant barriers to the development of AI applications [5]. Group 4: Potential Solutions - One potential solution for Sora's challenges is to unlock copyright libraries from major intellectual property holders like Hollywood to enhance creative possibilities for users [6]. - Another approach could involve developing new features and exploring social upgrades for the app, but this needs to be executed before users abandon Sora entirely [6].
Sora下载量暴跌45%
财联社·2026-01-30 10:44