Uploaded March 2026 | Updated September 2026, 2 weeks ago

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SandboxAQ CEO Jack Hidary joins CNBC’s Squawk on the Street to break down the sudden shutdown of OpenAI’s Sora video platform and what it signals for the future of AI.

Hidary explains why video generation economics are challenging, how regulatory pressure is shaping AI strategy, and why companies may be refocusing ahead of potential IPOs.

The conversation also covers:
-The rising cost structure of generative AI
-Competition across OpenAI, Anthropic, and Google
-The next wave of blockbuster IPOs (including SpaceX, OpenAI, and Anthropic)
-AI’s evolution beyond chatbots into “physical AI” and real-world applications
-Market signals from global investors and the FII conference in Miami

Plus, Hidary shares insights on where AI is headed next, and why we’re still in the early innings.

Chapters:

00:00: Why OpenAI Shut Down Sora
00:37: The Economics of Video AI vs. Text
01:26: AI Competition & IPO Strategy
02:04: 2026 Global Market Outlook
02:45: The $1.5 Trillion SpaceX IPO
04:08: Beyond Rockets: SpaceX Application Layer
05:21: How to Invest in Private AI Giants
05:54: The Rise of Physical & Quantitative AI

Learn more about SandboxAQ here: sandboxaq.com

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