Travis Wright examines the AI industry's sudden reality check as OpenAI shutters Sora after just six months and leaked Anthropic tech threatens to eliminate $47 billion in software value. Meanwhile traditional investment strategies crumble amid Iran conflict fallout while Physical Intelligence reaches $11 billion building robot intelligence and Meta pushes AI glasses to prescription users.
Saturday, March 28, 2026 — 366 words / ~2.4 min
Today's Top Stories:
- Wall Street's 60/40 Portfolio Just Died in the Iran War
- Anthropic Leak Reveals AI That Breaks Code — $47B in Software Value Evaporates
- OpenAI Kills Sora After Six Months As AI Hits Its First Revenue Reckoning
- Physical Intelligence Hits $11B Valuation After 18 Months Building Robot Brains
- Meta Targets 164 Million Prescription Wearers With AI Glasses