4 Guys Talking About AI

OpenAI Scraps Sora, Meanwhile Claude Code's Insane Demand Puts You on Timeout

• Andy Steuer, Greg Sterling, and John Girard • Season 1 • Episode 59

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0:00 | 35:24

Claude Code is doing so well that Anthropic had to write in a rate limit. In this episode of 4 Guys Talking About AI, we cover down three major transformations happening all at once: Sora's shutdown, the future of AI automation, and Claude: John even gets into how to use Claude Code, Cowork, and Skills.


We explore how tools like Claude Code are accelerating product development from weeks to hours, creating custom software that threatens traditional SaaS models, and how the resulting demand forced Anthropic to start throttling usage (even for paying customers!). Meanwhile, OpenAI made a dramatic pivot by shutting down their high-profile Sora video project, killing a massive Disney partnership and a billion-dollar deal to refocus on the enterprise. The big twist? OpenAI is already generating over $100 million in annualized ad revenue in under two months.


If you want to understand the new dynamics of the AI market from infrastructure bottlenecks and ethical stands to IPO valuations and enterprise strategy, this episode connects the dots.


đź”— Articles and Links Mentioned in This Episode: 

• Claude.com — Claude Code Product: https://claude.com/product/claude-code

• Deadline — Sora Shutting Down, Meaning Disney's OpenAI Investment Is Dead:  https://deadline.com/2026/03/sora-shut-down-disney-investment-1236764689/

• CNBC — OpenAI ads pilot tops $100 million in annualized revenue in under 2 months: https://www.cnbc.com/2026/03/26/openai-ads-pilot-tops-100-million-in-arr-in-under-2-months.html 

• Forbes — The Apple App Store is flooded with AI slop and legitimate developers are paying for it: https://www.forbes.com/sites/josipamajic/2026/03/24/the-apple-app-store-is-flooded-with-ai-slop-and-legitimate-developers-are-paying-for-it/

• Claude Code Skills Docs: https://code.claude.com/docs/en/skills

• Claude Cowork: https://claude.com/product/cowork

• The Information — Claude Gaining OpenClaw: https://www.theinformation.com/newsletters/ai-agenda/claude-gaining-openclaw

• VentureBeat — Anthropic just shipped an OpenClaw killer called Claude Code Channels: https://venturebeat.com/orchestration/anthropic-just-shipped-an-openclaw-killer-called-claude-code-channels

• Forbes — Claude Dispatch lets you control Claude Cowork with your phone: https://www.forbes.com/sites/ronschmelzer/2026/03/20/claude-dispatch-lets-you-control-claude-cowork-with-your-phone/

• Yahoo Finance — Anthropic throttles Claude as demand for ChatGPT rival surges:  https://tech.yahoo.com/ai/claude/articles/anthropic-throttles-claude-demand-chatgpt-144827685.html

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🎙️ About the Podcast 4 Guys Talking About AI: Join four industry pros as they explore the latest breakthroughs in AI technology. Each episode delivers fresh insights, expert opinions, and in-depth discussions on the future of AI. Tune in on YouTube  and in all your favorite audio-streaming platforms and stay ahead of the curve! 🚀🤖