In a single week, OpenAI killed Sora ($15M/day burn, $2.1M lifetime revenue), blindsided Disney on a $1B deal, shelved its adult chatbot, renamed its product org to 'AGI Deployment,' moved safety oversight away from the CEO, and bet everything on a model codenamed 'Spud.' This isn't a pivot — it's a company strip-mining itself to win a race it can't afford to lose, and the collateral damage reveals how thin the margin for error is when you're spending faster than you're earning.