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Featured Story from MarketBeat Media Meta vs OpenAI: Is Sora a True Threat to Meta's Dominance?Written by Leo Miller. Published 10/16/2025. OpenAI’s ChatGPT has undeniably taken the world by storm. The National Bureau of Economic Research estimates that roughly 700 million people, or about 10% of the world’s population, had used ChatGPT by July 2025. That is an impressive feat for a platform that launched in November 2022. The researchers conclude that no new technology has ever seen such rapid global adoption. ChatGPT sparked investor concern for Alphabet (NASDAQ: GOOGL). Some worried the platform would weaken Google Search, offering people a more intelligent way to find information online. Alphabet, however, has fared well: Google Search revenues have increased 27% since Q4 2022, and the stock is up about 150% since late November 2022. Still, at least one Wall Street analyst worries OpenAI’s latest innovation could threaten another Magnificent Seven stock: Meta Platforms (NASDAQ: META). Analysts at MoffettNathanson recently lowered their Meta price target after OpenAI released its Sora app, arguing Sora could pose a threat to Meta similar to how ChatGPT rattled Alphabet. Below, we break down those claims and explain how significant a threat Sora might be. Sora: OpenAI’s New Social Media App Breaks onto the Scene A strange chasm is coming to Wall Street...
It's already creating millionaires and billionaires at the fastest pace in history. CNBC calls it "the largest wealth creation spree in history." Yet 1 in 3 Americans now fear their financial situation is deteriorating. There's only one way to survive, says the man who predicted 2008 and 2020, but sadly it's already too late for many. Everything you need to know is here. Key Points - OpenAI just released a new social media app, Sora, creating a new threat from Meta Platforms.
- A Wall Street analyst lowered their Meta price target after Sora's release, noting that Meta could face its "ChatGPT moment."
- However, Meta has succeeded amid new social media entrants in the past. The company can fend off even the likes of OpenAI.
Sora is a social media app similar to TikTok that lets users create, discover, and share short-form videos. Unlike TikTok, the videos are AI-generated — users can even blend images of friends and celebrities into clips. That capability stood in contrast to Meta’s competing AI-generated video platform, Vibes, and helped make Sora initially better received than Vibes as people enjoyed incorporating others into their content. MoffettNathanson warns Sora could siphon attention from Meta’s apps and damage the growth of its advertising business. The concern is not unwarranted: Sora recorded one million downloads within five days of its Sept. 30 release, growing faster than ChatGPT did early on. Still, there are several reasons to think Meta can withstand Sora’s rise. Meta Has Withstood Past Threats and Can Do So Again Despite ChatGPT and Sora’s rapid adoption, both pale compared with Meta’s massive user base. The company has just under 3.5 billion users, roughly five times ChatGPT’s reach. That scale gives Meta a meaningful advantage when rolling out and scaling new products. MoffettNathanson calls social media a "zero-sum competition for leisure time," arguing new entrants mostly extract engagement from incumbents. At the same time, the firm notes Meta has retained market share even after the emergence of apps like TikTok and Snapchat. Those observations undercut one another and weaken the case that Sora will severely damage Meta. Moreover, Meta can respond the way it has in the past: emulate successful rivals. Instagram Reels became a major growth driver after Meta moved into the short-form video arena TikTok pioneered. If users prefer Sora to Vibes today, Meta can iterate on its products and integrate Sora’s best features. The company is also developing proprietary AI models to reduce reliance on third-party models used by Vibes. That will take time and investment, but Meta’s commitment to building AI capability is among the strongest in the industry. Despite Concern, MoffettNathanson Still Sees Strong Upside in Meta Sora could plausibly divert attention from Meta’s apps in the near term, pressuring results and investor sentiment. But it may take months to see any measurable impact. Meta’s Q3 earnings report, scheduled for Oct. 29, covers the quarter ended Sept. 30 — the same day Sora was released — so those results should not yet reflect any effect. The company’s Q4 report in late January or early February 2026 will likely be more informative. It’s also worth noting MoffettNathanson is not bearish on Meta. The firm trimmed its price target by $40 after Sora’s release to $890, which implies roughly 25% upside from the Oct. 16 close and sits above the MarketBeat consensus target of $831. Overall, as MoffettNathanson and other analysts have observed, Sora is not an “immediate existential threat” to Meta. Nonetheless, its emergence is an important risk to monitor in the coming months.
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