Sora Isn’t a TikTok Killer

Plus: the oil glut, Gemini, a defense bubble and more.

Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. 

Photographer: Kyle Grillot/Bloomberg

Hey readers, welcome back to The Forecast from Bloomberg Weekend.

Thanks for your emails last week in response to the all-optimism edition! If you’re looking for more optimism, Bloomberg Originals’ video series An Optimist’s Guide to the Planet is back for a second season.