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Thursday's Bonus Article Meta vs OpenAI: Is Sora a True Threat to Meta's Dominance?Written by Leo Miller. Published 10/20/2025. 
Key Points - OpenAI just released a new social media app, Sora, creating a new threat to 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.
OpenAI's ChatGPT has undeniably taken the world by storm. The National Bureau of Economic Research estimates that around 700 million people, or 10% of the world's population, used ChatGPT as of July 2025. That is an incredible feat for a platform that launched in November 2022—researchers conclude no technology has ever seen such rapid global adoption. ChatGPT sparked investor concerns about Alphabet (NASDAQ: GOOGL), with some fearing it would weaken Google Search by giving people a different way to search the internet. Yet Alphabet has held up: Google Search revenues have grown 27% since Q4 2022, and the stock is up roughly 150% since the end of November 2022. Solving a Trillion-Dollar Problem with AI – and You Can Own a Piece
With backing from Adobe and major investors, RAD Intel is gaining momentum fast. They've secured a potential Nasdaq ticker, and shares are still available at $0.81. Lock in your shares before the price changes 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. MoffettNathanson suggested Sora could pose a threat to Meta similar to how ChatGPT challenged Alphabet. Below, we break down that claim and assess how big a threat Sora might be. Sora: OpenAI's New Social Media App Breaks Onto the Scene Sora is a social media app akin to TikTok that lets users create, discover, and share short-form videos—except the videos are AI-generated. Notably, users can blend friends and celebrities into videos, a feature that contrasts with Meta's competing AI-driven offering, Vibes. That capability helped Sora gain early momentum, as users enjoyed incorporating others into their content. MoffettNathanson warns Sora could draw attention away from Meta's apps and hurt Meta's advertising growth. The concern is understandable: Sora recorded one million downloads in just five days after its Sept. 30 release, faster than ChatGPT's early growth. Still, there are several reasons to believe Meta can weather Sora's rise. Meta Has Withstood Past Threats, and Can Do So Again Even with ChatGPT and Sora gaining traction, both pale in comparison to Meta's massive user base. The company has nearly 3.5 billion users—about five times ChatGPT's reach—giving Meta a significant advantage when rolling out and scaling new products. MoffettNathanson describes social media as a "zero-sum competition for leisure time," suggesting new entrants simply siphon engagement from incumbents. Yet the same firm also notes Meta has retained market share despite the emergence of TikTok and Snapchat. Those points undercut each other and weaken the case that Sora will severely damage Meta. Moreover, Meta can respond to Sora the way it responded to TikTok: by adopting and improving on successful features. Instagram Reels became a major growth driver after Meta entered the short-form video space. Even if users prefer Sora to Vibes today, Meta can integrate Sora's best elements into its platforms. The company is developing its own proprietary models to support that effort—Vibes currently relies on third-party models. Although this will take time and investment, Meta's commitment to building AI capabilities is among the strongest in the industry. Despite Concern, MoffettNathanson Still Sees Strong Upside in Meta Sora could reduce engagement with Meta's apps in the short run, which might hurt results and sentiment. But investors likely won't know the extent of any impact for several months. Meta's Q3 earnings report, due Oct. 29, covers the three months ended Sept. 30. OpenAI released Sora that same day, so the report should not reflect any potential effects. The company's Q4 report, in late January or early February 2026, will likely be more informative. It's also worth noting MoffettNathanson remains constructive on Meta despite lowering its target. The firm cut its target by $40 to $890—still well above the broader consensus and implying meaningful upside from recent trading levels. Ultimately, as MoffettNathanson and other analysts say, Sora is not an "immediate existential threat" to Meta. However, its emergence is a material risk factor worth watching over the coming months.
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