AI has a constraint problem

March 2026 was a rocky month for big tech. On March 18, Meta decided to wind down support for Horizon Worlds, the last bastion of its five-year, $70 billion-plus virtual reality bet and the flagship project of its rebrand from Facebook. Eight days later, OpenAI announced it was shuttering Sora, its AI video platform, at a much smaller loss (most estimates put it at a mere $1 billion). Between the two announcements, Meta and Alphabet were found culpable for teen addiction related to the design…