(assuming you are correct) It says something about how a company feels about the safety of their products when they feel like they should time the releases based on political events.
This is speculation because I don’t think any of the key players ever explicitly stated this is their strategy, but this year it feels like there’s some significant foot dragging on things like Sora and GPT-5. The big AI players really don’t want AI to become an election year punching bag and don’t want any major campaign promises around AI to placate a spooked electorate. And they really don’t want it to be revealed that generative AI powered bot armies outnumber real human political discourse 10-1. And they absolutely do not want an AI generated hoax video to have a measurable effect on the polls.
It’s a stopgap. If we get through this election without a major public freak out, it gives the industry 4 more years to take LLMs out to the point of diminishing returns and figure out safety before we get knee jerk regulation.