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Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
The winter of our discontent: generative AI disrupts the entertainment industry content moat
Eye On The Market
23 minutes
1 week ago
The winter of our discontent: generative AI disrupts the entertainment industry content moat
While the prior decade was defined by disruption in content distribution, the next decade will be defined by disruption in content creation, augmented by generative AI. This month’s Eye on the Market looks at the rapidly shifting fortunes in legacy cable/broadcast shares vs streaming, the rise of social media as a platform for consuming all forms of content, rising acceptance of user-generated content and the increasing democratization of text-to-video tools used to create it, the value of the legacy content moat in film/tv libraries and the best movies of the 21st century (as ranked by me).
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Eye On The Market
Join Michael Cembalest as he explores a wide variety of investment topics, including the economy, policy and markets.
