The winter of our discontent: generative AI disrupts the entertainment industry content moat

About this episode

This episode discusses how generative AI is set to disrupt content creation in the entertainment industry, contrasting it with past disruptions in content distribution.

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). View video here

People in this episode

Host: Michael Cembalest

Topics covered

• generative AI
• entertainment industry
• content creation
• streaming vs cable
• user-generated content
• democratization of tools

Keywords

• generative AI
• entertainment
• content creation
• streaming
• user-generated content
• cable
• film
• tv libraries

Mentioned in this episode

Organizations: legacy cable/broadcast, streaming, social media, film/tv libraries

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