Why ChatGPT and Generative AI Are a Mortal Threat to Disney, Netflix and Most Hollywood Studios (150)

This week’s podcast is about how generative AI is disrupting content creation. This is a major tech shift and a lot of big incumbents (such as Netflix and Disney) are going to be impacted.

You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.

Here is the link to the China Tech Tour.

Generative AI companies to try:

• OpenAI / ChatGPT
• OpenAI / DALL-E
• Midjourney
• Synthesia
• AIVA
• Lexica
• Wellsaidlabs

5 Winners in Generative AI

• Specific, niche content creators, usually based on people. Such as sports content, game shows, and reality TV. Also, some creators with do very but will follow a power law.
• Content production tied to community or services
• Audience builder platforms 
• Learning platforms
• Creator tools providers with standardization Network Effects, such as Adobe.

2 Likely Losers in Generative AI

• Content publishers. These intermediaries (such as book publishers) don't have much of a role unless they unless they control demand or distribution.
• Stand alone content creators. Content can be created in house and purchased. They will struggle with coming wave of high-quality, free content. That’s Disney, Netflix, most tv studios. Basically, any business that has been relying on scale in content creation. Economies of scale in content production disappearing - especially in animation. Barriers to entry are going away. Companies like Disney and Netflix needs to become audience builder platforms ASAP. They need to expand from mass market to micro markets.

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Related articles:

• The Winners and Losers in ChatGPT (Tech Strategy – Daily Article)
• Why I Don't Like Netflix, Singapore Press and Most Digital Content Businesses (136)
• Why Netflix and Amazon Prime Don’t Have Long-Term Power. (2 of 2) (US-Asia Tech Strategy – Daily Article)

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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.

I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.

This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.

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