movie studios
4 statements across 4 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Oct 1, 2023 by Marc Andreessen · across every show →
Everything said about movie studios, oldest first
Oct 1, 2023 bullish
Andreessen: Directors will pre-render complete movies on laptops before pitching studios
“Directors are going to be able to, you know, composite, you know, movie, you're going to be able to pre-render an entire movie ahead of time on your laptop so that by the time you show up and you're pitching the studio and trying to raise the money to film the…”
Jun 19, 2024 bearish
Aug 26, 2025 neutral
Ben Scharfstein says AI foundation model labs operate like movie studios
“I think that the, I would say my hottest take is, I think the right way to think about foundation labs is that they're like movie studios. And what I mean by that is they invest a ton of money in blockbusters that have a relatively short time spend to pay them…”
Jun 8, 2026 neutral
Evans: Internet distribution shift devastated newspapers but left movie studios unchanged
“Like, if we'd been back in the late nineties and we'd said, you know, internet will destroy the value of physical distribution, it turned out that meant completely different things for newspapers and movie studios. Like, newspapers got completely screwed by th…”