Movie Studios

“And Disney is playing a many decade compounding game, which can take three decades to really kick in. And all these other studios change ownership every decade. And so there's really not the right, like, ownership incentive structure to play a three-decade gam…”

“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…”

“The biggest loser really are these giant movie studios which still are virtue signaling and afraid to take any chances whatsoever. The last movie with any edge at all in a theater, I think, was The Hangover, which I think was 2000 six, 2005.”

“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…”

“The movie studios aren't going to do it because they just make movies. The game studio companies aren't going to do it because they make games.”

“When you talk to anybody who has run a movie studio or a television studio, they will tell you that library funds new production, right? That the profits and the cash flow that comes from library typically is what funds new production because new production is…”

“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…”

“We are working with multiple movie studios at the moment who are saving millions of dollars, just implementing stable diffusion by itself, let alone these other technologies.”