Ilyse Hogue: The hit driven nature of theatrical leases, I think, has been exacerbated post-COVID. She says studios are trying to get more favorable terms when it comes to this shrinking pie. But she adds that AI is going to completely change how we view and consume and create content. "There's going to be some big winners here"
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com.
Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
This week, Associate Portfolio Manager Nick Grous and Director of Research, Autonomous Tech & Robotics Sam Korus are joined by ARK Director of Investment Analysis. Together they discuss Tesla Earnings, Hollywood Strikes, and general AI Updates, including Meta’s Llama 2.
Key Points From This Episode:
- Tesla Earnings
- Hollywood Strikes
- AI Updates