The podcast discusses the recent deal between the Director's Guild and the entertainment industry, the impact of AI on jobs and content quality, Netflix's potential ad-supported tier, Apple's entry into mixed reality space, and the use of QR codes on playing cards for cybersecurity in casinos.
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Quick takeaways
The entertainment industry is facing disruptions due to strikes and delays in production, and larger companies with established streaming models may be better equipped to navigate these challenges.
The landscape of streaming entertainment is evolving as consumer behavior changes, with some services reverting to weekly episode releases and concerns emerging about AI-generated content lacking the human artistic element.
Deep dives
Entertainment stocks face challenges amid industry disruptions
The entertainment industry is experiencing disruptions due to ongoing issues such as strikes and delays in production. While the recent tentative deal between the Director's Guild and the Alliance of Motion Picture and Television Producers is a step in the right direction, some companies may face more difficulties than others. Popular shows on platforms like HBO are already being impacted, and consumers may have to wait longer for new seasons. Larger companies with established streaming models and extensive content libraries, such as Netflix, Warner Brothers Entertainment (including HBO and HBO Max), and Disney, may be better positioned to navigate these challenges.
The evolving landscape of streaming entertainment
The landscape of streaming entertainment is rapidly evolving. As consumer behavior changes and the market becomes more saturated, streaming services are adapting their release strategies. Instead of dropping entire seasons at once, some services are reverting to releasing episodes weekly to prolong viewer engagement. Additionally, concerns related to artificial intelligence (AI) potentially replacing human involvement in the entertainment industry are emerging. The development and impact of AI on jobs and creativity are still in early stages. However, the notion that AI-generated content may lack the human artistic element raises questions about its acceptance by consumers.
Apple's foray into mixed reality and the future of gaming
Apple's rumored entry into mixed reality with a VR headset raises questions about the future of the gaming industry. While virtual reality headsets have faced challenges gaining traction, Apple's track record of innovation and expertise in creating user-friendly devices brings curiosity and anticipation. However, the high price point of the rumored headset could limit initial adoption. Furthermore, companies like Apple may need to identify compelling use cases to drive mass consumer adoption beyond just gamers. Mixed reality, which combines augmented and virtual reality, offers potential for broader applications, yet the market is still exploring the possibilities.
The Directors Guild’s deal shows just how much the entertainment industry sees AI as a theat.
(00:21) Jason Moser discusses: - What a potential Directors Guild deal means for entertainment. - The challenges facing streamers as they look for more ways to profit from content. - Whether or not Apple can take headsets out of their gaming niche.
(16:36) A simple pack of casino playing cards leads Ricky Mulvey and Asit Sharma on an exploration of how old products can become new again.
Companies discussed: SNPS, META, AAPL, NFLX,DIS,WBD, PARA
Host: Deidre Woollard Guests: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineer: Dan Boyd