15 lines
1.3 KiB
JSON
15 lines
1.3 KiB
JSON
{
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"HubID": "5124",
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"Date": "2/10/2025",
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"HubTags": [
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"External Platform Posts",
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"Future Map"
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],
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"Contacts": "",
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"Companies": "",
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"File": "",
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"Image": "",
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"Summary": "<p>Disney+ is in trouble at the moment with declining subscribers, compared to Netflix, with increasing subscribers and less churn. But will this dynamic completely flip with AI? Yup. Here's why. </p><p>Disney owns valuable IP, and as consumers use AI to create the entertainment they want, they will move away from Netflix, and towards using IP that they can license from Disney, which means more dollars for Disney, and less for Netflix. Netflix has some valuable IP, but not like Disney. </p><p>I am simplifying this, as there are many other nuances to all of this, but its not what we see happening right now that is important, but what lies ahead. </p><p>I talk about this dynamic about consumers creating what they want and how it will dramatically change consumer categories, like apparel, here: </p><p><a href=\"https://eddiesoehnel.com/FutureOfApparel\">https://eddiesoehnel.com/FutureOfApparel</a> </p><a href=\"https://www.profgmarkets.com/p/8m-ads-streaming-wars-google-s-costly-ai-bet?utm_campaign=8m-ads-streaming-wars-google-s-costly-ai-bet\">https://www.profgmarkets.com/p/8m-ads-streaming-wa...</a>",
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"Notes": ""
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}
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