Feb. 15 at 3:37 AM
$DIS
Disney Exposure to AI?
Experiences division: zero risk. Ain’t no AI going to replicate an in real life experience like going to Disneyland or a Caribbean cruise.
Content: AI going to disrupt movie & tv productions for sure, but will also make it way cheaper for Disney to make content with their exclusive IP. Imagine the next Avatar or Avengers movie only costing
$10 million to produce instead of
$300 million. In the end Pepe still a re going to want to see their favorite IP and also the unique choirs their fav director/actors make.
ESPN: AI ain’t going to replace/replicate real people playing live sport. No one is going to watch a fake AI SuperBowl.
AI will reinforce the competition for attention away from TV, much to insane way algorithm content platform like Tik Tok, reels and YouTube have already been doing - that is probably the thing that will have a negative impact on Disney.
