AI Disruption in Media: Curators and Platforms Gain Advantage
Artificial intelligence is rapidly transforming media production, reducing costs for visual effects and post-production by up to half, as seen with Netflix's use of generative AI. However, the same technology has led to an oversupply of content—especially music—with over 90,000 tracks uploaded daily on Deezer, most being AI-generated. Despite this flood of cheaply produced media, certain companies are gaining value from their unique assets in curation and data analytics. Netflix is leveraging its vast user base and recent acquisition to stay ahead with personalized content recommendations. Spotify benefits as listeners increasingly rely on curated playlists amid the noise of AI-generated music. Alphabet (GOOGL) and Meta Platforms (META) also stand out by profiting from both sides—offering tools for creating AI media while monetizing platforms where that content is consumed.
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Topics: artificial intelligence Disney entertainment industry media companies OpenAI