The Surprising Winners of the AI-Enabled Entertainment Economy

The Surprising Winners of the AI-Enabled Entertainment Economy

Matt is joined by Sean Diffley, head of media and entertainment as well as cable and telecom research at Morgan Stanley to discuss a new system for stock picking called the MS Media Matrix, which ranks publicly traded entertainment companies based on audience and engagement, their interactivity, urgency of the content, pricing power, IP, and AI positioning, and then compares these strengths and weaknesses to the companies’ relative share price. They discuss the importance of ownership within these companies, AI's role in content creation and the future of leisure time, and AI's impact on content consumption (02:56). Matt finishes the show with a prediction on what will be the second weekend drop of ‘The Odyssey’ (30:33). Host: Matt Belloni Guest: Sean Diffley Producers: Craig Horlbeck, Jessie Lopez, and Stefano Sanchez Theme Song: Devon Renaldo This episode is brought to you by AMC+. Start your free trial today at join.amcplus.com This episode is brought to you by Accenture. https://Accenture.com/Spotify Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Is Netflix Hurting YouTube by Poaching Talent?

Is Netflix Hurting YouTube by Poaching Talent?

Matt is joined by Bloomberg’s Lucas Shaw to debate whether Netflix or YouTube is winning the battle to dominate Hollywood. They move through the pros and cons of each platform, the new rules of engage...

21 Juli 0s

Paramount's Strategy to Beat California, With Its Top Lawyer

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Matt is joined by Makan Delrahim, chief legal officer at Paramount, who argues his case in favor of Paramount's acquisition of Warner Bros. Discovery. He explains what they are willing to concede, why...

20 Juli 0s

The Numbers That Have Netflix Investors Spooked

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17 Juli 33min

The Data Scientists Quietly Powering Hollywood’s Greenlight Machine

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17 Juli 37min

The Case Against WarnerMount, with CA Attorney General Rob Bonta

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Matt and Bloomberg’s Lucas Shaw are joined by California Attorney General Rob Bonta to discuss California’s new lawsuit to block Paramount Skydance's acquisition of Warner Bros. Discovery. They talk a...

14 Juli 40min

Is California's $750 Million Bet on Hollywood Working?

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Matt is joined by Colleen Bell, the director of the California Film Commission, to check in on the state of film and TV production in California following the cap increase to $750M about a year ago. T...

11 Juli 34min

Inside the Internet IP Gold Rush Sweeping Hollywood

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Matt is joined by producer Scott Glassgold to discuss internet IP and the short-story boom that has taken over Hollywood after major successes in ‘Backrooms’ and ‘Obsession’, whether this is a micro o...

9 Juli 37min

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