The winter of our discontent: generative AI disrupts the entertainment industry content moat

While the prior decade was defined by disruption in content distribution, the next decade will be defined by disruption in content creation, augmented by generative AI. This month’s Eye on the Market looks at the rapidly shifting fortunes in legacy cable/broadcast shares vs streaming, the rise of social media as a platform for consuming all forms of content, rising acceptance of user-generated content and the increasing democratization of text-to-video tools used to create it, the value of the legacy content moat in film/tv libraries and the best movies of the 21st century (as ranked by me). View video here

You can listen to The winter of our discontent: generative AI disrupts the entertainment industry content moat online on Radio and Podcast. Open the player on this page to stream the available audio.

The winter of our discontent: generative AI disrupts the entertainment industry content moat is an episode from J.P. Morgan Eye on the Market by Michael Cembalest.

This episode is 23:57 long.

This episode was published on Nov 5, 2025.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from J.P. Morgan Eye on the Market when more episodes are available from the podcast feed.