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The rise of AI as a threat to the S&P 500 [pdf]

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Re: The rise of AI as a threat to the S&P 500 [pdf]

#62
post #57

Earlier quoted context omitted.

Vibing a movie will be possible, but people also won’t pay money for watching that. It will be great for script writers to be able to make an MVP of their movie first, and someone will still need to produce this into an actual movie.

>Vibing a movie will be possible, people also won’t pay money for watching that Youtube, Facebook, Instagram, TikTok all beg to differ. AI slop farms are making bank over there, especially on short form content aimed at little kids. They get hundreds of millions of views, earning more than what Disney/WB makes on some of their high budget garbage movies in cinema.

> especially on short form content aimed at little kids. They get hundreds of millions of views, earning more than what Disney/WB makes on some high budget garbage movies in cinema.

What is one specific example?

Re: The rise of AI as a threat to the S&P 500 [pdf]

#63

I don't understand. If AI replaces jobs by being a "cheaper" alternative, wouldn't it deliver the same productivity metrics while saving costs? This is insanely simplified, I know, but the premise holds, I feel.

Economy grows from increased labor and capital investment. If AI is a "cheaper" alternative, ie. is more efficient with respect to capital, it needs less labor for the same output.

But now think about how most of the population can afford their lifestyle, ie. buying stuff from S&P 500 companies: selling their time as labor.

Re: The rise of AI as a threat to the S&P 500 [pdf]

#64
post #63

I don't understand. If AI replaces jobs by being a "cheaper" alternative, wouldn't it deliver the same productivity metrics while saving costs? This is insanely simplified, I know, but the premise holds, I feel.

Economy grows from increased labor and capital investment. If AI is a "cheaper" alternative, ie. is more efficient with respect to capital, it needs less labor for the same output. But now think about how most of the population can afford their lifestyle, ie. buying stuff from S&P 500 companies: selling their time as labor.

[deleted]

Re: The rise of AI as a threat to the S&P 500 [pdf]

#66

If the contents of the PDF were any more vague, it could be replaced by whitespace.

To add to your comment: I think you could probably post an article with white space with a title "AI is going to kill [fill in the blank]" and it will at least initiate a discussion these days.

You could probably start a company with that as your mission statement and get a couple million in VC

Re: The rise of AI as a threat to the S&P 500 [pdf]

#67
post #57

Earlier quoted context omitted.

Vibing a movie will be possible, but people also won’t pay money for watching that. It will be great for script writers to be able to make an MVP of their movie first, and someone will still need to produce this into an actual movie.

>Vibing a movie will be possible, people also won’t pay money for watching that Youtube, Facebook, Instagram, TikTok all beg to differ. AI slop farms are making bank over there, especially on short form content aimed at little kids. They get hundreds of millions of views, earning more than what Disney/WB makes on some of their high budget garbage movies in cinema.

Oh I meant pay money as in, pay per view or cinema.

Re: The rise of AI as a threat to the S&P 500 [pdf]

#68
post #67

Earlier quoted context omitted.

>Vibing a movie will be possible, people also won’t pay money for watching that Youtube, Facebook, Instagram, TikTok all beg to differ. AI slop farms are making bank over there, especially on short form content aimed at little kids. They get hundreds of millions of views, earning more than what Disney/WB makes on some of their high budget garbage movies in cinema.

Oh I meant pay money as in, pay per view or cinema.

If you're a business trying to making money at all costs, and the money comes from advertisers instead of directly from viewers, will your wallet complain?

Re: The rise of AI as a threat to the S&P 500 [pdf]

#70
post #67

Earlier quoted context omitted.

Oh I meant pay money as in, pay per view or cinema.

If you're a business trying to making money at all costs, and the money comes from advertisers instead of directly from viewers, will your wallet complain?

But it doesn't change the consumer's spending power. I haven't changed my movie consumption habit just because I watch youtube videos. It's free content.
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