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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]

#81

Post by SketchySeaBeast »

FirmwareBurner wrote: post #80
SketchySeaBeast wrote: post #70

Earlier quoted context omitted.

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.

>But it doesn't change the consumer's spending power. I haven't changed my movie consumption habit just because I watch youtube videos. I think you're misunderstanding. Consumers don't need to spend money directly, for AI slop farms on Youtube or TikTok to make money, since advertisers pay for the views they get on their videos, not you. IT's not all about YOU, YOU are probably not the targe audience, but they do mak…

No, I understand that. So how do AI slop farms filling Youtube lead to Warner Bros, Fox, and Paramount being doomed? The argument seems to be that they are doomed because the AI farms are making money, but, as you're saying here, consumers don't pay that. So I don't understand the argument.

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

#82

Post by FirmwareBurner »

SketchySeaBeast wrote: post #81
FirmwareBurner wrote: post #80

Earlier quoted context omitted.

>But it doesn't change the consumer's spending power. I haven't changed my movie consumption habit just because I watch youtube videos. I think you're misunderstanding. Consumers don't need to spend money directly, for AI slop farms on Youtube or TikTok to make money, since advertisers pay for the views they get on their videos, not you. IT's not all about YOU, YOU are probably not the targe audience, but they do mak…

No, I understand that. So how do AI slop farms filling Youtube lead to Warner Bros, Fox, and Paramount being doomed? The argument seems to be that they are doomed because the AI farms are making money, but, as you're saying here, consumers don't pay that. So I don't understand the argument.

>So how do AI slop farms filling Youtube lead to Warner Bros, Fox, and Paramount being doomed?

Where did I say they'll be doomed? I said they're monetizing short form content on YouTube/Tiktok using AI slop, and that can make more money than some crap cinema movies at the box office.

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

#83

Post by SketchySeaBeast »

FirmwareBurner wrote: post #82
SketchySeaBeast wrote: post #81

Earlier quoted context omitted.

No, I understand that. So how do AI slop farms filling Youtube lead to Warner Bros, Fox, and Paramount being doomed? The argument seems to be that they are doomed because the AI farms are making money, but, as you're saying here, consumers don't pay that. So I don't understand the argument.

>So how do AI slop farms filling Youtube lead to Warner Bros, Fox, and Paramount being doomed? Where did I say they'll be doomed? I said they're monetizing short form content on YouTube/Tiktok using AI slop, and that can make more money than some crap cinema movies at the box office.

Ah, I assumed it was a follow-up to the argument around Warner Bros, Fox, and Paramount being doomed, which is what kicked that discussion off.

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

#84

Post by HWR_14 »

FirmwareBurner wrote: post #59
manmal wrote: 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.

Disney/WB regularly make hundreds of millions of USD on their high budget movies. A view is worth less than $1. How are the AI slop farms making all that money?

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

#85

Post by giancarlostoro »

timacles wrote: post #66
jschveibinz wrote: post #51

Earlier quoted context omitted.

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

My morals keep me poor it seems.

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

#86

Post by [deleted] »

SoftTalker wrote: post #71
manmal wrote: 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.

Why would I pay money for a movie when I can just create my own from a few prompts, perhaps at the cost of watching a few ads?

[deleted]

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

#89

Post by im3w1l »

SketchySeaBeast wrote: post #74
im3w1l wrote: post #54

Earlier quoted context omitted.

I think what will happen is that ordinary people will invest in a mutual fund managed by AI and/or the funds people already invest in will start adopting AI-tooling. I think this scenario is plausible because the path to this scenario is so smooth so it will be the default outcome unless something strange happens to prevent it.

I'm wondering what a market looks like where everyone is running an AI that makes the optimal purchases. The market needs bag holders. I also don't know that it would change my behaviour. If my goal is long term investment success what's the downside of my continuing to invest in broad market funds? I don't need an AI making split second decisions if my investment horizon is still 30 years.

Wild guess, but I think trading activity goes down. AI focuses instead on which equity issuances to participate in.

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

#90

Post by bison3 »

I personally wouldn’t put much weight behind what is in 10-Ks. These can often be written by the same law firms for multiple businesses using largely the same language. Also, as others have pointed out, the risk section 1a on 10-Ks are more of a CYA than anything else. For what it is worth i think Meta even lists Zucks hobbies(aviation, surfing etc.) as a risk.
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