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If Hollywood wants to cede its business to other countries...


There is approximately a zero percent chance that AI enables a foreign film market to dethrone Disney any time soon.


> zero percent chance that AI enables a foreign film market to dethrone Disney any time soon

Disney’s stock is down about 20%. Netflix up almost the same amount. Why do you think one of these has cheaper access to capital?


Netflix is a US company.

And not only are they a US company and not a foreign film market, they're also not even separate from the strikes. Netflix was one of the companies that signed agreements after the writers' strike -- Netflix capitulated to union demands just like Hollywood did.

> Why do you think one of these has cheaper access to capital?

In any case, cheap access to capital or labor also has about a zero percent chance of allowing a foreign film market to dethrone Disney in the domestic film market any time soon.

Disney owns Marvel. And Star Wars. And basically everything else. It doesn't matter if you can make a film more cheaply somewhere else.




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