CounterFrame with Jason Rink

CounterFrame with Jason Rink

McKinsey Just Told Hollywood the Moat Is Gone.

The consulting class just put a price tag on the collapse: $60 billion. Here’s what that means for you.

Jason Rink's avatar
Jason Rink
Feb 11, 2026
∙ Paid

McKinsey just published a 14-page report telling the entertainment industry what we already knew: AI is going to restructure who gets to make content, how it gets made, and who profits from it.

The report is called “What AI could mean for film and TV production and the industry’s future.” It’s written for studio executives and distributors—the gatekeeper…

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