The Collapse of the Content Moat
How Generative AI Is Building a New Hollywood for the Rest of Us
“The next decade won’t be about who streams fastest.
It’ll be about who creates the fastest.”
In The Winter of Our Discontent, J.P. Morgan strategist Michael Cembalest drops a quiet bombshell: the same digital disruption that destroyed Blockbuster and remade Netflix is now coming for the last fortress standing—content creation itself.
For a century, Hollyw…