Everyone's a Filmmaker
Matt
@mattcynamon
+0.6%
since Sep 30
The idea
I believe cheap AI-made video is about to flood the market, so the giant feature-length film budget stops making sense while attention shifts to whoever lets anyone create. At the same time, live and in-person experiences get scarcer and more valuable as recorded content becomes infinite. The basket owns creation tools and compute, the platforms that capture creator attention, and live and scarce experiences like concerts and sports, while skipping the ad-money layer entirely.
What it owns
- Making watchable film with AI requires enormous compute power, and these companies sell the chips, tools, and rental compute that creators depend on. · NVIDIA CorporationIt makes the chips that power AI video generation, and demand for its GPUs grows as creators adopt these tools at scale., Microsoft CorporationAzure rents compute to creators who generate video, capturing the shift toward renting rather than owning AI infrastructure., Taiwan Semiconductor ManufacturingEvery advanced AI chip used for creation gets manufactured here, making it the foundation of the entire creation stack., Adobe Inc.It sells the editing and AI generation tools that turn someone with an idea into a filmmaker, competing against free AI-native alternatives., Advanced Micro Devices Inc.It provides a second source for AI compute chips, and its recent acquisition of spatial AI technology pushes directly into 3D world generation for creators., CoreWeave Inc.It rents GPU compute that AI video generation runs on, capturing the pick-and-shovel version of creation demand with more torque than big clouds., Unity Software Inc.Hobbyists and small teams use its engine to build interactive content without studio budgets, capturing the anyone-can-create shift.35%
- When anyone can make a movie, the money flows to whoever owns the screen where all that creator video gets watched and shared. · Alphabet Inc.YouTube is where most creator video lands and gets watched, capturing attention as traditional filmed content shrinks., Meta Platforms Inc.Reels captures short creator video attention while its AI tools enable more people to make that video in the first place., Roblox CorporationEntertainment is built by users rather than studios, and the take holds if daily users and hours in user-made experiences keep growing., Spotify Technology S.A.It distributes cheap-to-make creator content, podcasts, and video at scale without requiring a studio in the middle., Reddit Inc.Attention is built entirely from what users post, the same shift where cheap abundant content beats expensive scarce kind.32%
- As recorded content becomes infinite and cheap, being in the room is the one thing that cannot be copied, so its price rises. · Live Nation Entertainment Inc.It collects a toll on nearly every major concert, and ticket demand rises as recorded entertainment becomes cheaper and more abundant., TKO Group Holdings Inc.UFC and WWE are live, unscripted events that cannot be generated by AI, exactly the scarce content that gains value as cheap video floods everywhere else., Liberty Media Formula OneFormula One is a global live spectacle where the race weekend itself is the product, the kind of in-the-room scarcity that gains value as video becomes cheap., Madison Square Garden EntertainmentIts venues are scarce rooms in scarce locations that become more sought after as recorded entertainment grows abundant., Sphere Entertainment Co.It bets that people will travel and pay up for an experience no screen can copy, the highest torque live pick if the destination model scales.25%
- Cash8%