Our discontented winter: How generative AI is reshaping content moats in the entertainment industry

Analysis from JPMorgan's Eye on the Market notes that the next decade will be defined by content creation transformation driven by generative AI. The column explores shifts in stock price performance between traditional cable/broadcast and streaming, the rise of social media as an all-purpose content consumption platform, growing acceptance of user-generated content, the spread of text-to-video tools, the value of content moats in film and television libraries, and the author's picks for the best films of the 21st century.