https://twitter.com/itsTarH/status/1728411875317301259?t=I942WV1Gw92adMSzSNTTIA&s=19
It seems like AI is a real threat. It’s not a matter of if, but when. There will be no entry barriers or moat once AI is advanced enough because all it will take is one AI tool subscription. I won’t be surprised if VFX production moves in-house after that. How can we value short-term growth if there is no terminal value?
Disclosure: Not invested
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