https://twitter.com/ManickamRavich1/status/1728425505525837947?t=M6nZAWD9Lpk9Jj2OBU-nVw&s=19
This is from an investor with significant stake in both Basilic and Phantom.
https://twitter.com/BahirwaniKrish/status/1728416208368631963?t=w6UZ9Ja8nYJEeDPfxjWusw&s=19
This is from Krishna Bahirwani whose concall notes have already been posted in this thread
https://twitter.com/Finstor85/status/1728416667447767042?t=dlwDj_ucESwlC2PBRPUdzQ&s=19
And this is a well respected Twitter expert in IT cos agreeing with Tariq Bhai’s opinion.
So the jury is divided among the professional investors. Some guys in the Twitter thread have rightly pointed out that if AI were to entirely replace VFX, it won’t be long before they replace editing and design products like Adobe Premiere, AutoCAD etc. And majority of the IT services work. So if AI were to advance to the level anticipated, lot more than VFX companies will be affected. A good part of the NASDAQ and Nifty IT will go to dust too.
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