I think AI might not be a good news for less technical VFX workforce, but for companies like Phantom and Basilic, it’s actually a tool for them, which can reduce their cost, make them more efficient and productive. These companies are more than just cheap labor intensive arbitrage providers.
Current state of the art can only generate 3-4 seconds of clip but even a decent movie is more than just generation of imagery, which explains the huge disparity in income generated by few filmmakers, where thousands of movies are produced every year.
In my opinion, with strike getting over and production of movies back on track, good numbers should alleviate this AI overhang on these stocks.
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