Hollywood is facing an existential battle ignited by the September 2025 debut of the computer-generated character, "Tilly Norwood." Marketed as the "next Scarlett Johansson," SAG-AFTRA immediately declared her "not an actor," exposing the industry’s terror regarding AI.
While AI promises transformative efficiency, potentially cutting film and TV production costs by 30%, these gains are undercut by the Triple Threat to Profitability. We dissect these three massive risks: the Copyright Time Bomb (Litigation Risk), the Permanent AI Tax (Labor Risk imposed by union contracts), and the Commodification Trap (IP Devaluation Risk).
We analyze the defensive strategies of the giants: Disney is focused on building an IP Fortress through aggressive litigation, while Netflix serves as the Proactive Technologist, establishing industry standards for responsible AI governance.
For investors, the winning formula requires three non-negotiables: Fortress IP, technological agility, and expertise in legal and labor management. The ultimate irony of the AI revolution is that fortune will favor what the code cannot replicate: unique human creativity, authentic star power, and genuine cultural resonance.
Disclaimer: This podcast by kavout.com is for informational and educational purposes only and does not constitute investment advice. All opinions are those of the hosts and guests. Please consult a qualified financial advisor before making any investment decisions.
