[godelski]

  > This is not a hypothetical, nor an incremental difference. People are drowning in garbage, and if they don’t use garbage generation themselves, they get pushed out

I think of special notice is that even Apple and Disney are doing this. Two companies who have traditionally been far more cautious and extremely protective of their image. When entities like these are caving, I think it's safe to say we're well into Bizaro land.

Disney is the best example here. Iger recently suggested Disney+ users could make short form personalized content using Disney characters. This is very surprising to hear from a company who is extremely protective of those characters and the image of those characters. We do not yet have control over these image and video generation such that we can absolutely prevent certain classes of generation from happening. If they go through with it I'll give it a week (a month tops) before someone is able to generate porn with it. But hey, maybe the hit in stock will not be greater than the rise from the hype. But maybe that's part of the problem. Though they also don't appear to be getting any of that hype money either...

[fragmede]

"hype". People spend a shitton of money to go to a Disney resort so their daughters can see a Disney princess up close and personal and have her say their name and ask them how they're doing. $299.99 for a TikTok where your daughters favorite princess asks her how's she's doing and tells her she's the best? Iger's gonna be buying the bank!

[godelski]

  > Iger's gonna be buying the bank!

At what cost? Investors typically only care about returns in the quarter or the year. But shouldn't the company be ensuring its continued survival? These groups should be at odds but aren't, and that's concerning