[chalst]

I found your essay a bit hard to follow, I think in part because it was a fusion of two (very interesting) essays, a historical primer on how Hollywood works and an argument about why Y Combinator can't incrementally fund entities that take away Hollywood's lunch.

I'm still confused as to what the latter argument is, in essence. Before reading what you wrote above, I would have said it was that you thought that you can only beat Hollywood by emulating GAHVI (the Golden-Age Hollywood Vertical Integration), and that this can't be done in the Y Combinator model, at least not through the kind of start-ups PG described in his essay. But the talk of narrative in the above suggests to me that is not really your argument at all.