Just Another Pod Guy(@TMTLongShort):I like the analogy between the frontier labs and movie studios. Lot of similarities including the relative nature of model intelligence monetization vs blockbuster slates having to compete during peak seasons but also pulling net-new demand if novel enough, the de-risking nature of successive models vs movie franchises, the tail monetization of older IP, the scaled capital moat etc. Just something to play around with in your head. Lots of important differences too obviously.

Just Another Pod Guy

@TMTLongShort

Economic Blitzkrieg. Never said it was a good bet, just a complex bet. Decoupling ™️ Long/Short Tech Investor. Will say retarded shit often. 🫡

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Just Another Pod Guy@TMTLongShort

2026.08.29 19:53

I like the analogy between the frontier labs and movie studios. Lot of similarities including the relative nature of model intelligence monetization vs blockbuster slates having to compete during peak seasons but also pulling net-new demand if novel enough, the de-risking nature of successive models vs movie franchises, the tail monetization of older IP, the scaled capital moat etc. Just something to play around with in your head. Lots of important differences too obviously.

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