미디어 산업의 기술 및 AI로의 전환

### 워너 브라더스 디스커버리 합병: 잠재적 기술 및 전략적 변화로 인한 불확실성 증대
* ❓ 투자자들은 거래의 복잡성과 인수 기간 동안 다른 당사자가 경쟁 제안을 할 가능성으로 인해 **워너 브라더스 디스커버리 합병에 대해 불확실성**을 느끼고 있습니다.
* 📈 이번 인수가 성사되면 **제프 셸의 탁월한 운영 능력**과 **데이비드 엘리슨의 비전 있는 리더십**을 통해 탁월한 성과를 거둘 수 있을 것으로 기대됩니다.
* 🎥 엘리슨은 스토리텔링에 다시 집중하고 기술을 활용하는 것을 목표로 하고 있지만, **YouTube와 같은 플랫폼이 주도하는 콘텐츠 소비의 변화**에 적응하는 데 어려움이 있을 것입니다.
* 💰 파라마운트로부터 **80억 달러를 투자**받아 기술, 특히 소비자 직접 판매 모델과 AI 기반 콘텐츠 제작에 투자할 계획입니다.
* 🤖 AI는 **비용을 절감**하고 다양하고 비용 효율적인 콘텐츠를 제작할 수 있는 핵심 원동력으로 여겨집니다.
* 💡 AI의 복잡성에도 불구하고 이 분야에는 **상당한 성장과 혁신의 잠재력**이 있습니다.

미디어 거래의 성공 가능성은 기술 혁신, AI 구현, YouTube의 스토리텔링 파워를 수용하는 데 있습니다.

We can talk about the vision and the proposition, and the technology in a moment, John. But I am interested as to what is so much the shares are selling off, and why perhaps these non-voting shareholders don't like it, don't buy it. I think it will go through. Well, there's all this uncertainty still. It's been such a messy deal getting across the finish line, and there's still the chance of another party coming in. They've got a shopping period where, you know, who knows, Barry Diller could jump in, in a word. Edgar Bronfman is said to be interested also. So uncertainty always causes that sort of phenomenon. And they've got to make sure investors have to make sure that this is actually going to happen. Okay. So we continue to question whether regulatory it will go through, and ultimately whether we'll get the deal done, John. But if the deal does get done. What are the positives from your

perspective?
We go to you with your keen eye on what technology can do for the media
industry. Well, everybody's talking about David
Ellison, but let's not forget Jeff Schell, who is a phenomenal operator, is
going to come in and get his hands on the moving parts of this business.
And he's he's just first rate. And so, you know, in terms of the
blocking and tackling stuff, the operational initiatives and efforts that
that have to go into it, they've got they've got a fantastic operator there.
And then in Ellison, they've got a visionary and enthusiastic owner, which
is always a huge plus because it means that, you know, help put effort and
money into things. He Ellison talked today about
re-emphasizing their core competency in storytelling and he also talked about
bringing them up to speed on technology. So those are two worthwhile goals.
But when you talk about storytelling

today, you've got to be looking at
YouTube. YouTube has changed the definition of
what powerful storytelling is because hundreds of millions of people a week
come there and they watch short form video that they love.
And as Lucas was just saying, Ellison has made his name with the with the the
premium blockbuster type titles. And it's going to require a shift in
mindset to understand that even if you're in the movie business, you can't
ignore the fact that YouTube is watched by far more people than watching
anything else anywhere. And so that's going to be a mindset
challenge for them tomorrow. It's not impossible to achieve, but
that's a challenge. So what do they do with the 8 billion
that they're getting paramount to emulate that YouTube success?
Well, you know, he talked about technology.
And when you talk about technology, you're talking about direct to consumer.
That is what dominates all media today, whether you're making Hollywood
blockbusters, most of which are watched

on a small screen in your home.
And technology means A.I., and it means direct to consumer.
And those fit together. The air of it all also impacts the
storytelling because you can do more different, less expensive programming
using A.I. now.
And that's only going to become even more powerful by next week, let alone
next year when this deal finally comes through.
So he'll be looking for cost savings. They've already said they're going to
shake out $2 billion in synergies, and then they're going to put money behind
some sort of content initiatives powered by technology.
That would be a smart thing to do. I mean, having run an AI platform that
Apple acquired. You know, there's there's a lot of
complexity in A.I., but there's a lot of upside with it as well.

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미디어 거래의 불확실성과 잠재력

주식 매각과 의결권이 없는 주주들의 주저로 인해 거래에 대한 불확실성이 커지고 있습니다.

배리 딜러와 에드가 브론프만 같은 다른 당사자들의 잠재적 참여 가능성도 예측 불가능성을 더하고 있습니다.

이 거래의 긍정적인 측면은 제프 셸의 운영 전문성과 스토리텔링 및 기술 향상에 대한 데이비드 엘리슨의 비전 있는 리더십에 있습니다.

YouTube가 스토리텔링과 영화 비즈니스에 미치는 영향

YouTube는 매주 수억 명의 시청자를 숏폼 동영상으로 끌어들이며 강력한 스토리텔링을 재정의했습니다.

영화 업계는 YouTube가 기존 영화보다 훨씬 더 많은 시청자를 확보하고 있다는 사실을 인정하는 사고방식의 전환에 직면해 있습니다.

파라마운트는 YouTube의 성공을 모방하기 위해 기술에 투자하고 소비자 직접 판매 콘텐츠에 집중하는 방안을 고려하고 있습니다.

기술과 인공지능이 스토리텔링에 미치는 영향

기술과 인공지능은 더욱 다양하고 비용 효율적인 프로그래밍을 가능하게 함으로써 스토리텔링을 형성하고 있습니다.

인공지능의 힘은 크게 증가하여 잠재적인 비용 절감과 기술 기반 콘텐츠 이니셔티브의 구현으로 이어질 것으로 예상됩니다.

인공지능의 복잡성은 도전 과제를 제시하지만 스토리텔링의 미래에 상당한 이점을 제공하기도 합니다.