Merge pull request 'extract: shapiro-disruption-hollywood' (#1483) from extract/shapiro-disruption-hollywood into main
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{
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"rejected_claims": [
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{
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"filename": "five-factors-determine-disruption-speed-and-extent.md",
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"issues": [
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"missing_attribution_extractor"
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]
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},
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{
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"filename": "hollywood-vulnerable-to-disruption-because-consumer-adoption-barriers-are-zero-while-high-end-market-is-stagnant.md",
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"issues": [
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"missing_attribution_extractor"
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]
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},
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{
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"filename": "social-video-already-disrupting-hollywood-at-low-end-with-ai-tools-accelerating-upmarket-movement.md",
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"issues": [
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"missing_attribution_extractor"
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]
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}
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],
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"validation_stats": {
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"total": 3,
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"kept": 0,
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"fixed": 11,
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"rejected": 3,
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"fixes_applied": [
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"five-factors-determine-disruption-speed-and-extent.md:set_created:2026-03-19",
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"five-factors-determine-disruption-speed-and-extent.md:stripped_wiki_link:disruptors-redefine-quality-rather-than-competing-on-the-inc",
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"five-factors-determine-disruption-speed-and-extent.md:stripped_wiki_link:good-management-causes-disruption-because-rational-resource-",
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"five-factors-determine-disruption-speed-and-extent.md:stripped_wiki_link:incumbents-fail-to-respond-to-visible-disruption-because-ext",
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"hollywood-vulnerable-to-disruption-because-consumer-adoption-barriers-are-zero-while-high-end-market-is-stagnant.md:set_created:2026-03-19",
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"hollywood-vulnerable-to-disruption-because-consumer-adoption-barriers-are-zero-while-high-end-market-is-stagnant.md:stripped_wiki_link:AI-optimization-of-industry-subsystems-induces-demand-for-mo",
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"hollywood-vulnerable-to-disruption-because-consumer-adoption-barriers-are-zero-while-high-end-market-is-stagnant.md:stripped_wiki_link:purpose-built-full-stack-systems-outcompete-acquisition-base",
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"hollywood-vulnerable-to-disruption-because-consumer-adoption-barriers-are-zero-while-high-end-market-is-stagnant.md:stripped_wiki_link:two-phase-disruption-where-distribution-moats-fall-first-and",
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"social-video-already-disrupting-hollywood-at-low-end-with-ai-tools-accelerating-upmarket-movement.md:set_created:2026-03-19",
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"social-video-already-disrupting-hollywood-at-low-end-with-ai-tools-accelerating-upmarket-movement.md:stripped_wiki_link:disruptors-redefine-quality-rather-than-competing-on-the-inc",
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"social-video-already-disrupting-hollywood-at-low-end-with-ai-tools-accelerating-upmarket-movement.md:stripped_wiki_link:two-phase-disruption-where-distribution-moats-fall-first-and"
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],
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"rejections": [
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"five-factors-determine-disruption-speed-and-extent.md:missing_attribution_extractor",
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"hollywood-vulnerable-to-disruption-because-consumer-adoption-barriers-are-zero-while-high-end-market-is-stagnant.md:missing_attribution_extractor",
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"social-video-already-disrupting-hollywood-at-low-end-with-ai-tools-accelerating-upmarket-movement.md:missing_attribution_extractor"
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]
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},
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"model": "anthropic/claude-sonnet-4.5",
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"date": "2026-03-19"
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}
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@ -7,9 +7,13 @@ date_published: "2023-07-05"
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date_archived: "2025-04-23"
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archived_by: "clay"
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domain: "entertainment"
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status: unprocessed
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status: null-result
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claims_extracted:
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- "five factors determine the speed and extent of disruption including quality definition change and ease of incumbent replication"
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processed_by: leo
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processed_date: 2026-03-19
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extraction_model: "anthropic/claude-sonnet-4.5"
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extraction_notes: "LLM returned 3 claims, 3 rejected by validator"
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---
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# How Will the "Disruption" of Hollywood Play Out?
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@ -432,3 +436,23 @@ Comments Restacks
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https://archive.ph/nk30T
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## 18/19
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## Key Facts
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- YouTube has 2.6 billion global users and ~100 million channels uploading 30,000 hours of content every hour
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- TikTok has 1.8 billion users with 83% also uploading content
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- Nielsen data shows YouTube is #1 streaming destination on TVs at 8.1% of total TV viewing vs Netflix at 6.9% (as of data shown in article)
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- CoComelon has over 160 million YouTube subscribers
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- Mr. Beast has over 160 million subscribers and over 1 billion views per month
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- According to TikTok, 35% of users were consciously watching less TV since starting TikTok as of March 2021
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- Spotify has 11 million artists and 100 million tracks as of 4Q21, with only 200,000 considered 'professional'
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- An estimated 100,000 new songs are uploaded to streaming services each day
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- Three major music labels (UMG, SME, WMG) have gained revenue share over independents in recent years
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- Majors and Merlin represent about 75% of Spotify streams despite explosion of independent music
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- According to Luminate, 72% of U.S. music consumption in 2022 was catalog (18+ months old)
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- CD Projekt Red spent over $300 million developing Cyberpunk 2077
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- Mobile game development costs ~$10,000-$100,000, or 3-4 orders of magnitude less than AAA console titles
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- There are over 50,000 PC games on Steam but hundreds of thousands of mobile games on iOS and Google Play
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- Mobile gaming is now approximately 50% of the global video game market
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- Average adult watches more than 5 hours of video per day
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- U.S. newspaper industry revenue declined from ~$60 billion in 2000 to ~$20 billion by 2020 (down 2/3)
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