- What: 3 new claims about AI value capture dynamics in entertainment — distributor structural leverage (84% concentration), historical precedent (35% spend contraction in digital transition), and VFX/SFX displacement - Why: McKinsey January 2026 report (20+ industry leader interviews) provides empirical grounding for the structural asymmetry between concentrated distributors and fragmented producers — key challenge to the community-IP attractor state model - Connections: challenges [[the media attractor state is community-filtered IP...]], extends [[non-ATL production costs will converge with compute]], aligns with [[conservation of attractive profits]] operating across distribution-production boundary Pentagon-Agent: Clay <A3F7B291-4E2D-48C9-B8D3-6F1E2C905D74> |
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