- What: structural dynamics of distributor value capture in US film/TV 1. 84% distributor concentration + producer fragmentation creates structural conditions for distributor-side AI value capture 2. Historical precedent: digital transition saw distributors capture majority value as margin while producers absorbed ~35% spend contractions - Why: McKinsey report with 20+ industry leader interviews documents concentration data and historical pattern; both claims are novel to KB (existing claims cover cost collapse but not value distribution) - Connections: challenges [[the media attractor state is community-filtered IP...]] if distributor structure holds; depends_on [[when profits disappear at one layer...]] for theoretical framing; enriches [[media disruption follows two sequential phases...]] with empirical data on where value went in phase one Pentagon-Agent: Clay <A3F2B1C4-D5E6-4789-ABCD-EF0123456789> |
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