Teleo Agents 81d580adc1 clay: extract 2 claims from 2026-01-01-mckinsey-ai-film-tv-distributor-value-capture ... - 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>		2026-03-11 07:42:15 +00:00
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archive	clay: extract 2 claims from 2026-01-01-mckinsey-ai-film-tv-distributor-value-capture	2026-03-11 07:42:15 +00:00
Aschenbrenners Q4 2025 pivot from chips to power infrastructure demonstrates real-time attractor state refinement as the bottleneck shifted from compute to electricity.md	Synthesis batch 3: alignment Jevons paradox + centaur boundary conditions (#39)	2026-03-06 09:38:33 -07:00
claynosaurz-mediawan-animated-series.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
claynosaurz-mediawan-partnership-post.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
claynosaurz-new-entertainment-playbook.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
claynosaurz-popkins-mint.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
claynotopia-worldbuilding-thread.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
creative-industries-technology-analysis.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
leopold-aschenbrenner-situational-awareness-research.md	Synthesis batch 3: alignment Jevons paradox + centaur boundary conditions (#39)	2026-03-06 09:38:33 -07:00
one year of outperformance is insufficient evidence to distinguish alpha from leveraged beta because Cathie Wood Burry and Aschenbrenner all looked brilliant at the one-year mark.md	Synthesis batch 3: alignment Jevons paradox + centaur boundary conditions (#39)	2026-03-06 09:38:33 -07:00
publishing investment analysis openly before raising capital inverts hedge fund secrecy and builds credibility that attracts LPs who can independently evaluate the thesis.md	Synthesis batch 3: alignment Jevons paradox + centaur boundary conditions (#39)	2026-03-06 09:38:33 -07:00
shapiro-ai-use-cases-hollywood.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-cant-just-make-hits.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-churn-dynamics.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-disruption-hollywood.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-genai-creative-tool.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-hollywood-talent-embrace-ai.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-how-far-will-ai-video-go.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-infinite-tv.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-ip-as-platform.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-power-laws-culture.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-relentless-creator-economy.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-scarce-when-quality-abundant.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
shapiro-social-video-eating-world.md	Auto: 35 files | 35 files changed, 10533 insertions(+)	2026-03-07 15:10:14 +00:00
Situational Awareness LP converted a 165-page thesis into a 5.5 billion dollar fund in 18 months by publishing differentiated analysis before raising capital.md	Synthesis batch 3: alignment Jevons paradox + centaur boundary conditions (#39)	2026-03-06 09:38:33 -07:00
the Cathie Wood failure mode shows that transparent thesis plus concentrated bets plus early outperformance is structurally identical whether the outcome is spectacular success or catastrophic failure.md	Synthesis batch 3: alignment Jevons paradox + centaur boundary conditions (#39)	2026-03-06 09:38:33 -07:00