I think this is true, and nothing to do with AI. Netflix bought Big Tech money to hollywood and made it rain. Then all the traditionally media companies followed, creating a bidding war for content. It's probably not popular to say, but the last 5 years have probably been a golden age for hollywood, and some people like Shonda Rhymes have made out like bandits, some people like Megan Markle have literally robbed Netflix blind. But it's all going the other way now, and that's going to be massive downward pressure on the industry, at best AI is a good way of protecting Disney's stock price.