This week’s podcast is about the big release of Seedance 2.0 by Bytedance.

You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.

Here is the link to the TechMoat Consulting.

Here is the link to our Tech Tours.

Here are some videos I made (here).

Here are the winners:

Viewers. It's amazing.
GPUs and data centers. Plus energy providers.
IP holders that get lots of attention.
Independent creators who will get lots attention and creative satisfaction.
Business content creators - especially in ads and content.
Platform biz models. Audience builders like YouTube and TikTok. Plus marketplaces like Taobao.
iQiyi and combinations of streaming and audience builders.
Netflix and pure streamers (maybe).

Here are the losers:

Most professional production companies. Most tv and film studios. Basically, any business that has been relying on scale in content creation.
Ad agencies focused on content creation.
Individuals and firms with specialized skills related to tv and film production.
Independent content creators trying to monetize
Los Angeles?
Hollywood's managerial class.
Political activists embedded in entertainment.

Here are my past articles / podcasts on this:

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I am a consultant and keynote speaker on how to increase digital growth and strengthen digital AI moats.

I am the founder of TechMoat Consulting, a consulting firm specialized in how to increase digital growth and strengthen digital AI moats. Get in touch here.

I write about digital growth and digital AI strategy. With 3 best selling books and +2.9M followers on LinkedIn. You can read my writing at the free email below.

Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is r

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