Скачать или смотреть Why Disney Is Replacing Human Artists With AI

For 100 years, Disney's business model relied on a monopoly of magic. In 2025, that model is financially broken. #disney #ai #economics

We are witnessing the end of the “Blockbuster Era” and the beginning of the “Algorithmic Era.” With production costs exploding to $300 million per movie and box office returns collapsing, Disney (DIS) is facing a liquidity crisis that no amount of creativity can fix.

The solution? A massive pivot from human labor (OpEx) to generative AI (CapEx).

In this documentary, Stevanberg Capital analyzes the financial reality behind the headlines:

The $300 Million Problem: Why traditional animation has become mathematically unsustainable.
The AI Supply Chain: How Disney is integrating tools like Sora and Runway Gen-3 to cut production timelines by 90%.
The Park Pivot: How AI robots—like the new “Olaf”—are replacing human cast members to repair operating margins.
The Litigation Hedge: Why Disney’s 100-year archive of proprietary data has become its ultimate moat against copyright lawsuits.

This is not a story about art vs. technology. It is a story about solvency vs. bankruptcy.

The Magic Kingdom is becoming the Data Kingdom.