Business

One Ad, One Hundred Thousand Versions: The Formats That Only Exist Because AI Makes Them Possible

Personalised video at individual scale, behaviour-triggered dynamic content, and shoppable AI product visualisation aren't cheaper versions of old formats. They're new ones entirely, enabled by production economics that didn't exist 18 months ago. There's an important distinction between "AI makes...

Who’s Losing Out as the Aggregators Take Over?

As direct-tool subscriptions stack up and creators burn through credits on failed generations, multi-model aggregators are capturing market share with a simpler proposition: one subscription, one interface, the best model for each shot. The economics increasingly favour the middleman. The...

The Format China Built, and What Hollywood Is Actually Buying Into

Vertical micro-drama is a $7 billion industry in China and a fast-growing one everywhere else. It also has a 90 percent producer loss rate, an addiction-loop monetisation model, and a content library largely indistinguishable from one title to the...

The $10,000 Commercial: Why AI Animation Is Repricing the Ad Production Chain

Agencies are producing broadcast-quality animated spots at a fraction of traditional costs, with turnaround in days. The implications for production houses and VFX studios are uncomfortable. There is a useful rule of thumb in advertising production: the gap between what...

Why Animation Broke First: The Economics of AI Video’s Easiest Target

Animation has always been the format where cost and creative ambition collide most painfully. AI tools are inverting that equation faster than anyone predicted, and the implications run well beyond cheaper cartoons. For the better part of three decades, the...

Holywater Raises $22 Million in Vertical Drama’s Largest Western Funding Round

The Ukrainian studio behind MyDrama has closed a Series A led by European private equity, with strategic participation from Endeavor Catalyst and Wheelhouse. The round signals that institutional capital is beginning to follow audience behaviour into vertical short-form at...
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Nobody Really Dies. AI, Actors & Digital Immortality

The sad news of Robert Duvall’s passing hit me harder than I expected. Apocalypse Now & The Godfather - these aren’t just films, they’re...