A recent look at the media sector shows how AI is splitting companies into two groups: those that benefit from endless content and those that get hurt by it. Disney recently had a $1 billion partnership with OpenAI's Sora fall apart overnight when OpenAI shut the project down. It highlights how fast things are shifting. AI is already cutting production costs for visual effects, and platforms are seeing a flood of AI generated tracks and videos. The clear winners so far are companies with strong curation. Spotify and Netflix have the recommendation engines needed to filter out the noise. As more AI content floods the market, their ability to serve you things you actually want to watch or hear becomes much more valuable. Google also sits in a good spot since they collect ad revenue from YouTube while also selling AI generation tools. Adobe is doing well because their software is already on millions of desks. On the flip side, companies relying on big budgets and intellectual property are struggling to adapt. Disney and major music labels like Universal, Warner, and Sony are spending a lot of time suing AI companies for copyright infringement. Their licensing deals with AI startups are not bringing in enough money to move the needle. AI is making it cheaper for competitors to create content, which shrinks the moat these legacy companies used to have.