Post Fiat's @​goodalexander says that IP-heavy entertainment stocks will become a lot more valuable. "There was a narrative that video games would be a big ben

Post Fiat's @​goodalexander says that IP-heavy entertainment stocks will become a lot more valuable. "There was a narrative that video games would be a big beneficiary of AI. Like, 'What if all NPCs were LLMs?' or 'What if you had in-game generative content?'" "But the reality is, given the cost s…