Elon Musk: A Different Conversation w/ Nikhil Kamath· Nov 30, 2025
Even if Musk’s deflation timing is speculative, the interview reinforces that AI-generated real-time video is a durable demand driver for the AI compute stack while physical live events gain scarcity value versus infinite digital content.
Position Reasoning
Hedge against the ‘overwhelmingly AI-generated content’ supply shock that can weaken pricing power for traditional/legacy media bundles and intensify competition for attention and ad dollars.