Morgan Stanley's Ben Swinburne: Here's how AI could change how we consume entertainment

Our next guest is out with a note this week outlining which media companies may stand to benefit the most and the least from advances in AI. Joining us now, Ben Swinburn. He's Morgan Stanley's head of US media research.Guess the first shot, Ben. I would assume we're going to have a lot more reports like this one coming, but you know, what are some of the early takeaways from the work that you did here to put this report out. Well, Dave, thanks for having me.Sorry you and I aren't in Sun Valley, but uh I'm s ...