Odd Lots · Saturday, September 19, 2026
Gene Sykes believes that AI will enhance the value of existing content libraries by discovering new applications for them. He suggests that AI can curate content in a more appealing way, potentially making it more valuable, similar to how TikTok's algorithms have gained global appeal.
“Well, they have been getting more valuable over the past, let's say, 10 years. In part, you've had people who want to securitize the cash flows coming from them, right? I actually think that there is a lot to be said for familiarity and things that have already been seasoned and they're widely appreciated. So I actually think it will get more valuable.”
“And I think AI is likely to make existing contents in catalogs more valuable because it will find more uses for existing content. We're going to be, maybe AI will create an environment in which we're going to find it will be pulsed by different types of media content in ways we never imagined before.”