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GoldenTree’s Steven Tananbaum on why disruption moves at different rates

  • Broad market instincts regarding AI impact are expected to follow a trajectory similar to the initial rollout of new technologies during the dot-com era.
  • Full effects in the advertising sector are projected to materialize after a delayed period of approximately four to five years, likely occurring by 2005 or 2006.
  • The television programming and cable sectors historically remained a strong industry for 15 years following their initial technology shifts, suggesting resilience despite early disruption.