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Clear all filters- Goldman Sachs20 min
Peter Chernin: The Future of Digital Entertainment
Peter Chernin, John McCutchan, John McWhorter, Eric Schmidt, David Rockefeller Jr., Peter Singer
John McCutchan leveraged his experience founding Fox News to establish Otter Media, where he successfully built a 2.2 million subscriber operation free from legacy media constraints. He contrasts this agility with the stagnation of platforms like Hulu, which he argues was suppressed by parent companies prioritizing ad revenue over a potential $175 billion market opportunity. McCutchan and Eric Schmidt further warn that traditional media faces an imminent crisis as all major direct-to-consumer streaming services currently operate with significant losses, necessitating a fundamental shift from brand marketing to customer-centric problem solving.
- Goldman Sachs26 min
Eric Schmidt: The Artificial Intelligence Revolution
Goldman Sachs accelerates its cloud migration to leverage superior cybersecurity and specialized hardware for AI workloads, while the broader industry shifts toward data-driven deep learning that prioritizes scale over algorithmic provability. This transition enables "savant systems" in fields like healthcare and finance to automate trial-and-error processes, supported by a global talent market increasingly dominated by computer science graduates. Although these technologies promise to democratize expert-level capabilities through on-device and cloud computing, their adoption faces monetization hurdles and ongoing geopolitical competition, particularly from China.