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Cinema Ex Machina

@cinemaexmachina.com
1.1K followers 1K following 395 posts

Documenting the AI upheaval in visual storytelling, for better and worse. 📸🎥 cinemaexmachina.com

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Cinema Ex Machina @cinemaexmachina.com · 09/08/2026
OpenAI intends to 10x its revenue in the space of four years, selling software and access to models in an industry with about $60 billion of revenue in 2025.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 09/08/2026
The problem is, if Ed's right, the American economy comes crashing down. It's a weird world we live in to find comfort in that.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 09/08/2026
Nearly 90% of firms said AI has had no impact on employment or productivity over the last three years, the research noted.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
100
Cinema Ex Machina @cinemaexmachina.com · 08/08/2026
So, really, everything comes down to NVIDIA's ability to sell GPUs, and this industry, if we're really honest, at this point only exists to do so.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
010
Cinema Ex Machina @cinemaexmachina.com · 07/08/2026
I hate the waste, the loss, the destruction, the theft, the damage to our planet and the sheer excitement that some executives and writers have that workers may be replaced by AI
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 07/08/2026
I think like everyone else out there, I have my moments of dread where I'm terrified AI is going to take everything I love about my job away from me.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 06/08/2026
The big AI companies need to find a use for their product that actually show gains for people's bottom lines to escape the amount of debt they've built.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 06/08/2026
Since the beginning of 2023, big tech has spent over $814 billion in capital expenditures, with a large portion of that going towards meeting the demands of AI companies like OpenAI and Anthropic.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
010
Cinema Ex Machina @cinemaexmachina.com · 05/08/2026
The companies with AI products are not making money, and in fact, they're losing billions of dollars on whatever revenue they do make.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
010
Cinema Ex Machina @cinemaexmachina.com · 03/08/2026
AI Insights for Visual Storytelling Subscribe free ↓
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Subscribe
Actionable intelligence for visual storytellers and creative professionals navigating the upheaval in our industry by AI.
010
Cinema Ex Machina @cinemaexmachina.com · 03/08/2026
So, our current economy depends on 5 companies spending money on NVIDIA GPU's.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 02/08/2026
With these kinds of numbers, and the impossible hill ahead to hit them, AI no longer necessarily feels absolutely inevitable right?
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 02/08/2026
Nearly 90% of firms said AI has had no impact on employment or productivity over the last three years, the research noted.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
110
Cinema Ex Machina @cinemaexmachina.com · 02/08/2026
The big AI companies need to find a use for their product that actually show gains for people's bottom lines to escape the amount of debt they've built.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
010
Cinema Ex Machina @cinemaexmachina.com · 01/08/2026
Not only is the bet on AI gigantic with major risk in supporting these unprofitable companies, the cherry on top is: Americans have no love for the lowly data center.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 31/07/2026
The whole industry seems totally bonkers, according to Ed’s reporting.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 31/07/2026
The problem is, if Ed's right, the American economy comes crashing down.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 30/07/2026
All on a bet that AI will reshape the economy.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 30/07/2026
I think like everyone else out there, I have my moments of dread where I'm terrified AI is going to take everything I love about my job away from me.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 29/07/2026
The companies with AI products are not making money, and in fact, they're losing billions of dollars on whatever revenue they do make.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
010
Cinema Ex Machina @cinemaexmachina.com · 27/07/2026
Navigating the AI Revolution in Visual Storytelling Subscribe free ↓
cinemaexmachina.com
Subscribe
Actionable intelligence for visual storytellers and creative professionals navigating the upheaval in our industry by AI.
000
Cinema Ex Machina @cinemaexmachina.com · 27/07/2026
The problem is, if Ed's right, the American economy comes crashing down.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 26/07/2026
While AI tools are now commonplace, most organizations have not yet embedded them deeply enough into their workflows and processes to realize material enterprise-level benefits...
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 26/07/2026
With these kinds of numbers, and the impossible hill ahead to hit them, AI no longer necessarily feels absolutely inevitable right? Right?!
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 26/07/2026
The big AI companies need to find a use for their product that actually show gains for people's bottom lines to escape the amount of debt they've built.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 25/07/2026
The incredible stock growth that we see in the markets, as Ed says, is "vibes based":
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 24/07/2026
All on a bet that AI will reshape the economy.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 24/07/2026
The companies with AI products are not making money, and in fact, they're losing billions of dollars on whatever revenue they do make.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
001
Cinema Ex Machina @cinemaexmachina.com · 23/07/2026
So, our current economy depends on 5 companies spending money on NVIDIA GPU's.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 23/07/2026
I may not be a contrarian, but I am a hater.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 22/07/2026
I think like everyone else out there, I have my moments of dread where I'm terrified AI is going to take everything I love about my job away from me.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 20/07/2026
Actionable Intelligence for Working Creatives Subscribe free ↓
cinemaexmachina.com
Subscribe
Actionable intelligence for visual storytellers and creative professionals navigating the upheaval in our industry by AI.
001
Cinema Ex Machina @cinemaexmachina.com · 20/07/2026
This whole thing doesn't totally seem to be working exactly how the marketing is telling you it is.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 19/07/2026
Open AI and Anthropic HAVE to make billions to stay in business and frankly, to keep the US economy afloat at this point.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 19/07/2026
Generative AI products do not provide significant revenue growth, its products are not useful in the way that unlocks significant business value, and the products that have some adoption run at such a grotesque loss.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 19/07/2026
The companies with AI products are not making money, and in fact, they're losing billions of dollars on whatever revenue they do make.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
020
Cinema Ex Machina @cinemaexmachina.com · 18/07/2026
I think like everyone else out there, I have my moments of dread where I'm terrified AI is going to take everything I love about my job away from me.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
100
Cinema Ex Machina @cinemaexmachina.com · 17/07/2026
If there is any wobble with these investments, and especially with NVIDIA itself, Americans are going to feel the brunt of a market downturn.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 17/07/2026
Not only is the bet on AI gigantic with major risk in supporting these unprofitable companies, the cherry on top is: Americans have no love for the lowly data center.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 16/07/2026
The problem is, if Ed's right, the American economy comes crashing down.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 16/07/2026
All on a bet that AI will reshape the economy.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
100
Cinema Ex Machina @cinemaexmachina.com · 15/07/2026
I'd like to thank Ed Zitron for keeping me grounded during any and all freak-outs I have about AI's destructive force in the creative industry.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
110
Cinema Ex Machina @cinemaexmachina.com · 13/07/2026
Actionable Intelligence for Working Creatives Subscribe free ↓
cinemaexmachina.com
Subscribe
Actionable intelligence for visual storytellers and creative professionals navigating the upheaval in our industry by AI.
000
Cinema Ex Machina @cinemaexmachina.com · 09/07/2026
This is not financial advice, nor should you take it from someone like me.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
002
Cinema Ex Machina @cinemaexmachina.com · 06/07/2026
A community of artists, filmmakers and creative professionals making informed decisions at the intersection of craft and AI. Subscribe free ↓
cinemaexmachina.com
Subscribe
Actionable intelligence for visual storytellers and creative professionals navigating the upheaval in our industry by AI.
010
Cinema Ex Machina @cinemaexmachina.com · 06/07/2026
All on a bet that AI will reshape the economy.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 05/07/2026
I'm finding Ed, at the very least, to be a comfort in the AI hype machine that seems endless.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 05/07/2026
Since the beginning of 2023, big tech has spent over $814 billion in capital expenditures, with a large portion of that going towards meeting the demands of AI companies like OpenAI and Anthropic.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
100
Cinema Ex Machina @cinemaexmachina.com · 05/07/2026
I think like everyone else out there, I have my moments of dread where I'm terrified AI is going to take everything I love about my job away from me.
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000
Cinema Ex Machina @cinemaexmachina.com · 04/07/2026
With these kinds of numbers, and the impossible hill ahead to hit them, AI no longer necessarily feels absolutely inevitable right?
cinemaexmachina.com
Why the Math of Replacing You Doesn't Quite Add Up: A Filmmakers Attempt to Understand the Financials (and Bubble) of AI
This is not financial advice, nor should you take it from someone like me.
000