I don't know if James Marriott has read either of these, but at least they try to analyse the issues involved in two of the topics he mentions. Andreessen has his own motives for cheerleading for AI, no doubt, but I think I would listen to him sooner than James Marriott.
https://www.vulture.com/2023/06/streaming-industry-netflix-max-disney-hulu-apple-tv-prime-video-peacock-paramount.html
https://a16z.com/2023/06/06/ai-will-save-the-world/
I don't know if James Marriott has read either of these, but at least they try to analyse the issues involved in two of the topics he mentions. Andreessen has his own motives for cheerleading for AI, no doubt, but I think I would listen to him sooner than James Marriott.