Platform Verticalization — AI-native studios and streamers internalizing independent producer functions
#1Netflix, Amazon Studios, and Apple TV+ are systematically building internal production infrastructure that replicates or supersedes the functions of independent producers: internal development slates managed by AI tools, direct first-look deals with talent that bypass independent producers entirely, and proprietary audience data that gives their in-house teams green-light intelligence independent producers cannot match. AI-native studios like Runway's rumored production arm, and new entrants like Wonder Dynamics (acquired by Autodesk), are building production pipelines with AI at the center rather than retrofitting human workflows. The structural result is that platforms no longer need independent producers to bring market knowledge, talent relationships, or development expertise — they are building those capabilities internally at scale.