An activist investor says the market has decided Lionsgate is an AI casualty. It wants the studio to prove otherwise or sell.

“The rise of generative AI has led the market to sort companies bluntly into ‘AI winners’ and ‘AI losers’,” wrote Anson’s Sagar Gupta. Lionsgate stock, he argued, has reacted sharply and negatively to new AI video model releases. The market’s default assumption, in Gupta’s reading, is that a studio is more likely to be an AI casualty than an AI beneficiary. The bigger uncertaintyWhether AI video displaces studio output or feeds off it remains genuinely unsettled. Anson’s bet is that the sorting is wrong and a buyer will notice before the market does.