Peacock expands into AI-driven video, mobile-first live sports, and gaming

Mobile vertical clips, AI-generated. TikTok brain. But here's the thing: Peacock's real problem isn't content format—it's why you stay subscribed. Adding AI clips doesn't fix that. They're treating engagement metrics as retention, which is why churn stays high. Meanwhile, they're burning cycles on generation instead of paying for exclusives that move the needle. It's cheaper to make AI content than license "The Office" again, sure. But it doesn't work the same way. Peacock's churn won't budge.

AI content isn't a moat; it's a cost-cutting story Wall Street likes.