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

Activist investor Anson Funds is pressing Lionsgate to redefine itself for the AI era or put itself up for sale, according to a July letter to the board reviewed by Semafor. The argument turns on how the market reads a film library.

“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 specific tell

Gupta named Sora and Seedance as the releases that moved the stock. That is a precise claim about how equity markets now price content ownership.

Both models have advanced quickly. ByteDance’s Seedance 2.5 generates 30-second native 4K video and accepts up to 50 reference inputs, a capability that did not exist in usable form eighteen months ago.

The market’s default...

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