How the world will spend its time
Digital Leisure
As AI lowers the average workweek, consumers will spend more on online entertainment, gaming and e-sports.
Our focus on the digital leisure sector is driven by the transformative potential of AI to lower the average workweek and stimulate digital consumption. Generative AI could reduce labor hours per worker to 4.5 hours in 2030, allowing consumers to spend more time on online entertainment, gaming, and e-sports.
Streaming is rapidly displacing linear TV, accounting for 39% of overall TV consumption as of July 2023. Ad spend on connected TV is projected to grow 17% annually, from $25 billion in 2023 to $73 billion in 2030. Enhanced platforms are transforming fan engagement through real-time access, exclusive content, and interactive experiences.
The rise of AI is revolutionizing content creation, making it more accessible and cost-effective. User-generated game platforms are democratizing development, and real digital revenue is projected to grow 16% annually to $5 trillion by 2030.