媒体大亨巴里·迪勒认为，在现实世界运营的企业拥有抵御人工智能冲击的强大护城河。这正是他旗下公司 People Inc. 于 6 月竞购美高梅国际酒店集团赌场和酒店业务的灵感来源，他称这些为“永久资产”。随着部分消费者转向使用 AI 聊天机器人完成购买机票、管理订阅等任务，纯数字化业务可能被挤出局。这给 Expedia 等互联网品牌带来了真实风险，迪勒是该公司的投资者兼董事会成员。
Media mogul Barry Diller thinks businesses that operate in the real world have a strong protective moat against AI. That was the inspiration for his company People Inc.'s June bid for MGM Resorts International's casino and hotel business, which he called "forever assets." As some consumers turn to AI chatbots to complete tasks like buying plane tickets or managing subscriptions, digital-only businesses could get boxed out. That creates real risks for internet brands like Expedia Inc., where Diller is an investor and board member.
他说，对于业务植根现实世界的公司来说，这不那么成问题。拉斯维加斯无可取代，迪勒说——也没有人会再建一个。博彩只是方程式的一部分。他说：“想去某个地方的人，与那个地方之间，不会出现任何去中介化。”周四，他在纽约举行的《商业内幕》“The Long Play”活动上，接受该媒体首席记者彼得·卡夫卡的采访时表示。请持续关注我们对《商业内幕》“The Long Play”活动的报道。
It's less of a problem for companies whose businesses exist in the real world, he said. Nothing is going to replace Las Vegas, Diller said — and no one's going to buy another one. Gaming is only part of the equation, he said. "No disintermediation is coming between a person who wants to go to a place, and that place," he said, speaking to BI's Chief Correspondent Peter Kafka at Business Insider's The Long Play event in New York on Thursday. Follow along with our coverage from Business Insider's The Long Play People Inc. first took a 27% stake in MGM in 2020.
People Inc. 于 2020 年首次收购美高梅 27% 的股份。这家运营《Food & Wine》《People》《Southern Living》等杂志的公司，后来在 6 月提出全资收购拉斯维加斯品牌，但于 9 月撤回了要约。迪勒表示，交易告吹是因为他对拟议结构感到不安，该结构涉及承担债务并向第三方融资。美高梅随后提出收购 People Inc.，但周三告诉投资者已搁置该计划。
The company, which operates magazines such as Food & Wine, People, and Southern Living, later offered to buy the Las Vegas brand outright in June but withdrew its bid in September. Diller said the deal fell apart after he became uncomfortable with the proposed structure, which involved taking on debt and asking third parties for money. MGM later offered to buy People Inc. instead, but told investors on Wednesday that it had shelved the plan.
迪勒说，美高梅对 People 的杂志资产感兴趣的可能性“极低”，而是希望回购 People 持有的美高梅股份。People 仍是美高梅最大投资者，但已同意不增持超过 29.9% 的股份，并在涉及控制权变更的交易中与美高梅董事会保持一致投票。
Diller said it was "highly unlikely" that MGM was interested in People's magazine assets, but rather it had hoped to buy back People's MGM shares. People remains MGM's largest investor, though it has agreed not to buy more than a 29.9% stake in the company and to vote with MGM's board in connection with a change-of-control transaction.
除了旗下的杂志组合外，People 还持有《每日野兽》和租车公司 Turo 的股份。据《商业内幕》查阅的一份 CEO 尼尔·沃格尔的备忘录显示，该公司于周四裁员 195 人。备忘录称，绝大多数受影响的员工在其“印刷和传统网络业务”部门工作。备忘录还称，公司“截至 2026 年已新增 320 名员工”。
People, which, beyond its magazine portfolio, also owns stakes in The Daily Beast and the car-rental company Turo, laid off 195 workers on Thursday, per a memo from CEO Neil Vogel, which Business Insider viewed. The vast majority of impacted staffers worked on its "print and legacy web businesses," the memo said. The company has "added 320 new employees so far in 2026," it said.
迪勒对卡夫卡表示，裁员是公司健康的迹象，该公司拥有盈利的印刷业务，正处于“稳步下降”中。“我们一直在将这些传统业务的人员调出，并调入人员从事新工作，”他说。
Diller told Kafka that the layoffs were a sign of a healthy company that has a profitable print business in a "steady kind of decline." "We've been transferring out people in these legacy businesses and transferring in people to do the new work," he said.
迪勒是一位资深媒体运营者。他在 1970 年代和 80 年代担任派拉蒙影业董事长兼 CEO，随后加入福克斯公司，并于 1980 年代中期协助鲁珀特·默多克创立福克斯广播公司。之后他在 QVC 工作，随后担任 IAC 的 CEO 并在 Expedia 集团担任职务。他是米高梅董事会成员。
Diller is a longtime media operator. He served as chairman and CEO of Paramount Pictures in the 1970s and 80s, before joining Fox Inc. and helping to start Fox Broadcasting with Rupert Murdoch in the mid-1980s. He then worked at QVC before serving as CEO of IAC and taking on roles at Expedia Group. He is on the board of directors at MGM.