Ed Ludlow

They are rapidly declining.

They are shrinking every day.

And while they still spit out a decent amount of free cash flow, Wall Street sees them as an albatross, an anchor.

So they all these companies want to position themselves for long leashes from shareholders and Wall Street.

And the cable nets just aren't part of that strategy.

Niche analogy, but we're here for it.

The most important question

seriously was posed by Bloomberg tech producer, Paul Zaveri.

Just take this at face value seriously.

Let's say either deal goes through and we don't know if it will, there's antitrust.

Does that mean that we stop paying for multiple subscriptions and we can just pay for one subscription where all of our platforms are in one?

Because that's the other side of it.

Everyone has a dozen or more different subscriptions.

And what's so funny is like the parties here, they're all contributors to that ecosystem.

Yeah, this seems to be, let's say Netflix gets it.

I'm betting HBO will be available as a premium add-on, an upsell.

You have to pay more for it.

But what's interesting about that is it puts Netflix in closer competition to Amazon channels, which is an aggregator, a platform from which you can subscribe to other streaming services.

That's the really big strategic question.

Because if Netflix pulls this off,