Jason Moser

I think you look at that trifecta with Disney, Amazon, and Netflix, and then there's everybody else.

I think the competitive landscape has just gotten a lot more difficult for everyone else.

Makes you wonder if those smaller competitors aren't behind the scenes knocking on the doors of Amazon, Disney, and Netflix and saying, hey, guys, you want to buy us, too?

How fun would that be?

Jason?

Lou, you stole my answer.

The smartest people in the room, I was going to say.

I think that, again, if there's any company that's going to be able to execute this type of an acquisition effectively, I think that Netflix is probably it.

They just clearly have a tremendous track record of success, some very smart people in the business.

Again, I think a brand that is just a bedrock of the home entertainment landscape.

I just don't see that going away.

Yeah.

I think Lou's right there.

It's a little bit of both.

You want to praise him and maybe chastise him a little bit for this.

It was clearly not the right move.

You just look back at the last two years, Meta's chalked up close to $40 billion in operating losses in the Reality Lab segment.

Clearly, AI is the opportunity going forward.

It's good to see Zuck at least acknowledging that as investors, when things aren't working out, you change your mind when the facts change.

I followed the space for several years.