Jason Moser

I just worry about this from Netflix's perspective in that it is such a large commitment.

It could take some time to really flow through the financials and make as much sense.

But generally speaking, I do understand the move.

If there's a company that's going to be able to execute this, I think it's Netflix, so I get why they're doing it.

I think that makes perfect sense, too.

The other thing to think about, too, is because of all of these assets they're bringing in, and this could go one of two ways, but there's a distinct possibility we will see more levels for subscriptions coming from Netflix.

Do you think there's going to be a Netflix Plus?

Netflix Max.

Let's get a little bit more creative.

You're catching my drift there.

Think about Netflix in the day, one of its keys to success was simplicity.

It just was easy.

As time grows, as the competitive jockeying heated up in the space, they had to start offering some more levels of subscriptions to be able to attract various consumers and exercise that pricing power incrementally along the way.

It wasn't

shock me at all to see them offering some more levels of subscriptions with this acquisition, which could be good for consumers, but it also means it's going to be a little bit more convoluted or difficult to figure out exactly which level you really want.

But that might give them the opportunity to flex that pricing power a little bit more under the radar, so to speak.

I think you're right there.

To Lou's point, I wonder if this thing actually does make it past the regulatory side.

It is really a big deal where the strong only gets stronger.

We're looking at, pretty much, the incumbents in this space at this point are Disney and Netflix, and then there's everybody else.