Lou Whiteman

Disney, Fox, I see what they were doing, but I do think the target matters and the target is better.

Travis, on the pricing thing as a consumer, all I'd notice is that if you actually do want this content, I doubt Netflix raises their price by $11 per month.

The minimum to be a Warner Brothers streaming customer was $11 per month.

I think that speaks to the optionality here.

Some of what the studios are upset about, will movies go to the theaters anymore, some of those questions, I think Netflix can give in on that pretty easily and maybe

But let's look at the other way.

And maybe I'm being too Pollyanna here, but does the bigger studio presence mean that it makes more economic sense to sort of lean into the theater as another source of revenue?

Right.

Well, that's it.

I'd offer new ways to tackle that.

I don't know.

I think there's a lot of ways to play out.

Disney has had good management and less good management over the year.

The one thing, again, I would say, too, is that if you're going to bet the jockey, I'm going to bet on Netflix's management team to work through some of the wrinkles, iron out the wrinkles here.

I don't want to be too positive.

Like I said, I still wonder if it gets through.

especially globally, with antitrust.

But I do think that, man, you're putting a really smart people in charge of even more great assets.

As an investor, there's a lot to like about that.

Maybe it's the banking in my past, but every problem gets solved by a deal, guys.