Matt Belloni

Comcast is sort of an also ran here so far.

They are in the mix.

They are seen as potentially the company that needs this the most because they have Peacock.

Yes.

And ultimately, many of the analysts that are watching this say the company that needs this the most will ultimately get it.

I slightly disagree.

I think it's a combination of needing it the most and having the most money, which is what the Ellison's have.

They have unlimited money because Larry is worth something like 260 to 80 billion dollars more.

depending on the day.

And they ultimately feel like they need it because they only own Paramount and they want to be a scaled competitor to Netflix.

And you can't do that with just the Paramount Plus subscribers.

You put that together with HBO and the Warner Brothers Library, and you've got a pretty compelling value proposition there.

Comcast with Peacock does feel like they need it, though.

They do.

Everyone loves that.

They got the Traders.

They got NBA now.

Well, that's why many people think that Netflix is going so aggressively after this.

It's more of a defensive play.

Well, that's going to be my question.