Rich Greenfield

And you see Netflix getting more into podcasting, right?

Which also fits well in a vertical environment.

You know, they're getting into even a little bit of news.

I mean, you saw the Brian Williams podcast.

It's going to be called like a weekly podcast.

But

You know, again, you're inching into new formats and new genres of content.

And I think the goal is, again, time spent.

Yes.

I honestly believe this is all they care about is how do they win time spent.

And I think that this is a huge part of that push.

And sure, longer term, do they want to do more Netflix houses?

They've opened up two of them.

There's more on the way, you know, in terms of destination or location based entertainment.

Right.

But I don't think that's going to be the bread and butter for a long time.

I think this is still capture more time on TVs, grow the user base, especially outside the U.S., where there's still a lot of room to grow outside, especially in Asia, and then figure out how you win in mobile.

And, you know, the initial way they thought was gaming.

I wonder if now kids...

slash vertical video might be a better answer than mobile games.