Sanmeet Deo

I always think of Netflix as that young, lean, mean upstart.

They're not really that anymore.

They're more of the dominant play.

But it is a big financial commitment for something that... you can't have one without the other.

I'm not fond of the financial commitment, but you have to have it if you want that dominance.

definitely helps.

And that gets my, my thumb to go kind of sideways and go sideways.

Okay.

Heading towards up because, um, you know, and look, I, I, I also give it a thumbs up for the management team.

You know, this is a seasoned, very intelligent management team has been around with Netflix for a very long time.

I can't imagine they do something like this without having a very clear idea of how they're going to manage it all because they know what they have with Netflix without,

Warner Brothers Discovery, they want to make sure it continues on.

So I've always been fond of the management team.

I don't think so.

I think that Paramount's going to try their hardest to get this asset, which rightfully so, they should.

But I think that Netflix is going to win out.

And I think that even though there's regulatory concerns, one thing I was reading through is the argument for, it's not just about streaming dominance.

Netflix is going to argue total views, which you have YouTube in there, or screen time views, I should say.

And you have YouTube in there, which is a dominant, dominant

eyeball generator, I guess you could say, for screen time.