Sanmeet Deo

I wasn't too hot on it.

As I started to think about it, the announcement came out.

I'm going to say I'm going to give it one thumb up, one thumb down.

And the one thumb up is more for the strategic reasons.

I think this puts them as the streaming media powerhouse, like Disney Who at this point.

And down the thumb for just the fact that the financial burden is onerous.

I

They have a relatively lower debt profile, a leaner, meaner company.

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.