Sanmeet Deo

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.

They have their own share of movies and other things.

A lot of the younger generation watches more of YouTube in short form than they do of streaming.

They might be able to win an argument there with the regulators in terms of that this isn't as monopolistic as people might think.