@MasaSonCap @lonesaiyan27 @LongHillRoadCap @TSOH_Investing When pipes were scarce, content was price taker.  When pipes are abundant, content is a price maker. 

$NFLX knows this, and is trying to stave off death
$DIS will rule them all

Pipes are cheap.  You can have your own pipes for free with Plex