@Aquinas82nd @TZM_TMT @awolk @RichLightShed @Matt_CIM the reason why I’m at maybe is b/c of $CMCSA &amp; $COX distribution: it’s built-in scale at launch that creates an alternate universe to both $ROKU &amp; #HBOMax. So I agree w/ your take in that light: they’re not going to be hurting. But as above, not sold on broader market value prop