The Great Unbundling Moment

i think we're in what i deemed as the great rebundling era, which is a play on ben thompson, who writes strategy. So there's te scale play, which is the straight mana of muno discovery merging with warner onmedia om disney buying hooloo,. Plus. The ecosystem driver is the one i'm sure a lot of a jason listeners will kind of be aware of, the able amazon system and amazon ico system. And then for apple, it's like whell, once yu're in that ecosystem, which we refer to as tho cel california, it's on the next product up grade cycle when you want