Netflick Versus Disney?

Disney made an en mous investment in the content of fox studios, box entertainment. They're thinking about a 60 billion dollar transaction. And i think when you think of it through that lens, it's not netflick verse disney. It's net flick verses all of these legacy media companies,. things like time warner and viacom and discovery. The only strategy is to huddle up and get bigger so they can survive winter a little bit longer.