Is There a Difference Between a Net Fux and a Newer Industry?

We care a lot about the competitive landscape. If that growth is attracting irrational competitors, what does that look like? What's the customer behavior situation, stuff like that. I don't think we're going to see a lot of surprises in that industry. The ones that we know will have the scale is probably neflix, disney and h b o. After that, we know who's going to try and stuff. We don't really know if they're ging to get up to that scale.