What's the Threat of Substitutes in Streaming?

The big problems i have with those, it's the opposite of the streaming thing, right? The scary thing about palm, blackberry, whatever, is there will be only one. Thatts literally like a winter take all market, right? And so that that is, when it's working, it's great. But when it fails, it will fail a pically. Aveything they you cand make the case o shured, they have pulled back. I mean, how many companies now were laying off employees because they just grew too fast,. So we're employees. Ah, to some extent, thas a to with the gan's workshop thing but i don't think