The cable pipe can be anything. Apple has tight integration with hard ware and software, but they get a huge amount of moduarity when it comes to what the phone can do through the apstor. And on the other side, apple has access to all the suppliers in the world who are competing for their business. That's why the business model is so great. I would argue that netfix has that same sort of thing. They have this tight piece of integration one part of the value chain, and a sort of maxim moduarity on the complementary parts of thevalue chain. Like nefi isn't constrained in any way by the sort of shows that they buy. This gal