What's the Mackerel Thing Inside of Net Flix?

Net flix was a canary in the coal mine for the shrinking e effectiveness of online advertising. Google, i think he's been down a lot to day. It's just getting absolutely smoked relative to the market. The makro thing is that we are learning the broad, sweeping impact of apples privacy changes. And you had net flick, even if you add back the russian subscribers, basically spend almost 600 million dollars on customer acquisition too.