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2min chapter
The State of Streaming
Channels with Peter Kafka
The Big Conglomerates Will Force You to Get Discovery With Your HBO Max
Julia, i think as we see more consolidation happen, you get to a point where you naturally start building that back up. I would argue that the big conglomerates want the bundle to co or not absolutely. The churn rate amongst their bundle is much lower for bundle subscribers than it is for individual subscribers. When thy're talking about two to three time projection gross whe ther's shing were to hit 232 hundred, 60 million subscribers by 20 24. And you can say, well, look, there's a lot of more holuo subscribers. Whether or not they're aged, who knows, you know. E s pian plus is seen insane growth. But you've got a bundle,
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