A few major companies are able to stake out the space, and a few of the tet companies that are using their money from highly profitable industries. I don't know that microsopt is on track here for effectively a monopoly in the space. i think it is more likely that it ends up being carved up by a couple of incumbents. But i am actually less convinced that we would see even the diversity of what you see in in the streaming t v space, around everyone having their own streaming platform.

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