The long term outlook for things like cable and broadcast is not great, says Tom. The kind of competition that they're engaged in with some of these new tec firms is a very weird kind of unequal competition. For them, streaming is just a side line. They don't even need to make money out of it. And so as we're heading into what looks like a pretty grim economy, i do wonder if mega total media bundles like that are going to appeal to customers who are looking to save money.