Is Netflix a Star of Netflix on the Descendedant?

I don't know the profitability structure of all of these activations in terms of profit sharing with and expense sharing with the licensers. And I'm just getting worried, will there be a lot of good immersive people who lose their jobs? Should this bubble burst? It's been clear for a while that Netflix in particular sees this experiential stuff as another line of business for them. We're in a definitely different place from where we were during the ARG boom because with very few exceptions, those were pure marketing efforts to get eyeballs only.