I think when the data tells them that their strategy isn't effective at decreasing churn they'll pivot to a different one, and they'll do it faster than pretty much any other company in the space is able to. And if the data tells them that strategy isn't great, they'll pivot again.

IMO people underestimate the power of being a tech company that spends on media versus a media company that spends on tech.

I also think they're better suited to international content development and distribution, which has always been tricky for Hollywood. Part of that is technology, part of it is organizational.