I think he's pointing out that an anticompetitive cabal already exists, so assuming it would continue to follow anticompetitive practices is not a leap of any kind.

> I think he's pointing out that an anticompetitive cabal already exists,

Of course, they're called _unions_, which prevent companies from hiring or contracting anyone who isn't part of their cabal -- I mean union.

Disney and Comcast and WB/Discovery are _competitors_ who would cut each other's throats for a nickel. Would they collude for profit? Sure, but they treat this as a zero-sum game, so they don't want to help their competition too much.

No, the studios are explicitly colluding in order not to give into the writers and actors unions demands.