See here. Their premise is that in the ongoing fight with TV networks, the content guys have the upper hand and we’ll be forced to come back to the table and surrender to their demands. Basically it’s the old content v. distribution argument. Who wins? All I can say is we’re very comfortable with the model we’ve built. Not saying there isn’t room for other models too. Also not saying we can’t adapt if the market tells us we need to. We’ll wait and see.