[jonknee]

I'd counter that MoviePass is not creating any value for you, they're literally just paying for you. That's not anything special.

[reboog711]

I disagree. They are saving me a ton of money. To me as a customer, that is a lot of value.

I sure hope that Moviepass and the theaters can figure out a way to make it work.

[slg]

You are misunderstanding the point. We aren't saying that MoviePass doesn't provide value for customers. We are saying that MoviePass doesn't create any value for customers. They are not increasing supply. They are not increasing demand. They are not adding efficiency. They are simply paying for the money you save with capital from investors. Every dollar you save on a movie ticket is a dollar that MoviePass pays to the theater. That is great for quick growth but I can't think of a single successful business that works that way.