I think you're pretty right, but that we are currently in a boom time for standalone streaming apps, where in addition to the big guys (Netflix, DisneyHuluESPN, perhaps another 1-2 who do have both access to huge amounts of owned content and great scale) we also have every other video content producer (Warner Discovery/HBO, Paramount, NBC/Peacock, etc) currently trying to make a go of keeping as much of their content exclusive to their own bespoke paid streaming service as they can. Many of these will probably fail and hopefully resume licensing things to streaming platforms that are bigger and more appealing.