Except Moviepass is skating by on VC money with only vaporware monetization through data mining, and AMC can afford to wait them out. Nash equilibrium here is

Except Moviepass is skating by on VC money with only vaporware monetization through data mining, and AMC can afford to wait them out. Nash equilibrium here is Moviepass dying off regardless of communication/collaboration. Introducing a competing service will only speed that up.