> and then there is the bundle which if you are in the ecosystem already essentially makes it a free service... This is key. How many people would subscribe to

> and then there is the bundle which if you are in the ecosystem already essentially makes it a free service... This is key. How many people would subscribe to Prime TV if they didn’t already have a Prime membership. My guess is not many. Luckily for Netflix people consume enough that it’s not really a killer. But with fitness you probably only need a single provider. That said, I’ve lost confidence in apple’s ability to execute, but this seems like a race they could easily dominate if done right.