This rings so hollow to me. You have tons of people who are all of a sudden working from home and are still doing lunches, or have lots of free time in general

This rings so hollow to me. You have tons of people who are all of a sudden working from home and are still doing lunches, or have lots of free time in general in an age where shorter form content is more prevalent. Yes, that was their target- but were they really only targeting NYC and a handful of other cities commuters? That's a pretty small TAM. Everyone else in a car and not watching content on their phone. The content was not compelling, and that's the real story. They overpaid to quickly produce a library with star power and the end results were sub par, and could not compete with free alternatives, or depending on how you look at it- could not force their way into the budgets for consumer's paid streaming services.