I'm curious, what is the 3rd party in your scenario? I can see ways to count > 3 (before this announcement), and obviously there are the two competitive partie

I'm curious, what is the 3rd party in your scenario? I can see ways to count > 3 (before this announcement), and obviously there are the two competitive parties so that's a way to count, but it's not obvious to me how you got to exactly 3.