> That was Disney's problem this year. A lot of content was super expensive The streaming model requires a conveyor belt of content to work. And movies are exp

> That was Disney's problem this year. A lot of content was super expensive The streaming model requires a conveyor belt of content to work. And movies are expensive to produce, consume a lot of bandwidth, and not really replayable. The constraints tend to give bad content. It’s the whole cheap, fast, and good triangle.