The timing is very convenient. My pop culture read is that they had a surprise hit in Shogun, and if you’re going to pull the trigger on this approach it’s hard

The timing is very convenient. My pop culture read is that they had a surprise hit in Shogun, and if you’re going to pull the trigger on this approach it’s hard to say when the next opportunity to do so without it reflecting better on you than it otherwise possibly could to investors will be. That being said, I hope for their sake this is the official line to nosey investors to provide cover for focus on actual metrics alongside user engagement time (seems likely) because user engagement time alone is a terrible, gameable metric for platform improvement and we all know it. My last thought is I’m not terribly bearish on Netflix. Better than Paramount+ or the leftover shell of HBO MAX after that terrible platform merger. Apple TV+ is mixed too. All they have to do is not be Disney and hit the occasional home run because their competition is terrible.