It's better for their business now. In fact, I think it's true that they will get less money as online-only than in the current scheme. But that's not important

It's better for their business now. In fact, I think it's true that they will get less money as online-only than in the current scheme. But that's not important, because I think the current business model is going to go away. That is, I think they'll eventually have to have an online-only option, or they'll die.