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I thought your point on the Ankler Hot Seat Podcast last week that Netflix not only needs to go build (or pay someone else to implement) an ad tech platform, but they also have to go out and acquire ad-supported streaming rights from all its content providers for all existing content.

Is that not going to take a Herculean effort to wrangle, let alone what happens when those content providers says, "You want those streaming rights (assuming we haven't already given them to someone else)? Sure, but it will cost you!" And then what happens when the ad-supported tier has only a fraction of the content of the paid tier?

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