i mean, you've got warner brothers-discovery, paramount, disney+, amazon.r and $17 billion next year many content like netflix is? >> nobody's spending that much on streaming only content. i mean, disney certainly spends a lot producing motion pictures, and each of the studios that owns the streamer, so hbo, you know, max now, is owned by warner brothers-discovery, they probably spend about that much as well, it's just that netflix doesn't have the theatrical window, so they're competing on a different plane. to be honest, i think the biggest signal that they sent was they didn't raise the 15.49 praise point. so they kind of capped out how -- price point. they kind of capped out how high disney and max can go. i think that tells you a lot. i think as a consumer, we're pretty happy we can get good content and a lot of it for $15 a month. liz: michael, how long is the trail, the vapor trail that we see from the crackdown on password sharing which has forced many people to actually legit start their own accounts? >> yeah. this is, you know, a page out of steve