sopranos, game of thrones, the watchmen, the catherine the great show that has just come out, and fuld other programming from what was once time warner. oft, that includes kind movies from warner brothers, aquaman, harry potter, all things like that. that includes cartoon network. it seems like every day, i get a new announcement about a new series or a new licensing deal they have struck. the amount of press that they are putting out about these new projects dwarfs disney, apple, and comcast combined. kailey: there is just so much content out there. the question is are people willing to pay for more streaming services to get to that content? is there room for everyone? >> there's room for a lot of them. if it is everybody, i'm not sure. most research suggests, when i talked to the guy overseeing at&t, their research suggested people will spend about $100 for tv. some people are paying for traditional cable, a lot of people are paying for cable and satellite. the number is kind of in the $80 million range, maybe higher. it will continue to go down, but you have people who want news, sp