mr. vogelstein, you write that the future of hbo will also be a good proxy for how the mobile revolution is going to evolve. >> guest: yes. so one of the things that most people forget about hbo is that most people think about hbo as sort of the home of "breaking bad" and "the sopranos" and all the incredible programming that gets produced out of that. one of the things that they forget is that back in the 1970s when hbo first got going, the way that they built their business and their subscriber base was by buying lots of movies from hollywood and then running them on their network so you could subscribe to hbo and get all kinds of movies that you might not otherwise get at the video store or anywhere else. and it was a very convenient way for people to watch movies that maybe they'd missed in the movie theaters. and so for a long time people thought of hbo as the movie channel. that sounds familiar, doesn't it? i mean, it's exactly what netflix is doing with its business model. it's trying to build up a subscriber way -- base that generates money that it can then use to kind of finance