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Google also got an A, we covered Netflix, they got an A, Spotify got a B, but I think that's mainly because Ross gave the grade. He's a bit more hard to impress, but still a B. So it's been pretty good grades so far.

You point out Netflix already admitted that it is likely to bump its prices again within the coming months, pointing to the writers and actor strike as one reason. What was interesting, Ross, was that as prices have climbed this year, the average number of streaming services used by Americans fell a little bit from 12 to 11.

There's great documentary on Netflix. Have you seen Operation Flagrant Foul? Andrew Spink:. I actually haven't. Marcus Johnson:. Oh, it's incredible. Tim Donaghy, who's an NBA ref and the scandal surrounding him and match fixing, betting on games. It's fascinating. Okay. So we didn't have a market. We now have a market. How big of a market is sports betting in the US? Andrew Spink:.

I wonder how many people know that Netflix has an ads tier because it's still so new, or Disney Plus for that matter. And there was some research to back that up, Morning Consult finding that most folks don't know these social media subscriptions exist as of March.

So if you combine the cost of HBO Max, Hulu, Disney Plus, ESPN Plus, Netflix and Amazon Prime, you're coming to a total of $65. And that doesn't discount buying an annual subscription. Some services offer that. That compares to the average US monthly cable bill, sorry, the ranges that I found were all over the map.

Some like Netflix has figured it out, the rest of them are losing money by the bucket loads. Some of them will come through and some of them won't. And Peacock right now is not looking like a strong one, but Comcast has a lot of ways to make money in the meantime. All of these companies have a lot of ways to make money in the meantime while they try to figure it out.

There are some platforms where most people are just, like I said, they want to be consuming content and treat it a little bit like Netflix. And for platforms like that, and I say TikTok, Instagram, YouTube, those are always going to need to fight for UGC.

Granted a large, large chunk of that money is just going into CTV, so ads on Hulu, ads on Netflix and so on and so forth, but the fact that it's now all of a sudden in the digital bucket means that a TikTok, which spent quite a lot of time trying to style itself as an entertainment platform rather than a pure-play social media brand, is effectively boosting the fortunes, I guess you would say, of this channel

Yeah, I'll just add that it was specifically cloud gaming that the CMA took issue with in this deal, which is just basically streaming games the same way you stream shows from Netflix. Right now, you'd have to purchase games or download games, and cloud gaming is like a growing market.

Right now, for example, Netflix, who's trying to stay competitive on AI, is currently hiring for an AI expert with a salary of 900,000. So, that gives you the-. Marcus Johnson:. I'll take it. Jacob Bourne:. Yeah, exactly. Right.