The rhetoric appears to be getting hotter and I think we have to remember that Monday night really is a deadline here.

It is a deadline because if charter subscribers cannot watch football on Monday night.

Remember charter has nearly 15 million pay TV subscribers, then this is really

indicating that a lot of those people are going to go elsewhere. They're going to go to

YouTube with Live TV, they're going to go to Hulu with Live TV, and the conversation does shift.

A number of analysts have pointed out that the long to Hulu with Live TV and the conversation does shift.

A number of analysts have pointed out that the longer this drags out,

if this were to go on for two weeks or so after the start of the football season,

the more likely it is that these two parties

never resolve their carriage agreement and the more likely we are to see

charter just offering a smaller less expensive bundle without Disney

at Disney's channels and increasingly possibly expensive bundle

and increasingly possibly without sports.

So Carl, I think the big question here is,

is the era the bundle over and what happens

when Disney goes direct to consumer with

ESPN? How much is that really the nail in the coffin of the pay TV

bundle as we know it? Matt Bob, believe you're back with us, former Amazon Studios head of strategy.

Where do you think this goes?

Well, I think what we're seeing here

is this echo of what really happened early in 2020

when all of the traditional media studios and companies were confident

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