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“Remember, the key competitive advantage there is scale…” — Acquired at 56:27

Acquired 7 Powers with Hamilton Helmer

“Remember, the key competitive advantage there is scale economy. So there's fixed content that they can drive across more subscribers. And so the cost per subscriber is less. And content is a big part of cost. So that's a big, big advantage. So if you go into a different geography for them, the question then is, does…”

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