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“And there's more substitutions than ever. So you've got a…” — Decoder with Nilay Patel at 8:12

“And there's more substitutions than ever. So you've got a smaller base of children, especially in Western markets that we tend to distribute in, like the US, Europe, a lot of Asian countries. And those kids start to shift decisively into video games and mobile phones and digital experiences at younger and younger…”

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