 As they start to do more things like sports and live events, things where you really do need to be in front of your TV watching as it unfolds, that's very valuable real estate given the size of the user base. And Les Teleka also says Netflix can potentially generate enough ad revenue to pay for the expensive sports content it wants. They recently announced work with Trade Desk and Magnite, these sort of ad technology companies, to help deliver the right ads to the right viewers. You know, JPMorgan Chase says that Tyson Paul event could be the most watched boxing match ever.