Joining me now is Jim Stewart, columnist at the New York Times and a CNBC contributor. Jim, it's good to see you today. >> Yeah, nice to see you.>> Who's the front runner. >> Well, I have to say it's it's Paramount Sky Dance, you know, by a fairly long length at this point. They clearly had the most compelling argument.You know, I think we have to keep in mind with streaming, it's all about scale. You want as many subscribers as you can get because the marginal cost of a new subscriber is basically zero. So ...