eat a few billion a year for the short/medium turn (I'm not a WS analyst, but unless you're Apple, that's not really a plan for "competing" against Netflix either though)
"Netflix is competing in an environment where it is being undercut on pricing by competitive services willing to lose billions in the short to medium term. Long-term, this is not sustainable"
https://twitter.com/modestproposal1/status/1514661410650959879?s=20&t=oJ6C2V-b6fQ_zCrFyH7zrQ