Hes deliberately vague between the 3 but I suspect its more Apple TV and Amazon (via MGM).
Bardo and White Noise windows are better than Universal already, but real box office appeal is minimal at best. The main challenge is getting the streamers to put up a 25 to 50 million ad campaign in addition to a 17+ day window.
Exhibitors are more or less happy with Universal at this point because even though they are pulling day and date shenanigans still they will give the same ad push for Halloween Ends they would any other major wide release and they are putting more wide releases into theatres right now than anyone else