Co-anchor andrew ross sorkin. good to see you this morning. we were talking about this yesterday, that disappointing loss of subscribers that was released on tuesday from netflix, which was off by like 3 million. they said they were going to add 2.7 million subscribers. even that was seen as low by some analysts. what happened yesterday after we talked to drop this by a third? that s not an insignificant portion of their bottom line. to put it, by the way, in context, $54 billion just disappeared, went into money heaven somewhere. wow. that s how much money was lost in terms of total value over the course of one day. and really what s happening here is a rewriting of a narrative around netflix and a narrative around streaming and the prospect of it being as profitable and as big a market as perhaps people thought, at least in the most immediate term. we talked about how so many of these streamers have all been chasing orb traditional media