Good Tuesday Morning welcome to squawk alley. Im Carl Quintanilla with john fortt, mike santoli here at post 9 of the New York Stock Exchange joining us this morning, paul holland. Good to have you back. Lets talk some netflix this morning. Off the highs today, but the streaming giant hits another record high today, adding 5. 3 million subs in q3, promises an 8 billion bet on original content next year. Last time you were with us you called the company pure heroin when compared to its competitors. Its worth noting Foundation Capital is an early investor and youve worked closely with Reed Hastings now were in this chapter, paul, were watching the u. S. Profitable and the playbook being expanded international, where thats increasingly where the story is, right . Thats correct, yeah. If you recall a couple years ago we had this conversation before they had any significant presence in international, and i think really three things are going on we saw a beat in terms of subscriber base, we