On 3/11/19, 11:26 PM, "NANOG on behalf of Sean Donelan" 
<nanog-bounces+jason_livingood=cable.comcast....@nanog.org on behalf of 
s...@donelan.com> wrote:
    I think you are correct, Netflix and Hulu are at the wrong layer. Netflix 
    and Hulu don't control the smart TVs and smart speakers ecosystems used 
    to present their content.  Amazon Alexa, Apple Siri and Google Assistant 
    do.
    
[JL] Going onto to hardware like a smart TV will still result in lower 
penetration that if you went to the app layer that is where attention time is 
spent (which may be on a laptop or non-cellular-connected tablet or a game 
console). 
    

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