I don't see how any of these are deal-breakers for the viewers and if the viewers are there, the streamers aren't going anywhere. The network effect is real - it doesn't matter how good your streaming platform is if no one is using it.
You're talking about the streamers? As I mentioned, streaming is a tough business, it's going to have a lot of churn. In terms of viewership, there's publicly available data and it's not going down:
What kind of data do you have? Do you work at one of these companies and know that the data is fudged? Do you run an analytics company? There could be some measurement errors or biases but it's virtually impossible that it's directionally incorrect when we're talking about 67% growth y/y.
