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I don't see 100 million subscribers as a stretch in the long term. I think I'd put the over under on when we get there at something like 8 years from now.

If they do really well, and global internet speeds and the number of people with reliable internet access continues to increase, I'd say 6 years is something like a best case scenario. However, it appears that there's going to be a substantial slowdown in the global economy in the immediate future, and that will likely slow down growth of a luxury subscription service, and slow down the rollout of better internet infrastructure.