We're finally seeing some of the cards being played by some of the big players in this poker game known as the streaming-video wars. Disney+ showed a lot of its hand last  week, and Apple sort of showed its plans a couple of weeks earlier. Meanwhile, Netflix continues add millions of subscribers around the globe and is actually running a functioning, highly optimized business. Disney+ almost certainly will be successful in the long term, but I suspect they'll be losing quite a bit of money in the short term. I explain why here. Give it a listen.