It's intermediation, really, which means acquiring premium American content and then reselling it in Canada, which is the primary business model of the major over-the-air broadcasters in Canada—CTV, Citytv and Global.
The supply of content is gradually getting choked off. The American studios are going to hold on to that for their own offerings. That means it will be more challenging for those networks to get the premium shows, the top shows, that they've always had in the past.