Yormak seems to be ahead of him, but GK is taking a lot of heat for likely many issues created by the universities. It is his job to be a punching bag, so I don't feel that bad about it, but it is no doubt a tough job. When your stakeholders have an outsized view of their value, yet impose many academic related constraints that limit GK's bargaining power. They expect to be paid an outsized portion based on their limited constraints.

That is how you end up with AppleTV as your option. It satisfies the expected payout criteria, but Limited visibility. Seemingly impossible to achieve both criteria.

What do you think you would do if you were him?