Charu Malhotra, Co-founder & Managing Director, Primus Partners, highlights that if the acquisition happens, the key impact in India will be on content distribution. Unlike antitrust concerns in the West, the focus in India will be on how content is used, whether Netflix keeps it exclusive to attract premium users or licenses it out for revenue. She draws a parallel with Amazon’s MGM acquisition, noting that while owning a studio adds value, success still depends on local content and new hits.