This is just a hunch, but I have a feeling Discover/warnermedia is monitoring the situation with Showtime and Paramount, to decide whether or not they'll do something similar with HBO.

What I mean by that is, Discovery + Warner content as part of a basic plan with HBO max as an additional package. Basically re-establishing the way HBO is distributed, to make it more like Cable.

In that scenario Hulu, Discovery, Prime, and Netflix essentially become the streaming equivalent of basic cable, each with their own premium network.